Fora Offices

Own the strategy, planning, execution, and continuous improvement of Fora X events, including advisor intensives, workshops, AI sessions, recognition events, and business summits. Manage event portfolios, attendee journeys, budgets, vendors, timelines, run-of-show plans, operational workflows, and cross-functional execution. Measure engagement, partner value, and commercial impact while ensuring consistently high-quality experiences across complex, recurring programs.

Leads revenue operations across Sales and Advisor Services, managing commercial processes, CRM strategy, routing, funnel intelligence, automation, enablement, and vendor partnerships. The role improves qualification, conversion, advisor support, reporting, data quality, and operational scalability through process redesign, AI, self-service, and workflow automation. It partners cross-functionally with Sales, Product, Engineering, Data, and external agencies to implement and optimize revenue infrastructure.

Lead global regulatory strategy and compliance for Fora’s international expansion. Responsibilities include evaluating market-entry requirements, advising international teams, coordinating local counsel, developing policies and legal frameworks, overseeing privacy and regulatory compliance, engaging with regulators, managing audits, and maintaining registrations, licenses, filings, bonding, and reporting obligations across jurisdictions.