Junior Investor Relations Manager
Listed on 2025-12-31
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Business
Business Development, Business Management
4 days ago Be among the first 25 applicants
The Jr. Investor Success Manager will lead 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
- Customer service-oriented approach to investments
- Strong knowledge of investment products required
- Experience with Hub Spot a plus
- The ability to independently drive revenue-producing activities
- 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.
- 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 5-star Reviews and 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.
- 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 thirteen consecutive years.
What We Do In One Sentence:
We finance the building of Thriving Communities.
Our MissionWe are changing the nation through the building of Thriving Communities centered in safe, attainable housing.
Our PurposeTo passionately make an extraordinary impact by transforming lives and building Thriving Communities.
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.
- 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. - 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…
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