The Role:

Reporting to the EVP, Head of Private Company Relations, the VP of Relationship Management will be a vital part of a dynamic team focused on building relationships with companies and their partners, including law firms, capital advisors, and venture capital firms. This role addresses liquidity needs across primary, secondary, and ad-hoc opportunities, bridging Forge’s full suite of capabilities. Key responsibilities include sourcing and nurturing relationships, securing and managing mandates, supporting team strategy through material creation, hosting exclusive events, and engaging in industry conferences.

The ideal candidate has experience within the private market ecosystem and demonstrates a strong ability to build and manage both new and existing client relationships. In this role, you will be responsible for helping develop the business strategy and handling the day-to-day execution of all issuer-related activities across the organization. 

Location: This role requires a hybrid work schedule, with 2-3 days per week in our Soho, NY office to foster collaboration and teamwork.

Responsibilities:

• Collaborate with private company executives (Founders, CEOs, CFOs, GCs, etc.) to assess liquidity and capital-raising goals, providing education on Forge’s offerings and market best practices.
• Lead or support aspects of the business planning process for Forge’s company-facing products and services, including forecasting, KPI reporting, and strategic planning.
• Regularly engage with corporate clients to deliver insights on liquidity best practices, market trends, and Forge’s solutions while ensuring consistent value-added interactions.
• Conduct customer and competitive analyses to identify emerging opportunities, track market dynamics, and prioritize growth initiatives.
• Act as a key stakeholder in transaction execution, collaborating across teams to address legal, accounting, and operational considerations.
• Develop and maintain prospective client profiles, proactively identifying opportunities to expand Forge’s client base and strengthen relationships.
• Work with cross-functional teams in Product, Design, Engineering, Finance, and Marketing to ensure alignment with strategic goals.
• Contribute to creating and refining client-facing content, including presentations, marketing materials, and financial analysis.
• Assist in identifying and developing sales and partnership opportunities that align with Forge’s growth strategy.
• Build domain expertise in private markets, leveraging insights to anticipate client needs and contribute to developing bespoke liquidity programs.
• Support the communication of Forge’s strategic vision to internal and external stakeholders, including executives, board members, and key clients.
• Demonstrate strong project management and interpersonal skills, fostering collaboration across teams and maintaining high-quality client relationships.

Qualifications

• 7+ years’ experience in financial markets / 2+ years’ experience in private capital, technology, VC growth equity, or TMT investment banking
• Proven track record of successfully pitching and closing mandates with late-stage venture-backed company or equivalent
• Strong network of relationships with executives at late-stage companies, venture capital firms, and related stakeholders.
• Experience communicating with and operating with multiple teams across an organization (product, finance, marketing, management).
• High energy, driven, and results-oriented mindset with an ability to thrive in an entrepreneurial environment.
• Advanced analytical skills and fluency in performing financial and ad hoc quantitative analysis relevant to private companies and business strategy.
• Demonstrated expertise in employee stock options, including exercise requirements, taxation implications, and associated restrictions.
• Series 7 and 63 Licensed

Preferred Qualifications

• Experience with Hubspot
• Occasional travel (<10%) may be required for meetings, events, client engagements, or visits to other offices (San Francisco and London)

For residents of San Francisco/Bay Area, CA or New York, NY the annual salary range for this role is $240,000 - $270,000 + annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors