The Role: Asset Administration, Operations Specialist

Location: This position is remote in Denver, CO.

The Role: Contractor, 1099. ( $21/hr-$24/hr DOE, M-F, 8 hours a day)

Responsibilities: 

• Review and update client account information including, but not limited to, monthly valuation data, LLC dissolutions, and assets in receivership. 
• Identify and assess client’s submissions to achieve compliant results. 
• Provide accurate, valid and complete information by using the right methods/tools in accordance with company procedures. 
• Maintain records of client submissions, process client requests and file documents. 
• Follow communication procedures, guidelines and departmental policies and procedures. 
• Other duties as assigned to support the overall success of the team and organization 

 Requirements: 

• Knowledge and understanding of IRS Regulations for retirement accounts & qualified plans  
• Strong written and verbal communication skills 
• Proficiency with Microsoft Office. 
• Strong organizational, ability to multi-task, prioritize, and manage time effectively 
• Ability to identify process improvements and efficiencies, strong problem-solving skills. 
• Ability to work under pressure, self-motivated and resourceful. 

The Role:  

As a Operations Specialist, you will support investors and internal teams by processing inbound cash and asset transfer requests into self-directed retirement accounts. This role focuses on reviewing transfer documentation, submitting requests to delivering custodians, tracking transfer status, and following up to ensure timely completion.

In addition to transfer processing responsibilities, this role provides cross-functional support to the New Accounts Onboarding team by assisting with account maintenance requests as needed to help balance team capacity and ensure timely service delivery.

The ideal candidate demonstrates strong organizational skills, attention to detail, and effective written and verbal communication while managing multiple transactions simultaneously.

Location: This role requires 2-3 days a week in office in San Francisco, CA.

Responsibilities: 

• Review incoming cash and asset transfer paperwork for completeness and accuracy prior to submission
• Submit transfer requests to third-party custodians via approved delivery methods (fax, secure upload, mail, or email when applicable)
• Track transfer pipelines and follow up with custodians as needed
• Maintain accurate notes and status updates within internal systems
• Communicate with investors regarding missing documentation or transfer status updates
• Collaborate with onboarding and account maintenance teams to resolve transfer-related issues
• Provide cross-team support to the New Accounts team by assisting with account maintenance requests as needed
• Assist with internal operational projects as assigned by management

Essential Responsibilities

• Review transfer authorization forms and supporting documentation for accuracy and completeness
• Submit cash and asset transfer requests to delivering custodians
• Monitor transfer queues and aging requests
• Follow up with custodians to ensure timely processing of transfers
• Identify missing or incorrect documentation and coordinate corrections
• Provide status updates to investors and internal teams
• Maintain accurate transaction tracking and data entry across systems
• Research transfer delays and discrepancies
• Coordinate with onboarding and account maintenance teams as needed
• Support the New Accounts team with processing account maintenance requests based on staffing levels and operational priorities
• Perform other duties as assigned

Requirements

• 1+ year of experience in financial services, operations support, or transaction processing
• Strong attention to detail and organizational skills
• Ability to manage multiple open requests simultaneously
• Strong written and verbal communication skills
• Ability to work independently and collaboratively within a team environment
• Strong problem-solving and follow-through skills
• Comfortable working in a process-driven, ticket-based workflow environment
• Knowledge of IRAs or retirement account transfers is a plus
• Proficiency in Microsoft Office (Word, Excel, Outlook)

Preferred Experience

• Experience processing retirement account transfers (IRA transfers preferred)
• Experience working with custodians, trust companies, RIAs, or broker-dealers
• Familiarity with transfer authorization documentation
• Experience reviewing financial paperwork for completeness and accuracy
• Experience working in queue-based operations environments
• Physical requirements: operate a computer for 8 hours per day; give and receive detailed information through verbal and written communication

For residents of San Francisco, CA the annual salary range for this role is $24/hr - $25/hr + annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

The Forge IT Operations team is responsible for designing, building, and maintaining the corporate infrastructure that delivers reliable, secure operation of our corporate IT ecosystem and SaaS services.  

In this role, you will be responsible for the hands-on configuration and administration of the network and endpoint infrastructure to ensure that Forge employees can efficiently and securely perform their day-to-day duties. The IT Network and MDM Engineer will design, implement, maintain, and support our growing network and endpoints. You will be part of the IT Operations team responsible for designing and developing scalable, maintainable, available infrastructure architectures that meet our business objectives.  

You will work closely across the IT Operation team to continuously improve and automate our ability to perform and adjust to new challenges.  

You love working with a skilled, energetic, and motivated team and are passionate about providing high-quality operational support while continuously improving quality, automating, and honing your skills. You are motivated, goal-oriented, persistent, and a skilled negotiator. You will strive to implement a strategy of service management and operational best practices relevant to Forge’s corporate infrastructure with a strategic view to meet the current needs while considering future direction.  

In this role, you will be called upon to display initiative toward improvement and optimization. Our ideal candidate will have over five years of experience managing network infrastructure and endpoints, experience with Cisco, Juniper, and Ubiquiti network technologies and Microsoft Intune, excellent documentation, communication, and project management skills, and aspires to join a high-performance team of technology enthusiasts providing quality customer service and effective technical solutions, in a fast-paced, dynamic, team-oriented environment.   

Location: This role requires 2-3 days a week in office in San Francisco, CA.

Responsibilities:  

• Configure and install various network devices and services (e.g., routers, switches, firewalls, load balancers, VPN, QoS) 
• Maintain Microsoft 365/Intune configuration, administration and deployments 
• Perform maintenance and upgrades, including service packs, patches, hotfixes, and security configurations 
• Own and administer organizations on macOS management platform Iru - (formerly Kandji) to ensure all devices meet security, compliance and operational standards.  
• Manage and maintain device lifecycle using Microsoft Intune (Windows). 
• Within MDM - design, implement, and maintain automated policies for deployment. 
• Monitor performance and ensure system availability and reliability. • Provide Level-3 support and troubleshooting to resolve issues 
• Work within established configuration and change management policies to ensure awareness, approval, and success of changes made to the infrastructure 
• Select and implement security tools, policies, and procedures with the company’s security team 
• Operational responsibility for the network and endpoint infrastructure 
• Participate in the testing and evaluation of new technologies 
• And any other duties as assigned 

Qualifications:  

• Undergraduate degree in Computer Science, Information Technology, or related field of study, or equivalent work experience 
• 5+ years of Network Engineer/Administration experience 
• Experience with Microsoft 365 technologies, configuration, and administration. (e.g., Active Directory, Intune, Office, Azure) 
• Hands-on network engineering and scripting experience 
• Deep understanding of networking protocols (e.g., IPSEC, HSRP, BGP, OSPF, 802.11, QoS) 
• Hands-on experience with monitoring, network diagnostic, and network analytics tools 
• Physical requirements: operate a computer for 8 hours per day; give and receive detailed information through verbal and written communication

Preferred Qualifications

• Demonstrated experience in leading process improvement and organization change initiatives 
• Strong verbal, written, and interpersonal communication skills • CCNP or higher (CCIE and/or CISSP highly valued) 
• Experience with scripting languages and automation tools 
• Experience with SaaS administration 
• Working knowledge of ITIL framework 
• Knowledge of tools used in ITSM environment 

For residents of San Francisco, CA the annual salary range for this role is $110,000 - $140,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role:

Our Directors are responsible for owning client relationships and delivering successful transaction outcomes, making them integral to Forge’s revenue growth and success in the private markets.

This role requires deep expertise in capital markets client relationships. Familiarity with deal execution with institutional clients is highly valued—especially in longer-duration transactions such as private placements.

We are seeking a creative, self-starting institutional sales professional with a client-first mindset and a passion for connecting clients with the world’s most innovative startups. If you embody our core values—boldness, accountability, and humility—and consistently prioritize clients in every interaction, we’d love to hear from you.

Location: This role requires 2-3 days a week in office in Soho, NY.

Responsibilities

• Monetize existing client relationships by managing deals from initial match through confirmation and close
• Develop new relationships with hedge funds, asset managers, wealth management platforms, angel investors, and other buy-side clients
• Build and maintain relationships with sellers, including individuals, venture capital/private equity firms, and their limited partners through regular engagement
• Expand Forge’s network within Silicon Valley communities, high-net-worth individuals, angel groups, and family offices
• Collaborate with growth engineering teams to manage, automate, and scale inbound and outbound client engagement
• Provide market insights, demonstrate expertise, and oversee transaction processes to align supply and demand
• Partner with operations, legal, and other stakeholders to ensure successful transaction outcomes

Qualifications

• 5–7 years of experience in financial services sales, with a focus on institutional sales and/or private placements
• Proven experience managing individual quarterly sales or revenue targets
• FINRA Series 7 and 63 licenses
• Strong commitment to client service with exceptional attention to detail throughout the deal process
• Bachelor’s degree in finance, economics, business, or a related field
• Ability to work both independently and collaboratively in a team environment

Preferred Qualifications

• Experience with secondary transactions
• Background in venture capital and private equity

For residents of New York, NY the total compensation (salary + bonus) ranges from $200,000 - $350,000 depending on individual performance. Final offers may vary from the amount listed based on candidate performance, experience, expertise, and other factors.

The Role:

Our Directors are responsible for owning client relationships and delivering successful transaction outcomes, making them integral to Forge’s revenue growth and success in the private markets.

This role requires deep expertise in capital markets client relationships. Familiarity with deal execution with institutional clients is highly valued—especially in longer-duration transactions such as private placements.

We are seeking a creative, self-starting institutional sales professional with a client-first mindset and a passion for connecting clients with the world’s most innovative startups. If you embody our core values—boldness, accountability, and humility—and consistently prioritize clients in every interaction, we’d love to hear from you.

Location: This role requires 2-3 days a week in office in San Francisco, CA.

Responsibilities

• Monetize existing client relationships by managing deals from initial match through confirmation and close
• Develop new relationships with hedge funds, asset managers, wealth management platforms, angel investors, and other buy-side clients
• Build and maintain relationships with sellers, including individuals, venture capital/private equity firms, and their limited partners through regular engagement
• Expand Forge’s network within Silicon Valley communities, high-net-worth individuals, angel groups, and family offices
• Collaborate with growth engineering teams to manage, automate, and scale inbound and outbound client engagement
• Provide market insights, demonstrate expertise, and oversee transaction processes to align supply and demand
• Partner with operations, legal, and other stakeholders to ensure successful transaction outcomes

Qualifications

• 5–7 years of experience in financial services sales, with a focus on institutional sales and/or private placements
• Proven experience managing individual quarterly sales or revenue targets
• FINRA Series 7 and 63 licenses
• Strong commitment to client service with exceptional attention to detail throughout the deal process
• Bachelor’s degree in finance, economics, business, or a related field
• Ability to work both independently and collaboratively in a team environment

Preferred Qualifications

• Experience with secondary transactions
• Background in venture capital and private equity

For residents of San Francisco, CA/Bay Area the total compensation (salary + bonus) ranges from $200,000 - $350,000 depending on individual performance. Final offers may vary from the amount listed based on candidate performance, experience, expertise, and other factors.

The Role

Our Senior Directors are responsible for owning client relationships and delivering successful transaction outcomes, making them a critical driver of Forge’s revenue growth and success in the private markets.

This role requires deep expertise in capital markets client relationships. Experience with institutional deal execution is highly valued—particularly in longer-duration transactions such as private placements.

We are seeking a creative, self-starting institutional sales professional with a client-first mindset and a passion for connecting clients with the world’s most innovative startups. If you embody our core values—boldness, accountability, and humility—and consistently put clients first, we would love to hear from you.

Location: This role requires 2-3 days a week in office in Soho, NY.

Responsibilities

• Monetize existing client relationships by managing deals from initial match through confirmation and close
• Develop new relationships with hedge funds, asset managers, wealth management platforms, angel investors, and other buy-side clients
• Build and maintain relationships with sellers, including individuals, venture capital/private equity firms, and their limited partners through regular engagement
• Expand Forge’s network within Silicon Valley communities, high-net-worth individuals, angel groups, and family offices
• Collaborate with growth engineering teams to manage, automate, and scale inbound and outbound client engagement
• Provide market insights, demonstrate expertise, and oversee the transaction process to align supply and demand
• Partner with operations, legal, and other stakeholders to ensure successful transaction outcomes

Qualifications

• 7–10 years of experience in financial services sales, with a focus on institutional sales and/or private placements
• Experience in venture capital and private equity
• FINRA Series 7 and 63 licenses
• Strong commitment to client service with exceptional attention to detail throughout the deal process
• Bachelor’s degree in finance, economics, business, or a related field
• Ability to work both independently and collaboratively in a team environment

Preferred Qualifications

• Experience with secondary transactions

For residents of New York, New York the total compensation (salary + bonus) ranges from $250,000 - $450,000 depending on individual performance. Final offers may vary from the amount listed based on candidate performance, experience, expertise, and other factors.

