Senior Product Marketing Manager, Intermediaries

Forge Global•San Francisco, CA

10h•Hybrid

About The Position

At Forge, 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. The Role: We are looking for a strategic, customer obsessed Product Marketing Manager to own the positioning, messaging, and go to market strategy for Forge’s Intermediaries experience. In this role, you will focus on engaging financial intermediaries, including registered investment advisors (RIAs), advisors, and wealth platforms—and their clients, with a particular emphasis on ultra high net worth (UHNW) investors and new distribution channels enabled through Forge’s recent acquisition by Charles Schwab. You will operate at the intersection of product, distribution and customer experience, translating complex privatemarket investing capabilities into clear, compelling narratives that resonate with advisors and their end clients. As a core cross functional partner, you will collaborate closely with Product Management, Asset Management and Wealth and Intermediary Distribution teams, Marketing, and Executive Leadership to bring differentiated intermediary offerings to market. This role plays a critical part in expanding Forge’s distribution footprint by shaping how advisors and wealth platforms understand, adopt, and scale privatemarket access for their clients to help unlock new sources of demand and accelerate longterm marketplace growth. Location: This role requires 2-3 days a week in office in San Francisco, CA

Requirements

Growth mindset & adaptability: You thrive in fastmoving, evolving environments, learn quickly, and bring structure and clarity to complex distribution and wealthmanagement ecosystems.
Strategic thinker & handson operator: You balance longterm distribution strategy with tactical execution, comfortably shifting from highlevel positioning to detailed messaging, launches, and enablement assets.
Deep fintech, wealth, or financial services experience: 8–10+ years of experience in fintech, wealth management, financial services, marketplaces, or adjacent sectors. Experience working with advisors, RIAs, or UHNW clients strongly preferred.
B2B or B2B2C product marketing experience: Proven experience leading product marketing initiatives for enterprise, platform, or distributionled businesses, with a track record of driving adoption through partners or intermediaries.
Advisorcentric storyteller: Exceptional ability to distill complex, regulated investment products into clear, credible narratives that resonate with advisors and instill confidence with sophisticated end clients.
Technical and market fluency: Strong understanding of wealth platforms, advisor workflows, alternative investments, and datadriven products, with the ability to collaborate effectively with product, engineering, and compliance teams.
Influential crossfunctional partner: Demonstrated ability to work across product, partnerships, sales, compliance, and executive stakeholders to align priorities and drive results.
Strong executive presence: Polished written and verbal communicator, capable of influencing senior stakeholders and representing Forge with advisors, partners, and distribution leaders.

Responsibilities

Own product marketing strategy for Forge’s Intermediaries offerings, defining positioning, messaging, gotomarket plans and campaigns that drive adoption among advisors, RIAs, and wealth platforms serving UHNW clients.
Partner deeply with product management and distribution teams to influence roadmap direction, validate intermediary and advisor needs, and ensure product capabilities align with advisor workflows, client expectations and regulatory requirements.
Drive gotomarket excellence for new intermediary products, platform integrations, and distribution initiatives, including leading market validation, launch planning, messaging frameworks, and execution to maximize advisor engagement and client adoption.
Develop intermediary and client insights through research, advisor feedback, and data analysis, using insights to refine positioning, inform strategy, and optimize acquisition, activation, and retention across distribution channels.
Craft compelling narratives and packaging that clearly articulate Forge’s value to advisors and their UHNW clients, simplifying privatemarket concepts while emphasizing trust, access, and differentiated outcomes.
Enable sales, partnerships, and advisor success by creating highimpact enablement materials, training programs, pitch decks, and customerfacing content that support advisor confidence and longterm platform adoption.
Lead competitive intelligence efforts focused on wealth platforms, alternative investment providers, and privatemarket access solutions, translating market dynamics into actionable positioning and strategic recommendations.
Steer crossfunctional initiatives across product, marketing, partnerships, compliance, and distribution—driving alignment and execution on priorities that expand Forge’s intermediary ecosystem and distribution reach.

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