About The Role

The Operations Specialist, Advisor Activation role is at the heart of onboarding Fora's newest advisors, supporting the systems, processes, and programming that enable new advisors to progress toward key milestones. 

This is a highly operational role focused on execution and continuous improvement. The role works across tools, workflows, and communications to ensure onboarding and early advisor experiences run smoothly and scale effectively. This role partners cross-functionally with teams across advisor activation, product operations, membership and growth, and sales to identify gaps, improve processes, and implement practical solutions. 

The ideal candidate is someone who is energized by fixing broken processes, comfortable building in tools like Claude and Zapier, and knows how to communicate with empathy when working with new users.

Key Responsibilities

• Use no-code and AI tools to design and automate operational workflows: communication sequences, onboarding programs, and complex user lifecycle campaigns.
• Build and maintain scalable systems that support advisor onboarding and activation.
• Identify gaps in processes, propose solutions, and execute improvements quickly.
• Manage daily operational processes and ensure advisor-facing trainings and resources run smoothly.
• Partner with cross-functional teams to continuously improve the advisor journey.
• Stay organized in a fast-moving environment, balancing multiple projects and priorities.

Requirements

• 1–2 years of experience (including strong internship experience) in user lifecycle management, customer success, operations, or program management roles.
• Strong critical thinking and analytical skills; confident diving into problems and seeing them through to resolution.
• Exceptionally detail-oriented and precise, with a track record of catching what others miss.
• Curious and adaptable — comfortable navigating ambiguity and picking up new tools without a lot of hand-holding.

Strongly Preferred

• Hands-on experience with workflow automation, CRM, or customer communication tools — Zapier, Intercom, HubSpot, or similar. Demonstrated ability to learn new platforms quickly.
• A track record of spotting manual or inefficient processes and owning the fix end-to-end.
• Emotionally intelligent communicator who can build trust quickly with new users across email, Zoom, and in-person interactions.
• Passion for supporting entrepreneurs.
• Travel advising knowledge or interest in the travel industry.

Compensation

Compensation for this role varies based on experience, with an indicative range of $70K–$90K + equity. Final compensation will depend on the level at which the candidate is hired, as we’re considering multiple levels for this role.

• Unlimited vacation
• Health Insurance (including an option completely covered by Fora HQ)
• Dental & Vision Insurance
• 401k plan
• Commuter Benefits
• Supplemental Life Insurance
• Stock Options

This role is based in our beautiful New York City office (Tribeca/Fidi) with lots of natural light and great views. 

About The Role

The Senior Manager, Regional Advisor Success - West owns market level performance across Fora’s west markets, including advisor growth, productivity, product adoption, and retention. This role introduces a geographic operating layer to Fora’s advisor business, with full accountability for market outcomes. It is responsible for defining what strong market ownership looks like, building the systems to track performance, and driving interventions that improve results. This role works closely with cross functional partners while independently setting and executing a market strategy.

Key Responsibilities

• Own performance across all US West markets, including advisor growth, engagement, and retention, with clear accountability for outcomes.
• Develop and deliver regular market performance reporting that surfaces trends, identifies gaps, and informs action.
• Identify underperforming markets, diagnose root causes, implement targeted interventions to improve outcomes, and scale what works.
• Serve as Fora's local presence in key markets - attend industry events, cultivate referral pipelines through Pro advisors, and drive advisor acquisition in target cities
• Coach and enable top advisors.
• Collaborate cross functionally with teams including Events, Travel Partners, Community, Training, and Product to ensure market needs are represented and supported.

Requirements

• 4-8 years of professional experience in roles such as field or regional operations, multi market customer success, or strategy and operations within a marketplace, membership organization, or multi unit business
• Demonstrated ownership of market or regional outcomes tied to measurable business results such as revenue  growth, conversion rates, productivity metrics, or unit economics
• Experience managing multiple markets, accounts, or locations simultaneously, with the ability to operate at both strategic and execution levels
• Proven ability to influence and drive alignment across cross functional stakeholders without direct authority
• Strong data fluency, including experience building or using dashboards and translating data into actionable insights
• Clear and structured communication skills, with the ability to synthesize information and drive decisions

Strongly Preferred

• Experience in marketplace, hospitality, fitness, or other multi location or community driven businesses
• Background in consulting, strategy, or operations with hands-on implementation experience
• Sales enablement or sales coaching experience
• Familiarity with data tools such as SQL, BigQuery, Looker, or similar platforms
• Experience using AI tools to support analysis, decision making, or operational workflows
• Exposure to community building, events, or engagement focused roles
• Prior people management experience is helpful but not required

Compensation

Compensation for this role varies based on experience, with an indicative range of $140K–$180K + equity. Final compensation will depend on the level at which the candidate is hired, as we’re considering multiple levels for this role.