The Role

Our Senior Directors are responsible for owning client relationships and delivering successful transaction outcomes, making them a critical driver of Forge’s revenue growth and success in the private markets.

This role requires deep expertise in capital markets client relationships. Experience with institutional deal execution is highly valued—particularly in longer-duration transactions such as private placements.

We are seeking a creative, self-starting institutional sales professional with a client-first mindset and a passion for connecting clients with the world’s most innovative startups. If you embody our core values—boldness, accountability, and humility—and consistently put clients first, we would love to hear from you.

Location: This role requires 2-3 days a week in office in San Francisco, CA.

Responsibilities

• Monetize existing client relationships by managing deals from initial match through confirmation and close
• Develop new relationships with hedge funds, asset managers, wealth management platforms, angel investors, and other buy-side clients
• Build and maintain relationships with sellers, including individuals, venture capital/private equity firms, and their limited partners through regular engagement
• Expand Forge’s network within Silicon Valley communities, high-net-worth individuals, angel groups, and family offices
• Collaborate with growth engineering teams to manage, automate, and scale inbound and outbound client engagement
• Provide market insights, demonstrate expertise, and oversee the transaction process to align supply and demand
• Partner with operations, legal, and other stakeholders to ensure successful transaction outcomes

Qualifications

• 7–10 years of experience in financial services sales, with a focus on institutional sales and/or private placements
• Experience in venture capital and private equity
• FINRA Series 7 and 63 licenses
• Strong commitment to client service with exceptional attention to detail throughout the deal process
• Bachelor’s degree in finance, economics, business, or a related field
• Ability to work both independently and collaboratively in a team environment

Preferred Qualifications

• Experience with secondary transactions

For residents of San Francisco, CA/Bay Area the total compensation (salary + bonus) ranges from $250,000 - $450,000 depending on individual performance. Final offers may vary from the amount listed based on candidate performance, experience, expertise, and other factors.

The Role:  

Forge’s quality engineering team’s charter is to improve product quality. We thrive on holding high standards, obsessing over our customers, and living our values of being bold, humble and accountable.

We are seeking a Staff Quality Engineer with at least 8 years of experience owning and delivering quality for large complex financial trading systems. This role will work on our trading team. We are looking for a senior, technical and customer focused candidate who will also embody Forge values. The ideal candidate thrives in team settings and is motivated by creating success all around them through strong communication, shipping great product experiences, and making data-driven decision

Location: This position is remote in Denver, CO. We intend to open an office in Denver and once we do, we will require hybrid attendance onsite at least 9 days each month.

Responsibilities: 

• Build comprehensive bottoms up Test Strategies for our platform services organization
• Write tests plans covering various customer use cases – functional, compliance & legal aspects
• Engage is projects from the initiation phase to identify gaps in requirement and failure modes in design
• Be a force multiplier to help developers shift testing left
• Automate tests based on what’s most valuable and high priority and help adopt best practices to improve code quality
• Collaborate with Forge’s product, design, information security and business team members to quickly grasp domain knowledge.
• Develop concise, articulate, and detailed documentation[RP1] [AD2] 
• Participate in scope definition, requirements analysis, functional and technical design, application build, product configuration, unit testing, and production deployment.
• Provide technical expertise and ownership in the diagnosis and resolution of issues, including the determination and provision of workaround solution or escalation to service owners.
• Identify defect trends and partner with development teams to fix the root cause
• Leverage artificial intelligence technologies to improve the impact and efficiency of testing

Qualifications: 

• Bachelor’s degree in Computer Science, Engineering, or related field (or 5 years software engineering experience)
• 8-12 years of software testing experience
• Fintech, Trading or Financial services industry experience
• Experience in leading quality efforts for internet applications
• Physical requirements: operate a computer for at least 8 hours per day; give and receive detailed information through verbal and written communication

For residents of the Denver, CO area, the annual salary range for this role is $155,000 - $175,000 + annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role:  

Forge’s quality engineering team’s charter is to improve product quality. We thrive on holding high standards, obsessing over our customers, and living our values of being bold, humble and accountable.

We are seeking a Staff Quality Engineer with at least 8 years of experience owning and delivering quality for large complex financial trading systems. This role will work on our trading team. We are looking for a senior, technical and customer focused candidate who will also embody Forge values. The ideal candidate thrives in team settings and is motivated by creating success all around them through strong communication, shipping great product experiences, and making data-driven decision

Location: This role requires 2-3 days a week in office in our San Francisco, CA office

Responsibilities: 

• Build comprehensive bottoms up Test Strategies for our platform services organization
• Write tests plans covering various customer use cases – functional, compliance & legal aspects
• Engage is projects from the initiation phase to identify gaps in requirement and failure modes in design
• Be a force multiplier to help developers shift testing left
• Automate tests based on what’s most valuable and high priority and help adopt best practices to improve code quality
• Collaborate with Forge’s product, design, information security and business team members to quickly grasp domain knowledge.
• Develop concise, articulate, and detailed documentation[RP1] [AD2] 
• Participate in scope definition, requirements analysis, functional and technical design, application build, product configuration, unit testing, and production deployment.
• Provide technical expertise and ownership in the diagnosis and resolution of issues, including the determination and provision of workaround solution or escalation to service owners.
• Identify defect trends and partner with development teams to fix the root cause
• Leverage artificial intelligence technologies to improve the impact and efficiency of testing

Qualifications: 

• Bachelor’s degree in Computer Science, Engineering, or related field (or 5 years software engineering experience)
• 8-12 years of software testing experience
• Fintech, Trading or Financial services industry experience
• Experience in leading quality efforts for internet applications
• Physical requirements: operate a computer for at least 8 hours per day; give and receive detailed information through verbal and written communication

For residents of the SF, CA the annual salary range for this role is $180,000 - $200,000 + annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role:  

Forge’s quality engineering team’s charter is to improve product quality. We thrive on holding high standards, obsessing over our customers, and living our values of being bold, humble and accountable.

We are seeking a Staff Quality Engineer with at least 8 years of experience owning and delivering quality for large complex financial trading systems. This role will work on our trading team. We are looking for a senior, technical and customer focused candidate who will also embody Forge values. The ideal candidate thrives in team settings and is motivated by creating success all around them through strong communication, shipping great product experiences, and making data-driven decision

Location: This role requires 2-3 days a week in office in our Soho, NY office

Responsibilities: 

• Build comprehensive bottoms up Test Strategies for our platform services organization
• Write tests plans covering various customer use cases – functional, compliance & legal aspects
• Engage is projects from the initiation phase to identify gaps in requirement and failure modes in design
• Be a force multiplier to help developers shift testing left
• Automate tests based on what’s most valuable and high priority and help adopt best practices to improve code quality
• Collaborate with Forge’s product, design, information security and business team members to quickly grasp domain knowledge.
• Develop concise, articulate, and detailed documentation[RP1] [AD2] 
• Participate in scope definition, requirements analysis, functional and technical design, application build, product configuration, unit testing, and production deployment.
• Provide technical expertise and ownership in the diagnosis and resolution of issues, including the determination and provision of workaround solution or escalation to service owners.
• Identify defect trends and partner with development teams to fix the root cause
• Leverage artificial intelligence technologies to improve the impact and efficiency of testing

Qualifications: 

• Bachelor’s degree in Computer Science, Engineering, or related field (or 5 years software engineering experience)
• 8-12 years of software testing experience
• Fintech, Trading or Financial services industry experience
• Experience in leading quality efforts for internet applications
• Physical requirements: operate a computer for at least 8 hours per day; give and receive detailed information through verbal and written communication

For residents of the NY, NY the annual salary range for this role is $180,000 - $200,000 + annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

Forge’s software engineering team is passionate about innovation and building scalable solutions that drive liquidity and growth in the private market. Our teams leverage a broad range of new technologies and are well-versed in delivering high-quality, innovative solutions. We thrive on moving fast, delivering value, and living our values of being bold, humble, and accountable.

We are seeking passionate engineers with at least 8+ years of experience delivering innovative software solutions that are scalable, secure, and easy to maintain. The ideal candidate thrives in team settings, enjoys collaboration and mentoring engineers, and focuses on delivering value and making an impact.

Location: This position is remote in Denver, CO. We intend to open an office in Denver and once we do, we will require hybrid attendance onsite at least 9 days each month.:

• Design, implement, and maintain web applications with customer domain-specific business logic
• Communicate with stakeholders, including Architects, Tech Leads, Product, and Design teams to deliver customer and business value
• Mentor junior engineers and guide the team on internal/external frameworks, best practices, and new technologies
• Develop concise, detailed, and articulate technical documentation
• Leverage Agile and Lean practices
• Lead a workstream, partner with Product on requirements, define technical requirements, and plan actionable tasks
• Design, build, and maintain automated tests (unit and integration as needed) to ensure high code quality
• Support healthy system operations and ensure high availability

Qualifications:

• Bachelor’s degree in Computer Science, Engineering, or equivalent experience
• 8+ years of software engineering experience
• Experience as a technical lead for a product engineering team
• Expertise building APIs with C# and .NET
• Experience with event-driven systems (Kafka, RabbitMQ, or similar)
• Experience with CQRS, Event Sourcing, or similar architectural patterns
• Strong knowledge of SQL / relational databases
• Experience contributing to and interpreting system design
• Proven track record of teamwork and delivery
• Experience in fintech or financial services, including familiarity with regulatory considerations

Preferred Skills (Nice-to-Have)

• Experience with KYC (Know Your Customer) workflows
• Experience with multiple server-side programming languages
• Experience with TDD (Test Driven Development) or DDD (Domain Driven Development)
• Experience with Marten (Event Store DB)
• Experience with CI/CD pipelines and deployment processes
• Experience building and scaling systems to millions of users (text truncated in original)

For residents of Denver, CO the annual salary range for this role is $189,000-$215,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

Forge’s software engineering team is passionate about innovation and building scalable solutions that drive liquidity and growth in the private market. Our teams leverage a broad range of new technologies and are well-versed in delivering high-quality, innovative solutions. We thrive on moving fast, delivering value, and living our values of being bold, humble, and accountable.

We are seeking passionate engineers with at least 8+ years of experience delivering innovative software solutions that are scalable, secure, and easy to maintain. The ideal candidate thrives in team settings, enjoys collaboration and mentoring engineers, and focuses on delivering value and making an impact.

Location: This role requires 2-3 days a week in office in Soho, NY.

Responsibilities:

• Design, implement, and maintain web applications with customer domain-specific business logic
• Communicate with stakeholders, including Architects, Tech Leads, Product, and Design teams to deliver customer and business value
• Mentor junior engineers and guide the team on internal/external frameworks, best practices, and new technologies
• Develop concise, detailed, and articulate technical documentation
• Leverage Agile and Lean practices
• Lead a workstream, partner with Product on requirements, define technical requirements, and plan actionable tasks
• Design, build, and maintain automated tests (unit and integration as needed) to ensure high code quality
• Support healthy system operations and ensure high availability

Qualifications:

• Bachelor’s degree in Computer Science, Engineering, or equivalent experience
• 8+ years of software engineering experience
• Experience as a technical lead for a product engineering team
• Expertise building APIs with C# and .NET
• Experience with event-driven systems (Kafka, RabbitMQ, or similar)
• Experience with CQRS, Event Sourcing, or similar architectural patterns
• Strong knowledge of SQL / relational databases
• Experience contributing to and interpreting system design
• Proven track record of teamwork and delivery
• Experience in fintech or financial services, including familiarity with regulatory considerations

Preferred Skills (Nice-to-Have)

• Experience with KYC (Know Your Customer) workflows
• Experience with multiple server-side programming languages
• Experience with TDD (Test Driven Development) or DDD (Domain Driven Development)
• Experience with Marten (Event Store DB)
• Experience with CI/CD pipelines and deployment processes
• Experience building and scaling systems to millions of users (text truncated in original)

For residents of New York, New York the annual salary range for this role is $209,000-$240,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

Forge’s software engineering team is passionate about innovation and building scalable solutions that drive liquidity and growth in the private market. Our teams leverage a broad range of new technologies and are well-versed in delivering high-quality, innovative solutions. We thrive on moving fast, delivering value, and living our values of being bold, humble, and accountable.

We are seeking passionate engineers with at least 8+ years of experience delivering innovative software solutions that are scalable, secure, and easy to maintain. The ideal candidate thrives in team settings, enjoys collaboration and mentoring engineers, and focuses on delivering value and making an impact.

Location: This role requires 2-3 days a week in office in San Francisco, CA.

