Current openings at Forge Global

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 specific focus on Self-Directed IRAs, and providing solutions to financial institutions to create seamless, Private Fund Custody – 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: We are seeking an individual contributor Product Marketing Director to develop and execute marketing strategies that drive awareness, engagement and sales opportunities for Forge’s wealth solutions including its suite of custody products. The ideal candidate will have deep expertise in alternative investments and experience marketing to audiences including RIAs,  family offices, high-net-worth individuals and institutions. This person will be responsible for positioning Forge Trust and Forge’s wealth solutions within the industry, crafting compelling content and managing key marketing deliverables to support the Custody team. This role reports to the Head of Marketing.   This is an exciting opportunity to drive growth in a rapidly evolving segment of the private markets. If you have a passion for alternative investments and deep expertise in marketing financial products, we would love to connect with you.  Location: Hybrid in our San Francisco, CA office 2-3 days a week  Responsibilities: Strategic Positioning & Messaging: Develop and nurture Forge Trust’s positioning in the alternative investments space and integrate Forge Trust and Forge wealth solutions into the broader Forge Global product suite; craft messaging that resonates with mid-market clients, family offices and high-net-worth individuals. Content Development: Create thought leadership content, whitepapers, blog articles and sales materials on topics including asset allocation, market trends and macroeconomic linkages. Sales Enablement: Equip regional sales representatives with marketing materials and educational resources to introduce Forge Trust and Forge’s wealth solutions to new clients and drive conversions. Project Management: Oversee the execution of marketing initiatives and limited events, ensuring timely delivery of key assets and campaigns. Website & Digital Strategy: Lead efforts to enhance Forge Trust’s public-facing website, ensuring an effective digital storefront that educates and converts potential customers. Advertising & Analytics: Help manage paid advertising campaigns, track performance, and optimize marketing spend to drive engagement and lead generation. Industry Engagement: Collaborate with external partners, associations and thought leaders to elevate Forge Trust’s visibility in the alternatives and wealth management space. Qualifications: Recent experience and deep understanding of alternative investments and wealth management. 5-8 years of experience marketing to financial institutions, ideally targeting family offices, RIAs, regional wealth managers, aggregators and mid-market asset managers (<$200B AUM). Prior experience developing, positioning, and messaging for financial products or services. Ability to create high-quality content that educates and engages sophisticated investors. Demonstrated experience in project managing marketing deliverables. Background in selling or marketing custodial services, investment products, or related financial services. Preferred Qualifications: Previous experience at firms/companies catering to wealth management, alternative investments and/or custodial services.  Familiarity with content creation and digital marketing strategies, including website optimization and paid advertising management. Experience working with target companies such as banks, RIAs and family offices (e.g., FNBO, McCarthy Capital, etc.).  For residents of San Francisco, CA the annual salary range for this role is $175,000 - $185,000 + annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors.

The Role:    We are looking to hire a Quantitative Researcher to join our Research & Data Analytics team. In this role you will contribute to generating original research and building internal research & analytics capabilities. As a valued member of the team, you will also employ our exclusive private markets data, along with macro trends and emerging themes in the space to generate unique content and insights for our clients, prospective clients, internal partners, and the public. This is an impactful role that will help build and shape Forge’s Research & Analytics functions.   Location: This role requires a hybrid work schedule, with 2-3 days per week in our San Francisco, CA office to foster collaboration and teamwork.   Responsibilities:   Utilize strong programming and data science skills to conduct unique research in support of our Data, Products and Marketing efforts   Work closely with team members and across Forge to identify, measure and communicate the trends and forces moving and shaping the venture-backed / pre-IPO equity market   Assist in the development of private market indices. Support index rebalancing and answer client queries related to index management and methodologies   Collaborate in the research and development of new models, data products, metrics, and insights   Maintain and enhance internal models and databases to ensure comprehensive coverage for our data universe   Aid data-driven content development and value proposition creation, collaborating across Markets, Marketing, Comms, and other Forge teams to prepare and publish thought-provoking, relevant, and timely research reports for clients and stakeholders   Assist with inbound and outbound ad-hoc data requests and analysis for content and communications   Partner closely with our product, sales, and marketing functions by driving content development and value proposition creation   Help identify new unique data points to support research and enhance our research and product offerings   Qualifications:    8-12 years of relevant work experience (e.g., research, data science, data analytics) in the public or private equities markets.  Undergraduate degree in finance, economics, statistics, mathematics, engineering or a related field.  Excellent communication and presentation skills: able to translate and communicate quantitative information effectively to non-technical audience.   Strong internal partnership skills: ability to proactively suggest content ideas and collaborate with peers to execute, as well as respond to requests/ideas from partners and shape Forge’s response   Advanced Excel and PowerPoint knowledge & exceptional attention to detail   Strong interest in private investing and venture-backed companies   Highly competent programmer: Python, AI/ML & Advanced SQL highly desirable.  Must be able to sit and/or stand for long periods of time in an office or home office setting while working   Preferred Qualifications:  Professional writing experience  Index management knowledge  Advanced quantitative or undergraduate computer science degree  Experience with Looker  For residents of San Francisco/Bay Area, CA or New York, NY the annual salary range for this role is $200,000 - $220,000 + annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors