Regional Director - Recruitment Room

About Us

We are 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, we serve as a kitchen table around which highly engaged high net worth individuals can discuss and debate compelling, unexpected opportunities in emerging sectors.

Regional Director - New York

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 Include

Manage the onboarding process for new members, including scheduling onboarding calls, using visual collateral to walk members through the benefits, and capturing EnI (expertise and interests) catalog for each member

Conduct quarterly check-ins with members to track their progress and ensure they are enrolled in sticky products and succeeding here.

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

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

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

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

About you

New York based

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 building relationships and helping people succeed

What we offer

Competitive salary and equity

Paid time off - Unlimited vacation and a very generous holiday policy

Flexible Work From Home policy – 24 floating work from home days per year

Health Coverage — We cover 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 — You will be provided with a laptop and accessories (monitors etc.)

Salary Information

OTE (On Target Earnings): $200,000 - $275,000 based on successful attainment of quota/metrics Salary: $100-$125k based on experience

We are proud to be an equal-opportunity employer. We hire talented individuals, regardless of gender, race, ethnicity, ancestry, age, disability, sexual orientation, gender identity or expression, military or veteran status, cultural background, religious beliefs, or any other characteristic protected by federal, state, or local laws