Head of Advisor Channel Activation

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🔴 Lead

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Ren

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1987

🤲 Charity

🤝 Non-profit

💳 Fintech

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.

📋 Description

• Own sales targets for advisor and professional channels, including shared targets and attribution rules with Customer Success and RevOps • Forecast accurately to the Chief Growth Officer • Allocate sales resources using acquisition cost, payback period, and asset growth per representative • Own the sales budget and design incentive compensation with RevOps and Finance • Plan capacity and hiring • Set strategy and own results for advisor activation across firms with Ren-powered white-labeled DAF programs and firms without in-house programs • Grow complex assets and charitable trust business • Own national coverage, segmentation, territory requirements, scoring, and coverage design • Serve on Growth and senior leadership teams • Define pipeline systems, data, reporting, and accountability with RevOps • Build a data-driven culture around performance indicators and continuous improvement • Develop the advisor adoption model and use it for coaching and training • Design organizational structures and career paths • Grow financial advisor channels and build champions through new networks and underserved segments • Lead regional in-person awareness through presentations, office visits, and events • Build segment playbooks with Product Marketing • Own advisor activation and expansion, partnering with Customer Success on handoffs • Build relationships with wealth, transaction, tax, accounting, legal, estate-planning, investor, and fund-manager professionals • Partner with Wealth Firm Partnerships on practitioner and institutional opportunities • Represent Ren as a peer and thought leader across advisor and professional communities

🎯 Requirements

• Senior leadership experience in financial services, wealth management, fintech, or adjacent professional services • Track record of building or materially expanding go-to-market strategies • Experience owning a revenue or asset growth number, a budget, and sales compensation design • Record of disciplined investment decisions across channels, grounded in unit economics • Experience developing referral or partnership relationships with non-traditional professional channels (legal, tax, accounting, transaction-adjacent) • Track record of building high-performing teams • Comfort in a lean, entrepreneurial environment where resources are earned