What are the responsibilities and job description for the NHK and CMB Investor Support Manager - Spanish position at CMB Regional Centers?
ISM primarily works on-site in a professional office setting at the Rock Island, IL, location during standard hours of operation: Monday through Friday, 8:00 a.m. - 5:00 p.m. CST. Additionally, NHK and CMB offers the opportunity for hybrid schedule consisting of two (2) days' remote work contingent upon meeting introductory period requirements. Working for the NHK and CMB requires domestic and/or international travel up to 5%, including overnights and weekends.
Why work at NHK and CMB?
NHK and CMB fosters a diverse and inclusive workplace with multilingual fluency in about 15 total languages and offers the following:
- Fun cultural celebrations!
- Hybrid schedule with flex time!
- Competitive salary with paid time off and holidays!
- A la carte insurance benefit options, including FSA or HSA, company-paid life insurance and AD&D!
- 401(k) plan with company match!
The Investor Support Manager (ISM) works closely with accepted Limited Partners (LPs), attorneys, wealth managers, and internal teams to ensure a seamless and supportive investment experience. This role is responsible for fostering strong client relationships, ensuring compliance with regulatory requirements, and providing personalized assistance throughout the lifecycle of an LP’s investment. The ISM can expect the following:
Building relationships with LPs, attorneys, and internal teams to enhance client satisfaction and retention. This includes managing ongoing communications, guiding LPs through key investment and immigration processes, and ensuring compliance with USCIS requirements such as I-526E and I-829 filings.
Providing structured client engagement by conducting introductory calls, scheduling milestone reviews, and delivering regular updates on investment progress, including quarterly project status updates (QPSU). The ISM will also verify LP documentation, monitor compliance deadlines, and proactively assist LPs in meeting necessary requirements.
Collaborating across teams to improve client support strategies and streamline Portfolio Team workflows. The ISM will maintain detailed records of LP interactions, provide insights to leadership, and contribute to refining communication strategies to enhance the overall investor experience.
Delivering high-touch service by acting as the primary point of contact for LPs, responding to inquiries, resolving issues, and ensuring a positive investment experience from onboarding to completion.
Fluency in English and Spanish with strong verbal and written communication skills.
Exceptional relationship-building skills with a polished and professional demeanor.
Proactive mindset with the ability and willingness to take initiative without prompting.
Commitment to continuous learning through research on industry trends, company projects, and emerging partnerships.
Strong organizational skills with keen attention to detail and a positive attitude.
Effective time management skills to handle multiple priorities efficiently.
Technological proficiency, including the ability to operate office equipment such as computers, copiers, scanners, and fax machines.
Willingness to travel both domestically and internationally up to 5%.
Education and Experience
Bachelor’s degree in business, finance, economics, or a related field highly preferred.
Minimum of 3 years of experience in investor relations, business development, or client management.
Cultural knowledge or personal ties to Central America or Mexico, providing insight into client needs and preferences.
Intermediate proficiency in Microsoft Office (Outlook, Word, Excel) required.
Experience in finance, investments, or immigration processes highly preferred.
Salary : $59,000 - $70,000
