Forge · 2 weeks ago
Senior Manager, Sales and Partnerships, Trust
Denver, CO
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $120K/yr
3+ years expForge is a technology innovator in the private market, aiming to deliver a richer future through its values. The Senior Manager, Sales and Partnerships will be responsible for driving revenue growth and managing relationships within Forge's Custody organization, focusing on institutional clients and alternative investments.
FinanceFinancial ServicesFinTechMarketplaceTrading Platform
Responsibilities
Revenue Generation: Develop and execute direct sales strategies to meet and exceed sales targets, focusing on new business acquisition within the alternative investment space
Client Acquisition & Pipeline Management: Actively pursue and acquire new institutional clients, financial advisors, and HNWI and maintain a robust pipeline of prospective clients
Relationship Building: Cultivate a strong, long-term relationship with institutional clients and serve as the primary point of contact for clients and prospects
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
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
Sales Metrics and Reporting: Establish key performance indicators (KPIs) and metrics to monitor and report on sales performance, adjusting strategies as needed
Qualification
Required
3-5 years of proven experience in a direct sales role, preferably within the Self-Directed IRA, custody, or alternative investment sector
Demonstrated success in achieving and exceeding sales targets as an individual
Strong sales and negotiation skills, with a proven track record of meeting or exceeding sales targets
Excellent communication and presentation skills, with the ability to explain complex financial concepts in simple terms
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
Experience selling to firms with $100mm + AUC
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 preferred
Strong analytical skills to assess investment opportunities and trends within the alternative asset space
Experience in TradFi, Alts, Fintech, and know how brokers can work with a custodian utilizing SDIRA
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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