Regional Director, Fairfield County
Core
Drive member engagement, growth, and community building for high-net-worth investors in Connecticut and Westchester.
Role type
Regional Director (Account Management & Community Growth)
Builds
Member retention, network expansion, and regional community cohesion
Domain
Private investment / Family offices / Alternative assets
Deliverable
client delivery
Required skills
Account management, sales process execution, member onboarding, event strategy, relationship building, deal flow matching
Preferred skills
Financial industry experience, high emotional intelligence, independent work
Technologies
N/A
Responsibilities
Set regional strategy for member engagement and growth; manage member onboarding and quarterly check-ins; connect members with investment opportunities and events; execute high-touch sales process for new member referrals; plan and host regional community events; facilitate curated member interactions
Seniority
Mid-Senior, hands-on IC