# Director Private Securities

**Company:** [Forge](https://hotfix.jobs/companies/forge)
**Location:** San Francisco, CA
**Role:** Account Executive
**Salary:** $200k – $350k/yr
**Experience:** 5+ years
**Skills:** Institutional Sales, Private Placements, Deal Execution, Client Relationship Management, Finra Series 7, Finra Series 63, Secondary Transactions, Venture Capital, Private Equity, Revenue Target Management
**Posted:** 2026-06-04

> Director-level institutional sales role focused on private securities transactions. Owns client relationships with hedge funds, asset managers, and VCs, managing deals from match through close while hitting quarterly revenue targets.

## Job Description

## Responsibilities
- Monetize existing client relationships by managing deals from initial match through confirmation and close
- Develop new relationships with hedge funds, asset managers, wealth management platforms, angel investors, and other buy-side clients
- Build and maintain relationships with sellers, including individuals, venture capital/private equity firms, and their limited partners through regular engagement
- Expand Forge’s network within Silicon Valley communities, high-net-worth individuals, angel groups, and family offices
- Collaborate with growth engineering teams to manage, automate, and scale inbound and outbound client engagement
- Provide market insights, demonstrate expertise, and oversee transaction processes to align supply and demand
- Partner with operations, legal, and other stakeholders to ensure successful transaction outcomes

## Qualifications
- 5–7 years of experience in financial services sales, with a focus on institutional sales and/or private placements
- Proven experience managing individual quarterly sales or revenue targets
- FINRA Series 7 and 63 licenses
- Strong commitment to client service with exceptional attention to detail throughout the deal process
- Bachelor’s degree in finance, economics, business, or a related field
- Ability to work both independently and collaboratively in a team environment

## Preferred Qualifications
- Experience with secondary transactions
- Background in venture capital and private equity

## Compensation
For residents of San Francisco, CA/Bay Area the total compensation (salary + bonus) ranges from $200,000 - $350,000 depending on individual performance.

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