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The Investor Outreach Associate is responsible for providing a world-class investor onboarding experience and delivering exemplary ongoing service to the DLP Investor family. This role supports the investor transaction team in facilitating new and recurring qualified and non-qualified investment accounts into the DLP Capital sponsored funds. The Investor Outreach Associate will actively reach out to investors post onboarding to solicit feedback on the process along with ensuring the investors have full access to DLP Capital platforms and tools. On an ongoing basis, the Investor Outreach Associate acts as an on-demand servicing and support resource / 'go-to' team member for our investors and holds regular investor calls and meetings to handle investor servicing needs.
What you have already achieved: (Requirements)
What you are great at: (Responsibilities)
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 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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Full Time
$69k-93k (estimate)
04/21/2024
05/08/2024