Director, Product Marketing

Summary

Join Forge Global as their new Product Marketing Director to develop and execute marketing strategies that drive awareness, engagement, and sales opportunities for Forge’s wealth solutions, including its custody products. You will leverage your deep expertise in alternative investments and experience marketing to RIAs, family offices, high-net-worth individuals, and institutions. The role involves crafting compelling content, managing key marketing deliverables, and positioning Forge Trust and Forge’s wealth solutions within the industry. This position reports to the Head of Marketing and offers the chance to drive growth in a rapidly evolving segment of the private markets. The ideal candidate will have a passion for alternative investments and deep expertise in marketing financial products. For residents of Denver, CO the annual salary range for this role is $150,000 + annual bonus.

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

• 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

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.)

Benefits

For residents of Denver, CO the annual salary range for this role is $150,000 + annual bonus