At Forge (NYSE: FRGE), we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, humble and accountable. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to planet-saving, plant-based nutrition and more.

With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge's goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible and seamless for companies, their employees and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth.

Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and it is building a growing network effect with defensible competitive advantages. The Forge marketplace has over 440,000 registered users and private shares have traded in more than 500 companies since inception, representing over $12 billion in volume across over 21,000+ transactions.

Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams and innovators in this way.

Responsibilities:

• Monetize current relationships
• Outreach and development of new relationships with asset managers, wealth management platforms, angel investors and other clients on the buy side
• Build relationships with sellers ranging from individuals (founders, executives) to venture capital/private equity firms and their limited partners, on an ongoing basis, to strengthen Forge's mindshare, and provide liquidity when the time is right
• Leverage relationships to expand Forge's access into the right networks - be it Silicon Valley communities, HNW individuals, angel groups, or family offices
• Cater to and grow inbound and outbound relationships and inquiries; work with growth engineering team to automate, sync and scale client engagement
• Get creative and clever - whether in getting in front of the right people, tailoring opportunities for clients, or brainstorming a path forward on a potential deal
• Regularly engage and meet with client base to demonstrate expertise and add value - provide insight into the market, deal flow information, structural elements of the market, transaction process
• Align transaction demand and supply across rounds and time to manage price and volume alignment
• Once aligned, work with operations, legal, and other stakeholders to manage a tight process, and display consummate professionalism
• Own your outcomes - play a key role in bringing relationships from deal match to confirmation and close
• Collaborate with distribution channels and partners to manage market activity, grow deal flow, and source demand and supply when needed, in addition to inbound interest from our clients
• Maintain a cool head in uncertain deal scenarios, and think a few steps ahead to make sure that issues and risks are identified early and averted
• Ability to multi-task and be adaptable to changing and dynamic situations
• Understanding of institutional equity research and sales
• Excellent communication (both written and verbal) and organizational skills; candidates must be very detail oriented
• Independent thinker and self-starter with the motivation to learn about and excel in a growing industry
• Must be comfortable working both independently and in a team environment

Qualifications:

• Ideal candidate will have 5+ years of experience in financial services with a focus in capital markets or private placements
• Bachelor's degree in an area such as finance, economics or business
• Series 7 certified
• Relentless commitment to client service above all else
• Thorough, with a very high attention to detail
• Motivation and drive to build relationships, close transactions, and generate growth - overall, take the utmost pride in your work
• Organized and systematic with communication
• Meticulous attention to client engagement and deal process
• Must be able to sit and/or stand for long periods of time in an office or home office setting while working

Forge implements a mandatory COVID-19 Vaccination Policy, which applies to all employees. All employees covered by this policy are required to be fully vaccinated as a term and condition of employment at Forge. Employees are considered fully vaccinated two weeks after completing primary vaccination with a COVID-19 vaccine, with, if applicable, at least the minimum recommended interval between doses. Employees must provide truthful and accurate information about their COVID-19 vaccination status, and, if applicable, their testing results as of the first date of their employment.

Employees may request an exception from this mandatory vaccination policy if the vaccine is medically contraindicated for them or medical necessity requires a delay in vaccination. Employees also may be legally entitled to a reasonable accommodation if they cannot be vaccinated because of a disability, or if the provisions in this policy for vaccination conflict with a sincerely held religious belief, practice, or observance. All such requests will be handled in accordance with applicable laws and regulations.

Forge is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.