Senior Director of Funds and Investor Relations

The Senior Director of Funds and Investor Relations is responsible for leading Operations & Investor experience across DLP Funds.  This requires driving  internal execution, collaboration, empowerment,  and clear ownership. Embracing the annual theme of "We are For You." Extraordinary results will come from having extraordinary team members who are focused on delivering wow to our investors and clients. This role is a leader of the investor-facing functions of DLP Capital, including investor relations and investor experience. This leader, drives the acceleration of the DLP Capital flywheel and drives ownership and accountability in the investor relations team.

What you have already achieved: (Requirements) 

  • 7-10 years preferred in Investor Relations experience within private equity or fund management.
  • Experience working with asset managers, family offices, and financial institutions
  • Strong communication, problem solving, and client service skills
  • Resourceful and collaborative with ability to leverage resources across the function
  • Sharp, confident multi-tasker who is flexible, proactive and adapts quickly in a fast-paced environment.
  • CRM and database management; preferably experience with HubSpot
  • Team-oriented with excellent collaboration skills, high emotional intelligence, and the ability to autonomously lead teams.
  • Demonstrated ability to manage multiple complex projects effectively, showcasing strong project management skills and monitoring capabilities.
  • Bachelor's degree from a 4-year college or university.

What you are great at: (Responsibilities)

  • Become expert in EES
  • Lead  implementation and improvement of all investor relations processes, including for investor prospecting, onboarding, reporting and alignment
  • Lead tech stack utilization
  • Serve as business unit partner for marketing team
  • Protect the organization from internal and external threats and risks
  • Define, manage and implement the investor journey, focusing on delivering an outstanding and personalized investor experience
  • Implement data tracking across the investor relations department, including CRM tracking, pipeline activity, capital raising and team activity tracking
  • Put in place and monitor all ISM and ISA activity (calls, conversions, successes) and build out automatic reporting through technology
  • Oversee and drive investor reporting, including quarterly fund reports, monthly lending fund reports,  annual fund reports; quarterly fund presentation (webinars), and asset level summaries and quarterly updates
  • Lead hiring and overall talent plan in partnership with people department
  • Lead development and full implementation of Sales Enablement tools 
  • Lead ongoing training of the investor relationship team
  • Lead the development & implementation & ongoing compliance of our servicing guidelines-  Alignment meetings and communication standards with each investor
  • Present Data w/ analysis & solutions to President/CEO consistently
  • Lead Project management
  • Monthly Presentation to CEO on Business Performance

What you're motivated by:

A fast pace. We’ve grown exponentially and new team members continue to join our DLP family.

​A leadership team that trusts each other, communicates effectively, and is committed to helping team members grow, both personally and professionally.

Visionary, smart, and innovative CEO. Ours is the kind of leader you read about, hope to work with, and learn from.

A culture focused on developing and investing in team members - coaching, training, and supporting each other. We have a mantra of “Leaders made here” at DLP, focused on developing and growing leaders.

Our Mission:

At DLP Capital, we are committed to making an impact - whether it's through acquiring and developing real estate, building relationships, or empowering our clients with the tools they need to achieve their dreams. We deliver a suite of services including lending, investment funds management, and loan servicing in addition to an exclusive membership platform focused on scaling businesses and preserving wealth. We are proud to have been named on multiple Best Places to Work lists for more than six years, and have remained on the Inc. 5000 list of fastest-growing companies for 10 consecutive years.

Benefits and Perks:

Unlimited PTO, health/dental/vision/life insurance, 401(k) matching, 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 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.