Full-Time

Senior Vice President of Enterprise AI Strategy and Engineering

Posted on 9/4/2025

Forge Global

Forge Global

201-500 employees

Private securities trading and custody platform

Compensation Overview

$300k - $350k/yr

+ Bonus

San Francisco, CA, USA

Hybrid

This role requires a hybrid work schedule, with 2-3 days per week in our San Francisco, CA office.

Category
AI & Machine Learning (2)
,
Requirements
  • 10+ years in engineering, product, or AI leadership roles, with experience scaling AI systems in fintech, enterprise, or SaaS environments.
  • Deep understanding of AI/ML technologies and how they apply to financial services, brokerage, custody, or investment platforms.
  • Track record of implementing enterprise AI at scale, including experimentation platforms, internal tooling, or customer-facing AI features.
  • Demonstrated success in cross-functional transformation, bringing together technical and business teams around shared AI objectives.
  • Bachelor’s or Master’s degree in Computer Science, Data Science, Engineering, or related field.
  • Physical requirements: operate a computer for 8 hours per day; give and receive detailed information through verbal and written communication
Responsibilities
  • Translate Forge’s AI vision into an actionable, scalable strategy across products, engineering, operations, and internal tooling.
  • Define and prioritize high-impact AI use cases that drive value across customer experience, operational efficiency, and platform intelligence.
  • Align AI initiatives with enterprise OKRs, collaborating with business, product, and engineering leadership.
  • Lead the design and development of Forge’s AI and ML infrastructure, from experimentation to production deployment.
  • Guide technical architecture decisions across AI-powered search, personalization, NLP, code generation, and intelligent automation.
  • Partner with product and data teams to ship AI-powered features such as conversational agents, automated publishing, predictive analytics, and investment intelligence tools.
  • Collaborate with IT, HR, Marketing, Legal, and Risk to embed AI into enterprise workflows, using frameworks like the Gen AI Infusion Wheel.
  • Partner with HR and L&D to lead AI fluency initiatives that train and empower Forge’s workforce to become AI contributors.
  • Serve as a change agent, championing AI adoption across functions and fostering a culture of experimentation, responsibility, and innovation.
  • Define and uphold ethical AI use and compliance standards.
  • Work with legal and compliance stakeholders to ensure the governance of data, models, and third-party tools.
  • Evaluate and approve AI vendors, models, and platforms in line with Forge’s risk posture.
Desired Qualifications
  • Hands-on with modern AI/ML platforms (OpenAI, Microsoft Copilot, Vertex AI, Hugging Face, LangChain, etc.).
  • Familiarity with embedding AI into internal systems: recruitment, IT, documentation, marketing workflows, legal workflows.
  • Experience in regulated environments, data governance, and AI compliance.
  • Strong storytelling, influence, and executive presence to engage technical and business leaders alike.

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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People at Forge Global who can refer or advise you

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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