Job summary
Job post source
This job is directly from Forge
Job overview
The Director, Product Marketing for Custody & Wealth at Forge leads marketing strategies to drive awareness and sales for Forge's wealth and custody solutions, impacting growth in private markets.
Responsibilities and impact
The role involves developing strategic positioning and messaging, creating content, enabling sales teams, managing marketing projects and digital strategy, overseeing advertising and analytics, and engaging with industry partners to boost visibility.
Compensation and benefits
The salary range for New York residents is $175,000 to $185,000 plus an annual bonus, with final offers varying by location, experience, and other factors; benefits details are not specified.
Experience and skills
Candidates need 5-8 years of experience marketing to financial institutions with deep knowledge of alternative investments and wealth management, strong content creation skills, project management experience, and preferably background in custodial services and digital marketing.
Work environment and culture
Forge values boldness, accountability, humility, diversity, and inclusion, offering a hybrid work environment with some days in the San Francisco office and remote collaboration.
Company information
Forge is a NYSE-listed technology innovator in private markets offering liquidity solutions, custody, and a marketplace for private company stocks, with a subsidiary specializing in custody of alternative investments managing $16B AUC.
Team overview
The role reports to the Head of Marketing and involves collaboration with sales and external partners, focusing on the Custody team within Forge Trust.
Job location and travel
The position is hybrid based in San Francisco, CA, requiring 2-3 days per week onsite with remote work options, including remote collaboration from Denver, CO.
Unique job features
This role uniquely combines marketing expertise in alternative investments with a focus on custody solutions in a rapidly evolving private markets segment, offering exposure to innovative financial products and a growing global marketplace.
Company overview
Forge is a financial technology company that specializes in providing private market liquidity solutions. They facilitate the buying and selling of shares in private companies, allowing investors and shareholders to trade equity before a company goes public. Forge generates revenue through transaction fees and other service charges associated with these trades. Founded in 2014, the company has grown significantly, acquiring SharesPost in 2020 to expand its market reach and capabilities. This acquisition has positioned Forge as a leader in the secondary market for private equity.
How to land this job
Position your resume to highlight your expertise in alternative investments and wealth management, focusing on marketing financial products and custodial services to RIAs, family offices, and high-net-worth individuals.
Emphasize your skills in strategic positioning, content creation such as thought leadership and sales enablement materials, project management, and digital marketing strategies including website optimization and paid advertising.
Apply through Forge's corporate careers page and LinkedIn, as well as other job boards that list this position, to maximize your visibility and chances of being noticed.
Connect with current employees in Forge's Custody & Wealth division on LinkedIn to learn more about the role; use ice breakers like commenting on recent Forge Trust initiatives, asking about their experience with Forge's custody solutions, or expressing enthusiasm for the company's mission in private markets.
Optimize your resume for ATS by incorporating keywords from the job description such as 'alternative investments,' 'custodial services,' 'wealth management,' 'content development,' 'sales enablement,' and 'digital marketing.'
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