Investor Acquisition & 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