Responsibilities:

• Design, implement, and maintain web applications with customer domain-specific business logic
• Communicate with stakeholders, including Architects, Tech Leads, Product, and Design teams to deliver customer and business value
• Mentor junior engineers and guide the team on internal/external frameworks, best practices, and new technologies
• Develop concise, detailed, and articulate technical documentation
• Leverage Agile and Lean practices
• Lead a workstream, partner with Product on requirements, define technical requirements, and plan actionable tasks
• Design, build, and maintain automated tests (unit and integration as needed) to ensure high code quality
• Support healthy system operations and ensure high availability

Qualifications:

• Bachelor’s degree in Computer Science, Engineering, or equivalent experience
• 8+ years of software engineering experience
• Experience as a technical lead for a product engineering team
• Expertise building APIs with C# and .NET
• Experience with event-driven systems (Kafka, RabbitMQ, or similar)
• Experience with CQRS, Event Sourcing, or similar architectural patterns
• Strong knowledge of SQL / relational databases
• Experience contributing to and interpreting system design
• Proven track record of teamwork and delivery
• Experience in fintech or financial services, including familiarity with regulatory considerations

Preferred Skills (Nice-to-Have)

• Experience with KYC (Know Your Customer) workflows
• Experience with multiple server-side programming languages
• Experience with TDD (Test Driven Development) or DDD (Domain Driven Development)
• Experience with Marten (Event Store DB)
• Experience with CI/CD pipelines and deployment processes
• Experience building and scaling systems to millions of users (text truncated in original)

For residents of San Francisco, CA the annual salary range for this role is $209,000-$240,000 annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role:  

The KYC/AML Senior Onboarding Specialist is responsible for ensuring compliance with regulatory requirements by conducting comprehensive due diligence and onboarding processes for new and existing clients. This role involves verifying customer identities, assessing potential risks, and ensuring adherence to Know Your Customer (KYC) and Anti-Money Laundering (AML) policies. The ideal candidate will have a strong understanding of regulatory requirements, exceptional attention to detail, and a commitment to maintaining the integrity of the organization’s compliance framework.

Location: This role requires 2-3 days a week in office in Soho, NY.

Responsibilities:

Customer Onboarding & Due Diligence

• Conduct thorough KYC checks during the onboarding process, including verifying customer identification documents and information in line with regulatory requirements.
• Perform risk assessments to classify clients into appropriate risk categories (low, medium, or high).
• Identify and escalate potential red flags, including Politically Exposed Persons (PEPs) or individuals on sanctions lists.
• Ensure all customer profiles are accurately maintained in the system and comply with company standards

Compliance & Risk Monitoring

• Stay up-to-date with AML/KYC regulations and industry best practices to ensure compliance.
• Assist in implementing internal policies, processes, and procedures to prevent financial crime.
• Conduct ongoing monitoring of client accounts to detect unusual or suspicious activity.
• Collaborate with Compliance, Risk, and Legal teams to manage escalations and resolve complex cases.

Documentation & Reporting

• Maintain accurate records of all onboarding activities and supporting documents.
• Prepare detailed reports for audits, regulatory reviews, and senior management.

Team Collaboration

• Liaise with internal stakeholders, such as Sales, Legal, and Operations teams, to ensure smooth onboarding of clients.
• Provide training and support to team members on KYC/AML policies and procedures.

Qualifications:

• Bachelor’s degree in finance, law, business administration, or a related field.
• 5+ years of experience in a KYC/AML onboarding role, preferably in banking, fintech, or financial services.
• In-depth knowledge of KYC/AML regulations, including local and international standards (e.g., FATF, OFAC, FinCEN).
• Strong analytical and investigative skills, with attention to detail.
• Excellent written and verbal communication skills for client interaction and reporting.
• Ability to manage multiple tasks and meet strict deadlines in a fast-paced environment.
• Series 7 required 
• Series 24 required within first 90 days, certification in AML or compliance (e.g., CAMS, ICA, or similar) is a strong advantage.

Preferred Qualifications

• Experience with ticketing solutions like Zendesk.
• Familiarity with tools and platforms for identity verification, PEP screening, and transaction monitoring.

For residents of New York, NY the annual salary range for this role is $100,000 - $110,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role:  

The KYC/AML Senior Onboarding Specialist is responsible for ensuring compliance with regulatory requirements by conducting comprehensive due diligence and onboarding processes for new and existing clients. This role involves verifying customer identities, assessing potential risks, and ensuring adherence to Know Your Customer (KYC) and Anti-Money Laundering (AML) policies. The ideal candidate will have a strong understanding of regulatory requirements, exceptional attention to detail, and a commitment to maintaining the integrity of the organization’s compliance framework.

Location: This role requires 2-3 days a week in office in San Francisco, CA.

Responsibilities:

Customer Onboarding & Due Diligence

• Conduct thorough KYC checks during the onboarding process, including verifying customer identification documents and information in line with regulatory requirements.
• Perform risk assessments to classify clients into appropriate risk categories (low, medium, or high).
• Identify and escalate potential red flags, including Politically Exposed Persons (PEPs) or individuals on sanctions lists.
• Ensure all customer profiles are accurately maintained in the system and comply with company standards

Compliance & Risk Monitoring

• Stay up-to-date with AML/KYC regulations and industry best practices to ensure compliance.
• Assist in implementing internal policies, processes, and procedures to prevent financial crime.
• Conduct ongoing monitoring of client accounts to detect unusual or suspicious activity.
• Collaborate with Compliance, Risk, and Legal teams to manage escalations and resolve complex cases.

Documentation & Reporting

• Maintain accurate records of all onboarding activities and supporting documents.
• Prepare detailed reports for audits, regulatory reviews, and senior management.

Team Collaboration

• Liaise with internal stakeholders, such as Sales, Legal, and Operations teams, to ensure smooth onboarding of clients.
• Provide training and support to team members on KYC/AML policies and procedures.

Qualifications:

• Bachelor’s degree in finance, law, business administration, or a related field.
• 5+ years of experience in a KYC/AML onboarding role, preferably in banking, fintech, or financial services.
• In-depth knowledge of KYC/AML regulations, including local and international standards (e.g., FATF, OFAC, FinCEN).
• Strong analytical and investigative skills, with attention to detail.
• Excellent written and verbal communication skills for client interaction and reporting.
• Ability to manage multiple tasks and meet strict deadlines in a fast-paced environment.
• Series 7 required 
• Series 24 required within first 90 days, certification in AML or compliance (e.g., CAMS, ICA, or similar) is a strong advantage.

Preferred Qualifications

• Experience with ticketing solutions like Zendesk.
• Familiarity with tools and platforms for identity verification, PEP screening, and transaction monitoring.

For residents of San Francisco, CA the annual salary range for this role is $100,000 - $110,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role:  

The KYC/AML Senior Onboarding Specialist is responsible for ensuring compliance with regulatory requirements by conducting comprehensive due diligence and onboarding processes for new and existing clients. This role involves verifying customer identities, assessing potential risks, and ensuring adherence to Know Your Customer (KYC) and Anti-Money Laundering (AML) policies. The ideal candidate will have a strong understanding of regulatory requirements, exceptional attention to detail, and a commitment to maintaining the integrity of the organization’s compliance framework.

Location: This position is remote in Denver, CO. We intend to open an office in Denver and once we do, we will require hybrid attendance onsite at least 9 days each month.

Responsibilities:

Customer Onboarding & Due Diligence

• Conduct thorough KYC checks during the onboarding process, including verifying customer identification documents and information in line with regulatory requirements.
• Perform risk assessments to classify clients into appropriate risk categories (low, medium, or high).
• Identify and escalate potential red flags, including Politically Exposed Persons (PEPs) or individuals on sanctions lists.
• Ensure all customer profiles are accurately maintained in the system and comply with company standards

Compliance & Risk Monitoring

• Stay up-to-date with AML/KYC regulations and industry best practices to ensure compliance.
• Assist in implementing internal policies, processes, and procedures to prevent financial crime.
• Conduct ongoing monitoring of client accounts to detect unusual or suspicious activity.
• Collaborate with Compliance, Risk, and Legal teams to manage escalations and resolve complex cases.

Documentation & Reporting

• Maintain accurate records of all onboarding activities and supporting documents.
• Prepare detailed reports for audits, regulatory reviews, and senior management.

Team Collaboration

• Liaise with internal stakeholders, such as Sales, Legal, and Operations teams, to ensure smooth onboarding of clients.
• Provide training and support to team members on KYC/AML policies and procedures.

Qualifications:

• Bachelor’s degree in finance, law, business administration, or a related field.
• 5+ years of experience in a KYC/AML onboarding role, preferably in banking, fintech, or financial services.
• In-depth knowledge of KYC/AML regulations, including local and international standards (e.g., FATF, OFAC, FinCEN).
• Strong analytical and investigative skills, with attention to detail.
• Excellent written and verbal communication skills for client interaction and reporting.
• Ability to manage multiple tasks and meet strict deadlines in a fast-paced environment.
• Series 7 required 
• Series 24 required within first 90 days, certification in AML or compliance (e.g., CAMS, ICA, or similar) is a strong advantage.

Preferred Qualifications

• Experience with ticketing solutions like Zendesk.
• Familiarity with tools and platforms for identity verification, PEP screening, and transaction monitoring.

For residents of Denver, Colorado the annual salary range for this role is $95,000 - $100,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

As a Senior Data Engineer focused on data engineering, you will play a key role in delivering a high-quality data platform responsible for maintaining and delivering Forge data to internal and external clients. You will implement new features, maintain existing functionality, and perform code reviews, unit testing, and production deployments using Agile methodologies. You will collaborate closely with Product, Design, and Engineering teams to ensure requirements are well defined and delivered in a timely manner.

Location: This role requires 2-3 days a week in office in San Francisco, CA.

Responsibilities

• Collaborate with cross-functional teams to understand requirements and deliver high-quality software solutions
• Implement software solutions in line with provided estimates and requirements
• Stay current with the latest trends and technologies in data engineering and advocate for appropriate adoption

Qualifications

• 3–5+ years of development experience using object-oriented languages such as TypeScript, C#, or Java
• Experience with scripting languages such as Python for data-related tasks
• Familiarity with modern data architectures (e.g., Medallion Architecture, data lakes)
• Experience in Private Markets or Financial Services, specifically working with financial market data
• Proven experience setting up CI/CD pipelines, managing data orchestration, application deployments, and ensuring code quality
• Strong project management skills, with the ability to take features from planning through deployment, including hands-on backend and frontend development
• Proficiency in databases such as PostgreSQL and strong SQL skills
• Experience with cloud platforms such as AWS (or equivalent like Azure or GCP)
• Extensive experience with version control systems such as Git and platforms like GitHub
• Familiarity with Agile project management tools such as JIRA or similar tools

Preferred Qualifications

• Experience migrating systems from legacy architectures to modern tech stacks
• Knowledge of real-time data processing and event-driven architectures using technologies such as WebSockets or Kafka
• Experience leading offshore and nearshore engineering teams
• Experience using large language models and agentic workflows

For residents of San Francisco, CA the annual salary range for this role is $110,000-$130,000 annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

As a Senior Data Engineer focused on data engineering, you will play a key role in delivering a high-quality data platform responsible for maintaining and delivering Forge data to internal and external clients. You will implement new features, maintain existing functionality, and perform code reviews, unit testing, and production deployments using Agile methodologies. You will collaborate closely with Product, Design, and Engineering teams to ensure requirements are well defined and delivered in a timely manner.

Location: This position is remote in Denver, CO. We intend to open an office in Denver and once we do, we will require hybrid attendance onsite at least 9 days each month.

Responsibilities

• Collaborate with cross-functional teams to understand requirements and deliver high-quality software solutions
• Implement software solutions in line with provided estimates and requirements
• Stay current with the latest trends and technologies in data engineering and advocate for appropriate adoption

Qualifications

• 3–5+ years of development experience using object-oriented languages such as TypeScript, C#, or Java
• Experience with scripting languages such as Python for data-related tasks
• Familiarity with modern data architectures (e.g., Medallion Architecture, data lakes)
• Experience in Private Markets or Financial Services, specifically working with financial market data
• Proven experience setting up CI/CD pipelines, managing data orchestration, application deployments, and ensuring code quality
• Strong project management skills, with the ability to take features from planning through deployment, including hands-on backend and frontend development
• Proficiency in databases such as PostgreSQL and strong SQL skills
• Experience with cloud platforms such as AWS (or equivalent like Azure or GCP)
• Extensive experience with version control systems such as Git and platforms like GitHub
• Familiarity with Agile project management tools such as JIRA or similar tools

Preferred Qualifications

• Experience migrating systems from legacy architectures to modern tech stacks
• Knowledge of real-time data processing and event-driven architectures using technologies such as WebSockets or Kafka
• Experience leading offshore and nearshore engineering teams
• Experience using large language models and agentic workflows

For residents of Denver, CO the annual salary range for this role is $100,000-$115,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

As a Senior Data Engineer focused on data engineering, you will play a key role in delivering a high-quality data platform responsible for maintaining and delivering Forge data to internal and external clients. You will implement new features, maintain existing functionality, and perform code reviews, unit testing, and production deployments using Agile methodologies. You will collaborate closely with Product, Design, and Engineering teams to ensure requirements are well defined and delivered in a timely manner.

Location: This role requires 2-3 days a week in office in Soho, NY.

