Partnership Success Manager, Trust
Forge is a technology innovator in the private market, striving to deliver a richer future for everyone. The Partnership Success Manager will drive growth in relationships and new accounts for Forge's Custody organization, focusing on self-directed IRAs and alternative investments while ensuring the success of institutional partners and high-net-worth clients.
Responsibilities
- Revenue Generation: Develop and execute growth strategies to meet targets, focusing on new business acquisition and identifying existing relationship growth opportunities within the alternative investment space
- Relationship Building: Cultivate a strong, long-term relationship with institutional clients and serve as the primary point of contact for clients and prospects
- Client Education and Support: Conduct webinars and one-on-one sessions to educate prospects on the benefits and logistics of alternative investments within retirement accounts, focusing on compliance and tax advantages
- Reporting: Establish key performance indicators (KPIs) and metrics to monitor and report on performance, adjusting strategies as needed
- Sales Presentations & Negotiations: Lead sales meetings, presentations, and negotiations. Clearly articulate the value proposition of Forge's Custody services and address clients' needs, ultimately securing new business
Skills
- 1-3 years of proven experience as a relationship manager, preferably within the Self-Directed IRA, custody, or alternative investment sector
- Demonstrated success in achieving and exceeding growth targets as an individual
- Excellent communication and presentation skills, with the ability to explain complex financial concepts in simple terms
- Expert relationship building and customer service skills
- Knowledge of self-directed IRAs, including the process of setting up and investing in alternative assets such as real estate, private equity, and other non-traditional investments
- Knowledge of the IRS rules regarding alternative asset IRAs is highly preferred
Benefits
- Annual bonus
Company Overview
Company H1B Sponsorship