Investor Retirement Specialist

Dlp Capital

Manage onboarding and servicing of qualified retirement accounts for DLP investors.

4 days ago ago

Junior (1-3 years)

Bethlehem, PA

Office Full-Time

Company Size

450 Employees

Service Specialisms

Real Estate Investment

Property Development

Acquisitions

Asset Management

Construction

Project Management

Sector Specialisms

Affordable Housing

Workforce Housing

Commercial Real Estate

Real Estate Lending

Construction Management

Information not given or found

Information not given or found

Information not given or found

Investor Retirement Specialist

Dlp Capital

Description

crm utilization

file maintenance

market reporting

transfer verification

data collection

investor service

Requirements

qualified accounts

custodian processes

interpersonal

team-oriented

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance

People also searched

Overview

$5B Deployed

Total Assets Deployed

The firm has invested over $5 billion in assets through various financial strategies.

9-13% Returns

Preferred Return Range

Funds offer monthly or quarterly preferred returns with targets between 9% and 13%.

10,000+ Transactions

Completed Transactions

The firm has executed tens of thousands of transactions in various markets.

12+ Rental Homes

Rental Properties Built

Thousands of rental homes and apartment communities have been built or funded.

Culture + Values

Environment + Sustainability

Net Zero by 2050

Emission Target

Aiming to achieve net zero emissions across operations, reducing the carbon footprint significantly by mid-century.

Inclusion & Diversity

Articles

Investor Retirement Specialist

Dlp Capital

Description

crm utilization

file maintenance

market reporting

transfer verification

data collection

investor service

Requirements

qualified accounts

custodian processes

interpersonal

team-oriented

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance

People also searched

Overview

$5B Deployed

Total Assets Deployed

The firm has invested over $5 billion in assets through various financial strategies.

9-13% Returns

Preferred Return Range

Funds offer monthly or quarterly preferred returns with targets between 9% and 13%.

10,000+ Transactions

Completed Transactions

The firm has executed tens of thousands of transactions in various markets.

12+ Rental Homes

Rental Properties Built

Thousands of rental homes and apartment communities have been built or funded.

Culture + Values

Environment + Sustainability

Net Zero by 2050

Emission Target

Aiming to achieve net zero emissions across operations, reducing the carbon footprint significantly by mid-century.

Inclusion & Diversity

Articles