What are the responsibilities and job description for the Director of Family Office & RIA Investor Relations position at DLP Capital?
Role: Director of Family Office & RIA Investor Relations
Reports to: Sr Director of Investor Relations
Company: DLP Capital
Location: St. Augustine
DLP Capital - DLP Capital is a private real estate investment and financial services company focused on making an IMPACT by acquiring, developing, and building relationships, housing, leaders, and organizations. DLP Capital executes its IMPACT through a wide array of business divisions and companies including lending, investment funds, sales, leasing, property management, construction management, development, and loan servicing. Through the Elite Execution System, as well as the company’s exclusive membership platforms focused on business scaling, investment housing, family, and wealth, DLP Capital impacts lives by empowering its clients to choose, create, grow and preserve prosperity. Continuing its steady year-over-year growth, the company earned a spot on multiple Best Places to Work lists for 6 years in a row and on the Inc. 5000 list of fastest growing companies for 9 years straight.
Summary : This team member is responsible to lead sales efforts to drive new Capital Investment from prospects and existing Investors, develop relationships with COI's, manage and service existing Investors while gathering additional Capital, referrals, five-star reviews, and consistently deliver uncompromising service to investors while modeling DLP's Core Values.
What you have already achieved: (Requirements)
- RIA/family office experience required
- High net worth investor experience
- Real estate investment experience
What you are great at: (Responsibilities)
- Lead sales efforts; drive behaviors that maximize capital-raising and investor relations efforts
- Develop and lead trainings with team to continue to hone skills within real-life investor scenarios
- Own relationship-building efforts and referrals from UHNW and Wealth Partner Investors
- Own excellent service & delivering wow - 'The Buck Stops Here'
- Lead community partner sales, DD, and ongoing investor relations
- Own over “institutional DD and portal management”
- Collaborate with senior leadership on various strategic initiatives
- Initiate Focused Daily New Prospect Calls
- Initiate Daily existing Investor calls
- Hold Face to Face 1 on 1 Investor Prospect Meetings
- Hold Quarterly Investor Review Meetings
- Gather referrals from current Investors
- Identify and add at least 10 new opportunities per week
- Deliver uncompromising WOW investor experiences
- Gather Raving 5-star Reviews and testimonials from Investors
- Provide referrals to other DLP lines of business
- Utilizing CRM and company tools/technology to maximize efficiency and effectiveness of sales and service efforts (Salesforce, Juniper Square, etc.)
- Maximize DLP Informational and other Events
- Collect all required information for new investments and additions
- Create and record trainings and content for DLP Capital internal purposes and external marketing campaigns
Who you will work with :
- 300 high energy, positive, incredible team members
- An experienced top-level Leadership team
What you're motivated by:
- A fast pace. We’ve grown exponentially and new team members continue to join our DLP family.
- An executive leadership team that trusts each other, communicates effectively, and is committed to helping team members grow, both personally and professionally.
- Visionary, smart, and thoughtful 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.
Benefits: Health, Dental, Vision, and Life Insurance, 401(k) with innovative company matching program, Unlimited PTO after 1 year, Hybrid work schedules available, Learning/Educational Incentives, Living Fully Well-being Program, Company Events, many self improvement and productivity tools, and the incredible feeling of fulfillment from making a difference in the lives of others while achieving your dreams and goals!
We are looking for ROCK STARS to join our collaborative team. Are you driven for greatness? If so, we may be a perfect match! If you feel that you have the drive, knowledge, skills, and experience to truly be successful in this role, we want to hear from you today!
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
