Regional Director - OLM Business Solutions

Location



: New York

Typ



: On-site

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Our Client is a rapidly growing, invitation-only community of private investors sharing deals, insights, and contacts. With a focus on alternative and off-market deal flow, shared benefits, and investor services, our client serves as a kitchen table around which highly engaged high-net-worth individuals can discuss and debate compelling, unexpected opportunities in emerging sectors.

Position Overview

The Regional Director is responsible for ensuring that members derive maximum value from the platform. This includes maintaining their interest, encouraging renewals, and promoting the platform to others. The Regional Director is assigned a specific region to oversee, with the goal of ensuring a positive experience for all members. Responsibilities include account management, product adoption, event planning, and sales activities.

Responsibilities

Manage Onboarding

: Schedule onboarding calls, use visual collateral to walk members through the benefits of the platform, and capture Expertise and Interests (EnI) catalog for each member.

Quarterly Check-ins

: Conduct regular check-ins with members to track their progress and ensure they are enrolled in sticky products and succeeding on the platform.

Product Adoption Goals

: Meet product adoption goals across the region by leveraging onboarding and quarterly check-ins to push various products, with limited ad hoc communication to members.

Event Planning and Participation

: Collaborate with the community to plan and attend events to build community cohesion and engage members.

Membership Renewal

: Ensure members have a positive experience such that they renew their memberships.

Generate Referrals

: Generate referral leads from existing members and conduct screening calls with qualified leads to generate new member sales leads.

About You

Location

: Based in New York

Education

: Bachelor’s degree or equivalent experience

Experience

: Minimum of 5 years in account management or sales, preferably in the financial or investment industry

Skills

: Strong communication and interpersonal skills, high emotional intelligence, ability to work independently and manage multiple tasks simultaneously

Travel

: Willingness to travel as needed for in-person meetings and events

Passion

: Passion for building relationships and helping people succeed

What We Offer

Competitive Salary and Equity

Flexible Work From Home Policy

: 24 floating work from home days per year

Health Coverage

: Up to $1,000 a month for healthcare premiums

401K Plan

Workspace

: Gorgeous office in Madison Square Park, NYC

Lunch Snacks

: Bagels every Monday, lunches twice a week, and access to office snacks and beverages!

Hardware Setup

: Laptop and accessories (monitors, etc.) provided

Salary Information

OTE (On Target Earnings)

: $200,000 - $275,000 based on successful attainment of quota/metrics

Base Salary

: $100,000 - $125,000 based on experience