Partnership Success Manager, Trust
Forge Global(1 month ago)
About this role
The Partnership Success Manager at Forge Trust supports growth and expansion of the custody organization by focusing on self-directed IRAs and alternative asset custody. The role sits within Forge’s Custody/Trust business and works with institutional partners and high-net-worth clients to strengthen market presence while aligning with company values and strategic goals.
Required Skills
- Revenue Generation
- Relationship Building
- Client Education
- Reporting
- Sales Presentations
- Negotiation
- Pipeline Development
- IRA Knowledge
- Alternative Investments
- Communication
About Forge Global
forgeglobal.comForge Global operates a technology-driven marketplace for secondary trading in private company shares, connecting accredited investors, employees, and institutions with liquidity for startups and late-stage private companies. The firm provides transaction execution, escrow/settlement services, regulatory and compliance support, plus market data and research to inform pricing and deal decisions. Its platform emphasizes vetted deal sourcing, pricing transparency, and institutional-grade infrastructure to streamline private-market transactions. Investors and shareholders use Forge for discreet, compliant liquidity and access to private-company market intelligence.
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