EB-5 Account Executive

This is a fully remote position, open to applicants in Florida.

📋 Description

• Oversee relationships with potential EB-5 investors

• Address inquiries from investors

• Provide transparent updates regarding project progress and immigration milestones

• Prepare communications for investors

• Promote the services offered by the company

• Organize documentation related to investments

• Collaborate with internal teams and external partners, including immigration attorneys and project sponsors

• Swiftly resolve investor concerns

• Ensure precise record-keeping in CRM and reporting systems

⛳️ Requirements

• A Bachelor's degree

• Knowledge of the EB-5 Program

• A professional demeanor, positive outlook, resilience, mental fortitude, and initiative when confronted with challenges

• Strong skills in Investor Relations, encompassing relationship management and investor communication

• Solid understanding of Finance and Investments, with the capacity to clarify EB-5 structures and project economics

• Comprehensive knowledge of the EB-5 sector, including regional center compliance, targeted economic areas (TEAs), and I-526E/I-829 filings

• Bilingual capabilities in either Hindi, Chinese, or Vietnamese

• Possession of Series 7/63/65 licenses

• Analytical skills and financial modeling expertise to evaluate project viability and investment performance

• Exceptional written and verbal communication, presentation, and interpersonal abilities

• A Bachelor’s degree in Finance, Business, Economics, or a related discipline; an advanced degree or pertinent certifications are advantageous

• Experience in immigration-related investments, private equity, or real estate development is a plus

🏝️ Benefits

• Annual discretionary bonus

• 401(k) plan with a generous matching contribution

• Recognition rewards

• Uncapped bonuses