Senior Product Marketing Manager, Intermediaries
Forge, New York, NY, United States
The Role:
We are looking for a strategic, customer-obsessed Product Marketing Manager to own the positioning, messaging, and go-to-market strategy for Forge's Intermediaries experience. In this role, you will focus on engaging financial intermediaries, including registered investment advisors (RIAs), advisors, and wealth platforms—and their clients, with a particular emphasis on ultra high net worth (UHNW) investors and new distribution channels enabled through Forge's recent acquisition by Charles Schwab.
You will operate at the intersection of product, distribution and customer experience, translating complex private‑market investing capabilities into clear, compelling narratives that resonate with advisors and their end clients. As a core cross‑functional partner, you will collaborate closely with Product Management, Asset Management and Wealth and Intermediary Distribution teams, Marketing, and Executive Leadership to bring differentiated intermediary offerings to market.
This role plays a critical part in expanding Forge's distribution footprint by shaping how advisors and wealth platforms understand, adopt, and scale private‑market access for their clients to help unlock new sources of demand and accelerate long‑term marketplace growth.
Location:
This role requires 2-3 days a week in our Soho, NY office.
Responsibilities
Own product marketing strategy for Forge's Intermediaries offerings , defining positioning, messaging, go‑to‑market plans and campaigns that drive adoption among advisors, RIAs, and wealth platforms serving UHNW clients.
Partner deeply with product management and distribution teams
to influence roadmap direction, validate intermediary and advisor needs, and ensure product capabilities align with advisor workflows, client expectations and regulatory requirements.
Drive go‑to‑market excellence
for new intermediary products, platform integrations, and distribution initiatives, including leading market validation, launch planning, messaging frameworks, and execution to maximize advisor engagement and client adoption.
Develop intermediary and client insights
through research, advisor feedback and data analysis, using insights to refine positioning, inform strategy and optimise acquisition, activation and retention across distribution channels.
Craft compelling narratives and packaging
that clearly articulate Forge's value to advisors and their UHNW clients, simplifying private‑market concepts while emphasising trust, access and differentiated outcomes.
Enable sales, partnerships and advisor success
by creating high‑impact enablement materials, training programmes, pitch decks and customer‑facing content that support advisor confidence and long‑term platform adoption.
Lead competitive intelligence efforts
focused on wealth platforms, alternative investment providers and private‑market access solutions, translating market dynamics into actionable positioning and strategic recommendations.
Steer cross‑functional initiatives
across product, marketing, partnerships, compliance and distribution—driving alignment and execution on priorities that expand Forge's intermediary ecosystem and distribution reach.
Requirements
Growth mindset & adaptability : You thrive in fast‑moving, evolving environments, learn quickly and bring structure and clarity to complex distribution and wealth management ecosystems.
Strategic thinker & hands‑on operator : You balance long‑term distribution strategy with tactical execution, comfortably shifting from high‑level positioning to detailed messaging, launches and enablement assets.
Deep fintech, wealth or financial services experience : 8–10+ years of experience in fintech, wealth management, financial services, marketplaces or adjacent sectors. Experience working with advisors, RIAs or UHNW clients strongly preferred.
B2B or B2B2C product marketing experience : Proven experience leading product marketing initiatives for enterprise, platform or distribution‑led businesses, with a track record of driving adoption through partners or intermediaries.
Advisor‑centric storyteller : Exceptional ability to distil complex, regulated investment products into clear, credible narratives that resonate with advisors and instil confidence with sophisticated end clients.
Technical and market fluency : Strong understanding of wealth platforms, advisor workflows, alternative investments and data‑driven products, with the ability to collaborate effectively with product, engineering and compliance teams.
Influential cross‑functional partner : Demonstrated ability to work across product, partnerships, sales, compliance and executive stakeholders to align priorities and drive results.
Strong executive presence : Polished written and verbal communicator, capable of influencing senior stakeholders and representing Forge with advisors, partners and distribution leaders.
