Investor Acquisition And Engagement Manager

Investor Acquisition Strategy

•   Develop client’s investor-acquisition strategy and targeted campaigns for retail, accredited, high-net-worth and family-office investors.

•   Build referral, investor-introduction, community and professional-network programs.

•   Run investor webinars, presentations and educational events.

•   Build repeat-investor and cross-investment strategies across appropriate opportunities.

AI Investor Outreach

•   Lead AI-assisted outreach: voice/phone, website assistant, email, SMS, WhatsApp, appointment scheduling, lead qualification and nurture sequences.

•   Set human escalation rules; design workflows, supervise implementation, evaluate results and keep improving (programming not required).

CRM & Investor Pipeline

•   Own the investor CRM so every lead has a source, contact history, interests, investment range and horizon, Sharia-interest designation, engagement score, qualification status, next action and relationship owner.

•   Maintain clear pipeline stages: New → Contacted → Engaged → Qualified → Nurture → Meeting Scheduled → Offering Process → Investor → Repeat Investor.

Sharia Investor Development

•   Build outreach to Sharia-conscious investors through networks, communities and educational events.

•   Use approved terminology and work with qualified Sharia reviewers on offering-specific communications.

•   Never represent an investment as Sharia-compliant unless the applicable review supports it.

Investor Education & Nurturing

•   Run educational campaigns on how client works, real estate development, joint ventures, asset-based and profit-sharing structures, project risk, timelines, reporting, exits and Sharia-conscious principles.

•   Build understanding and relationships rather than rely on high-pressure selling.

Human Investor Engagement

•   Hand qualified prospects from AI to a knowledgeable human, with full conversation history.

•   Conduct important investor meetings personally and supervise investor representatives as the team grows.

•   Set follow-up standards and relationship protocols; build long-term repeat-investor relationships.

Marketing Coordination

•   Work with the Director of Marketing to turn campaigns into qualified leads. Marketing owns Audience → Campaign → Lead; Investor Acquisition owns Lead → Qualification → Nurture → Relationship → Investor.

•   Jointly track acquisition economics.

Compliance

•   Work with securities counsel and compliance on approved scripts, investor communications, risk disclosures, automated calling/texting rules, consent, opt-outs, Do-Not-Call, recordkeeping, offering-specific communications and human escalation.

•   Do not provide legal, tax or individualized investment advice unless separately authorized and qualified.

Requirements