Jobs · Sales

EB-5 Account Executive

Aureate Group · Tampa, FL · 3 wk ago
RemoteRemoteSales$800k/yrFull-time

EB-5 USA empowers global investors to obtain U.S. permanent residency through structured EB-5 investments of $800,000. The company has a strong track record, with 100% I-829 petition success and over $500 million in funded projects. EB-5 USA specializes in guiding investors through the complex immigration and investment process with transparency and professionalism, focusing on high-quality projects and rigorous due diligence to help investors achieve both immigration and financial goals.

About the role

This is a full-time, remote position. The EB-5 Account Executive will manage relationships with prospective EB-5 investors, respond to inquiries, and provide clear updates on project status and immigration milestones. Responsibilities include preparing investor communications, marketing services, coordinating documentation for investments, and liaising with internal teams and external partners such as immigration attorneys and project sponsors. The role also involves addressing investor concerns promptly and maintaining accurate records in CRM and reporting systems.

Responsibilities

  • Manage relationships with prospective EB-5 investors
  • Respond to investor inquiries and provide updates on project status and immigration milestones
  • Prepare investor communications and marketing materials
  • Coordinate documentation for investments
  • Liaise with internal teams and external partners, including immigration attorneys and project sponsors
  • Address investor concerns promptly
  • Maintain accurate records in CRM and reporting systems

Requirements

  • Bachelor’s degree (required)
  • Familiarity with the EB-5 Program (required)
  • Professionalism, positive attitude, perseverance, mental toughness, and initiative in the face of challenges (required)
  • Strong investor relations skills, including relationship management and investor communication (required)
  • Solid finance and investments knowledge, with the ability to explain EB-5 structures and project economics (preferred)
  • Extensive knowledge of the EB-5 space, including regional center compliance, targeted economic areas (TEAs), and I-526E/I-829 filings (preferred)
  • Bilingual in Hindi, Chinese, or Vietnamese (preferred)
  • Series 7/63/65 licensing (preferred)
  • Analytical skills and financial modeling capabilities to assess project feasibility and investment performance (preferred)
  • Excellent written and verbal communication, presentation, and interpersonal skills (preferred)
  • Bachelor’s degree in Finance, Business, Economics, or a related field; advanced degree or relevant certifications are a plus (preferred)
  • Experience in immigration-related investments, private equity, or real estate development (preferred)

Benefits

  • Competitive base compensation of $30,000 with uncapped bonuses (Year 1 target: $100,000)
  • Annual discretionary bonus
  • 401(k) plan with a generous employer match
  • Recognition rewards

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