For residents of New York, NY the annual salary range for this role is $160,000 - $200,000 + annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus and other factors.
Upon offer, we conduct background checks that include employment and education verification, state and county criminal history searches.
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, colour, 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.
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You will operate at the intersection of product, distribution and customer experience, translating complex private‑market investing capabilities into clear, compelling narratives that resonate with advisors and their end clients. As a core cross‑functional partner, you will collaborate closely with Product Management, Asset Management and Wealth and Intermediary Distribution teams, Marketing, and Executive Leadership to bring differentiated intermediary offerings to market.
This role plays a critical part in expanding Forge's distribution footprint by shaping how advisors and wealth platforms understand, adopt, and scale private‑market access for their clients to help unlock new sources of demand and accelerate long‑term marketplace growth.
Location:
This role requires 2-3 days a week in our Soho, NY office.
Responsibilities
Own product marketing strategy for Forge's Intermediaries offerings , defining positioning, messaging, go‑to‑market plans and campaigns that drive adoption among advisors, RIAs, and wealth platforms serving UHNW clients.
Partner deeply with product management and distribution teams
to influence roadmap direction, validate intermediary and advisor needs, and ensure product capabilities align with advisor workflows, client expectations and regulatory requirements.
Drive go‑to‑market excellence
for new intermediary products, platform integrations, and distribution initiatives, including leading market validation, launch planning, messaging frameworks, and execution to maximize advisor engagement and client adoption.
Develop intermediary and client insights
through research, advisor feedback and data analysis, using insights to refine positioning, inform strategy and optimise acquisition, activation and retention across distribution channels.
Craft compelling narratives and packaging
that clearly articulate Forge's value to advisors and their UHNW clients, simplifying private‑market concepts while emphasising trust, access and differentiated outcomes.
Enable sales, partnerships and advisor success
by creating high‑impact enablement materials, training programmes, pitch decks and customer‑facing content that support advisor confidence and long‑term platform adoption.
Lead competitive intelligence efforts
focused on wealth platforms, alternative investment providers and private‑market access solutions, translating market dynamics into actionable positioning and strategic recommendations.
Steer cross‑functional initiatives
across product, marketing, partnerships, compliance and distribution—driving alignment and execution on priorities that expand Forge's intermediary ecosystem and distribution reach.
Requirements
Growth mindset & adaptability : You thrive in fast‑moving, evolving environments, learn quickly and bring structure and clarity to complex distribution and wealth management ecosystems.
Strategic thinker & hands‑on operator : You balance long‑term distribution strategy with tactical execution, comfortably shifting from high‑level positioning to detailed messaging, launches and enablement assets.
Deep fintech, wealth or financial services experience : 8–10+ years of experience in fintech, wealth management, financial services, marketplaces or adjacent sectors. Experience working with advisors, RIAs or UHNW clients strongly preferred.
B2B or B2B2C product marketing experience : Proven experience leading product marketing initiatives for enterprise, platform or distribution‑led businesses, with a track record of driving adoption through partners or intermediaries.
Advisor‑centric storyteller : Exceptional ability to distil complex, regulated investment products into clear, credible narratives that resonate with advisors and instil confidence with sophisticated end clients.
Technical and market fluency : Strong understanding of wealth platforms, advisor workflows, alternative investments and data‑driven products, with the ability to collaborate effectively with product, engineering and compliance teams.
Influential cross‑functional partner : Demonstrated ability to work across product, partnerships, sales, compliance and executive stakeholders to align priorities and drive results.
Strong executive presence : Polished written and verbal communicator, capable of influencing senior stakeholders and representing Forge with advisors, partners and distribution leaders.
For residents of New York, NY the annual salary range for this role is $160,000 - $200,000 + annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus and other factors.
Upon offer, we conduct background checks that include employment and education verification, state and county criminal history searches.
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, colour, 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.
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