Regional Director, Chicago
Core
Drive member engagement, growth, and community building for high-net-worth investors in the Midwest region.
Role type
Regional Director (Account Management/Sales)
Builds
Member retention, network growth, and regional community events
Domain
Private investment / Family offices
Deliverable
client delivery
Required skills
Account management, sales, member onboarding, event planning, relationship building, deal matching
Preferred skills
Financial industry experience, high emotional intelligence, independent work
Technologies
N/A
Responsibilities
Set regional strategy for member engagement and growth, manage new member onboarding, conduct quarterly member check-ins, connect members with investment products and deals, build local community through events and curated gatherings, execute a high-touch sales process for new referrals
Seniority
Mid-level, hands-on IC