This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

The Regional Director at 3i is responsible for ensuring that members derive maximum value from the platform. This is a highly-autonomous remote role based in Fairfield County that includes both setting the strategy for how to engage and grow the 3i network in Connecticut and Westchester as well as executing that strategy to turn it into reality.

• Setting the regional strategy
• Get to know the members in your region and understand how the 3i network can best help them achieve their investment, personal, philanthropic, business, and career goals.
• Be the voice of your members to drive 3i forward in your region.
• Set the strategy for member engagement and growth in your region, partnering with the 3i HQ team.
• Member engagement
• Manage the onboarding process for new members to ensure thoughtful integration into the 3i community.
• Conduct quarterly check-ins with members to track their progress.
• Connect members with products that enable them to achieve their goals.
• Be the conduit between your members and the 3i investment team.
• Ensure members have a positive experience such that they renew their memberships.
• Member growth
• Drive the growth strategy for the 3i network within your region.
• Comfortably request, qualify, and engage with referrals from your members.
• Run a sales process to close your prospects in a high-touch way.
• Local community-building
• Build relationships with prominent people in your region.
• Set an event and engagement strategy for your region.
• Plan and execute events that build community cohesion and engage members.
• Facilitate small curated meals and host larger events.

Qualifications

• Bachelor's degree or equivalent experience
• Minimum of 5 years of experience in account management or sales, preferably in the financial or investment industry
• Strong communication and interpersonal skills
• High emotional intelligence
• Ability to work independently and manage multiple tasks simultaneously
• Willingness to travel as needed for in-person meetings and events
• Passion for community, building relationships, and helping people succeed

Benefits

• Competitive compensation
• Paid time off – Unlimited vacation
• Health Coverage — We cover up to $1,000 a month for healthcare premiums
• 401K plan