Sales Director, Custody - Remote

Overview

The Sales Director, Custody will play a pivotal role in driving revenue growth for Forge’s Custody organization, focusing on alternative investments and self-directed IRAs.

In Short

• Drive revenue growth through sales strategies in the custody sector.
• Manage the entire sales process from prospecting to closing deals.
• Acquire new institutional clients and maintain a robust pipeline.
• Build strong relationships with clients and serve as their primary contact.
• Lead sales presentations and negotiations effectively.
• Conduct educational sessions on alternative investments.
• Establish KPIs to monitor sales performance.
• Collaborate with cross-functional teams to align with company values.
• Travel occasionally to company offices.
• Work remotely while managing responsibilities.

Requirements

• 5 - 8 years of experience in sales within the self-directed IRA or custody sector.
• Strong sales and negotiation skills with a proven track record.
• Excellent communication and presentation skills.
• Knowledge of self-directed IRAs and alternative investments.
• Ability to work independently and manage time effectively.
• Must be able to sit and/or stand for long periods.

Benefits

• Competitive salary with commission opportunities.
• Flexible remote working environment.
• Opportunities for professional growth and development.
• Diverse and inclusive workplace culture.
• Health and wellness benefits.