Investor Retirement Specialist

The Investor Retirement Specialist is responsible for delivering a world-class onboarding and service experience for DLP investors with qualified retirement accounts.

The Investor Retirement Specialist serves as the primary internal point of contact for custodians partnered with DLP, ensuring all investment instructions, documentation, and account activities are processed accurately and on time. This role remains up to date on custodian rules, requirements, and procedures to maintain a smooth and compliant investment experience for our investors.

The Investor Retirement Specialist acts as an on-demand resource to support the team and address investor needs related specifically to qualified account onboarding, transfers, contributions, and ongoing retirement account servicing

What you have already achieved: (Requirements)

• Proven interpersonal, team-oriented skills
• Strong understanding of qualified accounts (IRAs, 401Ks, etc.)
• Results oriented team player

What you are great at: (Responsibilities) 

• Collect all required information for new IRA related investments and additions
• Assist with collecting all required information for new cash related investments and additions as needed
• Verify custodian transfer exchanges and wire receipts when requested.
• Hold "onboarding" communication with new investors to review subscriptions to the funding process.
• Provide up to date communication with all investors regarding the status of their investment with the custodian.
• Maintain internal DLP file requirements across all technology platforms.
• Understand all custodian processes from account opening, funding the investment to servicing the accounts to ensure timely funding.
• Escalate investments to the assigned Investor Success Manager when there are delays in communication with investors or investors have not executed within the specified timeline.
• Respond to any investor account servicing inquiry. Provide notes and details within CRM for team transparency. Collaborate and coordinate with internal team members to solve investor questions and issues.
  • Note this includes but not limited to:
  • ACH updates
  • Distribution changes
  • Contact information updates
  • Portal password resets 
  • Beneficiary designations  
• Ensuring IRA positions invested in DLP Capital align with custodial records
• Facilitate yearly fair market evaluation reporting between DLP Capital and custodians
• Leverage CRM, AppFolio, and relevant company tools to record all investor interactions to maximize the efficiency and effectiveness of sales, operations, and DLP leadership.
• Coordinate with required DLP Capital team members to work with new custodians to onboard DLP funds to their platform.
• Active participation in all applicable company meetings
• Maintain up to date knowledge and expertise in DLP Funds and industry/market overall
• Attend Company Trainings and Industry Events as applicable
• Utilize DLP resources and events for investor inquiries.
• Develop a reputation with investors for responsiveness, service, and positive outcomes
• Ensure Investors receive a world class service in preparation and completion of their qualified account investment paperwork. 

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 eleven 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 . 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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