Investor Acquisition & Engagement Manager

About the role

A hands-on Investor Acquisition & Engagement Manager is sought to build and run a client's investor-acquisition pipeline, moving prospects through lead generation, first contact, education, qualification, nurturing, meeting, offering process and to investor, then repeat investor. The role combines relationship building, digital lead generation, CRM automation, AI-assisted outreach and investor education, with an initial focus on Sharia-conscious real estate and business investment opportunities. It is not a traditional communications-oriented Investor Relations role.

Key responsibilities

• Develop the investor-acquisition strategy and targeted campaigns for retail, accredited, high-net-worth and family-office investors, and build referral, introduction, community and network programs
• Run investor webinars, presentations and educational events, and build repeat-investor and cross-investment strategies
• Lead AI-assisted outreach (voice, website assistant, email, SMS, WhatsApp, appointment scheduling, lead qualification and nurture sequences); set human escalation rules and supervise workflows
• Own the investor CRM, keeping each lead's source, contact history, interests, investment range, Sharia-interest designation, engagement score, qualification status, next action and relationship owner
• Maintain clear pipeline stages from New to Repeat Investor
• Build outreach to Sharia-conscious investors, using approved terminology and working with qualified Sharia reviewers on offering communications
• Run educational campaigns on the client's work, real estate development, joint ventures, asset-based and profit-sharing structures, risk, timelines, reporting, exits and Sharia-conscious principles
• Hand qualified prospects to a human with full conversation history, conduct important investor meetings personally and supervise investor representatives as the team grows
• Work with the Director of Marketing to turn campaigns into qualified leads, jointly track acquisition economics, and work with securities counsel and compliance on scripts, risk disclosures, consent, opt-outs, Do-Not-Call and recordkeeping

Required profile

• Approximately 7-12+ years of experience in private real estate capital raising, alternative investments, syndication, private equity investor relations, Reg D / Reg CF / Reg A fundraising, fintech investor acquisition, high-net-worth or family-office development, or financial-services inside sales
• Measurable accomplishments such as building a qualified-investor database, raising private capital, managing acquisition teams, building automated funnels, implementing a CRM like Salesforce or HubSpot, improving lead-to-investor conversion or developing repeat-investor programs
• Preferred: Muslim investor communities, Sharia-conscious or halal investment, GCC and South Asian investor networks, real estate development, crowdfunding platforms and AI-assisted sales systems
• Relationship-oriented, accountable and data-driven, comfortable building systems from scratch, ethical and compliance-conscious, able to combine automation with personal relationship building

Required skills

• CRM platforms, AI voice agents, generative AI, marketing and email automation, SMS platforms, webinar systems, analytics dashboards, lead scoring and digital investor portals
• Preferred: Salesforce, HubSpot or similar CRM