[Remote] Atlanta - Manager or Director of Investor Relations
Note: The job is a remote job and is open to candidates in USA. DLP Capital is a leader in funding the building of Thriving Communities, and they are seeking a Manager or Director of Investor Relations to lead sales efforts and develop relationships with high net worth individuals. The role involves managing existing investors, driving new capital investments, and delivering exceptional service while embodying the company's core values.
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
- Experience with HubSpot a plus
- The ability to independently drive revenue-producing activities
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/.
Apply tot his job Apply To this Job