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: 

 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:   

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 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.