At Forge, we know our team is our greatest asset. As 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, humble & accountable. 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 planet-saving, plant-based nutrition & more.
Forge is the company powering the leading platform for the private market economy, & we've raised over $85M to help folks at companies like Palantir, SpaceX & AirBnB get liquidity for their hard-earned equity to buy a house, pay medical bills or send their kids to college. We also recently acquired IRA Services to expand our service offering in the private markets.
IRA Services, a subsidiary of Forge, has more than 35 years of experience offering unmatched custodial, administrative, trustee services in the self-directed IRA industry. We provide experience, superior service, true diversification, & low fees, giving you more choices & more control for a better retirement.
Investors choose IRA Services as their preferred self-directed IRA custodian because we provide the highest level of customer service to all of our clients, & charge a fair & reasonable price for the services we provide. Our fees are among the lowest, if not the lowest, in the industry.
We work with individuals who want the advantages of a self-directed retirement account, as well as Advisors, Investment Providers & Professionals who specialize in providing alternative asset investment products or help guide investors through their investment decisions. For over three decades, we have assisted mid to large sized Institutions & Organizations with sophisticated custodial trust solutions that offer more choices & greater control.
As a passive custodian, IRA Services Trust Company does not perform due diligence on any investments, nor do we provide any investment, legal, or tax advice. What we do provide is custodial administration you can trust.
We practice the highest standard of custodial responsibility & advocacy & are dedicated to supporting your custodial needs.
By performing the following duties personally & through the work of others, the Senior Director of Business Development is responsible for developing, maintaining, retaining & growing new account growth. This individual will be responsible for building & executing a sales strategy plan through registered investment advisors & other professional advisors/registered representations to introduce new clients to Forge / IRA as a custodian for alternative asset accounts.
[The Senior Director of Business Development will team with the Relationship/Partner Manager(s) to work effectively together to close business & drive referral business through attentive service & support.]
The Senior Director of Business Development will work effectively with the broader Froge & IRA teams to provide consistency & efficiency in the onboarding of new clients. Must be a team player & work effectively with other in collaboration.
Relies on experience & judgment to plan & accomplish goals. Perform a variety of tasks with limited supervision. Require a large degree of creativity & latitude. Must demonstrate strong organization skills, communication & presentation skills (written & verbal), & the ability to attract & motivate others effectively. Proficiently performs tasks, works autonomously under the direction of senior management.