Responsibilities

• Collaborate with cross-functional teams to understand requirements and deliver high-quality software solutions
• Implement software solutions in line with provided estimates and requirements
• Stay current with the latest trends and technologies in data engineering and advocate for appropriate adoption

Qualifications

• 3–5+ years of development experience using object-oriented languages such as TypeScript, C#, or Java
• Experience with scripting languages such as Python for data-related tasks
• Familiarity with modern data architectures (e.g., Medallion Architecture, data lakes)
• Experience in Private Markets or Financial Services, specifically working with financial market data
• Proven experience setting up CI/CD pipelines, managing data orchestration, application deployments, and ensuring code quality
• Strong project management skills, with the ability to take features from planning through deployment, including hands-on backend and frontend development
• Proficiency in databases such as PostgreSQL and strong SQL skills
• Experience with cloud platforms such as AWS (or equivalent like Azure or GCP)
• Extensive experience with version control systems such as Git and platforms like GitHub
• Familiarity with Agile project management tools such as JIRA or similar tools

Preferred Qualifications

• Experience migrating systems from legacy architectures to modern tech stacks
• Knowledge of real-time data processing and event-driven architectures using technologies such as WebSockets or Kafka
• Experience leading offshore and nearshore engineering teams
• Experience using large language models and agentic workflows

For residents of New York, New York the annual salary range for this role is $110,000-$130,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role:  

Forge is building a content engine, not a content backlog. Our audience already trusts us for market access, data, and insight across the private market. The next chapter is about earning a bigger role in how investors, operators, and institutions understand what’s happening and what’s coming next. Content is central to that ambition. 

As Director of Content, Marketing, you’ll take everything that’s unique about Forge: deep proprietary data, researchers with real-time market insights, and differentiated products and turn them into distinctive, authoritative storytelling that only Forge can deliver. You will build the next evolution of our content platform, establishing it as a trusted source of clarity and perspective on the private market.  

This is a senior, hands-on role for a content visionary who is a gifted storyteller and thinks like an editor-in-chief, a strategist, and an operator. You’ll define Forge’s voice and editorial point of view, build scalable programs and franchises (not one-off assets), and ensure content contributes meaningfully to brand strength, engagement, and business outcomes. 

You’ll lead the content strategy end to end, owning what we make, why we make it, where it lives who consumes it and how it performs, while partnering closely with executives, thought leaders, fellow marketers, Product, Research and other cross-functional teams to surface differentiated insights and voices supporting the Forge brand.

Location: This role requires 2-3 days a week in office in San Francisco, CA

Responsibilities:   

• Define Forge’s editorial voice and point of view: Own and evolve how Forge shows up and stands out. Set clear standards for storytelling, tone, and rigor across everything we publish, from flagship research and thought leadership to web content, videos and sales enablement.
• Build durable content franchises: Create repeatable formats and programs that audiences recognize and return to, including research-led narratives, educational series, and ongoing market commentary. Move the organization away from one-off content toward scalable, compounding impact.
• Drive content strategy across the funnel: Design and run a content system that serves multiple audiences, institutions, individual investors, private company leaders, and internal teams, while aligning to clear goals across awareness, engagement, conversion, and retention.
• Lead content operations, excellence and execution: Set quarterly priorities, editorial calendars, and success metrics. Orchestrate production across internal teams, freelancers, and agency partners, and stay personally involved in high-impact content creation.
• Translate complex concepts and ideas into compelling stories: Turn private market data, analysis, and product insights into clear, credible, and engaging content that helps audiences make sense of a complex financial topic.
• Scale intelligently with AI: Design workflows that responsibly leverage AI to increase speed, consistency, and ambition, without sacrificing judgment, accuracy, or voice. Bring a clear point of view on where AI adds value and where human expertise matters most.
• Tie content to measurable outcomes: Establish and operationalize metrics that evaluate content effectiveness. Use performance insights to test, iterate, and continuously raise the bar.

Qualifications:   

• 7-10 years of proven experience leading integrated, multi-format content strategies that build brand authority and drive awareness, acquisition, SEO, and engagement.
• Strong editorial judgment with the ability to identify and deliver timely, high-impact stories with exceptional writing and fluency in modern content ecosystems, including distribution, audience growth, and performance measurement.
• Deep expertise in private markets (venture capital, private equity, primary and secondary) and translating complex, regulated topics into clear insights.
• Understanding of target audiences including mass affluent, HNW/UHNW individuals, families, intermediaries, and institutions.
• Practical perspective on using AI to improve content creation and operations.
• Able to define long-term strategy and execute key initiatives hands-on.
• Physical requirements: operate a computer up to 8 hours/day and communicate detailed information verbally and in writing.

Preferred Qualifications:  

• Experience leveraging AI and Analytics tools (AirOps, Heap, Looker) 
• Data visualization expertise and fluency with Flourish and Figma 
• Experience partnering with financial influencers and content creators
• CFA or FINRA qualifications 
• Asset management, financial services or fintech experience strongly preferred

For residents of San Francisco, CA the annual salary range for this role is $145,000 - $165,000 + annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

As a Business Systems Analyst / Administrator on the Business Systems and Insights team, you’ll serve as the bridge between business operations and technology. You’ll analyze, configure, and maintain our core systems to drive efficiency, support financial workflows, and deliver strategic solutions.

Location: This position is remote in Denver, CO. We intend to open an office in Denver and once we do, we will require hybrid attendance onsite at least 9 days each month.

Responsibilities:
• Gather, analyze, and document business requirements from stakeholders across finance, operations, and product teams. 
• Translate business needs into functional specifications, system workflows, and configuration design. 
• Configure, administer, and maintain enterprise systems (e.g., ERP, accounting, CRM, back-office tools). 
• Lead system upgrades, new implementations, and integration projects; manage vendor relationships. 
• Develop and execute test plans, including user acceptance testing (UAT), to validate system changes. 
• Train end users, create documentation (user guides, SOPs), and provide post-implementation support. 
• Monitor system performance, perform root cause analysis for issues, and proactively recommend process improvements. 
• Ensure compliance with regulatory and internal controls relating to financial systems.

Qualifications:
• Bachelor’s degree in Business, Information Systems, Finance, or a related field. 
• 3–6 years of experience in a business systems analyst or systems administrator role within financial services, fintech, or accounting systems.
• Strong understanding of financial operations, accounting principles, and regulatory requirements. 
• Proficiency with system configuration, user management, and role-based permissions.
• Hands-on experience with system testing, UAT, and issue resolution.
• Excellent communication skills — able to translate technical concepts to non-technical stakeholders and vice versa. 
• Analytical mindset with strong problem-solving and process-improvement skills.

Preferred Skills (Nice-to-Have)
• Experience administering SaaS platforms (e.g., Zendesk, Hubspot) 
• Experience working in a high-growth or startup environment.
• Prior exposure to financial reporting, accounting automations, or transactional systems.

For residents of Denver, CO the annual salary range for this role is $110,000 - $140,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role:   

We are looking for an experienced Product Marketing Manager who is highly strategic, analytically rigorous, and deeply attuned to the needs of institutional private market participants. In this role, you will own the positioning, messaging, and go to market strategy focused on engaging venture capital firms, family offices, growth equity funds, and other large private company shareholders to unlock liquidity in the world’s most valuable private companies. 

You will operate at the intersection of product, capital markets and customer experience, translating complex liquidity structures, market dynamics and regulatory considerations into clear, compelling narratives that resonate with sophisticated institutional audiences. As a core cross-functional partner, you will collaborate closely with product management, capital markets, business development, marketing, communications, compliance and executive leadership to bring new supply side capabilities and market programs to life. 

This role plays a critical part in shaping Forge’s marketplace strategy by leveraging customer insights, competitive intelligence, and market trends to inform product direction, influence prioritization, and accelerate high quality supply participation across Forge’s private markets platform. 

Location: This role requires 2-3 days a week in office in San Francisco, CA

Responsibilities 

• Own product marketing strategy for institutional audiences, defining positioning, messaging, go to market plans and product campaigns that drive engagement from venture capital firms, family offices, and other institutional private company shareholders. 
• Partner deeply with product management and capital markets teams to influence roadmap direction, validate institutional supply needs, and ensure product capabilities align with seller objectives, liquidity outcomes, and regulatory requirements. 
• Drive gotomarket excellence for new supply side products, programs, and market structures, including leading market validation, launch planning, messaging frameworks, and execution to maximize participation and liquidity. 
• Develop institutional customer and market insights through direct engagement, research, and data analysis, using insights to refine product narratives, inform strategy, and optimize supply acquisition and retention. 
• Craft compelling narratives and content formats that articulate Forge’s value to sophisticated sellers, clearly explaining liquidity options, market access, pricing dynamics, and execution outcomes. 
• Enable business development and partnerships by creating high impact training materials, sales enablement tools, pitch narratives, and customer facing content that support supply sourcing and longterm relationships. 
• Lead competitive intelligence efforts focused on secondary platforms, liquidity solutions, and alternative transaction models, translating market dynamics into actionable positioning and strategic recommendations. 
• Steer cross-functional initiatives across product, marketing, capital markets, legal, and compliance to drive alignment and execution on initiatives that strengthen Forge’s institutional ecosystem. 

Qualifications: 

• Growth mindset & adaptability: You thrive in fast moving, ambiguous environments, learn quickly, and bring structure and clarity to complex, evolving private market dynamics. 
• Strategic thinker & hands on operator: You balance longterm marketplace strategy with tactical execution, comfortably shifting from high level positioning to detailed messaging, launches, and enablement assets. 
• Deep private markets or financial services experience: 8–10+ years of experience in fintech, capital markets, private equity, venture capital, investment banking, wealth management, or adjacent financial services. Experience working with institutional investors or private company shareholders strongly preferred. 
• B2B or B2B2C product marketing experience: Proven experience leading product marketing initiatives for institutional, enterprise, or marketplace platforms, with a track record of driving adoption and participation. 
• Institutional fluent storyteller: Exceptional ability to distill complex, regulated, and market driven products into clear, credible narratives that resonate with sophisticated investment audiences. 
• Technical and market fluency: Strong understanding of marketplace dynamics, liquidity mechanisms, transaction structures, and data driven products, with the ability to collaborate effectively with product, data, and legal teams. 
• Influential cross-functional partner: Demonstrated ability to work across capital markets, product, compliance, and executive stakeholders to align priorities and drive results. 
• Strong executive presence: Polished written and verbal communicator, capable of influencing senior stakeholders and representing Forge with institutional customers and partners. 

For residents of San Francisco, CA the annual salary range for this role is $160,000 - $200,000 + annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors.

The Role:   

We are looking for an experienced Product Marketing Manager who is highly strategic, analytically rigorous, and deeply attuned to the needs of institutional private market participants. In this role, you will own the positioning, messaging, and go to market strategy focused on engaging venture capital firms, family offices, growth equity funds, and other large private company shareholders to unlock liquidity in the world’s most valuable private companies. 

You will operate at the intersection of product, capital markets and customer experience, translating complex liquidity structures, market dynamics and regulatory considerations into clear, compelling narratives that resonate with sophisticated institutional audiences. As a core cross-functional partner, you will collaborate closely with product management, capital markets, business development, marketing, communications, compliance and executive leadership to bring new supplyside capabilities and market programs to life. 

This role plays a critical part in shaping Forge’s marketplace strategy by leveraging customer insights, competitive intelligence, and market trends to inform product direction, influence prioritization, and accelerate high quality supply participation across Forge’s private markets platform. 

Location: This role requires 2-3 days a week in office in Soho, NY

Responsibilities 

• Own product marketing strategy for institutional audiences, defining positioning, messaging, go to market plans and product campaigns that drive engagement from venture capital firms, family offices, and other institutional private company shareholders. 
• Partner deeply with product management and capital markets teams to influence roadmap direction, validate institutional supply needs, and ensure product capabilities align with seller objectives, liquidity outcomes, and regulatory requirements. 
• Drive gotomarket excellence for new supply side products, programs, and market structures, including leading market validation, launch planning, messaging frameworks, and execution to maximize participation and liquidity. 
• Develop institutional customer and market insights through direct engagement, research, and data analysis, using insights to refine product narratives, inform strategy, and optimize supply acquisition and retention. 
• Craft compelling narratives and content formats that articulate Forge’s value to sophisticated sellers, clearly explaining liquidity options, market access, pricing dynamics, and execution outcomes. 
• Enable business development and partnerships by creating high impact training materials, sales enablement tools, pitch narratives, and customer facing content that support supply sourcing and longterm relationships. 
• Lead competitive intelligence efforts focused on secondary platforms, liquidity solutions, and alternative transaction models, translating market dynamics into actionable positioning and strategic recommendations. 
• Steer crossfunctional initiatives across product, marketing, capital markets, legal, and compliance to drive alignment and execution on initiatives that strengthen Forge’s institutional ecosystem. 

