Partnership Success Manager, Forge
Trust
$80-90k
+ Annual bonus
More information about location
Stock market for private companies
Job no longer available
Stock market for private companies
201-500 employees
Job no longer available
$80-90k
+ Annual bonus
More information about location
201-500 employees
Company mission
To power an accessible, liquid , and transparent private market.
Role
Who you are
- The ideal candidate will be a dynamic professional with a proven track record of meeting or exceeding targets, particularly within the self-directed IRA or alternative investment sectors
- This role requires a strategic, data-driven approach to growth with an emphasis on achieving measurable results
- 1-3 years of proven experience as a relationship manager, preferably within the Self-Directed IRA, custody, or alternative investment sector
- Demonstrated success in achieving and exceeding growth targets as an individual
- Excellent communication and presentation skills, with the ability to explain complex financial concepts in simple terms
- Expert relationship building and customer service skills
- Knowledge of self-directed IRAs, including the process of setting up and investing in alternative assets such as real estate, private equity, and other non-traditional investments
- Knowledge of the IRS rules regarding alternative asset IRAs is highly preferred
What the job involves
- Reporting to the Senior Director of Custody, The Partnership Success Manager will play a pivotal role in driving the growth of ongoing relationships and pursuing new ones for Forge’s Custody (Trust) organization
- The Partnership Success Manager will help drive relationship growth via SDIRA, ALTS custody account acquisition, and pipeline development
- 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 existing and new 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 growth process to closing deals while ensuring the success of institutional partners and HNW clients within the Custody organization
- They must collaborate with cross-functional teams, and align with Forge’s values of boldness, humility, and accountability
- As the Partnership Success Manager, you will be instrumental in driving relationship growth and expanding our market presence
- Revenue Generation: Develop and execute growth strategies to meet targets, focusing on new business acquisition and identifying existing relationship growth opportunities within the alternative investment space
- Relationship Building:Cultivate a strong, long-term relationship with institutional clients and serve as the primary point of contact for clients and prospects
- Client Education and Support:Conduct webinars and one-on-one sessions to educate prospects on the benefits and logistics of alternative investments within retirement accounts, focusing on compliance and tax advantages
- Reporting: Establish key performance indicators (KPIs) and metrics to monitor and report on performance, adjusting strategies as needed
- Sales Presentations & Negotiations: Lead sales meetings, presentations, and negotiations. Clearly articulate the value proposition of Forge’s Custody services and address clients’ needs, ultimately securing new business
Our take
Corporate stock options are a competitive advantage for companies wishing to attract and motivate top talent. The option of early liquidity proves to be an enticement, especially when startups tend to postpone going public for so long.
Forge offers companies, their employees, investors, and institutions a means of selling their shares in a pre-IPO stock market, allowing private shares to be traded as freely as public company shares. Forge aims to standardize and bring speed to trades in the private market.
Big rivals include Carta and the Nasdaq Private Market, while others such as EquityZen, Zanbato, and Industry Ventures also pose threats. To strengthen its position in this bustling marketplace, Forge is focused on partnerships and new products; launching products such as Forge Intelligence, its first data product, and Forge Company Solutions. The company is also expanding its global reach through partnerships with Wells Fargo Securities and Deutsche Börse.
Freddie
Company Specialist at Welcome to the Jungle
Insights
15% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
May 2021
$150m
LATE VC
Jan 2019
$35m
SERIES B
Total funding: $238.5m
Company benefits
- Health and wellness: Medical, dental, and vision are available to all employees.
- Smart savings: 401k plan, life insurance, HSA and FSA, and pre-tax mass transit and parking benefits.
- Ownership: Equity is offered to all qualifying employees.
- Life balance: New parent leave and generous time off.
- We grow with you : We encourage and support your growth through education, training, and mentorship.
- Relationship building: Team lunches, employee interest groups, and company celebrations.
- Community and culture: Employee-led resource groups, volunteering, and community service.
- Rewards and recognition: Continuous recognition of our employees’ milestones, wins, and hard work.
- Food and snacks: Healthy snacks, drinks, and weekly lunches when in the office.
Company HQ
Financial District, San Francisco, CA
Leadership
Kelly Rodriques
(CEO)Former CEO of Pensco and Founder of Operative Capital. Previous Operating Partner with Ignition Growth Capital and CEO of Blowtorch Entertainment. Successfully started and co-invested with accomplished venture capitalists in early-stage technology companies. Serves as a board member and advisor to several growth companies in technology-enabled service sectors.
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