Regional Director, Greenwich

3i Members
•$240,000 - $250,000

About The Position

3i is hiring a Regional Director to grow its invitation-only community of family offices and private investors in Greenwich, Connecticut. The role focuses on acquiring new members through warm, member-sourced introductions and ensuring those members engage with the community and receive value from deals, events, and connections. The Regional Director manages membership conversations and invitations, owns new-member onboarding, and supports strong retention through relevant introductions, investment opportunities, and events. The position partners with the investment team to match members with relevant deals and works with the Events team to develop event themes, curate attendees, and host gatherings. It also requires a consistent, coached sales and engagement process, with conversations logged in HubSpot and calls recorded on Gong. The role reports to the Executive Director for the region.

Requirements

  • At least 3 years of experience in a customer-facing role.
  • Comfort asking members for introductions and prospective members to join.
  • Willingness to receive call reviews and specific, direct weekly coaching, and to act on feedback.
  • Self-motivation and ability to plan and act without waiting for direction.
  • Curiosity, careful note-taking, and ability to recall details from prior conversations.
  • Credibility and executive presence when engaging with accomplished, discerning people.
  • Urgency and comfort being held to high standards.

Nice To Haves

  • Experience carrying a quota.
  • Experience with sophisticated buyers.

Responsibilities

  • Grow membership in Greenwich by sourcing introductions from current members, conducting membership conversations, and guiding prospective members through references and invitation.
  • Onboard new members, helping them use the platform, attend events, and connect with other members during their first weeks.
  • Ensure members receive value through relevant deals, events, and introductions.
  • Conduct prepared quarterly conversations with every member recruited, offering specific recommendations for people to meet, events to attend, and deals to consider.
  • Partner with the investment team so members hear about deals that fit their investment interests.
  • Identify event themes, curate attendees, and host small dinners and larger events in the market, in coordination with the Events team.
  • Log every conversation in HubSpot and record every call on Gong.
  • Ask members for introductions and ask prospective members to join.
  • Maintain an internally driven, urgent approach to prospecting and member engagement.

Benefits

  • Equity participation
  • Comprehensive health insurance
  • Dental insurance
  • Vision insurance
  • 401(k)
  • Flexible PTO
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