Senior Manager, Sales and Partnerships, Trust

Senior Manager, Sales and Partnerships, Trust

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, accountable, and humble. 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 artificial intelligence, 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 is building a growing network effect.

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.

Forge Trust specializes in custody of alternative investments, including Private Funds, with 30 plus years of experience and $16B AUC. As a subsidiary of Forge Global, we are uniquely positioned to provide Custody solutions to Private Markets. We understand the industry and can help navigate the associated rules and regulations. With a specific focus on Self-Directed IRAs and providing solutions to financial institutions to create a seamless experience, we increase investor confidence while reducing operational overhead and risk by having funds custodied by us (a third-party).

Forge Trust manages investor cash processing on behalf of funds and facilitates investments at the direction of clients, in addition to providing reporting on fund/investor activity.

The Role:

Reporting to the Sr. Director of Custody, the Sr. Manager, Sales and Partnerships will play a pivotal role in driving the revenue growth and ongoing relationships for Forge’s Custody (Trust) organization.

The Sr. Manager, Sales and Partnerships will help drive revenue growth via SDIRA, ALTS custody account acquisition, and pipeline development. Acting as the lead salesperson, the individual in this role will put in place and manage processes to drive partner, account, and revenue acquisition within the Custody organization by targeting private fund managers, third-party administrators, registered investment advisors, wealth and asset managers who require a custodian for ALT assets.

The incumbent will be responsible for building relationships and managing the entire sales process from prospecting and pipeline development to closing deals while ensuring the success of institutional partners and HNW clients within the Custody organization. The ideal candidate will be a dynamic sales professional with a proven track record of meeting or exceeding sales targets, particularly within the self-directed IRA or alternative investment sectors.

This role requires a strategic, data-driven approach to sales with an emphasis on achieving measurable results. They will have experience collaborating with cross-functional teams, and align with Forge’s values of boldness, humility, and accountability.

Ideally the candidate would have experience in Trad Fi, Alts, Fintech, knows how brokers can work with a custodian utilizing SDIRA.

Location: This position is remote in Denver, CO. We intend to open an office in Denver and once we do, we will require hybrid attendance onsite at least 9 days each month

Responsibilities:

As Sr. Manager, Sales and Partnerships, you will be instrumental in driving relationship and revenue growth and expanding our market presence. Your responsibilities will include, but may not be limited to:

• Revenue Generation:Develop and execute direct sales strategies to…