Talent.com
Tulsa - Manager or Director of Investor Relations
Tulsa - Manager or Director of Investor RelationsDLP Capital • Tulsa, OK, United States
No longer accepting applications
Tulsa - Manager or Director of Investor Relations

Tulsa - Manager or Director of Investor Relations

DLP Capital • Tulsa, OK, United States
30+ days ago
Job type
  • Full-time
Job description

The Manager or Director of Investor Success will lead sales efforts to drive new Capital Investments from prospects and existing Investors, develop relationships with High Net Worth Individuals and Ultra High Net Worth contacts, 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)

  • Must live in or near Tulsa, OK - but will work remotely
  • 5-7 years of experience in related field
  • Customer service-oriented approach to investments
  • Strong knowledge of investment products required
  • Experience with HubSpot a plus
  • The ability to independently drive revenue-producing activities

What you are great at : (Responsibilities)

  • Consistently following up and following through
  • Initiate Focused Daily New 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
  • Aggressively listening and engaging in productive conversations
  • Leading in investor relations and building referral networks
  • 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
  • Representing your organization as a cultural leader who consistently executes on your key metrics
  • Identify and add at least 5 new opportunities per week
  • Utilizing Hubspot CRM and company tools / technology to maximize efficiency and effectiveness of sales and service efforts
  • Maximize DLP Informational and other Events
  • Maintain up to date knowledge and expertise in DLP Funds and industry / market overall
  • Completed packet and Intake Form provided to Investor Coordinator for immediate processing
  • Respond to all investor and prospective investor inquiries same day
  • Attend Company Trainings and Industry Events as applicable
  • Work with the Experience Team to collect required information for new Advisors onboarding, subscriptions, and ongoing business engagement
  • Provide referrals to other DLP lines of business
  • Live and Model DLP's Core Values
  • 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 thirteen 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.

    #LI-KW1

    #LI-REMOTE

    Create a job alert for this search

    Director Of Investor • Tulsa, OK, United States

    Related jobs
    Sales Representative - Luxury Travel Incentives

    Sales Representative - Luxury Travel Incentives

    Platinum Supplemental Insurance • Owasso, Oklahoma
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show more
    Last updated: 30+ days ago • Promoted
    Associate Financial Advisor - Tulsa, OK

    Associate Financial Advisor - Tulsa, OK

    Edward Jones • Tulsa, OK, United States
    Full-time
    If you're looking for a challenging and rewarding career.Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Ass...Show more
    Last updated: 28 days ago • Promoted
    Relationship Banker - Oklahoma North Market - Tulsa, OK

    Relationship Banker - Oklahoma North Market - Tulsa, OK

    Chase • Tulsa, OK, US
    Full-time
    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right t...Show more
    Last updated: 30+ days ago • Promoted
    Operating Partner - Tulsa, OK

    Operating Partner - Tulsa, OK

    Whataburger • Tulsa, OK, US
    Full-time
    The Operating Partner is responsible for leading a team of Family Members and managing the performance and operations of their restaurant(s). The partner leads key financial, staffing, and brand dec...Show more
    Last updated: 30+ days ago • Promoted
    Property Manager

    Property Manager

    SIXT • Tulsa, Oklahoma, USA
    Full-time
    While SIXT is experiencing exponential growth in the US we are also launching our satellite office in beautiful Downtown Tulsa! We are searching for a dynamic Property Manager who will be responsib...Show more
    Last updated: 20 days ago • Promoted
    Lead Maintenance Silver Springs Apartments Tulsa, OK

    Lead Maintenance Silver Springs Apartments Tulsa, OK

    Valiant Enterprises • Tulsa, Oklahoma, USA
    Full-time
    Valiant Residential is seeking.The lead maintenance is also responsible for performing repairs in resident apartments and assisting in preparing units for rent (make-ready).Valiant Residential is a...Show more
    Last updated: 22 days ago • Promoted
    Business Development Executive-Tulsa, OK

    Business Development Executive-Tulsa, OK

    Lee Enterprises • Tulsa, OK, US
    Full-time
    Business Development Executive-Tulsa, OK.The Tulsa World, a publication of Lee Enterprises, is seeking an energetic, skilled sales executive to drive digital multi-media account growth for new and ...Show more
    Last updated: 30+ days ago • Promoted
    Associate Sales Representative Tulsa, OK Sustainability Solutions