Qualifications: 

• Growth mindset & adaptability: You thrive in fast moving, ambiguous environments, learn quickly, and bring structure and clarity to complex, evolving private market dynamics. 
• Strategic thinker & hands on operator: You balance longterm marketplace strategy with tactical execution, comfortably shifting from high level positioning to detailed messaging, launches, and enablement assets. 
• Deep private markets or financial services experience: 8–10+ years of experience in fintech, capital markets, private equity, venture capital, investment banking, wealth management, or adjacent financial services. Experience working with institutional investors or private company shareholders strongly preferred. 
• B2B or B2B2C product marketing experience: Proven experience leading product marketing initiatives for institutional, enterprise, or marketplace platforms, with a track record of driving adoption and participation. 
• Institutional fluent storyteller: Exceptional ability to distill complex, regulated, and market driven products into clear, credible narratives that resonate with sophisticated investment audiences. 
• Technical and market fluency: Strong understanding of marketplace dynamics, liquidity mechanisms, transaction structures, and data driven products, with the ability to collaborate effectively with product, data, and legal teams. 
• Influential cross-functional partner: Demonstrated ability to work across capital markets, product, compliance, and executive stakeholders to align priorities and drive results. 
• Strong executive presence: Polished written and verbal communicator, capable of influencing senior stakeholders and representing Forge with institutional customers and partners.

For residents of New York, NY the annual salary range for this role is $160,000 - $200,000 + annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors.

The Role: 

 We are looking for a strategic, customer obsessed Product Marketing Manager to own the positioning, messaging, and go to market strategy for Forge’s Intermediaries experience. In this role, you will focus on engaging financial intermediaries, including registered investment advisors (RIAs), advisors, and wealth platforms—and their clients, with a particular emphasis on ultra high net worth (UHNW) investors and new distribution channels enabled through Forge’s recent acquisition by Charles Schwab. 

You will operate at the intersection of product, distribution and customer experience, translating complex privatemarket investing capabilities into clear, compelling narratives that resonate with advisors and their end clients. As a core cross functional partner, you will collaborate closely with Product Management, Asset Management and Wealth and Intermediary Distribution teams, Marketing, and Executive Leadership to bring differentiated intermediary offerings to market. 

This role plays a critical part in expanding Forge’s distribution footprint by shaping how advisors and wealth platforms understand, adopt, and scale private market access for their clients to help unlock new sources of demand and accelerate longterm marketplace growth. 

Location: This role requires 2-3 days a week in our Soho, NY office

Responsibilities 

• Own product marketing strategy for Forge’s Intermediaries offerings, defining positioning, messaging, gotomarket plans and campaigns that drive adoption among advisors, RIAs, and wealth platforms serving UHNW clients. 
• Partner deeply with product management and distribution teams to influence roadmap direction, validate intermediary and advisor needs, and ensure product capabilities align with advisor workflows, client expectations and regulatory requirements. 
• Drive go to market excellence for new intermediary products, platform integrations, and distribution initiatives, including leading market validation, launch planning, messaging frameworks, and execution to maximize advisor engagement and client adoption. 
• Develop intermediary and client insights through research, advisor feedback, and data analysis, using insights to refine positioning, inform strategy, and optimize acquisition, activation, and retention across distribution channels. 
• Craft compelling narratives and packaging that clearly articulate Forge’s value to advisors and their UHNW clients, simplifying private market concepts while emphasizing trust, access, and differentiated outcomes. 
• Enable sales, partnerships, and advisor success by creating highimpact enablement materials, training programs, pitch decks, and customer facing content that support advisor confidence and longterm platform adoption. 
• Lead competitive intelligence efforts focused on wealth platforms, alternative investment providers, and privatemarket access solutions, translating market dynamics into actionable positioning and strategic recommendations. 
• Steer cross-functional initiatives across product, marketing, partnerships, compliance, and distribution—driving alignment and execution on priorities that expand Forge’s intermediary ecosystem and distribution reach. 

Requirements: 

• Growth mindset & adaptability: You thrive in fast moving, evolving environments, learn quickly, and bring structure and clarity to complex distribution and wealth management ecosystems. 
• Strategic thinker & hand son operator: You balance longterm distribution strategy with tactical execution, comfortably shifting from highlevel positioning to detailed messaging, launches, and enablement assets. 
• Deep fintech, wealth, or financial services experience: 8–10+ years of experience in fintech, wealth management, financial services, marketplaces, or adjacent sectors. Experience working with advisors, RIAs, or UHNW clients strongly preferred. 
• B2B or B2B2C product marketing experience: Proven experience leading product marketing initiatives for enterprise, platform, or distributionled businesses, with a track record of driving adoption through partners or intermediaries. 
• Advisor centric storyteller: Exceptional ability to distill complex, regulated investment products into clear, credible narratives that resonate with advisors and instill confidence with sophisticated end clients. 
• Technical and market fluency: Strong understanding of wealth platforms, advisor workflows, alternative investments, and data driven products, with the ability to collaborate effectively with product, engineering, and compliance teams. 
• Influential cross-functional partner: Demonstrated ability to work across product, partnerships, sales, compliance, and executive stakeholders to align priorities and drive results. 
• Strong executive presence: Polished written and verbal communicator, capable of influencing senior stakeholders and representing Forge with advisors, partners, and distribution leaders. 

For residents of New York, NY the annual salary range for this role is $160,000 - $200,000 + annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

 We are looking for a strategic, customer obsessed Product Marketing Manager to own the positioning, messaging, and go to market strategy for Forge’s Intermediaries experience. In this role, you will focus on engaging financial intermediaries, including registered investment advisors (RIAs), advisors, and wealth platforms—and their clients, with a particular emphasis on ultra high net worth (UHNW) investors and new distribution channels enabled through Forge’s recent acquisition by Charles Schwab. 

You will operate at the intersection of product, distribution and customer experience, translating complex private market investing capabilities into clear, compelling narratives that resonate with advisors and their end clients. As a core cross functional partner, you will collaborate closely with Product Management, Asset Management and Wealth and Intermediary Distribution teams, Marketing, and Executive Leadership to bring differentiated intermediary offerings to market. 

This role plays a critical part in expanding Forge’s distribution footprint by shaping how advisors and wealth platforms understand, adopt, and scale privatemarket access for their clients to help unlock new sources of demand and accelerate longterm marketplace growth. 

Location: This role requires 2-3 days a week in office in San Francisco, CA

Responsibilities 

• Own product marketing strategy for Forge’s Intermediaries offerings, defining positioning, messaging, gotomarket plans and campaigns that drive adoption among advisors, RIAs, and wealth platforms serving UHNW clients. 
• Partner deeply with product management and distribution teams to influence roadmap direction, validate intermediary and advisor needs, and ensure product capabilities align with advisor workflows, client expectations and regulatory requirements. 
• Drive go to market excellence for new intermediary products, platform integrations, and distribution initiatives, including leading market validation, launch planning, messaging frameworks, and execution to maximize advisor engagement and client adoption. 
• Develop intermediary and client insights through research, advisor feedback, and data analysis, using insights to refine positioning, inform strategy, and optimize acquisition, activation, and retention across distribution channels. 
• Craft compelling narratives and packaging that clearly articulate Forge’s value to advisors and their UHNW clients, simplifying private market concepts while emphasizing trust, access, and differentiated outcomes. 
• Enable sales, partnerships, and advisor success by creating highimpact enablement materials, training programs, pitch decks, and customer facing content that support advisor confidence and longterm platform adoption. 
• Lead competitive intelligence efforts focused on wealth platforms, alternative investment providers, and private market access solutions, translating market dynamics into actionable positioning and strategic recommendations. 
• Steer cross-functional initiatives across product, marketing, partnerships, compliance, and distribution—driving alignment and execution on priorities that expand Forge’s intermediary ecosystem and distribution reach. 

Qualifications: 

• Growth mindset & adaptability: You thrive in fast moving, evolving environments, learn quickly, and bring structure and clarity to complex distribution and wealthmanagement ecosystems. 
• Strategic thinker & handson operator: You balance longterm distribution strategy with tactical execution, comfortably shifting from high level positioning to detailed messaging, launches, and enablement assets. 
• Deep fintech, wealth, or financial services experience: 8–10+ years of experience in fintech, wealth management, financial services, marketplaces, or adjacent sectors. Experience working with advisors, RIAs, or UHNW clients strongly preferred. 
• B2B or B2B2C product marketing experience: Proven experience leading product marketing initiatives for enterprise, platform, or distribution led businesses, with a track record of driving adoption through partners or intermediaries. 
• Advisor centric storyteller: Exceptional ability to distill complex, regulated investment products into clear, credible narratives that resonate with advisors and instill confidence with sophisticated end clients. 
• Technical and market fluency: Strong understanding of wealth platforms, advisor workflows, alternative investments, and data driven products, with the ability to collaborate effectively with product, engineering, and compliance teams. 
• Influential cross-functional partner: Demonstrated ability to work across product, partnerships, sales, compliance, and executive stakeholders to align priorities and drive results. 
• Strong executive presence: Polished written and verbal communicator, capable of influencing senior stakeholders and representing Forge with advisors, partners, and distribution leaders. 

For residents of San Francisco, CA the annual salary range for this role is $160,000 - $200,000 + annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

Location: This position is remote in Denver, CO. We intend to open an office in Denver and once we do, we will require hybrid attendance onsite at least 9 days each month.

Responsibilities:

Qualifications:

Preferred Skills (Nice-to-Have)

For residents of Denver, CO the annual salary range for this role is $152,000-$190,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

Location: This role requires 2-3 days a week in office in San Francisco, CA.

Responsibilities:

Qualifications:

Preferred Skills (Nice-to-Have)

For residents of San Francisco, CA the annual salary range for this role is $168,000-$215,000 annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

Location: This role requires 2-3 days a week in office in Soho, NY.

Responsibilities:

Qualifications:

Preferred Skills (Nice-to-Have)

For residents of New York, New York the annual salary range for this role is $168,000-$215,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

As our Senior Data Engineer focusing on data engineering, you will play a crucial role delivering a high-quality data platform that is responsible for maintaining and delivering Forge data to internal and external clients as well as improving and maintaining internal user interfaces to interact with this data. You will implement new features, maintain existing features and perform code reviews, unit testing, and production deployments for our data platform using agile methodologies. Collaborating closely with Product, Design, and Engineering teams, you’ll ensure requirements are well defined, and changes are delivered in a timely manner. 

Location: This role requires 2-3 days a week in office in Soho, NY.

For residents of NY, NY the annual salary range for this role is $200,000-$230,000 annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

For residents of Denver, CO the annual salary range for this role is $189,000-$200,000 annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

As our Senior Data Engineer focusing on data engineering, you will play a crucial role delivering a high-quality data platform that is responsible for maintaining and delivering Forge data to internal and external clients as well as improving and maintaining internal user interfaces to interact with this data. You will implement new features, maintain existing features and perform code reviews, unit testing, and production deployments for our data platform using agile methodologies. Collaborating closely with Product, Design, and Engineering teams, you’ll ensure requirements are well defined, and changes are delivered in a timely manner. 

Location: This role requires 2-3 days a week in office in San Francisco, CA.

For residents of San Francisco, CA the annual salary range for this role is $200,000-$230,000 annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

As a Senior Software Engineer II focusing on trading engineering, you will play a critical role in delivering a high-quality trading platform that powers trading functionality in the Forge Marketplace. You will identify opportunities to enhance trading products, including integrating modern low-latency technologies, and help define the direction and roadmap for trading engineering initiatives.

You will collaborate closely with Product, Design, and Engineering teams to ensure seamless integration of trading technologies into products, improving both user experience and application performance.

Location: This position is remote in Denver, CO. We intend to open an office in Denver and once we do, we will require hybrid attendance onsite at least 9 days each month.

Responsibilities:

• Deliver software on time with accurate estimates
• Take ownership of production changes, including monitoring and maintaining runbooks
• Provide high-quality code reviews and help improve team engineering standards
• Design scalable and resilient trading platform architecture with a focus on performance
• Participate in design reviews and contribute to technical direction
• Serve as a technical expert for trading systems for internal teams and external partners
• Collaborate cross-functionally to translate business requirements into technical solutions
• Solve complex engineering challenges, particularly within code generation frameworks

Qualifications:

• Bachelor’s degree in Computer Science, Engineering, or equivalent experience
• 5–8 years of software engineering experience
• 5+ years of development experience in compiled, object-oriented languages (e.g., TypeScript, C#, Java)
• 2+ years of experience in dynamic scripting languages (e.g., Python, JavaScript, Ruby)
• Experience with real-time data processing and event-driven systems (e.g., WebSockets, Kafka)
• Strong SQL skills and experience with PostgreSQL and/or MySQL
• Experience building CI/CD pipelines and managing production deployments
• Familiarity with cloud platforms (AWS, Azure, GCP), proficiency with Git, GitHub, and Agile tools such as JIRA
• Experience in Private Markets or Financial Services, especially financial market data
• Strong collaboration and teamwork skills, proven ability to unblock and mentor other engineers
• Strong track record of delivery in high-performance engineering environments, commitment to diversity, inclusion, and building high-performing teams

For residents of Denver, CO the annual salary range for this role is $157,000-$190,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

As a Senior Software Engineer II focusing on trading engineering, you will play a critical role in delivering a high-quality trading platform that powers trading functionality in the Forge Marketplace. You will identify opportunities to enhance trading products, including integrating modern low-latency technologies, and help define the direction and roadmap for trading engineering initiatives.

