Director, Product Marketing, Custody & Wealth

Forge Trust specializes in custody of alternative investments, including Private Funds, with 30 plus years of experience and $16B AUC.  As a subsidiary of Forge Global, we are uniquely positioned to provide Custody solutions to Private Markets. We understand the industry and can help navigate the associated rules and regulations. With specific focus on Self-Directed IRAs, and providing solutions to financial institutions to create seamless, Private Fund Custody – we increase investor confidence while reducing operational overhead and risk by having funds custodied by us (a third-party). Forge Trust manages investor cash processing on behalf of funds and facilitates investments at the direction of clients, in addition to providing reporting on fund/investor activity.  

The Role: We are seeking an individual contributor Product Marketing Director to develop and execute marketing strategies that drive awareness, engagement and sales opportunities for Forge’s wealth solutions including its suite of custody products. The ideal candidate will have deep expertise in alternative investments and experience marketing to audiences including RIAs,  family offices, high-net-worth individuals and institutions. This person will be responsible for positioning Forge Trust and Forge’s wealth solutions within the industry, crafting compelling content and managing key marketing deliverables to support the Custody team. This role reports to the Head of Marketing.  

This is an exciting opportunity to drive growth in a rapidly evolving segment of the private markets. If you have a passion for alternative investments and deep expertise in marketing financial products, we would love to connect with you. 

Location: Hybrid in our San Francisco, CA office 2-3 days a week 

Responsibilities:

• Strategic Positioning & Messaging: Develop and nurture Forge Trust’s positioning in the alternative investments space and integrate Forge Trust and Forge wealth solutions into the broader Forge Global product suite; craft messaging that resonates with mid-market clients, family offices and high-net-worth individuals.
• Content Development: Create thought leadership content, whitepapers, blog articles and sales materials on topics including asset allocation, market trends and macroeconomic linkages.
• Sales Enablement: Equip regional sales representatives with marketing materials and educational resources to introduce Forge Trust and Forge’s wealth solutions to new clients and drive conversions.
• Project Management: Oversee the execution of marketing initiatives and limited events, ensuring timely delivery of key assets and campaigns.
• Website & Digital Strategy: Lead efforts to enhance Forge Trust’s public-facing website, ensuring an effective digital storefront that educates and converts potential customers.
• Advertising & Analytics: Help manage paid advertising campaigns, track performance, and optimize marketing spend to drive engagement and lead generation.
• Industry Engagement: Collaborate with external partners, associations and thought leaders to elevate Forge Trust’s visibility in the alternatives and wealth management space.

Qualifications:

• Recent experience and deep understanding of alternative investments and wealth management.
• 5-8 years of experience marketing to financial institutions, ideally targeting family offices, RIAs, regional wealth managers, aggregators and mid-market asset managers (<$200B AUM).
• Prior experience developing, positioning, and messaging for financial products or services.
• Ability to create high-quality content that educates and engages sophisticated investors.
• Demonstrated experience in project managing marketing deliverables.
• Background in selling or marketing custodial services, investment products, or related financial services.

Preferred Qualifications:

• Previous experience at firms/companies catering to wealth management, alternative investments and/or custodial services. 
• Familiarity with content creation and digital marketing strategies, including website optimization and paid advertising management.
• Experience working with target companies such as banks, RIAs and family offices (e.g., FNBO, McCarthy Capital, etc.). 

For residents of San Francisco, CA the annual salary range for this role is $175,000 - $185,000 + annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors.