Investor Support Manager

Kids for the Future; Illinois; Hybrid; USD 59,000 - 70,000; Full time

Benefits offered by this job

Hybrid schedule

Paid time off

Holidays

Insurance options

Life insurance

AD&D

Job summary

NHK Capital Partners and CMB Regional Centers seek a full-time Spanish-speaking Investor Support Manager to serve accepted Limited Partners, ensuring a seamless transition from Investor Relations and ongoing support throughout their investment lifecycle.

The ISM will manage investor touchpoints, monitor USCIS compliance timelines, and contribute to client satisfaction and retention, with on-site work in Rock Island, IL and hybrid options.

Qualifications

• Bachelor’s degree in business, finance, economics, or related field highly preferred.
• Minimum of 3+ years of experience in investor relations, business development, or client management.
• Cultural knowledge or personal life experience resulting from residing in or personal ties to Latin America.
• Intimate knowledge of visa or immigration process, and experience with finance or investments highly preferred.

Responsibilities

• Serve as the main point of contact for Limited Partners once they invest.
• Address LP questions, resolve issues, and guide them through consulate interviews and USCIS filings.
• Maintain LP profiles and document key details in CRM.
• Collaborate with Investor Relations to ensure a smooth investment experience.
• Conduct introductory calls and provide LPs with access to resources and compliance docs.
• Monitor USCIS deadlines and guide LPs to meet requirements.
• Send quarterly project status updates to LPs.
• Verify LP documentation for accuracy and completeness.
• Schedule regular LP touchpoints and annual reviews.
• Solicit LP feedback and testimonials to improve services.

Skills

Relationship-building

Initiative

Bilingual English/Spanish

Communication skills

Education

Bachelor’s degree in business/finance/economics

Tools

CRM tools

Job description

• Location 7819 42nd St W,Rock Island, IL, 61201,United States
• Base Pay $59,000.00 - $70,000.00 / Year
• Job Category Investor Support
• Employee Type FT Exempt
• Required Degree High school

Description

The Investor Support Manager (ISM) will serve as the primary point of contact for EB-5 investors, ensuring a seamless transition from the Investor Relations team and providing ongoing support throughout the lifecycle of their investment. This role is focused on maintaining strong client relationships, ensuring compliance with regulatory requirements, and addressing LP needs proactively. The Investor Support Manager will play a critical role in managing investor touchpoints, tracking compliance milestones, and contributing to overall client satisfaction and retention.

Essential Job Functions

Serve as the main point of contact for Limited Partners once they invest with CMB, ensuring personalized and consistent communication.

Build trust-based relationships by addressing LP questions, resolving issues, and guiding them through key processes like consulate interviews and USCIS filings (I-526E, I-829).

Maintain a deep understanding of LP needs and preferences, documenting key details in client profiles.

Collaborate with the Investor Relations team to ensure a smooth investment experience.

Conduct introductory calls and provide LPs with clear instructions on accessing resources, including secure file-sharing platforms and compliance documentation.

Educate LPs on key processes, timelines, and deliverables related to their investment.

Monitor USCIS compliance deadlines (e.g., I-829 filings) and proactively guide LPs in meeting these requirements.

Send quarterly project status updates (QPSU) and ensure LPs understand the progress of their investments.

Verify LP documentation, including banking forms and consulate interview materials, for accuracy and completeness.

Schedule regular touchpoints with LPs, including annual reviews and milestone celebrations, to foster long-term relationships.

Solicit feedback and testimonials from LPs to improve services and identify referral opportunities.

Collaborate with the NHK team to address specialized client needs when applicable.

Partner with internal teams to ensure alignment on client needs and expectations.

Provide input on refining workflows and processes to enhance client satisfaction.

Contribute to team discussions on improving tools, resources, and communication strategies.

Maintain detailed records of LP interactions, compliance milestones, and client feedback using CRM tools.

Provide regular updates to the Investor Support Executive Director on client progress and emerging trends.

Knowledge, Skills and Abilities

Excellent relationship-building skills with professional and polished demeanor.

Ability and willingness to take initiative without prompting.

Ability to read and understand complex investment documents

Willingness and strong desire for continuous self-growth through research to learn, know, and understand industry trends, company projects, and new partnerships.

Excellent organizational skills with strong attention to detail and positive attitude.

Excellent time management, verbal and written communication skills.

Reads, writes, speaks, and understands English and Spanish fluently.

Ability and willingness to travel both domestically and internationally up to 5%.

Ability to use and operate office equipment and machinery such as computer, copier, scanner, and fax machine.

Education and Experience

Bachelor’s degree in business, finance, economics, or related field highly preferred.

Minimum of 3+ years of experience in investor relations, business development, or client management.

Cultural knowledge or personal life experience resulting from residing in or personal ties to Latin America.

Intimate knowledge of visa or immigration process, and experience with finance or investments highly preferred.

Physical Requirements

Constant sedentary work for prolonged periods up to 100% of the time with routinely moving and transporting up to 10 pounds, occasionally up to 25 pounds. Must be able to constantly communicate and exchange accurate information. Constantly operates and uses computers and other relevant equipment and office machinery while performing repetitious movements.

Summary

NHK Capital Partners(NHK) and CMB Regional Centers(CMB) are thriving global investment companies seeking a full-time Spanish-speaking Investor Support Manager (ISM) to provide exceptional service to accepted Limited Partners (LPs). This role is critical to the investor experience, ensuring a seamless transition from the Investor Relations team and offering ongoing support throughout the lifecycle of their investment. The ISM will play a key role in maintaining strong client relationships, ensuring regulatory compliance, and proactively addressing investor needs.

ISM primarily works on-site in a professional office setting at the Rock Island. IL location during standard hours of operation: Monday through Friday, 8:00 a.m.-5:00 p.m. CST. Additionally, NHK and CMB offers the opportunity for hybrid schedule consisting of two (2) days' remote work contingent upon meeting introductory period requirements. Working for the NHK and CMB requires domestic and/or international travel up to 5%, including overnights and weekends.

Why work at NHK and CMB?

NHK and CMB fosters a diverse and inclusive workplace with multilingual fluency in about 15 total languages and offers the following:

• Hybrid schedule with flex time!
• Competitive salary with paid time off and holidays!
• A la carte insurance benefit options, including FSA orHSA,company-paid life insurance and AD&D!