Vice President, Index Client Solutions

As a client-facing member of the Index and Investment Solutions team at Forge, your role will involve driving growth, retention, and the commercialization strategy for Forge's private indexing capabilities. You will be the subject matter expert on indexing for both internal stakeholders and external clients. This remote position will occasionally require travel to the San Francisco office for offsites and team strategy meetings. Your responsibilities will include identifying and engaging with early adopters and partnership opportunities, developing and implementing the index commercialization strategy, and gaining a deep understanding of Forge's index and derived product offerings to drive the product roadmap.

Identify and engage early adopters and partnership opportunities, including established index providers, asset managers, structured product / sell-side desks, and data providers.

Develop and implement index commercialization strategy, lead discussions with prospects, customers, and strategic partners and collaborate and obtain buy-ins from internal stakeholders.

Gain a deep understanding of Forge’s index and derived product offerings to help drive product roadmap by capturing feedback from clients and prospects.

Understand client’s investment process, needs and use cases to better assist with the ongoing usage of our products.

• 10+ years of experience in index research and development, or similar capacity, with proven success in a client facing role
• Bachelor's degree in Finance, Business Administration or Economics. Advanced degree preferred
• Deep and working knowledge of index investing and competitive landscape with prior experience as an index/investment
• Ability to identify and engage early adopters and partnership opportunities
• Experience in developing and implementing index commercialization strategy
• Strong understanding of Forge's index and derived product offerings
• Ability to understand client's investment process, needs, and use cases
• Excellent communication and collaboration skills with internal stakeholders
• Experience in designing and launching targeted campaigns and participating in industry events
• Knowledge of index best practices and regulatory environment
• Familiarity with data sales and overall data strategy

• Competitive salary range of $240,000 - $250,000 + bonus & equity
• Opportunity to work with internal stakeholders from various departments
• Design and launch targeted campaigns
• Participate in industry events
• Lead workshops and seminars within the client community
• Ensure product and commercial policy contracts align with index best practices and regulatory environment
• Collaborate with Data Sales teams to align commercial policy contracts with overall Data strategy
• 10+ years of experience in index research and development
• Bachelor's degree in Finance, Business Administration, or Economics (advanced degree preferred)
• Deep knowledge of index investing and competitive landscape
• Experience in developing commercial pricing and policies for financial market data products
• Familiarity with private markets is a plus
• Excellent communication and interpersonal skills
• Annual bonus and other factors may affect final offer
• Mandatory COVID-19 Vaccination Policy in place with exceptions for medical contraindications and religious beliefs
• Equal opportunity employer valuing diversity