📌 Core Information
🔹 Job Title: Director, Product Marketing, Forge Trust
🔹 Company: Forge Global
🔹 Location: Denver, Colorado, United States
🔹 Job Type: Full-time
🔹 Category: Financial Services
🔹 Date Posted: May 2, 2025
🔹 Experience Level: 5-10 years
🔹 Remote Status: Remote OK
🚀 Job Overview
Key aspects of this role include:
- Developing and executing marketing strategies for Forge’s wealth solutions
- Positioning Forge Trust and Forge’s wealth solutions within the alternative investments space
- Crafting messaging that resonates with mid-market clients, family offices, and high-net-worth individuals
- Creating thought leadership content and sales materials on asset allocation, market trends, and macroeconomic linkages
- Collaborating with external partners and thought leaders to elevate Forge Trust’s visibility in the alternatives and wealth management space
ASSUMPTION: This role requires a strategic mindset, strong communication skills, and a deep understanding of alternative investments and wealth management.
📋 Key Responsibilities
✅ Developing and nurturing Forge Trust’s positioning in the alternative investments space
✅ Integrating Forge Trust and Forge wealth solutions into the broader Forge Global product suite
✅ Crafting messaging that resonates with mid-market clients, family offices, and high-net-worth individuals
✅ Creating thought leadership content, whitepapers, blog articles, and sales materials on asset allocation, market trends, and macroeconomic linkages
✅ Equipping regional sales representatives with marketing materials and educational resources to introduce Forge Trust and Forge’s wealth solutions to new clients and drive conversions
✅ Overseeing the execution of marketing initiatives and limited events, ensuring timely delivery of key assets and campaigns
✅ Leading efforts to enhance Forge Trust’s public-facing website, ensuring an effective digital storefront that educates and converts potential customers
✅ Helping manage paid advertising campaigns, track performance, and optimize marketing spend to drive engagement and lead generation
✅ Collaborating with external partners, associations, and thought leaders to elevate Forge Trust’s visibility in the alternatives and wealth management space
ASSUMPTION: This role involves a mix of strategic planning, content creation, project management, and collaboration with internal and external stakeholders.
🎯 Required Qualifications
Education: Bachelor's degree in Marketing, Business, or a related field
Experience: 5+ years of experience marketing to financial institutions, ideally targeting family offices, RIAs, regional wealth managers, aggregators, and mid-market asset managers (<$200B AUM)
Required Skills:
- Deep understanding of alternative investments and wealth management
- 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 Skills:
- 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.)
ASSUMPTION: The ideal candidate will have a strong background in financial marketing, a deep understanding of alternative investments, and experience working with financial institutions.
💰 Compensation & Benefits
Salary Range: $150,000 + annual bonus (for residents of Denver, CO)
Benefits:
- Competitive benefits package
- 401(k) matching
- Health, dental, and vision insurance
- Flexible work arrangements
Working Hours: Full-time (40 hours/week)
ASSUMPTION: The salary range provided is for Denver, CO residents. Final offers may vary based on geography, candidate experience, and other factors.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services, specifically focused on alternative investments and wealth management
Company Size: 201-500 employees, which means there are opportunities for growth and collaboration with a diverse team
Founded: 2014, with a mission to power a global private market that is transparent, accessible, and seamless for companies, their employees, investors, and institutions
Company Description:
- Forge Global offers liquidity solutions, exclusive data and insights, and a vibrant marketplace for private company stocks
- The company specializes in secondary shares trading, private markets, fintech, and enabling investors to participate in pre-IPO growth
- Forge Global is committed to providing a rich future for everyone by delivering innovative technology infrastructure to power a global private market
Company Specialties:
- Secondary shares trading platform
- Private markets
- Fintech
- Investing in pre-IPO companies
- Secondary marketplace
- Private market data
- Private market index
- Buying and selling private company shares
Company Website: Forge Global
ASSUMPTION: Forge Global is a well-established company in the financial services industry, with a strong focus on innovation and growth.
📊 Role Analysis
Career Level: Mid-level to senior, with the opportunity to grow within the company
Reporting Structure: This role reports directly to the Head of Marketing
Work Arrangement: Remote OK, with the flexibility to work from home or in the office
Growth Opportunities:
- Expanding the product suite and market reach for Forge’s wealth solutions
- Developing expertise in alternative investments and wealth management
- Advancing to a leadership role within the marketing department or the broader organization
ASSUMPTION: This role offers significant growth potential for the right candidate, with opportunities to expand the product suite and advance within the organization.
🌍 Location & Work Environment
Office Type: Hybrid, with offices in San Francisco, CA, and the option to work remotely
Office Location(s): 4 Embarcadero Center, Floor 15, San Francisco, California 94111, US
Geographic Context:
- Denver, Colorado, is a major city with a population of over 700,000 people
- The city is known for its vibrant arts and culture scene, as well as its proximity to the Rocky Mountains for outdoor recreation
- Denver has a semi-arid climate, with four distinct seasons and an average annual snowfall of about 53 inches
Work Schedule: Full-time (40 hours/week), with flexible work arrangements
ASSUMPTION: Denver offers a high quality of life, with a vibrant cultural scene, outdoor recreation opportunities, and a growing job market.
