Job Description
📋 Description Oversee self-service customers and partners using the Forge platform Coordinate with full-service broker team to match liquidity Support and educate platform clients to transact independently Collaborate with Product and Marketing to improve the platform Grow knowledge of private securities trading and client experience 🎯 Requirements At least 2 years in financial services/venture capital/investment banking (sales & trading Series 7, 63/66, SIE Strong relationship-building with customers and internal teams Ability to work in online trading, fast-paced environment with solid customer support Understanding of private securities marketplace and institutional equity research/sales Motivation to scale platform capabilities and operational processes 🎁 Benefits Background checks including employment/education verification and criminal history Equal opportunity employer; diverse and inclusive workplace
