Responsibilities

• Own product marketing strategy for Forge’s Intermediaries offerings, defining positioning, messaging, go-to-market 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 privatemarket concepts while emphasizing trust, access, and differentiated outcomes.
• Enable sales, partnerships, and advisor success by creating high-impact enablement materials, training programs, pitch decks, and customer-facing content that support advisor confidence and long-term 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 crossfunctional 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 fastmoving, 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 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.
• Advisorcentric 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 datadriven products, with the ability to collaborate effectively with product, engineering, and compliance teams.
• Influential crossfunctional 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.