💼 Interview & Application Insights
Typical Process:
- Phone or video screen with the hiring manager
- In-depth interview with the marketing team
- Final interview with the Head of Marketing
Key Assessment Areas:
- Understanding of alternative investments and wealth management
- Marketing strategy and planning skills
- Content creation and project management abilities
- Collaboration and communication skills
- Cultural fit with the company and team
Application Tips:
- Tailor your resume and cover letter to highlight your experience and skills in alternative investments, wealth management, and marketing
- Prepare examples of your content creation and project management work to showcase during the interview
- Research Forge Global and the role of Director, Product Marketing, to demonstrate your understanding of the company and the position
- Follow up with the hiring manager after the interview to express your interest in the role
ATS Keywords: Alternative investments, wealth management, product marketing, financial services, marketing strategy, content creation, project management
ASSUMPTION: The interview process for this role will focus on assessing the candidate's understanding of alternative investments, wealth management, and marketing, as well as their ability to develop and execute marketing strategies for Forge’s wealth solutions.
🛠️ Tools & Technologies
- Marketing automation platforms (e.g., HubSpot, Marketo)
- Content creation tools (e.g., Google Docs, Microsoft Office)
- Project management software (e.g., Asana, Trello)
- Analytics tools (e.g., Google Analytics, Mixpanel)
- CRM software (e.g., Salesforce, HubSpot CRM)
ASSUMPTION: The specific tools and technologies required for this role may vary, but the candidate should have experience with marketing automation, content creation, project management, and analytics tools.
👔 Cultural Fit Considerations
Company Values:
- Bold: Forge Global encourages employees to take risks and innovate
- Humble: The company fosters a culture of learning and continuous improvement
- Accountable: Forge Global holds its employees responsible for delivering results and driving growth
Work Style:
- Collaborative: The company values teamwork and cross-functional collaboration
- Agile: Forge Global embraces change and adapts quickly to new challenges and opportunities
- Data-driven: The company uses data and analytics to inform decision-making and drive growth
Self-Assessment Questions:
- Do you have a deep understanding of alternative investments and wealth management?
- Are you comfortable working in a remote or hybrid environment?
- Do you thrive in a collaborative, agile, and data-driven work culture?
ASSUMPTION: Forge Global values candidates who are bold, humble, accountable, collaborative, agile, and data-driven, with a deep understanding of alternative investments and wealth management.
⚠️ Potential Challenges
- The role may require frequent travel to attend industry events and meet with clients
- The pace of work may be fast, with tight deadlines and high expectations for performance
- The role may require working with a diverse range of stakeholders, including internal teams, external partners, and clients
- The role may involve managing a team, with the need to delegate tasks, provide feedback, and support professional development
ASSUMPTION: The potential challenges of this role include frequent travel, a fast-paced work environment, diverse stakeholder management, and team leadership responsibilities.
📈 Similar Roles Comparison
- This role is similar to a Product Marketing Manager or Senior Product Marketing Manager position, but with a focus on alternative investments and wealth management
- Unlike other product marketing roles, this position requires a deep understanding of alternative investments and wealth management, as well as experience marketing to financial institutions
- Career progression in this role may lead to a leadership position within the marketing department or the broader organization
ASSUMPTION: This role is similar to other product marketing positions, but with a unique focus on alternative investments and wealth management, and the potential for career growth within the organization.
📝 Sample Projects
- Developing a marketing campaign to launch a new custodial service for high-net-worth individuals
- Creating a whitepaper on the benefits of alternative investments for family offices and RIAs
- Managing a webinar series featuring thought leaders in the alternative investments and wealth management space
ASSUMPTION: Sample projects for this role may include marketing campaigns, content creation, event management, and strategic planning, with a focus on alternative investments and wealth management.
❓ Key Questions to Ask During Interview
- What are the key priorities for this role in the first 90 days?
- How does this role fit into the broader marketing strategy for Forge’s wealth solutions?
- What are the most significant challenges facing the wealth solutions team, and how can this role help address them?
- What opportunities are there for growth and development within the marketing department and the broader organization?
- How does Forge Global support work-life balance for its employees?
ASSUMPTION: Key questions to ask during the interview for this role should focus on the role's priorities, strategic fit, challenges, growth opportunities, and work-life balance.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your experience and skills in alternative investments, wealth management, and marketing
- Prepare examples of your content creation and project management work to showcase during the interview
- Research Forge Global and the role of Director, Product Marketing, to demonstrate your understanding of the company and the position
- Follow up with the hiring manager after the interview to express your interest in the role
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