You will collaborate closely with Product, Design, and Engineering teams to ensure seamless integration of trading technologies into products, improving both user experience and application performance.

Location: This role requires 2-3 days a week in office in San Francisco, CA.

Responsibilities:

• Deliver software on time with accurate estimates
• Take ownership of production changes, including monitoring and maintaining runbooks
• Provide high-quality code reviews and help improve team engineering standards
• Design scalable and resilient trading platform architecture with a focus on performance
• Participate in design reviews and contribute to technical direction
• Serve as a technical expert for trading systems for internal teams and external partners
• Collaborate cross-functionally to translate business requirements into technical solutions
• Solve complex engineering challenges, particularly within code generation frameworks

Qualifications:

• Bachelor’s degree in Computer Science, Engineering, or equivalent experience
• 5–8 years of software engineering experience
• 5+ years of development experience in compiled, object-oriented languages (e.g., TypeScript, C#, Java)
• 2+ years of experience in dynamic scripting languages (e.g., Python, JavaScript, Ruby)
• Experience with real-time data processing and event-driven systems (e.g., WebSockets, Kafka)
• Strong SQL skills and experience with PostgreSQL and/or MySQL
• Experience building CI/CD pipelines and managing production deployments
• Familiarity with cloud platforms (AWS, Azure, GCP), proficiency with Git, GitHub, and Agile tools such as JIRA
• Experience in Private Markets or Financial Services, especially financial market data
• Strong collaboration and teamwork skills, proven ability to unblock and mentor other engineers
• Strong track record of delivery in high-performance engineering environments, commitment to diversity, inclusion, and building high-performing teams

For residents of San Francisco, CA the annual salary range for this role is $174,000-$210,000 annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

As a Senior Software Engineer II focusing on trading engineering, you will play a critical role in delivering a high-quality trading platform that powers trading functionality in the Forge Marketplace. You will identify opportunities to enhance trading products, including integrating modern low-latency technologies, and help define the direction and roadmap for trading engineering initiatives.

You will collaborate closely with Product, Design, and Engineering teams to ensure seamless integration of trading technologies into products, improving both user experience and application performance.

Location: This role requires 2-3 days a week in office in Soho, NY.

Responsibilities:

• Deliver software on time with accurate estimates
• Take ownership of production changes, including monitoring and maintaining runbooks
• Provide high-quality code reviews and help improve team engineering standards
• Design scalable and resilient trading platform architecture with a focus on performance
• Participate in design reviews and contribute to technical direction
• Serve as a technical expert for trading systems for internal teams and external partners
• Collaborate cross-functionally to translate business requirements into technical solutions
• Solve complex engineering challenges, particularly within code generation frameworks

Qualifications:

• Bachelor’s degree in Computer Science, Engineering, or equivalent experience
• 5–8 years of software engineering experience
• 5+ years of development experience in compiled, object-oriented languages (e.g., TypeScript, C#, Java)
• 2+ years of experience in dynamic scripting languages (e.g., Python, JavaScript, Ruby)
• Experience with real-time data processing and event-driven systems (e.g., WebSockets, Kafka)
• Strong SQL skills and experience with PostgreSQL and/or MySQL
• Experience building CI/CD pipelines and managing production deployments
• Familiarity with cloud platforms (AWS, Azure, GCP), proficiency with Git, GitHub, and Agile tools such as JIRA
• Experience in Private Markets or Financial Services, especially financial market data
• Strong collaboration and teamwork skills, proven ability to unblock and mentor other engineers
• Strong track record of delivery in high-performance engineering environments, commitment to diversity, inclusion, and building high-performing teams

For residents of New York, New York the annual salary range for this role is $174,000-$210,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

The role of the Agile Program Manager is an exciting opportunity for an experienced Program Manager to help lead critical Development initiatives and work closely with agile delivery teams. These initiatives will support the rapid growth of Forge through the successful delivery of new products and product enhancements. This role will work closely with many cross-functional delivery teams and other supporting functions to coordinate work efforts through a lean/agile process.

The Program Manager will be responsible owning the planning, reporting, and rollout of a portfolio of related projects while engaging with the team on day-to-day agile ceremonies aswell as quarterly planning.The effective candidate will have a proven track record of successfully delivering technology projects in a fast-paced company. Additionally, the candidate will have a firm understanding of lean and agile project management principles and techniques.

Location: This position is remote in Denver, CO. We intend to open an office in Denver and once we do, we will require hybrid attendance onsite at least 9 days each month.

Responsibilities:

• Facilitate Agile Ceremonies, lead teams through quarterly planning.
• Develop and manage end-to-end plans and ensure we deliver on our quarterly
• objectives.
• Manage cross-functional programs in a matrix organization.
• Actively identify risks, inefficiencies, and resolve cross-team issues.
• Provide day-to-day coordination and quality assurance for projects and tasks.
• Define and own metrics and key performance indicators.
• Communicate delivery progress to stakeholders.
• Collaborate closely with a wide range of teams and functions across Forge.

Qualifications:

• 5+ years of work experience in technical project or program environments
• Bachelor’s degree in a technical discipline
• Experience in Project Management, Technical Program Management, or Agile Program Management
• Proven ability to collaborate cross-functionally, prioritize needs, and build strong working relationships
• Track record of holding teams and individuals accountable to deliverables
• Skilled in project planning, forecasting, and progress tracking
• Systematic and analytical problem-solving ability
• Strong communication skills with a strong sense of ownership and drive

Preferred Skills (Nice-to-Have)

• Fintech, financial services, or regulated industry experience
• Experience working with Jira and Confluence
• Report and dashboard building

For residents of Denver, CO the annual salary range for this role is $126,000-$150,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

As a Business Systems Analyst / Administrator on the Business Systems and Insights team, you’ll serve as the bridge between business operations and technology. You’ll analyze, configure, and maintain our core systems to drive efficiency, support financial workflows, and deliver strategic solutions.

Location: This role requires 2-3 days a week in office in Soho, NY.

Responsibilities:
• Gather, analyze, and document business requirements from stakeholders across finance, operations, and product teams. 
• Translate business needs into functional specifications, system workflows, and configuration design. 
• Configure, administer, and maintain enterprise systems (e.g., ERP, accounting, CRM, back-office tools). 
• Lead system upgrades, new implementations, and integration projects; manage vendor relationships. 
• Develop and execute test plans, including user acceptance testing (UAT), to validate system changes. 
• Train end users, create documentation (user guides, SOPs), and provide post-implementation support. 
• Monitor system performance, perform root cause analysis for issues, and proactively recommend process improvements. 
• Ensure compliance with regulatory and internal controls relating to financial systems.

Qualifications:
• Bachelor’s degree in Business, Information Systems, Finance, or a related field. 
• 3–6 years of experience in a business systems analyst or systems administrator role within financial services, fintech, or accounting systems.
• Strong understanding of financial operations, accounting principles, and regulatory requirements. 
• Proficiency with system configuration, user management, and role-based permissions.
• Hands-on experience with system testing, UAT, and issue resolution.
• Excellent communication skills — able to translate technical concepts to non-technical stakeholders and vice versa. 
• Analytical mindset with strong problem-solving and process-improvement skills.

Preferred Skills (Nice-to-Have)
• Experience administering SaaS platforms (e.g., Zendesk, Hubspot) 
• Experience working in a high-growth or startup environment.
• Prior exposure to financial reporting, accounting automations, or transactional systems.

For residents of New York, New York the annual salary range for this role is $122,000 - $150,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

Forge’s software engineering team is passionate about innovation and building scalable solutions that drive liquidity and growth in the private market. Our teams are leveraging a broad range of new technologies and are well-versed in delivering high quality, innovative solutions. We thrive on moving fast, delivering value, and living our values of being bold, humble, and accountable.

We are seeking passionae engineers with at least 8 years of experience delivering innovative software solutions that are scalable, secure, and easy to maintain. The ideal candidate thrives in team settings, enjoys collaboration and mentoring engineers, and focuses on delivering value and making an impact.    

Location: This position is remote in Denver, CO. We intend to open an office in Denver and once we do, we will require hybrid attendance onsite at least 9 days each month.

Responsibilities:

• Design, implement, and maintain web applications with marketplace middleware-specific business logic
• Communicate with stakeholders. Work with Architects, Tech Leads, Product, and Design members to arrive at solutions that produce customer and business value.
• Mentor junior engineers. Guide members of the development team on internal and external frameworks, software development best practices, and new technologies.
• Develop concise, articulate, and detailed technical documentation
• Leverage Agile and Lean practices
• Lead a workstream, partner with product on requirements, lead technical requirements, and plan actionable tasks for the team
• Design, build, and maintain automated tests (unit and at times integration), ensuring high code quality
• Support healthy system operations and ensure high levels of availability are achieved

 Qualifications:

• Bachelor’s degree in Computer Science, Engineering, or equivalent years of working experience in the field
• 8+ years of software engineering experience
• Experience as a technical lead for a product engineering team
• Expertise building APIs with C# and .NET
• Experience developing event-driven systems leveraging Kafka, RabbitMQ, or similar
• Experience with CQRS, Event Sourcing, or similar approaches
• Experience with SQL / Relational Databases
• Experience interpreting and contributing to system design
• Proven track-record of teamwork and delivery
• Fintech or Financial services industry experience with working knowledge of financial regulators and their concerns

Preferred Qualifications:  

• Experience with KYC (Know Your Customer) workflows
• Experience with multiple server-side programming languages 
• Experience with Test Driven Development (TDD) or Domain Driven Development
• Experience with Marten for Event Store DB
• Experience with CI/CD pipelines and managing application deployments
• Experience with scaling systems to millions of users
  • Working knowledge of the private market

For residents of Denver, CO the annual salary range for this role is $189,000-$220,000 annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

Forge’s software engineering team is passionate about innovation and building scalable solutions that drive liquidity and growth in the private market. Our teams are leveraging a broad range of new technologies and are well-versed in delivering high quality, innovative solutions. We thrive on moving fast, delivering value, and living our values of being bold, humble, and accountable.

We are seeking passionae engineers with at least 8 years of experience delivering innovative software solutions that are scalable, secure, and easy to maintain. The ideal candidate thrives in team settings, enjoys collaboration and mentoring engineers, and focuses on delivering value and making an impact.    

Location: This role requires 2-3 days a week in office in San Francisco, CA.

Responsibilities:

• Design, implement, and maintain web applications with marketplace middleware-specific business logic
• Communicate with stakeholders. Work with Architects, Tech Leads, Product, and Design members to arrive at solutions that produce customer and business value.
• Mentor junior engineers. Guide members of the development team on internal and external frameworks, software development best practices, and new technologies.
• Develop concise, articulate, and detailed technical documentation
• Leverage Agile and Lean practices
• Lead a workstream, partner with product on requirements, lead technical requirements, and plan actionable tasks for the team
• Design, build, and maintain automated tests (unit and at times integration), ensuring high code quality
• Support healthy system operations and ensure high levels of availability are achieved

 Qualifications:

• Bachelor’s degree in Computer Science, Engineering, or equivalent years of working experience in the field
• 8+ years of software engineering experience
• Experience as a technical lead for a product engineering team
• Expertise building APIs with C# and .NET
• Experience developing event-driven systems leveraging Kafka, RabbitMQ, or similar
• Experience with CQRS, Event Sourcing, or similar approaches
• Experience with SQL / Relational Databases
• Experience interpreting and contributing to system design
• Proven track-record of teamwork and delivery
• Fintech or Financial services industry experience with working knowledge of financial regulators and their concerns

Preferred Qualifications:  

• Experience with KYC (Know Your Customer) workflows
• Experience with multiple server-side programming languages 
• Experience with Test Driven Development (TDD) or Domain Driven Development
• Experience with Marten for Event Store DB
• Experience with CI/CD pipelines and managing application deployments
• Experience with scaling systems to millions of users
  • Working knowledge of the private market

For residents of San Francisco, CA the annual salary range for this role is $209,000-$240,000 annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

The Role: 

Forge’s software engineering team is passionate about innovation and building scalable solutions that drive liquidity and growth in the private market. Our teams are leveraging a broad range of new technologies and are well-versed in delivering high quality, innovative solutions. We thrive on moving fast, delivering value, and living our values of being bold, humble, and accountable.

We are seeking passionae engineers with at least 8 years of experience delivering innovative software solutions that are scalable, secure, and easy to maintain. The ideal candidate thrives in team settings, enjoys collaboration and mentoring engineers, and focuses on delivering value and making an impact.    

