Private Equity, Operations Manager

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 is a leading provider of self-directed retirement accounts that empower investors to diversify their portfolios with alternative assets. Our mission is to help our clients achieve their financial goals by offering them innovative options, exceptional service, and unparalleled expertise.

The Role: 

The Private Equity Operations Manager is responsible for managing the end-to-end investment experience for clients, issuers, sponsors, and representatives including initial asset reviews, capital calls, corporate actions, exchanges, and investment funding for private stock, funds, precious metals, publicly traded securities, etc. This role ensures a seamless, timely, and client-focused process that supports business growth, enhances client satisfaction, and maintains operational accuracy.

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: 

• Oversee team operations to ensure all investment related tasks are completed accurately and within required deadlines, while adhering to internal policies and regulatory standards. 
• Provide white-glove service, ensuring a high-touch and positive experience with the firm. 
• Continuously review processes for efficiency, compliance, and scalability. 
• Maintain and update onboarding SOPs and documentation. 
• Establish and monitor key performance indicators (KPIs) and service level agreements (SLAs) for quality, efficiency, and productivity 
• Lead, mentor, and develop your team members.

Qualifications: 

• Bachelor's degree (B.A.) preferred 
• 3+ years of leadership experience in client onboarding, financial operations, or account management, ideally within wealth management, retirement industry, or banking. 
• Lead and motivate the department and others through increased operational efficiency and improved operational controls 
• Strong verbal/written communication skills with a client-first mindset. 
• Exceptional organizational skills and attention to detail; ability to multitask in a deadline-driven environment. 
• Must be able to sit and/or stand for long periods of time while working
• Must be able to work hybrid in Denver, CO

Preferred Qualifications:

• Experience and understanding of IRAs rules and regulations is preferred 
• Zendesk and Microsoft Office Experience preferred 

For residents of Denver, CO the annual salary range for this role is $85,000 - $100,000 + annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors.

Upon offer, we conduct background checks that include employment and education verification, state, and county criminal history searches.

Forge is proud to be an equal opportunity employer committed to supporting a diverse and inclusive workplace. Our employment decisions are made without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, veteran status, or any other characteristic protected by federal, state, or local laws.