Regional Director, New York City
Core
Drive strategy and execution for member engagement, growth, and retention within the New York region for a private investor community.
Role type
Regional Director (Account Management & Community Growth)
Builds
Member engagement programs, referral pipelines, and local community events for high-net-worth investors.
Domain
Private Equity / Family Office / Alternative Investments
Deliverable
client delivery
Required skills
Account management, sales process execution, member onboarding, event strategy, relationship building, deal flow matching
Preferred skills
Financial services industry experience, high emotional intelligence, independent operation
Technologies
N/A
Responsibilities
Set regional strategy for member engagement and growth; manage new member onboarding and quarterly check-ins; connect members with investment opportunities and products; execute high-touch sales process for referrals; plan and host community events and curated member meals.
Seniority
Mid-Senior, hands-on IC