---
title: 'Private Securities, Platform Broker at Forge Global'
canonical: 'https://feeny.ai/job/private-securities-platform-broker-forge-global-san-francisco-california-z1q53zaczw9w'
type: 'job'
last_seen: '2026-09-12'
---

# Private Securities, Platform Broker at Forge Global

- **Company:** Forge Global
- **Location:** San Francisco California, United States
- **Posted:** 2026-07-31
- **Last confirmed live:** 2026-09-12
- **Apply:** https://job-boards.greenhouse.io/forgeglobal/jobs/6132080004

## Job description

At Forge, we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, accountable, and humble. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to artificial intelligence, and more.

With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge’s goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible, and seamless for companies, their employees, and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth.

Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect.

Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams, and innovators in this way.

The Role:

Our Platform Broker will part of a growing team responsible for oversight of self-service customers and partners using the Forge platform. In addition to oversight of platform clients, the platform broker team leads interactions with our full-service broker team to help match liquidity and maximize transaction volume.

Our team of platform brokers will cover a wide variety of customers using our online platform, including private company shareholders, high net worth individuals, and institutional investors. This team will work collaboratively to ensure these customers have support when they need it and are educated to leverage our tools to transact themselves.

In this role you will be part of a close team supporting each other and working closely with product groups to constantly provide feedback to improve the platform. You should expect to grow your knowledge of all aspects of private securities trading while in this role to ensure we can optimize every part of the client experience.

Location: This role requires a hybrid work schedule, with 2-3 days per week in our San Francisco, CA office to foster collaboration and teamwork.

Responsibilities:

- Customer relations management
- Help customers complete trades and navigate platform
- Support customer inquiries
- Take an active role in advising clients how to structure and execute transactions
- Review client diligence and ensure compliance standards are met
- Collaborate with various internal groups, such as Product and Marketing to ensure continuous improvement of platform
- Participate in the development of business prospects from current customers, referrals and networking

Requirements:

- At least 2 years of prior experience in financial services/venture capital/ investment banking (sales & trading, wealth management)
- Series 7, 63/66, SIE
- Ability to build relationships with customers and internal team members and stakeholders
- Strong ability to work in an online trading and fast-paced environment while ensuring adequate customer support
- Understanding of the private securities marketplace and transactions; understanding of institutional equity research and sales
- Motivation and ability to constantly improve our platform; must be able to help scale our capabilities and operational processes
- Excellent organizational skills and follow-through, both internally and externally; high attention to detail across many active tasks
- Ability to communicate clearly with internal stakeholders and external clients across the Financial Services universe
- Excellent written and verbal communication
- Physical requirements: operate a computer for 8 hours per day; give and receive detailed information through verbal and written communication

For residents of  San Francisco, CA - the annual salary for this role ranges from $100,000 - $150,000 and total compensation (salary + bonus) ranges from $200,000 - $250,000 depending on individual performance. Final offers may vary from the amount listed based on candidate performance, experience, expertise, and other factors.

Upon offer, we conduct background checks that include employment and education verification, state, and county criminal history searches as well as fingerprint and drug test.

Forge is proud to be an equal opportunity employer committed to supporting a diverse and inclusive workplace. Our employment decisions are made without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, veteran status, or any other characteristic protected by federal, state, or local laws.

## About Forge Global

## Company Overview
- **One-liner**: Forge Global provides a technology-enabled marketplace and data solutions for trading private company securities, aiming to democratize access to the private growth equity asset class.
- **Entity Type**: Public (NYSE: FRGE) — wholly owned by Charles Schwab Corporation (NYSE: SCHW) as of a 2025 acquisition agreement.
- **Headquarters**: San Francisco, California, United States (with significant offices in New York, New York and Denver, Colorado)
- **Founded**: 2018 (though the combined operational expertise and trading data span over 18 years, tracing back to earlier predecessors like SharesPost)
- **Founders**: Forge Global was formed via a merger; key historical figure is Kelly Rodriques (former CEO)

## Core Business
- **Primary industry/industries**: Financial Services — Private Market Securities Trading, Secondary Market Brokerage, Financial Data & Analytics
- **Target customers**: B2B and B2C — Institutional investors (hedge funds, PE/VC funds, mutual funds, RIAs, family offices), accredited individual investors, private companies and their shareholders (employees, early investors).
- **Mission or purpose statement**: "Give a broader group of people the ability to buy and sell private shares in some of the world’s most innovative companies and help all who participate in the private market economy to accelerate destiny." [forgeglobal.com](https://forgeglobal.com/faqs/)

## Products & Services
- **Forge Marketplace**: An SEC-registered broker-dealer (Forge Securities LLC, member FINRA/SIPC) facilitating secondary trading of private company stock. Connects buyers and sellers to provide pre-IPO liquidity. Standard direct transaction minimum is $100,000, but indications of interest are accepted from $5,000. Transaction fees typically 2-4%. [forgeglobal.com](https://forgeglobal.com/faqs/)
- **Forge Data / Forge Intelligence**: A comprehensive data solution offering same-day pricing information for private company investors. Includes live market data (trade prices, bids/asks, volume), company financing and valuation history, proprietary analytics (exit scenario planning, sector insights), and sentiment indicators. [forgeglobal.com](https://forgeglobal.com/faqs/)
- **Forge Trust**: A service for private companies to manage shareholder equity and facilitate structured liquidity programs for stakeholders.
- **Forge Funds**: Alternative investment structures (e.g., fund vehicles) that allow investors to gain exposure to private securities with potentially lower notional amounts than direct transactions.

