CrawlJobs Logo

Investor Retirement Specialist

dlpcapital.com Logo

DLP Capital

Location Icon

Location:
United States , St Augustine

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

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.

Job Responsibility:

  • 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
  • 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

Requirements:

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

Additional Information:

Job Posted:
January 01, 2026

Work Type:
On-site work
Icon
DLP Capital - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Investor Retirement Specialist

New

Casual Sales Assistant

As a Sales Advisor, you’ll be the face of Frasers, delivering exceptional servic...
Location
Location
United Kingdom , Manchester
Salary
Salary:
Not provided
flannels.com Logo
Flannels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Customer-focused with relevant experience in a retail or hospitality setting
  • Confident communicator who can build relationships and trust with ease
  • Passionate about delivering a luxury shopping experience
  • Target-driven with a desire to achieve and exceed sales goals
  • A true team player, willing to support other areas of the store as needed
  • Flexible, reliable, and adaptable in a fast-paced environment
Job Responsibility
Job Responsibility
  • Greet and engage customers with confidence and warmth upon entry
  • Offer assistance and first-contact solutions, e.g. directing to click-and-collect or removing tags at exit points
  • Provide styling advice and product recommendations through active listening and strong product knowledge
  • Support nearby tills or departments when required, ensuring smooth customer journeys
  • Maintain a high standard of visual presentation and stock availability through replenishment and stockroom upkeep
  • Participate in store events and activations, sharing feedback and ideas for continuous improvement
  • Assist in loss prevention by remaining alert and compliant with store procedures
  • Adhere to health & safety standards at all times
  • Maintain exceptional personal presentation and brand representation
What we offer
What we offer
  • Competitive Pay
  • Generous Staff Discount across Frasers and all Frasers Group brands
  • Career Growth – opportunities to develop within a fast-paced, ambitious retail group
  • Premium Store Environment with a customer-first culture
  • Training and Development to support your growth
  • Parttime
Read More
Arrow Right
New

Regional Sales Manager - East Anglia

Management of all aspects of the on-trade IFT and L&T accounts within the alloca...
Location
Location
United Kingdom , Field based
Salary
Salary:
Not provided
brewdog.com Logo
BrewDog
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience in a similar sales position (FMCG / customer focused industry) or senior hospitality role is preferred
  • Familiarity with BrewDog brand (and it's competitors) as well as understanding of craft / beer / alcohol categories from the product, market and customer points of view
  • Comprehensive knowledge of the allocated area
  • Understanding of the business drivers and other characteristics specific to the particular geographic territory
  • Time management
  • Organisational skills
  • Ability to plan (and execute according to the plan) effectively
  • Clear communication and confident negotiation skills
  • Demonstrable ability to listen, communicate, present and influence key stakeholders
  • Proven ability to identify an opportunity and drive sales process (from planning to closing)
Job Responsibility
Job Responsibility
  • Management of all aspects of the on-trade IFT and L&T accounts within the allocated area and maximising their potential by building strong business relationships and delivering profitable volume / new distribution as per key KPIs, budget and BrewDog business plan objectives
  • Growth of Brewdog product distribution in the on-trade by identifying new business opportunities and gaining new accounts
  • Development of the existing stockists by supporting and expanding their listings
  • Identification and management of key multiple operator accounts in collaboration with BDM and assistance with key national accounts promotions and management
  • Promotion of healthy long-lasting partnerships with RTM
  • Establishment and maintenance of regular communication with network of key operators and other valuable contacts
  • Development and implementation of strategic marketing plans to support Brewdog brands presence and perception in the on-trade
  • Ensuring Brewdog product quality consistency across all accounts through regular assessments and staff training
  • Delivery of timely, successful resolutions of any reasonable IFT and L&T accounts related inquiries
  • Performance of regular account audits, contract review and management
What we offer
What we offer
  • Bonus scheme
  • Pension enhancements up to 10%
  • 4-week sabbatical every 5 years
  • Staff discount
  • Extra holiday day each year
  • Additional pay for each beer exam passed
  • Enhanced sick pay
  • Healthcare
  • Life assurance
  • High street retail discounts
Read More
Arrow Right
New

Corporate Counsel - Financial Services & Operations

T-Mobile has an exciting opportunity for an attorney with exceptional analytical...
Location
Location
United States , Bellevue; Overland Park; Herndon
Salary
Salary:
123200.00 - 222200.00 USD / Year
https://www.t-mobile.com Logo
T-Mobile
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years as an in-house, top law firm, or government attorney with relevant experience
  • JD from an ABA-accredited university with outstanding academic credentials
  • Current bar membership (in good standing) in at least one U.S. state
  • Experience with financial services, fintech partnerships, card programs, and related regulations (e.g., collections, bankruptcy, PCI, BSA/AML, electronic payments, Reg Y) preferred
  • Strong aptitude and enthusiasm for learning new areas and technologies
  • Demonstrated ability to analyze and advise on highly complex, high-impact matters and navigate ambiguity
  • Demonstrated ability to establish self as subject matter expert in specialty field(s)
  • Excellent written and oral communication skills
  • Ability to interact with a range of personalities and roles across the business with executive maturity
  • Ability to navigate a complex organization with a focus on delivering results efficiently
Job Responsibility
Job Responsibility
  • Advise the company on laws, regulations, obligations, and industry standards impacting the growing T-Mobile financial services portfolio and ongoing financial operations
  • Provide counsel on and guide T-Mobile’s programmatic approach (e.g., through policies and training) to various financial regulations applicable to consumer credit, payments, banking, and other financial services
  • Develop strong business partnerships to help guide business strategies and products
  • Draft and negotiate related provisions in commercial contracts as needed
  • Analyze potentially impactful legislation and regulations and provide subject matter expertise to T-Mobile’s Government Affairs team
  • Propel other department and team initiatives as assigned
What we offer
What we offer
  • Competitive base salary and compensation package
  • Annual stock grant
  • Employee stock purchase plan
  • 401(k)
  • Access to free, year-round money coaches
  • Annual bonus or periodic sales incentive or bonus
  • Medical, dental and vision insurance
  • Flexible spending account
  • Paid time off and up to 12 paid holidays
  • Paid parental and family leave
  • Fulltime
Read More
Arrow Right
New

Lead Customer Service Representative

We want you to join our team as a Customer Service Representative. If you have t...
Location
Location
United States of America , Charlotte
Salary
Salary:
Not provided
https://www.circlek.com Logo
Circle K
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Selling products to customers
  • Providing excellent customer care
  • Communication and friendly conversation
  • Performing at a quick pace while having fun
  • Working as part of a team to accomplish daily goals
  • Coming up with great ideas to solve problems
  • Thinking quickly and offering suggestions
  • Leading a team of employees
  • Entry level employee supervision
  • Ability to stand and/or walk for up to 8 hours
Job Responsibility
Job Responsibility
  • Greet customers, run the register, cashier, make purchase suggestions and sometimes work with our food program
  • Gain entry level management experience by leading shifts on a regular basis
  • Working around the store (inside and out) in many different areas to help maintain our high standards for store appearance and provide fast and friendly service to our customers
  • Provide regular and predicable onsite attendance
  • Interact with many customers daily, all while working with a fun, energetic team accomplishing daily tasks around the store
What we offer
What we offer
  • Medical, Vision, Dental, & Life Insurance/Short & Long Term Disability
  • Flexible Schedules
  • Weekly Pay
  • Large, Stable Employer
  • Fast Career Opportunities
  • Work With Fun, Motivated People
  • Task Variety
  • Paid Comprehensive Training
  • 401K With a Competitive Company Match
  • Flexible Spending/Health Savings Accounts
Read More
Arrow Right
New

Software Application Architect

We are looking for an experienced Software Application Architect to join our dyn...
Location
Location
United States , Durham
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in software development and design, particularly with Java Spring Boot
  • Strong knowledge of cloud technologies, containerization, and serverless frameworks specifically with AWS
  • Expertise in agile methodologies, including Scrum, for managing development cycles
  • Proficiency in SQL and database integration
  • Excellent communication skills for effectively conveying technical concepts to diverse audiences
  • Ability to lead and mentor teams, fostering collaboration and innovation
  • Solid understanding of coding best practices and quality standards
  • Experience in the healthcare, biotech, or pharmaceutical industry is highly desirable
Job Responsibility
Job Responsibility
  • Design and implement complex software architectures, ensuring scalability, security, and performance
  • Lead the development of web applications, web services, and platform solutions using Java/Linux-based technologies
  • Collaborate with cross-functional teams to gather and refine requirements, translating them into effective technical solutions
  • Develop prototypes and proof-of-concepts to explore new technologies and validate design approaches
  • Establish coding standards and guidelines, ensuring adherence across development teams
  • Mentor and support team members in adopting new technologies and best practices
  • Drive innovation by proposing and implementing modern frameworks for container, cloud, and serverless solutions
  • Manage technical debt, ensuring systems are maintained and optimized for long-term use
  • Communicate architectural decisions and complex concepts to stakeholders, including executives and business representatives
  • Oversee multiple projects, coordinating efforts and ensuring timely delivery of high-quality solutions
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
  • Fulltime
Read More
Arrow Right
New