    Associate Sales Representative Tulsa, OK Sustainability Solutions

    Stryker • Tulsa, Oklahoma, USA
    Full-time
    Team players who build strong relationships across multiple functions and are dedicated to achieving shared goals.Individuals who prioritize customer needs deliver value and enhance partnerships th...Show more
    Last updated: 26 days ago • Promoted
    Travel CVOR Tech in Tulsa, OK

    Travel CVOR Tech in Tulsa, OK

    AlliedTravelCareers • Tulsa, Oklahoma, US
    Full-time
    AlliedTravelCareers is working with CrossMed Healthcare Staffing to find a qualified CVOR Tech in Tulsa, Oklahoma, 74136!. At CrossMed Healthcare Staffing, we aim to create lasting impressions where...Show more
    Last updated: 30+ days ago • Promoted
    Construction Sales Account Manager Tulsa, OK

    Construction Sales Account Manager Tulsa, OK

    WM • Tulsa, Oklahoma, USA
    Full-time
    The Construction Sales Account Manager (CSAM) will cover a territory in Tulsa to be local to the area.This position is a combo hunter / farmer meaning you will be responsible for new business (hun...Show more
    Last updated: 20 days ago • Promoted
    Team Manager | Mortgage Servicing and Loss Mitigation | TULSA ONSITE

    Team Manager | Mortgage Servicing and Loss Mitigation | TULSA ONSITE

    Sutherland • Tulsa, Oklahoma, USA
    Full-time
    Sutherland Mortgage Services Inc.The ideal candidate will possess exceptional management and mortgage servicing skills with excellent communication abilities. KEY FUNCTIONAL PRIORITIES Mortgage Ser...Show more
    Last updated: 21 days ago • Promoted
    Business Development Executive-Tulsa, OK (Tulsa)

    Business Development Executive-Tulsa, OK (Tulsa)

    Lee Enterprises Inc • Tulsa, OK, US
    Full-time
    Business Development Executive-Tulsa, OK.The Tulsa World, a publication of Lee Enterprises, is seeking an energetic, skilled sales executive to drive digital multi-media account growth for new and ...Show more
    Last updated: 7 hours ago • Promoted • New!
    Wealth Management Operations Specialist (Tulsa)

    Wealth Management Operations Specialist (Tulsa)

    OakTree Staffing • Tulsa, OK, US
    Part-time
    Wealth Management Operations Specialist.The Wealth Management Operations Specialist is primarily responsible for all transactional processing supporting Wealth Management accounts on the trust and / ...Show more
    Last updated: 4 days ago • Promoted
    Sales Development Representative 2 - Tulsa

    Sales Development Representative 2 - Tulsa

    TEKsystems • Tulsa, OK, US
    Full-time
    Sales Development Representative.The Sales Development Rep-2 (SDR-2) is responsible for executing on initial steps associated with the sales process. After successful completion of an extensive 10-w...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor - Tulsa and surrounding suburbs

    Financial Advisor - Tulsa and surrounding suburbs

    Thrivent Financial • Tulsa, OK, United States
    Full-time
    Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make...Show more
    Last updated: 28 days ago • Promoted
    Account ExecutiveSoutheast Tulsa, OK

    Account ExecutiveSoutheast Tulsa, OK

    Snap! Mobile • Tulsa, OK, US
    Full-time
    Snap! Mobile has been proudly supporting athletics and activities programs around the country with simple and dependable services since 2014. Snap! Raise has raised more than One Billion dollars for...Show more
    Last updated: 30+ days ago • Promoted
    Business Development Representative

    Business Development Representative

    Caring Transitions • Tulsa, OK, US
    Full-time
    Business Development Representative (BDR).Caring Transitions of Tulsa helps seniors and their families navigate life's changes with compassion and expertise. We provide downsizing, relocation, and e...Show more
    Last updated: 30+ days ago • Promoted
    Investment Management Associate

    Investment Management Associate

    BOK Financial • Tulsa, OK, United States
    Full-time
    Investment Management; Portfolio Management; Trading; Wealth Management.Pay Transparency Salary Range : .BOK Financial Corporation Group includes BOKF, NA. BOK Financial Securities, Inc.BOK Financial...Show more
    Last updated: 22 days ago • Promoted