Regional Director, Miami

3i Members•Miami, FL

2d•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 700+ investors has deployed nearly $1 billion through the community over the past few years since launching. We're looking for a Regional Director based in Miami to serve our Southeast members. 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 Miami that includes both setting the strategy for how to engage and grow the 3i network as well as executing that strategy to turn it into reality.

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 travel as needed for in-person meetings and events
Passion for community, building relationships, and helping people succeed

Responsibilities

Setting the regional strategy: Understand members' goals and how the 3i network can help them achieve investment, personal, philanthropic, business, and career goals. Act as the voice of members to drive 3i forward in the region. Set strategy for member engagement and growth, partnering with 3i HQ.
Member engagement: Manage the onboarding process for new members. Conduct quarterly check-ins with members. Connect members with relevant products and services. Act as a liaison between members and the 3i investment team. Ensure a positive member experience to encourage renewals.
Member growth: Drive the growth strategy for the 3i network within the region. Request, qualify, and engage with referrals. 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 the region. Plan and execute events in partnership with the Events team, including identifying themes, curating attendee lists, and hosting events. Facilitate small curated meals and host larger events.