The Advisory Relationship Associate (ARA) thrives on building strong relationships, proactively solving challenges, and helping advisors and investors feel confident and cared for. The ARA serves as a trusted partner for our advisory investors, guiding them through onboarding, providing ongoing support, and strengthening long-term relationships.
This role is responsible for providing an exceptional experience to all advisory partners, Family Offices, and DLP high net worth investors.
What you have already achieved: (Requirements)
- 1-2 years of experience in investor relations, institutional/advisory client service, private equity, fund management, or financial services
- Bachelor’s degree preferred (or equivalent experience)
- Strong relationship instincts — you connect quickly and communicate with clarity
- Proven success in a client-facing role with high expectations for service
- Confidence managing multiple priorities in a fast-paced, growth-oriented environment
- CRM proficiency (HubSpot preferred) and attention to detail
- Proactive, resourceful mindset — you anticipate needs and solve problems efficiently
- Collaborative, team-first mentality with passion for continuous improvement
- Committed to best possible outcomes for advisors, investors, the team, and communities
What you are great at: (Responsibilities)
Relationship Ownership & Service Excellence
- Deliver a white-glove onboarding experience for family offices, RIAs, and institutional investors
- Build and nurture strong relationships through proactive outreach, personalized communication, and problem-solving
- Conduct onboarding conversations within 7 days of funding to ensure a smooth, confident experience
- Become the go-to resource for investor questions, resolving issues with care and efficiency
- Maintain regular touchpoints with partners to strengthen trust and collaboration
Communication & Investor Support
- Act as an on-demand servicing and support resource / 'go-to' team member Advisory and investor relationships
- Capture partner feedback and priorities in CRM to keep the team aligned and responsive
- Collaborate with internal teams to deliver timely, accurate support for investors and advisors
Operational Excellence
- Ensure all investor documentation is complete and accurate in internal systems (HubSpot, AppFolio, etc.)
- Track and monitor investor pipelines with precision
- Identify opportunities to enhance processes and improve investor experience
Team Collaboration & Impact
- Partner with internal teams to optimize investor service and operational efficiency
- Support high-priority initiatives and special projects that contribute to firm growth
- Participate in company meetings, trainings, and investor events
- Represent DLP Capital with professionalism, purpose, and integrity
What you’re motivated by:
- Making an impact. Whether it's the residents who call our Thriving Communities home, the investors who trust us to be stewards of their capital, or the sponsors we work with to 10x their business, everything we do is about making an impact.
- Challenges. You see roadblocks as opportunities and are proactive in finding solutions.
- Growth. We’ve been named to the Inc. 5000 as one of the Fastest-Growing Private Companies in America for eleven consecutive years.
Who We Are
What We Do In One Sentence:
We finance the building of Thriving Communities.
Our Mission:
We are changing the nation through the building of Thriving Communities. We are the leader in funding the building of Thriving Communities centered in safe, attainable housing.
Our Purpose:
To passionately make an extraordinary impact by transforming lives and building Thriving Communities.
Our Big, Hairy, Audacious Goal (BHAG):
To positively impact and transform 10 million lives by funding the building of 5,000 Thriving Communities, becoming one of America’s 100 largest private companies.
Our Culture:
- We work hard, marching towards ambitious goals driven by a purpose that’s bigger than ourselves.
- We are impact-driven, seeking to make a difference not just on the affordable housing crisis but also in the lives of our employees, investors, and partners.
- We are disciplined, following our exclusive Elite Execution System to develop personally and professionally.
- We strive to Live Fully, finding fulfillment in all areas of our lives.
Our Core Values:
Driven For Greatness: We are driven by the pursuit of knowledge and the paramount importance of a growth mindset, cultivating greatness both personally and professionally.
Living Fully: We prioritize living fully with a dedication to achieving optimal health in all aspects of life: faith, family, friends, freedom, fun , fulfillment, fitness, and finance.
We are intentional with our time, integrating the 8fs of our life to achieve our goals & God’s goals.
Grit: We have the endurance and unshakable commitment necessary to achieve our visionary long-term goals.
Community: We elevate the greater good over individual interests, magnifying our impact and cultivating thriving relationships with investors, sponsors, residents, and our colleagues.
Authenticity: We are true to ourselves and others, steadfast in our beliefs and values. We hold ourselves and others accountable, fostering open dialogue to propel growth.
Prepared to Win: We apply discipline to our thoughts and our actions, which leads us to put forth consistent effort and commitment doing the important proactive work despite the urgent priorities we face each day. We plan to win, and are prepared for volatility and challenges.
Kingdom Impact: We share God's love and transformative power through our labor, serving everyone in God’s likeness. The world will know God more through our work and how we do it.
Twenty-Mile March: We march towards clear, well-defined goals and objectives with unwavering focus, constantly evaluating our performance and course correcting as needed.
Stewardship: We are guided by our commitments to those who trust us with their capital, their communities, and their careers.
Servant Leadership: We lead with high standards & deep devotion. We display as humble confidence as we build deep relationships and trust. We show the way through the forest, empowering growth, accountability, and a founder’s mentality, with team members regularly asking “What else can I do to achieve the desired results?”
Benefits and Perks:
Unlimited PTO, health/dental/vision/life insurance, 401(k) matching, parental leave, adoption services reimbursement/learning/educational incentives, Volunteer Time Off, well-being programs, company events, self improvement/productivity tools, & the incredible feeling of making a difference.
Equal Opportunity Employer:
DLP is a committed Equal Opportunity Employer. If you are a qualified individual with a disability and require assistance in searching for a position or submitting an application, please contact HR at hr@dlpcapital.com. Offers of employment are conditional upon satisfactory completion of pre-employment background verification (including E-Verify). California applicants can view our California Data Privacy Policy here.
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