VP, Field Engagement, Charitable Solutioning

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4 hours ago

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Ren

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Charity • Non-profit • Fintech

Ren is America’s premier provider of philanthropic technology and managed services, supporting over $150 billion in charitable assets and distributing over $50 billion to charities. The company offers various giving vehicles, including donor-advised funds, charitable trusts, and annuities, allowing clients to effectively achieve their charitable goals. Ren also provides resources and insights for advisors and donors to navigate charitable giving strategies.

201 - 500 employees

Founded 1987

🤲 Charity

🤝 Non-profit

💳 Fintech

📋 Description

• Lead and develop a distributed team of Charitable Strategists and SMEs. • Build the team’s expertise in charitable giving vehicles, Ren’s platform, facilitation skills, and consultative selling. • Set clear expectations, KPIs, and development pathways; coach team members in building networks within the advisor and wealth ecosystems. • Design and execute the national field strategy to drive advisor education, adoption, and charitable planning usage. • Build scalable territory plans, engagement models, event playbooks, and workflows. • Ensure strong field execution across advisor consultations, trainings, webinars, roadshows, conferences, and partner enablement. • Cultivate deep relationships with high-value advisors, private wealth teams, and key industry influencers. • Equip the team to build and nurture high-quality networks and long-term partnerships. • Identify advisor segments and markets with the greatest charitable planning opportunity; represent Ren at key field events. • Build systems to capture advisor and partner feedback and surface insights across the organization. • Translate qualitative and quantitative data into themes and recommendations for Product, Marketing, Operations, and Leadership. • Ensure insights inform roadmap decisions, service enhancements, messaging, and GTM strategy. • Develop scalable processes, CRM standards, reporting tools, and activity frameworks. • Analyze field engagement data to evaluate performance and guide strategy. • Drive continuous improvement through new tactics, best practices, and operational innovations. • Partner with Finance and drive internal enablement. • Other duties as assigned.

🎯 Requirements

• 10+ years in financial services, charitable planning, wealth management consulting, or advisor-facing roles. • 5+ years leading field sales, consulting, or education teams. • Strong understanding of wealth management distribution channels (RIA, IBD, wire house, private wealth). • Expertise—or ability to rapidly acquire expertise—in charitable giving vehicles such as donor-advised funds and trusts. • Exceptional presentation, influence, and communication skills, with experience coaching others to mastery. • Proven ability to create scalable frameworks for team development, field operations, and performance management. • Highly analytical, organized, and effective at synthesizing market insights. • Passion for philanthropy and enabling advisors to deliver meaningful impact to their clients.

🏖️ Benefits

• Remote work opportunity