EB-5 Account Executive

Aureate•Tampa, FL

6d•Remote

About The Position

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. The organization focuses on high-quality projects and rigorous due diligence to help investors achieve both immigration and financial goals. The EB-5 Account Executive role is a full-time, remote position. The individual in this role will manage relationships with prospective EB-5 investors, respond to inquiries, and provide clear updates on project status and immigration milestones. Day-to-day responsibilities include preparing investor communications, marketing our services and coordinating documentation for investments, while 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.

Requirements

Bachelor’s degree
Familiarity with the EB-5 Program
Professionalism, positive attitude, perseverance, mental toughness, and initiative in the face of challenges
Strong Investor Relations skills, including relationship management and investor communication
Excellent written and verbal communication, presentation, and interpersonal skills

Nice To Haves

Solid Finance and Investments knowledge, with the ability to explain EB-5 structures and project economics
Extensive knowledge of the EB-5 space, including regional center compliance, targeted economic areas (TEAs), and I-526E/I-829 filings
Bilingual in either Hindi, Chinese, or Vietnamese
Series 7/63/65 licensing
Analytical Skills and Financial Modeling capabilities to assess project feasibility and investment performance
Bachelor’s degree in Finance, Business, Economics, or a related field
Advanced degree or relevant certifications are a plus
Experience in immigration-related investments, private equity, or real estate development is beneficial

Responsibilities

Manage relationships with prospective EB-5 investors
Respond to inquiries
Provide clear updates on project status and immigration milestones
Prepare investor communications
Market EB-5 USA's services
Coordinate documentation for investments
Liaise with internal teams and external partners such as immigration attorneys and project sponsors
Address investor concerns promptly
Maintain accurate records in CRM and reporting systems