Partnership Success Manager, Trust

Forge Global•Denver, CO

2d•$80,000 - $90,000•Hybrid

About The Position

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.

Requirements

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

Nice To Haves

Knowledge of the IRS rules regarding alternative asset IRAs is highly preferred

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

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