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 regular updates regarding project progress and immigration milestones

• Draft communications for investors

• Promote the company's services

• Organize documentation related to investments

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

• Respond to investor concerns in a timely manner

• Keep precise records in CRM and reporting systems

⛳️ Requirements

• Bachelor’s degree

• Knowledge of the EB-5 Program

• Demonstrated professionalism, a positive demeanor, perseverance, resilience, and initiative when facing challenges

• Strong Investor Relations abilities, encompassing relationship management and investor communication

• Robust understanding of Finance and Investments, capable of articulating EB-5 structures and project economics

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

• Bilingual proficiency in either Hindi, Chinese, or Vietnamese

• Series 7/63/65 licensing

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

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

• Bachelor’s degree in Finance, Business, Economics, or a related field; advanced degrees or relevant certifications are advantageous

• Prior 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