Investor Support Manager (Bilingual-Spanish)

CMB Regional Centers; Rock Island (IL); On-site; USD 70,000 - 95,000; Full time

Job summary

CMB Regional Centers is seeking an Investor Support Manager to serve as the primary contact for EB-5 investors, ensuring a smooth transition from the Investor Relations team and ongoing support through the investment lifecycle.

You will manage investor touchpoints, track compliance milestones, and contribute to client satisfaction and retention, working closely with cross-functional teams and LP stakeholders.

Qualifications

• Bachelor’s degree or higher preferred.
• 3+ years of experience in investor relations, business development, or client management.
• Intimate knowledge of visa or immigration processes and experience with finance/investments preferred.

Responsibilities

• Serve as the main point of contact for Limited Partners after investment, ensuring personalized and consistent communication.
• Educate LPs on processes, timelines, and required documentation related to their investment.
• Monitor compliance deadlines and guide LPs in meeting USCIS filing requirements (e.g., I-829).
• Provide quarterly updates and maintain detailed LP records in CRM systems.
• Collaborate with Investor Relations and NHK teams to address LP needs and optimize client satisfaction.

Skills

Relationship-building

Communication

Spanish fluency

Attention to detail

Time management

CRM tools

Education

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

Tools

CRM tools

Job 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.

Client Engagement & Retention

• 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.