Drive Forge’s Intermediaries product marketing and distribution strategy to win advisor adoption and UHNW client outcomes.

• Own go-to-market strategy and messaging for intermediaries to drive advisor adoption.
• Must-have: 8–10+ years in fintech or wealth services with advisor experience.
• Standout: Cross-functional leadership across product, marketing, partnerships, and compliance.
• Develop intermediary and client insights to refine positioning and optimize acquisition, activation, and retention.
• Lead competitive intelligence and translate market dynamics into actionable recommendations.
• Collaborate with product, distribution, and compliance to expand Forge’s intermediary ecosystem.
• Coordinate launch planning, messaging frameworks, and execution to maximize engagement.
• Enable sales and advisor success with high-impact enablement materials and training.