Regional Director, Los Angeles

3i MembersLos Angeles, CA
$120,000 - $125,000Remote

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 members' goals and how the 3i network can help them. Act as the voice of members to drive 3i forward in the region. Set strategy for member engagement and growth, partnering with HQ and the Executive Director.
  • Member engagement: Manage new member onboarding. Conduct quarterly check-ins. Connect members with relevant products and services. Act as a liaison between members and the 3i investment team. Ensure member satisfaction and renewals.
  • Member growth: Drive the growth strategy for the 3i network in the region. Request, qualify, and engage with referrals. Partner with other Regional Directors. 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 (Orange County, San Diego, Santa Barbara). Plan and execute events in partnership with the Events team, including identifying themes, curating attendee lists, and hosting. Facilitate small curated meals and larger events.

Benefits

  • Competitive compensation
  • Unlimited vacation
  • Health Coverage — We cover up to $1,000 a month for healthcare premiums
  • 401K plan
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