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.

Requirements

• 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.