Regional Director, Miami
Core
Drive member engagement, growth, and community building for high-net-worth investors in the Southeast US region.
Role type
Regional Director (Account Management & Community Growth)
Builds
3i members' investment, personal, philanthropic, business, and career goals
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 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 processes for new member referrals, plan and host community events and curated meals
Seniority
Mid-Senior, hands-on IC