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Director – Product Marketing – Forge Trust
| Company | Forge Global |
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| Location | Denver, CO, USA |
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| Salary | $150000 – $150000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Senior |
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Requirements
- 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.
Responsibilities
- 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.
- Create thought leadership content, whitepapers, blog articles and sales materials on topics including asset allocation, market trends and macroeconomic linkages.
- 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.
- Oversee the execution of marketing initiatives and limited events, ensuring timely delivery of key assets and campaigns.
- Lead efforts to enhance Forge Trust’s public-facing website, ensuring an effective digital storefront that educates and converts potential customers.
- Help manage paid advertising campaigns, track performance, and optimize marketing spend to drive engagement and lead generation.
- Collaborate with external partners, associations and thought leaders to elevate Forge Trust’s visibility in the alternatives and wealth management space.
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.).
