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About the Role

Our Platform Broker will be part of a growing team responsible for the oversight of self-service customers and partners using the Forge platform. This role involves leading interactions with our full-service broker team to match liquidity and maximize transaction volume, supporting private company shareholders, high net worth individuals, and institutional investors. You will work collaboratively to ensure customers have support, are educated to leverage our tools, and provide feedback to improve the platform.

Responsibilities

Customer relations management
Help customers complete trades and navigate the platform
Support customer inquiries
Advise clients on structuring and executing transactions
Review client diligence and ensure compliance standards are met
Collaborate with Product and Marketing teams for platform improvement
Participate in developing business prospects from current customers, referrals, and networking

Requirements

At least 2 years of prior experience in financial services/venture capital/investment banking (sales & trading, wealth management)
Possession of Series 7, 63/66, SIE licenses
Ability to build relationships with customers, internal team members, and stakeholders
Ability to work in an online trading, fast-paced environment while ensuring adequate customer support
Understanding of the private securities marketplace and transactions
Understanding of institutional equity research and sales
Motivation and ability to constantly improve the platform and scale capabilities
Excellent organizational skills and follow-through with high attention to detail
Ability to communicate clearly with internal stakeholders and external clients
Excellent written and verbal communication skills
Ability to operate a computer for 8 hours per day
Ability to give and receive detailed information through verbal and written communication
Background checks including employment and education verification, criminal history searches, fingerprinting, and drug test upon offer

Skills

Financial services
Venture capital
Investment banking
Sales & trading
Wealth management
Private securities trading
Customer support
Relationship building
Communication

Location

San Francisco, CA

Work Type

Hybrid

Experience Level

2+ years

Salary/Compensations

$100,000 - $150,000 (base)
$200,000 - $250,000 (total compensation)

About the Company

Technology innovators in the private market focused on delivering a richer future.
Vision is to deliver a richer future for everyone, helping teams behind innovations from space travel to AI.
Offers liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace.
Goal is to build best-in-class technology infrastructure for a global private market that is transparent, accessible, and seamless.
Enables employees to sell private shares, employers to reward shareholders with pre-IPO liquidity, and investors to participate in private unicorn growth.
Differentiated global marketplace addresses rising demand for exposure to private company stocks.
Growing network effect.

Equal Opportunity

Forge is proud to be an equal opportunity employer committed to supporting a diverse and inclusive workplace.
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.