Director, Product Marketing, Custody & Wealth New Denver, Colorado, United States

Forge Global, Inc.; San Francisco (CA); On-site; USD 150,000 - 173,000; Full time

Job summary

An innovative firm is seeking a Product Marketing Director to drive awareness and sales for its wealth solutions. This role involves developing marketing strategies, creating compelling content, and managing key deliverables to support the Custody team. The ideal candidate will have extensive experience in alternative investments and marketing to financial institutions. Join a dynamic team dedicated to transforming the private market landscape and making a significant impact in the industry. If you're passionate about financial products and ready to lead in a rapidly evolving market, this opportunity is for you.

Qualifications

• 5+ years of experience in marketing to financial institutions.
• Ability to create engaging content for sophisticated investors.

Responsibilities

• Develop marketing strategies for Forge’s wealth solutions.
• Create thought leadership content and sales materials.
• Oversee execution of marketing initiatives and events.

Skills

Alternative Investments

Wealth Management

Marketing Financial Products

Content Creation

Project Management

Education

Bachelor's Degree in Finance or Marketing

Master's Degree (Preferred)

Tools

Digital Marketing Platforms

Analytics Tools

Job description

Director, Product Marketing, Forge Trust

At Forge (NYSE: FRGE), we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, humble, and accountable. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to planet-saving, plant-based nutrition, and more.

With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge’s goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible, and seamless for companies, their employees, and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth.

Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect.

Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams, and innovators in this way.

Forge Trust specializes in custody of alternative investments, including Private Funds, with 30 plus years of experience and $ 16B AUC. As a subsidiary of Forge Global, we are uniquely positioned to provide Custody solutions to Private Markets. We understand the industry and can help navigate the associated rules and regulations. With specific focus on Self-Directed IRAs, and providing solutions to financial institutions to create seamless, Private Fund Custody – we increase investor confidence while reducing operational overhead and risk by having funds custodied by us (a t hird- party ) . Forge Trust manages investor cash processing on behalf of funds and facilitates investments at the direction of clients, in addition to providing reporting on fund/investor activity.

The Role:
We are seeking a Product Marketing Director to develop and execute marketing strategies that drive awareness, engagement and sales opportunities for Forge’s wealth solutions including its suite of custody products. The ideal candidate will have deep expertise in alternative investments and experience marketing to audiences including RIAs, family offices, high-net-worth individuals and institutions. This person will be responsible for positioning Forge Trust and Forge’s wealth solutions within the industry, crafting compelling content and managing key marketing deliverables to support the Custody team. This role reports to the Head of Marketing.

This is an exciting opportunity to drive growth in a rapidly evolving segment of the private markets. If you have a passion for alternative investments and deep expertise in marketing financial products, we would love to connect with you.

Responsibilities:

• Strategic Positioning & Messaging: Develop and nurture Forge Trust’s positioning in the alternative investments space and integrate Forge Trust and Forge wealth solutions into the broader Forge Global product suite; craft messaging that resonates with mid-market clients, family offices and high-net-worth individuals.
• Content Development: Create thought leadership content, whitepapers, blog articles and sales materials on topics including asset allocation, market trends and macroeconomic linkages.
• Sales Enablement: Equip regional sales representatives with marketing materials and educational resources to introduce Forge Trust and Forge’s wealth solutions to new clients and drive conversions.
• Project Management: Oversee the execution of marketing initiatives and limited events, ensuring timely delivery of key assets and campaigns.
• Website & Digital Strategy: Lead efforts to enhance Forge Trust’s public-facing website, ensuring an effective digital storefront that educates and converts potential customers.
• Advertising & Analytics: Help manage paid advertising campaigns, track performance, and optimize marketing spend to drive engagement and lead generation.
• Industry Engagement: Collaborate with external partners, associations and thought leaders to elevate Forge Trust’s visibility in the alternatives and wealth management space.

Qualifications:

• Recent experience and deep understanding of alternative investments and wealth management.
• 5+ years of experience marketing to financial institutions, ideally targeting family offices, RIAs, regional wealth managers, aggregators and mid-market asset managers (<$200B AUM).
• Prior experience developing , positioning , and messaging for financial products or services.
• Ability to create high-quality content that educates and engages sophisticated investors.
• Demonstrated experience in project managing marketing deliverables.
• Background in selling or marketing custodial services, investment products, or related financial services.
• Comfortable working in a remote environment and collaborating with a dispersed sales team.

Preferred Qualifications:

• Previous experience at firms/companies catering to wealth management, alternative investments and/or custodial services.
• Familiarity with content creation and digital marketing strategies, including website optimization and paid advertising management.
• Experience working with target companies such as banks, RIAs and family offices (e.g., FNBO, McCarthy Capital, etc.).

For residents of Denver, CO the annual salary range for this role is $150,000 + annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

Forge is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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This role requires recent experience and a deep understanding of alternative investments and wealth management with 5+ years of experience marketing to financial institutions, ideally targeting family offices, RIAs, regional wealth managers, aggregators and mid-market asset managers. Do you meet this requirement, and if so, please give a brief description below. *

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