Full-Time

Senior Vice President

Data Strategy and Commercialization

Posted on 6/19/2025

Forge Global

Forge Global

201-500 employees

Private securities trading and custody platform

Compensation Overview

$310k - $340k/yr

+ Bonus

New York, NY, USA

Hybrid

Role requires 2-3 days per week in the Soho, NY office; periodic travel to Forge offices and client locations. New York, NY as primary office; no other locations listed.

Category
Finance & Banking (1)
Required Skills
Lead Generation
Marketing
Requirements
  • 15+ years of experience in business leadership, including P&L ownership.
  • Proven success in launching and scaling data products within financial services, fintech, or capital markets.
  • Deep understanding of market and pricing data, index and portfolio construction, and data content strategy.
  • Demonstrated ability to lead cross-functional teams and deliver measurable outcomes in complex, matrixed environments.
  • Experience in the private market ecosystem, particularly in late-stage growth equity and secondary market trading.
  • Bachelor’s degree in business, finance, economics, or related field; MBA or advanced degree preferred.
  • Experience in hiring, developing, and managing diverse and inclusive teams.
  • Physical requirements: operate a computer for 8 hours per day; give and receive detailed information through verbal and written communication.
Responsibilities
  • Own and manage the full P&L for Forge’s Data Business Unit, driving scalable revenue growth and long-term profitability.
  • Define and execute a compelling GTM strategy across customer segments, including institutional and individual investors, wealth and data platforms.
  • Build, lead, and mentor a high-performing team across research, product innovation, and business implementation.
  • Manage and expand Forge’s channel footprint through distribution partnerships.
  • Set research agenda, manage new product pipeline. Ensure Forge has the right product offerings to meet evolving investment trends and investor needs.
  • Collaborate with Product and Engineering teams to ensure offerings meet evolving client needs, with an emphasis on innovation, data quality, and actionable insights.
  • Partner with Marketing to drive messaging, content creation, value proposition development, and lead generation initiatives.
  • Establish, monitor, and deliver on key performance indicators (KPIs), including revenue targets, customer adoption metrics, and retention goals.
  • Cultivate and maintain strong relationships with strategic clients and partners to drive adoption and gather product feedback.
  • Represent Forge Data internally and externally, contributing to board-level updates, thought leadership, and industry presence.
Desired Qualifications
  • Experience in leading or collaborating with quantitative and fundamental researchers.
  • Familiarity with derived data products such as indexes or derived pricing models.
  • Background working in high-growth, scaling environments or technology startups.
  • Strong executive presence and ability to represent the business to clients, partners, and the board.
  • Personal alignment with Forge’s mission to expand access and transparency in private market investing.

Forge Global runs a platform for private markets, offering liquidity solutions for private companies and their employees, plus pre-IPO investment access for institutions and individual investors. Its product combines a private securities marketplace with trading, custody, and data services to help clients trade, hold, and analyze ownership in private equity. By merging with SharesPost, it became one of the world’s largest private securities marketplaces. The company earns revenue from transaction fees, custody services, and data analytics. Its customers include private companies, institutional investors, and venture capital firms within the innovation economy. The goal is to provide reliable liquidity, portfolio diversification, and market insights for participants in private markets.

Company Size

201-500

Company Stage

IPO

Headquarters

San Francisco, California

Founded

2014

Simplify Jobs

Simplify's Take

What believers are saying

  • Schwab's custody and clearing infrastructure reduces operational costs and accelerates settlement.
  • Employee stock option monetization through Schwab retail channels creates new revenue stream.
  • Combined platform positions Forge as premier private market access destination for retail.

What critics are saying

  • SEC merger review risks regulatory rejection over antitrust concerns in private consolidation.
  • Multiple shareholder lawsuits allege materially incomplete proxy disclosures in merger documentation.
  • SEC enforcement actions against private marketplaces threaten $50M+ fines and trading halts.

What makes Forge Global unique

  • Schwab acquisition provides access to 16+ million retail clients for private market expansion.
  • Forge Price™ real-time pricing data creates transparent valuation moat versus competitors.
  • Accuidity Capital Management acquisition enables comprehensive wealth management for high-net-worth segment.

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Benefits

Hybrid Work Options

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

2%

2 year growth

0%
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