Regional Director

Responsibilities

• Set the regional strategy for member engagement and growth in the New York region
• Manage the onboarding process for new members to ensure community integration
• Conduct quarterly check-ins with members to track progress and success
• Connect members with products such as investing groups, events, and curated introductions
• Act as a conduit between members and the investment team regarding deal flow
• Drive network growth through a referral-only sales process
• Plan and execute local events, including identifying themes and hosting curated meals

Requirements

• Bachelor's degree or equivalent experience
• Minimum of 5 years in account management or sales, preferably in finance or investment
• 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 including base salary and commission
• Comprehensive health, dental, and vision insurance
• 401(k) plan
• Collaborative office environment at 41 Madison

About the Company

3i is a rapidly growing, invitation-only community of family offices and private investors sharing deals, insights, and networks. With a focus on alternative and off-market deal flow, 3i serves as a hub for high net worth individuals to discuss compelling investment opportunities.