Location: This role requires 2-3 days a week in office in Soho, NY

Responsibilities:

• Design, implement, and maintain web applications with marketplace middleware-specific business logic
• Communicate with stakeholders. Work with Architects, Tech Leads, Product, and Design members to arrive at solutions that produce customer and business value.
• Mentor junior engineers. Guide members of the development team on internal and external frameworks, software development best practices, and new technologies.
• Develop concise, articulate, and detailed technical documentation
• Leverage Agile and Lean practices
• Lead a workstream, partner with product on requirements, lead technical requirements, and plan actionable tasks for the team
• Design, build, and maintain automated tests (unit and at times integration), ensuring high code quality
• Support healthy system operations and ensure high levels of availability are achieved

 Qualifications:

• Bachelor’s degree in Computer Science, Engineering, or equivalent years of working experience in the field
• 8+ years of software engineering experience
• Experience as a technical lead for a product engineering team
• Expertise building APIs with C# and .NET
• Experience developing event-driven systems leveraging Kafka, RabbitMQ, or similar
• Experience with CQRS, Event Sourcing, or similar approaches
• Experience with SQL / Relational Databases
• Experience interpreting and contributing to system design
• Proven track-record of teamwork and delivery
• Fintech or Financial services industry experience with working knowledge of financial regulators and their concerns

Preferred Qualifications:  

• Experience with KYC (Know Your Customer) workflows
• Experience with multiple server-side programming languages 
• Experience with Test Driven Development (TDD) or Domain Driven Development
• Experience with Marten for Event Store DB
• Experience with CI/CD pipelines and managing application deployments
• Experience with scaling systems to millions of users
  • Working knowledge of the private market

For residents of New York, NY the annual salary range for this role is $209,000-$240,000 annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

We are seeking a Senior Technical Product Manager to own and evolve core platform and API capabilities that underpin our products and partner integrations. This role sits at the intersection of engineering, platform stakeholders, and downstream product teams, with primary responsibility for defining platform requirements, shaping API strategy, and ensuring our APIs scale reliably as usage and consumer demand grow. The ideal candidate is deeply technical, API‑literate, and comfortable working hands‑on with engineers to define roadmaps, requirements, and operating metrics. They understand how APIs are designed, documented, consumed, and governed, and they can translate diverse consumer needs into a coherent, prioritized platform strategy.

Location: This role requires 2-3 days a week in office in Soho, NY

Responsibilities:

Platform & API Product Leadership

• Own the product vision and roadmap for core platform APIs and services, ensuring alignment with company strategy, engineering capacity, and partner needs.
• Define and evolve API strategies that support current consumers while anticipating future scale, growth, and extensibility.
• Lead quarterly and multi-year roadmap planning, balancing reliability, performance, developer experience, and delivery velocity.

API Requirements & Documentation

• Define clear, testable API product requirements in partnership with engineering, including:
  • Functional behavior
  • Performance expectations
  • Backward compatibility standards
• Ensure API documentation is accurate, complete, and usable for both internal and external consumers.
• Participate in API design reviews, contributing to:
  • Endpoint design
  • Naming conventions
  • Data contracts

Reliability, Scale & Metrics

• Partner with engineering to define and track:
  • SLAs (Service Level Agreements)
  • SLOs (Service Level Objectives)
  • Operational KPIs
• Forecast and monitor API consumer growth, including:
  • Call volumes
  • Usage patterns (MoM, QoQ)
• Identify scaling risks early and drive proactive product decisions.

Stakeholder & Consumer Enablement

• Serve as the primary product interface for API consumers:
  • Internal product teams
  • Partners
  • External integrators
• Gather and prioritize consumer needs based on real usage patterns.
• Clearly communicate platform decisions, tradeoffs, and roadmap updates to both technical and non-technical stakeholders.

Technical Execution & Collaboration

• Partner closely with engineering, grounding decisions in:
  • System design
  • Data models
  • Technical constraints
• Actively engage with APIs using tools like Postman or curl to:
  • Validate functionality
  • Support troubleshooting
  • Improve user experience
• Contribute to domain modeling, including:
  • Entity relationships
  • Data ownership boundaries

Qualifications:

• 6+ years of product management experience, with strong ownership of technical platform or API-driven products
• Proven experience managing API roadmaps in production environments
• Hands-on experience with:
  • API requirements definition
  • Documentation review
  • API design tradeoffs
• Experience defining and operationalizing SLAs, SLOs, and reliability metrics
• Ability to forecast and manage API usage growth and scaling considerations
• Experience working with diverse API consumer personas and prioritizing competing needs
• Familiarity with API tools (e.g., Postman, curl)
• Strong understanding of:
  • Domain modeling
  • Entity relationships
  • Data contracts
• Excellent written and verbal communication skills

Preferred Skills (Nice-to-Have)

• Experience with regulated platforms (e.g., fintech, financial services, data-sensitive systems)
• Experience working with:
• • • Platform infrastructure
    • Identity and security systems
    • Data services teams

For residents of New York, NY the annual salary range for this role is $169,000-$205,000 annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

We are seeking a Senior Technical Product Manager to own and evolve core platform and API capabilities that underpin our products and partner integrations. This role sits at the intersection of engineering, platform stakeholders, and downstream product teams, with primary responsibility for defining platform requirements, shaping API strategy, and ensuring our APIs scale reliably as usage and consumer demand grow. The ideal candidate is deeply technical, API‑literate, and comfortable working hands‑on with engineers to define roadmaps, requirements, and operating metrics. They understand how APIs are designed, documented, consumed, and governed, and they can translate diverse consumer needs into a coherent, prioritized platform strategy.

Location: This position is remote in Denver, CO. We intend to open an office in Denver and once we do, we will require hybrid attendance onsite at least 9 days each month.

Responsibilities:

Platform & API Product Leadership

• Own the product vision and roadmap for core platform APIs and services, ensuring alignment with company strategy, engineering capacity, and partner needs.
• Define and evolve API strategies that support current consumers while anticipating future scale, growth, and extensibility.
• Lead quarterly and multi-year roadmap planning, balancing reliability, performance, developer experience, and delivery velocity.

API Requirements & Documentation

• Define clear, testable API product requirements in partnership with engineering, including:
  • Functional behavior
  • Performance expectations
  • Backward compatibility standards
• Ensure API documentation is accurate, complete, and usable for both internal and external consumers.
• Participate in API design reviews, contributing to:
  • Endpoint design
  • Naming conventions
  • Data contracts

Reliability, Scale & Metrics

• Partner with engineering to define and track:
  • SLAs (Service Level Agreements)
  • SLOs (Service Level Objectives)
  • Operational KPIs
• Forecast and monitor API consumer growth, including:
  • Call volumes
  • Usage patterns (MoM, QoQ)
• Identify scaling risks early and drive proactive product decisions.

Stakeholder & Consumer Enablement

• Serve as the primary product interface for API consumers:
  • Internal product teams
  • Partners
  • External integrators
• Gather and prioritize consumer needs based on real usage patterns.
• Clearly communicate platform decisions, tradeoffs, and roadmap updates to both technical and non-technical stakeholders.

Technical Execution & Collaboration

• Partner closely with engineering, grounding decisions in:
  • System design
  • Data models
  • Technical constraints
• Actively engage with APIs using tools like Postman or curl to:
  • Validate functionality
  • Support troubleshooting
  • Improve user experience
• Contribute to domain modeling, including:
  • Entity relationships
  • Data ownership boundaries

Qualifications:

• 6+ years of product management experience, with strong ownership of technical platform or API-driven products
• Proven experience managing API roadmaps in production environments
• Hands-on experience with:
  • API requirements definition
  • Documentation review
  • API design tradeoffs
• Experience defining and operationalizing SLAs, SLOs, and reliability metrics
• Ability to forecast and manage API usage growth and scaling considerations
• Experience working with diverse API consumer personas and prioritizing competing needs
• Familiarity with API tools (e.g., Postman, curl)
• Strong understanding of:
  • Domain modeling
  • Entity relationships
  • Data contracts
• Excellent written and verbal communication skills

Preferred Skills (Nice-to-Have)

• Experience with regulated platforms (e.g., fintech, financial services, data-sensitive systems)
• Experience working with:
• • • Platform infrastructure
    • Identity and security systems
    • Data services teams

For residents of Denver, CO the annual salary range for this role is $135,000-$165,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

We are seeking a Senior Technical Product Manager to own and evolve core platform and API capabilities that underpin our products and partner integrations. This role sits at the intersection of engineering, platform stakeholders, and downstream product teams, with primary responsibility for defining platform requirements, shaping API strategy, and ensuring our APIs scale reliably as usage and consumer demand grow. The ideal candidate is deeply technical, API‑literate, and comfortable working hands‑on with engineers to define roadmaps, requirements, and operating metrics. They understand how APIs are designed, documented, consumed, and governed, and they can translate diverse consumer needs into a coherent, prioritized platform strategy.

Location: This role requires 2-3 days a week in office in San Francisco, CA.

Responsibilities:

Platform & API Product Leadership

• Own the product vision and roadmap for core platform APIs and services, ensuring alignment with company strategy, engineering capacity, and partner needs.
• Define and evolve API strategies that support current consumers while anticipating future scale, growth, and extensibility.
• Lead quarterly and multi-year roadmap planning, balancing reliability, performance, developer experience, and delivery velocity.

API Requirements & Documentation

• Define clear, testable API product requirements in partnership with engineering, including:
  • Functional behavior
  • Performance expectations
  • Backward compatibility standards
• Ensure API documentation is accurate, complete, and usable for both internal and external consumers.
• Participate in API design reviews, contributing to:
  • Endpoint design
  • Naming conventions
  • Data contracts

Reliability, Scale & Metrics

• Partner with engineering to define and track:
  • SLAs (Service Level Agreements)
  • SLOs (Service Level Objectives)
  • Operational KPIs
• Forecast and monitor API consumer growth, including:
  • Call volumes
  • Usage patterns (MoM, QoQ)
• Identify scaling risks early and drive proactive product decisions.

Stakeholder & Consumer Enablement

• Serve as the primary product interface for API consumers:
  • Internal product teams
  • Partners
  • External integrators
• Gather and prioritize consumer needs based on real usage patterns.
• Clearly communicate platform decisions, tradeoffs, and roadmap updates to both technical and non-technical stakeholders.

Technical Execution & Collaboration

• Partner closely with engineering, grounding decisions in:
  • System design
  • Data models
  • Technical constraints
• Actively engage with APIs using tools like Postman or curl to:
  • Validate functionality
  • Support troubleshooting
  • Improve user experience
• Contribute to domain modeling, including:
  • Entity relationships
  • Data ownership boundaries

Qualifications:

• 6+ years of product management experience, with strong ownership of technical platform or API-driven products
• Proven experience managing API roadmaps in production environments
• Hands-on experience with:
  • API requirements definition
  • Documentation review
  • API design tradeoffs
• Experience defining and operationalizing SLAs, SLOs, and reliability metrics
• Ability to forecast and manage API usage growth and scaling considerations
• Experience working with diverse API consumer personas and prioritizing competing needs
• Familiarity with API tools (e.g., Postman, curl)
• Strong understanding of:
  • Domain modeling
  • Entity relationships
  • Data contracts
• Excellent written and verbal communication skills

Preferred Skills (Nice-to-Have)

• Experience with regulated platforms (e.g., fintech, financial services, data-sensitive systems)
• Experience working with:
• • • Platform infrastructure
    • Identity and security systems
    • Data services teams

For residents of San Francisco, CA the annual salary range for this role is $169,000-$205,000 annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role:

Forge’s software engineering team is passionate about innovation and building scalable solutions that drive liquidity and growth in the private market. Our teams are leveraging a broad range of new technologies and are well-versed in delivering high quality, innovative solutions. We thrive on moving fast, delivering value, and living our values of being bold, humble, and accountable.

We are seeking passionate engineers with at least 8 years of experience delivering innovative software solutions that are scalable, secure, and easy to maintain. The ideal candidate thrives in team settings, enjoys collaboration and mentoring engineers, and focuses on delivering value and making an impact. 

Location: This role requires 2-3 days a week in office in Soho, NY

Responsibilities:

• Design, implement, and maintain web applications with marketplace middleware-specific business logic
• Communicate with stakeholders. Work with Architects, Tech Leads, Product, and Design members to arrive at solutions that produce customer and business value.
• Develop concise, articulate, and detailed technical documentation
• Leverage Agile and Lean practices
• Design, build, and maintain automated tests (unit and at times integration), ensuring high code quality
• Support healthy system operations and ensure high levels of availability are achieved

 Qualifications:

• Bachelor’s degree in Computer Science, Engineering, or equivalent years of working experience in the field
• 4+ years of software engineering experience
• Expertise building APIs with C# and .NET
• Experience developing event-driven systems leveraging Kafka, RabbitMQ, or similar
• Experience with CQRS, Event Sourcing, or similar approaches
• Experience with SQL / Relational Databases
• Proven track-record of teamwork and delivery
• Fintech or Financial services industry experience with working knowledge of financial regulators and their concerns

Preferred Qualifications:  

• Experience with multiple server-side programming languages 
• Experience with Test Driven Development (TDD) or Domain Driven Development
• Experience with CI/CD pipelines and managing application deployments
  • Working knowledge of the private market

For residents of New York, NY the annual salary range for this role is $169,000-$200,000 annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role:

Forge’s software engineering team is passionate about innovation and building scalable solutions that drive liquidity and growth in the private market. Our teams are leveraging a broad range of new technologies and are well-versed in delivering high quality, innovative solutions. We thrive on moving fast, delivering value, and living our values of being bold, humble, and accountable.

