Investor Success Associate
St. Augustine, Florida, United States · Posted 8 months agoDescription
The Investor Success Associate will support efforts to drive new Capital Investments from prospects and existing Investors, 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)
- 2+ years of experience in related field
- Bachelor’s degree in financial services or real estate preferred (or equivalent practical experience)
- Customer service-oriented approach to investments
- Strong knowledge of investment products and financial services required
- Experience with HubSpot a plus
- The ability to independently drive revenue-producing activities
- Sales experience preferred
What you are great at: (Responsibilities)
- Initiate Focused Daily New Incoming 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.
- 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 testimonials from Investors.
- Represent your organization as a cultural leader who consistently executes on your key metrics
- Utilize HubSpot CRM and company tools/technology to maximize efficiency and effectiveness of sales and service efforts
- Maintain up to date knowledge and expertise in DLP Funds and industry/market overall.
- Respond to all investor and prospective investor inquiries the same day.
- Highly resourceful, detail-oriented, and resilient, with the ability to navigate challenges, manage competing priorities, and maintain accuracy under pressure.
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 fourteen 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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