Partnership Success Manager, Trust at Forge Global

Denver, Colorado, United States -

Full Time

Start Date

Immediate

Expiry Date

24 Mar, 26

Salary

90000.0

Posted On

24 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Management, Sales, Client Education, Communication, Presentation Skills, Customer Service, Alternative Investments, Self-Directed IRAs, Negotiation, Data-Driven Approach, Growth Strategies, Performance Monitoring, Compliance, Tax Advantages, Investor Confidence, Operational Overhead, Risk Management

Industry

Financial Services

Description

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 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 a specific focus on Self-Directed IRAs and providing solutions to financial institutions to create a seamless experience, 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: Reporting to the Sr. 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. 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. They must collaborate with cross-functional teams, and align with Forge’s values of boldness, humility, and accountability. 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: As the Partnership Success Manager, you will be instrumental in driving relationship growth and expanding our market presence. Your responsibilities will include, but not may not be limited to: 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 Qualifications: 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 For residents of the Denver, CO area the annual salary range for this role is $80,000 - $90,000 + 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.

Responsibilities

The Partnership Success Manager will drive relationship growth and pursue new partnerships for Forge’s Custody organization. Responsibilities include revenue generation, relationship building, client education, and reporting on performance metrics.