• Unlimited vacation
• Health Insurance (including an option completely covered by Fora HQ)
• Dental & Vision Insurance
• Wellhub Memberships
• 401k plan with company match
• Commuter Benefits
• Supplemental Life Insurance
• Stock Options

This is a remote role based in Los Angeles, with occasional travel to our New York City office.

About The Role

Fora is seeking an Advisor Events Manager, Boutique Experiences to lead the strategy and execution of boutique, high-impact experiences for our top advisors. This role will own a growing portfolio of curated events designed to deepen advisor engagement, strengthen partner relationships, and drive meaningful business outcomes. 

This role builds and manages a year-round calendar of events, ensuring each experience is intentional, segmented, and aligned to the needs of our top advisors. This is an end-to-end ownership role, requiring both strong execution and thoughtful experience design, with a focus on precision, quality, and commercial impact. 

Reporting to the Head of Advisor Events, this role collaborates closely with advisor segment owners and cross-functional partners to deliver best-in-class, high-touch experiences that reflect Fora’s standard of hospitality and operational excellence.

Key Responsibilities

• Own end-to-end execution of advisor events, including planning, logistics, delivery, and post-event follow-up, ensuring a consistently high standard of quality and detail.
• Develop and manage a calendar of partner-hosted networking events, premium experiences, and community programming tailored to specific advisor segments.
• Translate high-level goals into structured plans, timelines, and run-of-show documents that keep multiple concurrent events on track.
• Design thoughtful, high-value experiences that strengthen advisor engagement and create meaningful connections with partners.
• Manage attendee journeys from invitation through follow-up, including communications, registration, and on-site experience.
• Oversee event budgets, including forecasting, expense tracking, and post-event reconciliation.
• Collaborate cross-functionally with Partnerships, Travel Operations, Brand and Content, Finance, Communications, and advisor segment owners to ensure alignment and execution.
• Build and maintain systems and workflows that support efficient event planning and scalability across multiple programs.
• Track and communicate the commercial impact of events — including advisor engagement, supplier relationship development, and business outcomes — to inform future programming decisions or continuously improve our event offerings.

Requirements

• 4-6+ years of experience in events, experiential marketing, community programming, or managing high-touch experiences
• Proven ability to independently own events from planning through execution and post-event follow-up
• Demonstrated experience managing multiple events or workstreams simultaneously with strong organization and attention to detail
• Strong project management skills with the ability to build timelines, manage logistics, and drive execution across complex initiatives
• Excellent communication skills, with experience managing internal stakeholders, external partners, and attendee communications
• Experience designing and delivering high-quality experiences for targeted or VIP audiences
• Comfort working with tools such as Google Sheets, Airtable, and event or registration platforms
• Experience managing event budgets, including forecasting, expense tracking, and post-event reconciliation
• A data-informed mindset, with experience using feedback and basic performance tracking to evaluate success

Strongly Preferred

• Experience in travel, hospitality, or a related high-touch service industry
• Familiarity with segmented or tiered community programming
• Experience with event technology platforms such as Splash or Cvent
• Exposure to automation platforms, AI tools, or workflow systems
• Curiosity about using data, tools, or emerging technologies to improve planning and execution
• Experience supporting sponsorship or partner-driven event strategy
• Baseline familiarity with reporting frameworks or event performance analysis

Compensation

Compensation for this role varies based on experience, with an indicative range of $100K–$130K + equity. Final compensation will depend on the level at which the candidate is hired, as we’re considering multiple levels for this role.

• Unlimited vacation
• Health Insurance (including an option completely covered by Fora HQ)
• Dental & Vision Insurance
• Wellhub Memberships
• 401k plan with company match
• Commuter Benefits
• Supplemental Life Insurance
• Stock Options

This role is based in our beautiful New York City office (Tribeca/Fidi) with lots of natural light and great views. 

About The Role

The Senior Manager, Activation Strategy & Operations owns the strategic and analytical engine behind Fora's advisor activation function. Reporting to the Head of Activation, this role exists to design and run experiments, own cross-functional OKRs, and translate findings into scalable programs that drive advisor growth. This is a highly visible, IC-heavy role for someone who thrives on ambiguity, moves fast between strategy and execution, and believes "launched" doesn't mean "finished."

