Forge · 1 day ago
Partnership Success Manager, Trust
Denver, Colorado, United States
Full-time
Hybrid
Entry, Mid Level
$80K/yr - $90K/yr
1+ years expForge Global is a technology innovator in the private market, aiming to provide a transparent and accessible global marketplace. The Partnership Success Manager will be responsible for driving relationship growth and managing the acquisition of new business within the Custody organization, focusing on alternative investments and self-directed IRAs.
FinanceFinancial ServicesFinTechMarketplaceTrading Platform
Responsibilities
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
Qualification
Required
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
Physical requirements: operate a computer for 8 hours per day; give and receive detailed information through verbal and written communication
Preferred
Knowledge of the IRS rules regarding alternative asset IRAs is highly preferred
Company
Forge
Forge is a global private securities marketplace creating an accessible, liquid, and transparent private market.
201-500 employees
H1B Sponsorship
Forge has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (34)
2024 (34)
2023 (91)
2022 (21)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$357MKey Investors
StreamlinedScott Banister
2025-11-06Acquired
2022-03-22IPO
2021-09-13Post Ipo Equity· $68.5M
Leadership Team
Kelly Rodriques
Chief Executive Officer
Mark Lee
CFO
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