Sales Director, Custody

Summary

Join Forge Global as a Sales Director, Custody and play a pivotal role in driving revenue growth for Forge’s Custody (Trust) organization. You will develop and execute direct sales strategies to meet and exceed sales targets, focusing on new business acquisition within the alternative investment space. Actively pursue and acquire new institutional clients, financial advisors, and high-net-worth individuals (HNWIs), maintaining a robust pipeline of prospective clients. Cultivate strong, long-term relationships with institutional clients, serving as the primary point of contact. Lead sales meetings, presentations, and negotiations, clearly articulating the value proposition of Forge’s Custody services. Conduct webinars, workshops, and one-on-one sessions to educate prospects on alternative investments within retirement accounts. Establish key performance indicators (KPIs) and metrics to monitor and report on sales performance. The ideal candidate will be a dynamic sales professional with a proven track record of meeting or exceeding sales targets, particularly within the self-directed IRA or alternative investment sectors. This role requires a strategic, data-driven approach to sales with an emphasis on achieving measurable results. The position is located in the Midwest, South, Southeast, Mid-Atlantic, or Northeast, with occasional travel.

Requirements

• Minimum of 5 - 8 years of proven experience in a direct sales role within the Self-Directed IRA, custody, or alternative investment sector
• Strong sales and negotiation skills, with a proven track record of meeting or exceeding sales targets; Experience selling to firms with $100mm + AUC
• Excellent communication and presentation skills, with the ability to explain complex financial concepts in simple terms
• Knowledge of self-directed IRAs, including the process of setting up and investing in alternative assets such as real estate, private equity, and other non-traditional investments
• Must be able to sit and/or stand for long periods of time in an office or home office setting while working

Responsibilities

• Develop and execute direct sales strategies to meet and exceed sales targets, focusing on new business acquisition within the alternative investment space
• Actively pursue and acquire new institutional clients, financial advisors, and HNWI and maintain a robust pipeline of prospective clients
• Cultivate a strong, long-term relationship with institutional clients and serve as the primary point of contact for clients and prospects
• Lead sales meetings, presentations, and negotiations. Clearly articulate the value proposition of Forge’s Custody services and address clients’ needs ultimately securing new business
• Conduct webinars, workshops, and one-on-one sessions to educate prospects on the benefits and logistics of alternative investments within retirement accounts, focusing on compliance and tax advantages
• Establish key performance indicators (KPIs) and metrics to monitor and report on sales performance, adjusting strategies as needed

Preferred Qualifications

• Knowledge of the IRS rules regarding alternative asset IRAs is preferred
• Strong analytical skills to assess investment opportunities and trends within the alternative asset space