
Posted 4 hours ago
Regional Director
3i MembersRegional Director
Perks & benefits
Paid LeaveHealth Insurance
Requirements
Bachelor's degree or equivalent, 5+ years account management or sales experience, Financial or investment industry experience preferred, Willingness to travel
Skills
Account ManagementSales
About the role
Responsibilities
- Set regional strategy for member engagement and growth in Connecticut and Westchester
- Manage onboarding for new members to ensure community integration
- Conduct quarterly check-ins to track member progress and success
- Connect members with investing groups, events, masterminds, and curated introductions
- Act as a conduit between members and the 3i investment team
- Drive network growth through a referral-only sales process
- Plan and execute local community events and curated small meals
Requirements
- Bachelor's degree or equivalent experience
- Minimum of 5 years in account management or sales
- Experience in the financial or investment industry preferred
- Strong communication and interpersonal skills
- High emotional intelligence
- Ability to work independently and manage multiple tasks
- Willingness to travel for in-person meetings and events
Benefits
- Competitive compensation
- Unlimited vacation
- Health coverage (up to $1,000/month for premiums)
- 401K plan
About the Company
3i is a rapidly growing, invitation-only community of family offices and private investors sharing deals, insights, and networks. Our network of 700+ investors has deployed nearly $1 billion through the community.
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3i Members · Fairfield County