We are seeking passionate engineers with at least 8 years of experience delivering innovative software solutions that are scalable, secure, and easy to maintain. The ideal candidate thrives in team settings, enjoys collaboration and mentoring engineers, and focuses on delivering value and making an impact. 

Location: This position is remote in Denver, CO. We intend to open an office in Denver and once we do, we will require hybrid attendance onsite at least 9 days each month.

Responsibilities:

• Design, implement, and maintain web applications with marketplace middleware-specific business logic
• Communicate with stakeholders. Work with Architects, Tech Leads, Product, and Design members to arrive at solutions that produce customer and business value.
• Develop concise, articulate, and detailed technical documentation
• Leverage Agile and Lean practices
• Design, build, and maintain automated tests (unit and at times integration), ensuring high code quality
• Support healthy system operations and ensure high levels of availability are achieved

 Qualifications:

• Bachelor’s degree in Computer Science, Engineering, or equivalent years of working experience in the field
• 4+ years of software engineering experience
• Expertise building APIs with C# and .NET
• Experience developing event-driven systems leveraging Kafka, RabbitMQ, or similar
• Experience with CQRS, Event Sourcing, or similar approaches
• Experience with SQL / Relational Databases
• Proven track-record of teamwork and delivery
• Fintech or Financial services industry experience with working knowledge of financial regulators and their concerns

Preferred Qualifications:  

• Experience with multiple server-side programming languages 
• Experience with Test Driven Development (TDD) or Domain Driven Development
• Experience with CI/CD pipelines and managing application deployments
  • Working knowledge of the private market

For residents of Denver, CO the annual salary range for this role is $152,000-$180,000 annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role:

Forge’s software engineering team is passionate about innovation and building scalable solutions that drive liquidity and growth in the private market. Our teams are leveraging a broad range of new technologies and are well-versed in delivering high quality, innovative solutions. We thrive on moving fast, delivering value, and living our values of being bold, humble, and accountable.

We are seeking passionate engineers with at least 8 years of experience delivering innovative software solutions that are scalable, secure, and easy to maintain. The ideal candidate thrives in team settings, enjoys collaboration and mentoring engineers, and focuses on delivering value and making an impact. 

Location: This role requires 2-3 days a week in office in San Francisco, CA.

Responsibilities:

• Design, implement, and maintain web applications with marketplace middleware-specific business logic
• Communicate with stakeholders. Work with Architects, Tech Leads, Product, and Design members to arrive at solutions that produce customer and business value.
• Develop concise, articulate, and detailed technical documentation
• Leverage Agile and Lean practices
• Design, build, and maintain automated tests (unit and at times integration), ensuring high code quality
• Support healthy system operations and ensure high levels of availability are achieved

 Qualifications:

• Bachelor’s degree in Computer Science, Engineering, or equivalent years of working experience in the field
• 4+ years of software engineering experience
• Expertise building APIs with C# and .NET
• Experience developing event-driven systems leveraging Kafka, RabbitMQ, or similar
• Experience with CQRS, Event Sourcing, or similar approaches
• Experience with SQL / Relational Databases
• Proven track-record of teamwork and delivery
• Fintech or Financial services industry experience with working knowledge of financial regulators and their concerns

Preferred Qualifications:  

• Experience with multiple server-side programming languages 
• Experience with Test Driven Development (TDD) or Domain Driven Development
• Experience with CI/CD pipelines and managing application deployments
  • Working knowledge of the private market

For residents of San Francisco, CA the annual salary range for this role is $169,000-$200,000 annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

Forge’s platform engineering team is passionate about innovation and building scalable, secure infrastructure solutions that drive liquidity and growth in the private market. Our teams are leveraging a broad range of technologies to support our core platform, Metal, and we thrive on moving fast, delivering value, and living our values of being bold, humble and accountable.

We are seeking a passionate platform engineer with at least 7 years of experience delivering robust infrastructure solutions that are scalable, secure, and easy to maintain. The ideal candidate thrives in team settings and is motivated by creating success all around them through strong communication, architecting great developer experiences, and making data-driven decisions.

To succeed in the Staff Platform Engineer role at Forge, you'll leverage your infrastructure and software expertise to successfully deliver high-quality platforms both individually and through technical leadership of others. You will have the ability to take on advanced infrastructure projects—ranging from multi-cluster orchestration to SOC 2 compliance automation—while also being a productive and collaborative member of the team.

Location: This position is remote in Denver, CO. We intend to open an office in Denver and once we do, we will require hybrid attendance onsite at least 9 days each month.

Qualifications:

• Bachelor’s degree in Computer Science, Engineering, or a related field
• 7+ years of experience in software or platform engineering with a strong focus on infrastructure and DevOps
• Deep, hands-on expertise in Kubernetes administration and the cloud-native ecosystem
• Advanced proficiency in Infrastructure as Code (IaC) using Terraform
• Extensive experience designing and operating GitOps workflows (e.g., Argo CD, Flux)
• Strong software engineering skills with the ability to read, write, and debug code across multiple application

Preferred Skills (Nice-to-Have)

• Experience with C# and Dotnet framework
• Experience with Azure and AWS Cloud infrastructure.
• Experience working in geographically distributed teams
• Fintech or Financial services industry experience.

For residents of Denver, CO the annual salary range for this role is $150,000 - $170,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

Forge’s platform engineering team is passionate about innovation and building scalable, secure infrastructure solutions that drive liquidity and growth in the private market. Our teams are leveraging a broad range of technologies to support our core platform, Metal, and we thrive on moving fast, delivering value, and living our values of being bold, humble and accountable.

We are seeking a passionate platform engineer with at least 7 years of experience delivering robust infrastructure solutions that are scalable, secure, and easy to maintain. The ideal candidate thrives in team settings and is motivated by creating success all around them through strong communication, architecting great developer experiences, and making data-driven decisions.

To succeed in the Staff Platform Engineer role at Forge, you'll leverage your infrastructure and software expertise to successfully deliver high-quality platforms both individually and through technical leadership of others. You will have the ability to take on advanced infrastructure projects—ranging from multi-cluster orchestration to SOC 2 compliance automation—while also being a productive and collaborative member of the team.

Location: This role requires 2-3 days a week in office in Soho, NY.

Qualifications:

• Bachelor’s degree in Computer Science, Engineering, or a related field
• 7+ years of experience in software or platform engineering with a strong focus on infrastructure and DevOps
• Deep, hands-on expertise in Kubernetes administration and the cloud-native ecosystem
• Advanced proficiency in Infrastructure as Code (IaC) using Terraform
• Extensive experience designing and operating GitOps workflows (e.g., Argo CD, Flux)
• Strong software engineering skills with the ability to read, write, and debug code across multiple application

Preferred Skills (Nice-to-Have)

• Experience with C# and Dotnet framework
• Experience with Azure and AWS Cloud infrastructure.
• Experience working in geographically distributed teams
• Fintech or Financial services industry experience.

For residents of New York, New York the annual salary range for this role is $167,000 - $190,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

Forge’s platform engineering team is passionate about innovation and building scalable, secure infrastructure solutions that drive liquidity and growth in the private market. Our teams are leveraging a broad range of technologies to support our core platform, Metal, and we thrive on moving fast, delivering value, and living our values of being bold, humble and accountable.

We are seeking a passionate platform engineer with at least 7 years of experience delivering robust infrastructure solutions that are scalable, secure, and easy to maintain. The ideal candidate thrives in team settings and is motivated by creating success all around them through strong communication, architecting great developer experiences, and making data-driven decisions.

To succeed in the Staff Platform Engineer role at Forge, you'll leverage your infrastructure and software expertise to successfully deliver high-quality platforms both individually and through technical leadership of others. You will have the ability to take on advanced infrastructure projects—ranging from multi-cluster orchestration to SOC 2 compliance automation—while also being a productive and collaborative member of the team.

Location: This role requires 2-3 days a week in office in San Francisco, CA.

Qualifications:

• Bachelor’s degree in Computer Science, Engineering, or a related field
• 7+ years of experience in software or platform engineering with a strong focus on infrastructure and DevOps
• Deep, hands-on expertise in Kubernetes administration and the cloud-native ecosystem
• Advanced proficiency in Infrastructure as Code (IaC) using Terraform
• Extensive experience designing and operating GitOps workflows (e.g., Argo CD, Flux)
• Strong software engineering skills with the ability to read, write, and debug code across multiple application

Preferred Skills (Nice-to-Have)

• Experience with C# and Dotnet framework
• Experience with Azure and AWS Cloud infrastructure.
• Experience working in geographically distributed teams
• Fintech or Financial services industry experience.

For residents of San Francisco, CA the annual salary range for this role is $167,000 - $190,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

As a Business Systems Analyst / Administrator on the Business Systems and Insights team, you’ll serve as the bridge between business operations and technology. You’ll analyze, configure, and maintain our core systems to drive efficiency, support financial workflows, and deliver strategic solutions.

Location: This role requires 2-3 days a week in office in San Francisco, CA.

Responsibilities:
• Gather, analyze, and document business requirements from stakeholders across finance, operations, and product teams. 
• Translate business needs into functional specifications, system workflows, and configuration design. 
• Configure, administer, and maintain enterprise systems (e.g., ERP, accounting, CRM, back-office tools). 
• Lead system upgrades, new implementations, and integration projects; manage vendor relationships. 
• Develop and execute test plans, including user acceptance testing (UAT), to validate system changes. 
• Train end users, create documentation (user guides, SOPs), and provide post-implementation support. 
• Monitor system performance, perform root cause analysis for issues, and proactively recommend process improvements. 
• Ensure compliance with regulatory and internal controls relating to financial systems.

Qualifications:
• Bachelor’s degree in Business, Information Systems, Finance, or a related field. 
• 3–6 years of experience in a business systems analyst or systems administrator role within financial services, fintech, or accounting systems.
• Strong understanding of financial operations, accounting principles, and regulatory requirements. 
• Proficiency with system configuration, user management, and role-based permissions.
• Hands-on experience with system testing, UAT, and issue resolution.
• Excellent communication skills — able to translate technical concepts to non-technical stakeholders and vice versa. 
• Analytical mindset with strong problem-solving and process-improvement skills.

Preferred Skills (Nice-to-Have)
• Experience administering SaaS platforms (e.g., Zendesk, Hubspot) 
• Experience working in a high-growth or startup environment.
• Prior exposure to financial reporting, accounting automations, or transactional systems.

For residents of San Francisco, CA the annual salary range for this role is $122,000 - $150,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

The role of the Agile Program Manager is an exciting opportunity for an experienced Program Manager to help lead critical Development initiatives and work closely with agile delivery teams. These initiatives will support the rapid growth of Forge through the successful delivery of new products and product enhancements. This role will work closely with many cross-functional delivery teams and other supporting functions to coordinate work efforts through a lean/agile process.

The Program Manager will be responsible owning the planning, reporting, and rollout of a portfolio of related projects while engaging with the team on day-to-day agile ceremonies aswell as quarterly planning.The effective candidate will have a proven track record of successfully delivering technology projects in a fast-paced company. Additionally, the candidate will have a firm understanding of lean and agile project management principles and techniques.

Location: This role requires 2-3 days a week in office in San Francisco, CA.

Responsibilities:

• Facilitate Agile Ceremonies, lead teams through quarterly planning.
• Develop and manage end-to-end plans and ensure we deliver on our quarterly
• objectives.
• Manage cross-functional programs in a matrix organization.
• Actively identify risks, inefficiencies, and resolve cross-team issues.
• Provide day-to-day coordination and quality assurance for projects and tasks.
• Define and own metrics and key performance indicators.
• Communicate delivery progress to stakeholders.
• Collaborate closely with a wide range of teams and functions across Forge.

Qualifications:

• 5+ years of work experience in technical project or program environments
• Bachelor’s degree in a technical discipline
• Experience in Project Management, Technical Program Management, or Agile Program Management
• Proven ability to collaborate cross-functionally, prioritize needs, and build strong working relationships
• Track record of holding teams and individuals accountable to deliverables
• Skilled in project planning, forecasting, and progress tracking
• Systematic and analytical problem-solving ability
• Strong communication skills with a strong sense of ownership and drive

Preferred Skills (Nice-to-Have)

• Fintech, financial services, or regulated industry experience
• Experience working with Jira and Confluence
• Report and dashboard building

For residents of San Francisco, CA the annual salary range for this role is $140,000-$165,000 annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors