Tulsa - Manager or Director of Investor Relations jobs in United States
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DLP Capital · 3 hours ago

Tulsa - Manager or Director of Investor Relations

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
date5+ years exp

DLP Capital is a leader in funding the building of Thriving Communities. The Manager or Director of Investor Success will lead sales efforts to drive new capital investments and manage relationships with existing investors, ensuring exceptional service and alignment with company values.

Financial ServicesLendingReal Estate Investment
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Growth Opportunities

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

Qualification

Investment products knowledgeRevenue-driving activitiesHubSpot experienceCustomer service orientationRelationship building

Required

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

Benefits

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

Company

DLP Capital

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DLP Capital is a private, diversified real estate investment firm.
dateFounded in 2010
location
Saint Augustine, Florida, USA
people-size501-1000 employees
web-link
https://dlpcapital.com/

Funding

Current Stage
Late Stage

Leadership Team

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Don Wenner
Founder & CEO
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Nick Stonestreet
President Financial Services
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Recent News

The Morning Call
Robert A.M. Stern, noted American architect who designed innovative Lehigh Valley building, dies at 86
2025-11-29
Business Wire
DLP Capital Founder & CEO Don Wenner Named National EY Entrepreneur of the Year® (Service Category)
2025-11-19
International Business Times
Don Wenner: How One Entrepreneur Built a Real Estate Empire Rooted in Purpose
2025-09-02
Company data provided by crunchbase