Casual Sales Assistant

As a Casual Sales Assistant, you’ll play a key role in delivering a high-energy,...
Location
Location
United Kingdom , Maldon
Salary
Salary:
Not provided
flannels.com Logo
Flannels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Customer-focused with a passion for retail
  • Confident, friendly, and a strong communicator
  • Flexible and adaptable to business needs
  • Driven to achieve goals and contribute to team success
  • Proud to represent the Sports Direct brand and values
  • Available to work a range of shifts, including evenings, weekends, and holidays
Job Responsibility
Job Responsibility
  • Engage with every customer to deliver outstanding service
  • Use product knowledge to provide tailored recommendations
  • Actively contribute to achieving and exceeding store targets
  • Maintain store presentation through stock replenishment and organisation
  • Support visual merchandising standards in line with the Sports Direct brand
  • Assist with deliveries and stock processing
  • Ensure pricing is accurate and up to date
  • Support stock counts and inventory accuracy
What we offer
What we offer
  • Competitive hourly rate + sales commission
  • Flexible working hours to fit around your lifestyle
  • Monthly group rewards and recognition
  • Uniform discount and 20% discount across Frasers Group brands
  • Discounted gym membership
  • Career development opportunities, including nationally recognised qualifications and internal training programmes
  • A fast-paced, supportive team environment
  • Parttime
Read More
Arrow Right
New

Project Manager

You’ll turn signed deals into smooth, successful customer deliveries—bringing or...
Location
Location
Sweden , Stockholm
Salary
Salary:
Not provided
quinyx.com Logo
Quinyx
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Extensive experience managing multi-country business software (SaaS) implementation projects, demonstrating a strong track record in leading complex, large-scale initiatives
  • Strong interest in and experience in implementing cloud-based software solutions
  • Extensive consulting experience in managing and driving projects
  • Be amazing at developing effective working relationships internally at a variety of levels, departments and geographies
  • Highly organised and analytical, with a talent for overcoming obstacles through innovative and adaptive problem-solving
  • Proactive self-starter with the ability to quickly grasp complex concepts
  • Work in our internal tools to keep track of your projects
Job Responsibility
Job Responsibility
  • Lead, manage and maintain the end-to-end lifecycle of customer projects, including planning, timelines, milestones, resource allocation, dependencies, execution, and delivery, ensuring alignment with company objectives and successful project delivery
  • Drive the project scope and objectives, ensuring active involvement and alignment from all key stakeholders
  • Understand customer needs and expectations, ensuring that project deliverables meet these requirements and drive customer satisfaction
  • Ensure that projects are delivered on time, within the scope and within budget
  • managing project timeline, budget and scope changes
  • Define and manage a governance structure for internal and external team members
  • Coordinate cross-functional teams, ensuring effective collaboration and communication between stakeholders across different departments
  • Identify, assess, and mitigate project risks, and ensure project stability and successful delivery
  • Lead Steering Committee forums for projects to manage key decisions and steering
  • Coordinate stakeholders to manage project issues and escalations
What we offer
What we offer
  • Flexible work hours and a hybrid setup with at least 2 days from the office
  • Enhanced vacation allowance
  • gym membership contribution
  • health insurance and a pension plan
  • On-market pay
Read More
Arrow Right
New

Lead Control Management Officer

Wells Fargo is seeking a Lead Control Management Officer for the Wealth & Invest...
Location
Location
United States , CHARLOTTE; MINNEAPOLIS; SAINT LOUIS; SHOREVIEW; WEST DES MOINES
Salary
Salary:
100000.00 - 179000.00 USD / Year
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
February 05, 2026
Flip Icon
Requirements
Requirements
  • 5+ years of Risk Management or Control Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Job Responsibility
Job Responsibility
  • Lead complex initiatives designed to mitigate current and emerging risks with broad impact
  • Act as key participant in monitoring, evaluating, and measuring the impact of decisions practiced in Control Management functional area
  • Monitor moderately complex business specific programs, and provide risk management consulting to support the business in designing and implementing risk-mitigation strategies
  • Monitor, measure, evaluate, and report on the impact of decisions and controls to the relevant business group or functional area
  • Develop and implement risk monitoring and risk reporting processes and controls
  • Collaborate with relevant business group to identify current and emerging risks associated with business activities and operations, and provide guidance in developing and implementing risk-mitigating strategies
  • Lead Control Management project or virtual teams
  • Lead Business Control Management for >1 Risk Assessable Businesses and/or be secondary lead on moderate/high complex processes with high inherent risk.
  • Conduct analysis of risk type themes, interconnectivity of other business processes, to either identify process efficiency to reduce risk, automation of control design, identify potential new/modified control design related to business process changes which increase risk.
  • Proactively manage changes to controls, working with the line of business to ensure that all controls are designed and performing, as expected, within Internal Control Policy Standards.
What we offer
What we offer
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Fulltime
!
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy