Investor Success Associate

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.

• 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 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 testimonials from Investors.
• Represent your organization as a cultural leader who consistently executes on your key metrics
• Utilize Hub Spot 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.

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.

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  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.