Director, Private Securities

New

Skills

Attention to Detail Capital Markets Client Relationship Management Financial Analysis Institutional Sales Market Insights Private Placements Sales Strategies Team Collaboration Transaction Process Oversight

As the Director of Private Securities at Forge, you will play a crucial role in managing client relationships and closing deals end-to-end. Your primary focus will be on driving private placements with buy-side clients and enhancing Forge's network with hedge funds and asset managers. Collaborating with engineering, operations, and legal teams, you will provide market insights and oversee transaction processes.

Key Responsibilities
  • Own client relationships and close deals end-to-end.
  • Manage institutional capital markets relationships for deals.
  • Drive private placements with buy-side clients.
  • Build Forge's network with hedge funds and asset managers.
  • Collaborate with growth engineering, operations, and legal teams.
  • Provide market insights and oversee transaction processes.
Required Skills & Qualifications
  • 5–7 years in financial services sales; institutional sales or private placements.
  • Proven track record of meeting quarterly sales targets.
  • FINRA Series 7 and 63 licenses.
  • Strong client-service orientation with attention to detail.
  • Bachelor’s degree in finance, economics, business, or related.
  • Able to work independently and in a team.

No forms. Your profile is generated instantly.

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: Months

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