Key Responsibilities

• Own quarterly OKRs for the Activation function — define success metrics, track performance, and communicate progress to senior leadership
• Design and run experiments across the advisor lifecycle; own the hypothesis-to-insight loop and graduate successful pilots into lasting programs
• Structure ambiguous strategic questions, build analytical models, and synthesize insights into clear recommendations
• Build and maintain dashboards, reporting frameworks, and processes that improve efficiency and scalability across activation initiatives
• Drive cross-functional workstreams spanning Product, Marketing, Training, and Sales — from scoping through launch and iteration
• Identify and execute high-impact process improvements as the activation function scales

Requirements

• Experience: 3–5 years in a top‑tier management consulting firm, investment bank, or structured general‑management/rotational program (e.g., Amazon, Uber, DoorDash).
• Entrepreneurial Mindset: Self‑starter who thrives in ambiguity, biases toward action, and relentlessly seeks improvement. You’re just as good at building strategy as you are at rolling up your sleeves and executing with clear goals, speed, and accountability.
• Communication: Exceptional written and verbal skills with the ability to distill complex analyses into executive‑ready insights.
• Project & Stakeholder Management: Proven track record of leading cross‑functional initiatives on aggressive timelines.
• Test, Learn, and Adapt Mindset: Eager to continue to iterate and operate post-launch to drive more efficiency and better business results
• Education: Bachelor’s degree.
• Passion for Travel & Technology: Genuine interest in redefining the travel industry and building with AI‑driven tools.

Strongly Preferred

• Startup or high-growth operating experience
• Experience owning a metrics-driven function (activation, growth, lifecycle, or similar)
• Passion for travel and comfort building with AI-driven tools

Compensation

Compensation for this role varies based on experience, with an indicative range of $100K–$150K + equity. Final compensation will depend on the level at which the candidate is hired, as we’re considering multiple levels for this role.

Other benefits include:

• Unlimited vacation
• Health Insurance (including an option completely covered by Fora HQ)
• Dental & Vision Insurance
• Wellhub Memberships
• 401k plan with company match
• Commuter Benefits
• Supplemental Life Insurance
• Stock Options

This role is based in our beautiful New York City office (Tribeca/Fidi) with lots of natural light and great views. 

About The Role

Fora is seeking a Senior Manager, Flagship Events to lead the strategy, execution, and evolution of our largest and most visible event programs, including Live Forum, Networking Roadshows, and other large-scale brand and community experiences.

This role owns a focused portfolio of flagship events and is responsible for delivering high-impact, scalable programs that drive advisor engagement, strengthen partner relationships, and elevate Fora’s brand. You will operate end-to-end — defining event strategy, managing budgets, and leading execution across programming, production, and communications.

This is a highly hands-on role for someone who can seamlessly move between big-picture thinking and detailed execution, while building the systems and workflows needed to support efficient, repeatable event delivery.

Reporting to the Head of Advisor Events, this role works cross-functionally to ensure flagship events are executed at a consistently high standard and deliver measurable business impact.

Key Responsibilities

• End-to-End Event Ownership: Own end-to-end strategy and execution of flagship events, including conferences, multi-day programs, and multi-city series, ensuring a consistently high standard across programming, production, and attendee experience.
• Event Portfolio Strategy: Lead the development and evolution of Fora’s flagship event portfolio, defining goals, structure, and success metrics aligned to advisor engagement, partner value, and brand impact.
• Planning & Execution Management: Develop and manage detailed event plans, timelines, and run-of-show documents to ensure seamless execution across complex, large-scale programs.
• Attendee Journey: Oversee attendee experience across all touchpoints, including registration, communications, and on-site execution, ensuring a clear and cohesive experience at scale.
• Strategic Prioritization: Drive planning and prioritization across the flagship events portfolio, balancing multiple complex workstreams and timelines.
• Operational Infrastructure: Build and maintain structured workflows and processes that support efficient planning and execution across complex events.
• Systems, Automation & AI Enablement: Own and evolve the systems that power flagship events, including ticketing, registration, and internal workflows; leverage tools like Airtable, Zapier, and AI to automate processes, improve data visibility, and build scalable frameworks that reduce manual work and increase efficiency.
• Budget & Financial Management: Own event budgets, including forecasting, expense tracking, revenue considerations, and post-event reconciliation, with strong financial discipline.
• Performance & Commercial Impact: Track and communicate the commercial impact of events — including advisor engagement, supplier relationship development, and business outcomes — to inform future programming decisions and continuously improve event offerings.
• Team Leadership: Manage and develop a small team, providing direction, structure, and support to ensure successful execution across multiple programs.
• Cross-Functional Collaboration: Partner with Brand and Content, Partnerships, Finance, Training, Communications, and advisor segment owners to align on event goals, programming, and resource planning.

Requirements

• 6–9+ years of experience in large-scale networking events, conferences, or leadership summits, including managing programs with 800+ attendees
• Proven experience owning complex events end-to-end, from strategy and programming through execution and post-event analysis
• Strong systems mindset with a demonstrated ability to solve problems, build workflows from scratch, and independently identify better ways of working using tools, automation, and AI
• Strong project management skills, with the ability to build structured plans, manage timelines, and drive execution across complex initiatives while managing multiple workstreams simultaneously
• Demonstrated experience managing event budgets and P&L, including forecasting, cost tracking, and reconciliation
• Deep experience with event technology and registration platforms such as Splash, Cvent, Bizzabo, or similar
• Highly curious and resourceful, with a bias toward figuring things out, learning new tools quickly, and continuously improving how work gets done
• Excellent communication skills, with experience managing cross-functional stakeholders and large-scale attendee communications
• Experience managing or mentoring team members

Strongly Preferred

• Experience in travel, hospitality, community-driven, or experiential brands
• Experience supporting sponsorship strategy or partner-driven event revenue
• Background in fast-paced or startup environments

Compensation

Compensation for this role varies based on experience, with an indicative range of $120K–$150K + equity. Final compensation will depend on the level at which the candidate is hired, as we’re considering multiple levels for this role.

• Unlimited vacation
• Health Insurance (including an option completely covered by Fora HQ)
• Dental & Vision Insurance
• Wellhub Memberships
• 401k plan with company match
• Commuter Benefits
• Supplemental Life Insurance
• Stock Options

This role is based in our beautiful New York City office (Tribeca/Fidi) with lots of natural light and great views. 

About The Role

The Senior Manager, Training Strategy and Operations will own the strategic and operational backbone of Fora’s training function. This role is responsible for ensuring that all training meets a clear quality bar, is launched with strong operational rigor, and is continuously improved through data and experimentation. It includes end to end ownership of training operations, from process design and measurement to vendor management and product launch readiness. This role also includes managing one direct report and creating a structured, high-performing operating environment for the training function.

Key Responsibilities

Strategic Planning

• Own and implement an end to end training launch process, including defining and enforcing a clear quality standard so that no training is delivered below expectations.
• Build and manage a training analytics framework that tracks completion, engagement, and behavioral outcomes, and uses testing to improve format, timing, and content effectiveness.
• Develop business cases for new training investments and identify opportunities to improve or discontinue underperforming initiatives.
• Manage external vendor relationships, ensuring partners meet Fora’s standards and deliver measurable impact.
• Act as the primary operational bridge between Training and Product to ensure training readiness is embedded in all product launches.
• Design and implement scalable processes that improve efficiency, clarity, and accountability across the training function.
• Manage and develop one direct report by establishing clear priorities, frameworks, and operating rhythms.
• Drive cross functional alignment across stakeholders by navigating ambiguity, setting expectations, and ensuring follow through on commitments.

Requirements

• 5-7 years of total professional experience, with a background that includes building and owning processes in a structured organization as well as operating in a fast growing or resource constrained environment
• Demonstrated experience designing and implementing operational systems from scratch with clear ownership and accountability for outcomes
• Experience leading cross functional initiatives involving multiple stakeholders, with the ability to drive alignment and execution in ambiguous environments
• Ability to connect operational work to measurable business outcomes and clearly articulate impact
• Strong analytical and data fluency skills, including experience working with dashboards, reporting, or business intelligence tools
• Strong project management and written communication skills, with the ability to structure problems and communicate clearly
• Ability to work in the United States and currently based in or willing to relocate to New York City

Strongly Preferred

• Experience in strategy, consulting, operations, or chief of staff roles with a focus on implementation rather than recommendations
• Familiarity with business intelligence tools such as Tableau, Looker, or similar platforms
• Demonstrated interest in or experience using AI tools to drive operational outcomes
• Exposure to training, enablement, or learning and development functions
• Prior people management experience
• Experience in the travel industry

Compensation

Compensation for this role varies based on experience, with an indicative range of $140K–$180K + equity. Final compensation will depend on the level at which the candidate is hired, as we’re considering multiple levels for this role.

• Unlimited vacation
• Health Insurance (including an option completely covered by Fora HQ)
• Dental & Vision Insurance
• Wellhub Memberships
• 401k plan with company match
• Commuter Benefits
• Supplemental Life Insurance
• Stock Options

This role is based in our beautiful New York City office (Tribeca/Fidi) with lots of natural light and great views.