Investor Relations Manager

The Investor Relations Manager will lead sales efforts to drive new Capital Investments from prospects and existing Investors, develop relationships with COI's and RIA's/Family Office contacts, manage and service existing Investors while gathering additional Capital, referrals, event attendance, and consistently deliver uncompromising service to investors while modeling DLP's Core Values.

What you have already achieved: (Requirements)

  • Proven, consistent performance in financial services/Wealth Management/Private Banking, working with high-net-worth or ultra-high-net-worth investors and their advisors via deep  investor relationships
  • Real estate investment experience a plus
  • Experience in delivering WOW to clients
  • Experience in working with IRA custodians / broker-dealers a plus
  • Account management experience
  • Familiarity with CRM platforms and consistent track record of performance based on results-driven activity
  • Strong servant-leadership qualities
  • Ability to build rapport with clients and internal team members
  • Proven ability to create and implement innovative solutions
  • Assist with leading investor event attendance and conversion to face to face follow up meetings

What you are great at: (Responsibilities)

  • Consistently following up and following through.
  • Initiate Focused Daily New Prospect Calls.
  • Initiate Daily existing Investor calls.
  • Presenting 1 on 1 and in groups and winning new clients.
  • Hold Face to Face 1 on 1 Investor Prospect Meetings.
  • Handle incoming prospect inquiries and schedule appointments as necessary with additional team members.
  • Deliver uncompromising WOW investor experiences.
  • Hold Quarterly Investor Review Meetings.
  • Aggressively listening and engaging in productive conversations.
  • Using unmatched telephone communication skills to convert leads.
  • Leading in investor relations and building referral networks.
  • Gather referrals from current Investors and DLP Team Members.
  • Provide referrals to other DLP lines of business through exceptional relationship-building.
  • Develop a reputation with investors for responsiveness, service, and positive outcomes.
  • Gather Raving 5-star Reviews and testimonials from Investors.
  • Representing your organization as a cultural leader who consistently executes on your key metrics.
  • Identify and add at least 10 new opportunities per week.
  • Utilizing CRM and company tools/technology to maximize efficiency and effectiveness of sales and service efforts (Juniper Square, Investor Status Tracker, etc.).
  • Maximize DLP Informational and other Events.
  • Collect all required information for new investments and additions.
  • Achieve 100% of Professional and Personal Rocks.
  • Create and record trainings and content for DLP Capital internal purposes and external marketing campaigns.
  • Attend Company Trainings and Industry Events as applicable.
  • Maintain up to date knowledge and expertise in DLP Funds and industry/market overall.
  • Live and Model DLP’s Core Values.
  • Active participation in all applicable company meetings.

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.

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.