Note: The job is a remote job and is open to candidates in USA. DLP Capital is a company focused on financing the building of Thriving Communities. They are seeking a Manager or Director of Investor Relations to lead sales efforts, develop relationships with High Net Worth Individuals, and provide exceptional service to investors while driving capital investments.
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 whenever possible, and via zoom when not feasible
• Handle incoming prospect inquiries and schedule appointments as necessary with additional team members
• Deliver uncompromising WOW investor experiences
• Hold Quarterly to semi annual Investor Alignment Meetings
• Aggressively listening and engaging in productive conversations
• Leading in investor relations and building referral networks
• Gather referrals from current Investors and DLP Team Members, ask for referrals from each investor
• 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 5 new opportunities per week
• Utilizing Hubspot CRM and company tools/technology to maximize efficiency and effectiveness of sales and service efforts
• Maximize DLP Informational and other Events
• Maintain up to date knowledge and expertise in DLP Funds and industry/market overall
• Completed packet and Intake Form provided to Investor Coordinator for immediate processing
• Respond to all investor and prospective investor inquiries same day
• Attend Company Trainings and Industry Events as applicable
• Work with the Experience Team to collect required information for new Advisors onboarding, subscriptions, and ongoing business engagement
• Provide referrals to other DLP lines of business
• Live and Model DLP’s Core Values
Skills
• Must live in or near Atlanta, GA - but will work remotely
• 5-7 years of experience in related field
• Customer service-oriented approach to investments
• Strong knowledge of investment products required
• The ability to independently drive revenue-producing activities
• Experience with HubSpot a plus
Benefits
• 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
Company Overview
• DLP Capital is a private, diversified real estate investment firm. It was founded in 2010, and is headquartered in Saint Augustine, Florida, USA, with a workforce of 501-1000 employees. Its website is https://dlpcapital.com/.