Private Securities Director

New

Skills

Asset Management Capital Markets Client Relationship Management Hedge Fund Knowledge Institutional Sales Market Analysis Networking Private Placements Sales Strategy Team Collaboration

The Director of Private Securities will be responsible for managing client relationships and driving successful transaction outcomes. This role involves developing and maintaining relationships with hedge funds, asset managers, and buy-side clients, as well as sellers including VC/PE firms and LPs.

Key Responsibilities
  • Own client relationships and ensure successful transaction outcomes.
  • Develop new relationships with hedge funds, asset managers, and buy-side clients.
  • Build and maintain relationships with sellers including VC/PE firms and LPs.
  • Expand Forge’s network with Silicon Valley groups, high-net-worth individuals (HNWIs), and family offices.
  • Collaborate with growth engineering to automate and scale client engagement.
  • Provide market insights and oversee transaction processes.
Required Skills & Qualifications
  • 5–7 years of experience in financial services sales focused on institutional clients.
  • Proven track record of meeting quarterly sales or revenue targets.
  • FINRA Series 7 and Series 63 licenses required.
  • Bachelor’s degree in finance, economics, business, or related field.
  • Ability to work independently and collaboratively within a team.
  • Experience with private placements and capital markets.

No forms. Your profile is generated instantly.

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: Months

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