# Private Securities, Platform Broker

**Company:** [Forge](https://hotfix.jobs/companies/forge)
**Location:** San Francisco, CA, New York, NY
**Role:** Sales Engineering
**Salary:** $200k – $250k/yr
**Experience:** 2+ years
**Skills:** Forge Platform, Private Securities, Online Trading, Series 7, Series 63, Series 66, Sie, Financial Services, Venture Capital, Investment Banking, Sales And Trading, Wealth Management, Equity Research, Customer Relationship Management, Compliance
**Posted:** 2026-08-06

> Supports self-service customers and partners using a private securities trading platform, helping them navigate and execute transactions while meeting diligence and compliance standards. Requires at least two years of relevant financial services experience and securities licenses.

## Job Description

## Responsibilities
- Manage customer relationships and help customers complete trades and navigate the Forge platform.
- Support customer inquiries and advise clients on structuring and executing transactions.
- Review client diligence and ensure compliance standards are met.
- Collaborate with Product, Marketing, and other internal groups to continuously improve the platform.
- Help develop business prospects from current customers, referrals, and networking.

## Requirements
- At least 2 years of prior experience in financial services, venture capital, investment banking, sales and trading, or wealth management.
- Series 7, Series 63 or 66, and SIE licenses.
- Ability to build relationships with customers, internal team members, and stakeholders.
- Ability to work effectively in an online trading and fast-paced environment while ensuring adequate customer support.
- Understanding of the private securities marketplace and transactions, including institutional equity research and sales.
- Motivation and ability to improve the platform and help scale capabilities and operational processes.
- Excellent organization, follow-through, attention to detail, and communication skills.
- Ability to operate a computer for 8 hours per day and exchange detailed information through verbal and written communication.

## Compensation
- For residents of New York, NY, annual salary ranges from **$100,000–$150,000**.
- Total compensation, including salary and bonus, ranges from **$200,000–$250,000**, depending on individual performance.
- Final offers may vary based on performance, experience, expertise, and other factors.

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