Regional Director, Los Angeles

3i Members•Los Angeles, CA

14h•Remote

About The Position

3i is a rapidly growing, invitation-only community of family offices and private investors sharing deals, insights, and networks. With a focus on alternative and off-market deal flow, shared benefits, and investor services, 3i serves as a kitchen table around which highly engaged high net worth individuals can discuss and debate compelling investment opportunities. Our network of 800+ investors has deployed nearly $2 billion through the community over the past few years since launching. We're looking for a Regional Director based in Los Angeles to serve our local members across Southern California. 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 Los Angeles that includes both setting the strategy for how to engage and grow the 3i network across Southern California as well as executing that strategy to turn it into reality. You will primarily be responsible for growth in regional SoCal hubs outside of LA, specifically: Orange County, San Diego, and Santa Barbara.

Requirements

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 regularly travel for in-person meetings and events across Southern California and sometimes to other cities
Passion for community, building relationships, and helping people succeed

Responsibilities

Setting the regional strategy: Understand the members in the region and how the 3i network can best help them achieve their investment, personal, philanthropic, business and career goals. Act as the voice of the members to drive 3i forward in the region. Set the strategy for member engagement and growth in the region, partnering with the 3i HQ team and the region's Executive Director.
Member engagement: Manage the onboarding process for new members. Conduct quarterly check-ins with members. Connect members with products and services that enable them to achieve their goals. Act as the conduit between members and the 3i investment team. Ensure members have a positive experience leading to membership renewal.
Member growth: Drive the growth strategy for the 3i network within the region. Request, qualify, and engage with referrals from members. Partner with other Regional Directors whose members have connectivity to the region. Run a sales process to close prospects.
Local community-building: Build relationships with prominent individuals in the region. Set an event and engagement strategy for regional hubs in Orange County, San Diego, and Santa Barbara. Plan and execute events in the region that build community cohesion and engage members, in partnership with the Events team. Identify event themes, curate attendee lists, and host events. Facilitate small curated meals and host larger events.