## Market Standing
- **Valuation/Market Cap**: As part of a definitive agreement announced in 2025, Forge Global Holdings, Inc. is to be acquired by Charles Schwab Corporation, making it a wholly owned subsidiary. Its standalone market cap prior to trading was variable; the acquisition price was not publicly detailed in a single headline number but the deal reflects a strategic premium by Schwab.
- **Key Metric**: As of December 31, 2025, Forge had facilitated more than 27,000 transactions in over 650 private growth companies, with over 850,000 buyers and sellers on its platform. [forgeglobal.com](https://forgeglobal.com/faqs/)
- **Notable Investors/Partners**: Parent company: Charles Schwab Corporation (NYSE: SCHW). Historical institutional investors include a range of VC and strategic investors prior to the merger.
- **Growth Signals**: Acquisition by Charles Schwab (a major financial services firm) is the strongest signal of market validation and scale. This integrates Forge's private market capabilities into Schwab's massive client base, exponentially expanding its addressable market. Continued expansion of data products (Forge Intelligence) and platform features.

## Competitive Advantages
- **Scale and Liquidity**: One of the largest and most active secondary market platforms for private growth companies, with a history of over 27,000 trades across 650+ companies.
- **Proprietary Data Network**: Access to same-day pricing and transaction data creates a powerful data moat, feeding analytics that no other broker-dealer can easily replicate.
- **Institutional-Grade Infrastructure**: End-to-end solutions covering trading, custody (Forge Trust), and data — a full-service stack for the private market lifecycle.
- **Brand Trust & Distribution via Schwab**: Becoming a wholly owned subsidiary of Charles Schwab provides immediate credibility, regulatory scale, and access to millions of retail and institutional clients.
- **18 Years of Combined Operational Experience**: Deep expertise in navigating the unique legal, regulatory, and logistical complexities of private securities transactions.

## Strategic Focus
- **Integration with Charles Schwab**: The immediate priority is the closing of the acquisition and the integration of Forge's platform into the broader Schwab ecosystem to deliver private market access to a wider audience.
- **Expanding Data and Analytics**: Doubling down on Forge Intelligence as a standalone revenue stream and a value-add for both institutional and retail clients within Schwab.
- **Lowering Barriers to Entry**: Continuing to find ways to offer lower minimums (e.g., via Forge Funds) and streamline the user experience for accredited investors to participate in the private market.
- **Geographic and Client Base Expansion**: Using Schwab's reach to serve a far larger pool of investors and companies than previously possible.

## Why Work Here
- **Mission-Driven Impact**: Employees work at the intersection of finance and technology, helping to unlock liquidity and opportunity for innovators and investors in the private market. [forgeglobal.com](https://forgeglobal.com/careers/)
- **Culture of "Humble, Accountable, Bold"**: The company emphasizes a collaborative, growth-oriented environment where team members are expected to be humble and respectful, take ownership of their work, and challenge the status quo. [forgeglobal.com](https://forgeglobal.com/people-and-culture/)
- **Generous Benefits**: Comprehensive medical, dental, and vision; 401k plan; life insurance; HSA/FSA; pre-tax transit/parking; new parent leave; generous time off; equity offered to all qualifying employees. [forgeglobal.com](https://forgeglobal.com/careers/)
- **Work Environment**: Hybrid in-office presence is encouraged with weekly in-office lunches and healthy snacks. Offices in San Francisco, New York, and Denver.
- **Career Growth**: The company "grows with you" through education, training, mentorship, and internal mobility. Employee resource groups, team lunches, and community service events are part of the culture. [forgeglobal.com](https://forgeglobal.com/people-and-culture/)
- **Engineering & Data Focus**: A strong emphasis on building robust, scalable systems (e.g., Director of Platform & Reliability Engineering, Senior Software Engineer (Tech Lead) roles). Data is a core part of the product and strategy — roles like Vice President of Data Product Strategy and Senior Data Analyst are prominent on the careers page.

## Sources
1. [forgeglobal.com - Company Overview](https://forgeglobal.com/)
2. [forgeglobal.com - Careers Page](https://forgeglobal.com/careers/)
3. [forgeglobal.com - People & Culture](https://forgeglobal.com/people-and-culture/)
4. [forgeglobal.com - Investor Relations](https://ir.forgeglobal.com/overview/default.aspx)
5. [forgeglobal.com - FAQs](https://forgeglobal.com/faqs/)

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