About this role
We are seeking a hands-on
Investor Acquisition & Engagement Manager to build and run a client’s investor-acquisition
pipeline. The role combines relationship building, digital lead generation, CRM
automation, AI-assisted outreach, investor education and disciplined human follow-up,
with an initial focus on investors seeking Sharia-conscious real estate and
business investment opportunities.
This is not a traditional
communications-oriented Investor Relations role. We need an operator who has
built investor pipelines and converted qualified prospects into long-term
investor relationships.
Primary mission: move
prospects through Lead Generation → First Contact → Education → Qualification →
Nurturing → Meeting → Offering Process → Investor → Repeat Investor, using both
technology and human engagement.
Key
Responsibilities
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
• Approximately
7–12+ years of relevant 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 Salesforce/HubSpot or similar CRM, improving lead-to-investor
conversion, or developing repeat-investor programs.
Technology 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 Experience:
• Muslim investor
communities, Sharia-conscious or halal investment, GCC and South Asian investor
networks.
• Real estate
development, crowdfunding platforms and AI-assisted sales systems
Leadership Characteristics:
• Relationship-oriented,
highly accountable, data-driven and technologically curious
• Comfortable
building systems from scratch; ethical and compliance-conscious.
• Excellent
communicator, at ease with prospective huge investors.
• Able to combine
automation with personal relationship building.
Job Type: Full-time
– 06:00PM to 03:00AM Pakistan Time