(Bethlehem) Investor Retirement Specialist

Overview

Provide onboarding and service for DLP retirement investors, handling custodian processes.

Key Responsibilities

• crm management
• custodian transfer
• market reporting
• ira collection
• custodian onboarding
• compliance monitoring

Tasks

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 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. 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. -Verify custodian transfer exchanges and wire receipts when requested. -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. -Facilitate yearly fair market evaluation reporting between DLP Capital and custodians -Attend Company Trainings and Industry Events as applicable -Collect all required information for new IRA related investments and additions -Hold "onboarding" communication with new investors to review subscriptions to the funding process. -Maintain up to date knowledge and expertise in DLP Funds and industry/market overall -Leverage CRM, AppFolio, and relevant company tools to record all investor interactions to maximize the efficiency and effectiveness of sales, operations, and DLP leadership. -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. -Assist with collecting all required information for new cash related investments and additions as needed -Ensuring IRA positions invested in DLP Capital align with custodial records -Develop a reputation with investors for responsiveness, service, and positive outcomes -Utilize DLP resources and events for investor inquiries. -Ensure Investors receive a world class service in preparation and completion of their qualified account investment paperwork. -Active participation in all applicable company meetings -Coordinate with required DLP Capital team members to work with new custodians to onboard DLP funds to their platform. -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.

Requirements

• teamwork
• qualified accounts
• custodian processes

What You Bring

-Proven interpersonal, team-oriented skills -Strong understanding of qualified accounts (IRAs, 401Ks, etc.) -Understand all custodian processes from account opening, funding the investment to servicing the accounts to ensure timely funding.

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Benefits

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. 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. -Portal password resets -We are disciplined, following our exclusive Elite Execution System to develop personally and professionally.

About Dlp Capital

-Begun with a vision to channel private capital into workforce housing projects across Sun Belt markets. -Typical projects include multifamily and single-family rentals, often in under-served Sun Belt markets—sometimes including RV resort assets. -Stand-out developments include the acquisition of large apartment communities and the adaptive reuse of landmark buildings into mixed-use housing. -In addition to financing, offers loan programs for real estate operators and operates luxury apartment communities under its Dream Live Prosper brand. -Blends debt and equity strategies to deliver steady cash flow to investors while creating attainable housing in growing communities.

Sector Specialisms

Security Clearance

-offers of employment are conditional upon satisfactory completion of pre-employment background verification (including e-verify).