The Opportunity:
Ren is looking for a sales leader who can run a disciplined, high-performing sales organization and think like a business developer who always looks past the channels that already exist.
This senior role has two equally important mandates. The first is to make our advisor-facing sales motion as productive and scalable as possible. The second is to build new professional channel relationships that bring charitable planning into conversations where it isn't yet part of the discussion.
If you've built a career in financial services, believe the industry thinks too small about philanthropy, and want to drive growth that does good in the world, this role is for you.
What You'll Do:
Own the number
Own sales targets for the advisor and professional channels. Your team covers regions across firms, and Customer Success covers individual firms, so you'll set shared targets and clear attribution rules with Customer Success and RevOps
Forecast accurately to the Chief Growth Officer
Invest sales resources where they earn the highest return, using unit economics such as acquisition cost, payback period, and asset growth per rep to decide where to scale, hold, or exit
Own the sales budget and, with RevOps and Finance, design incentive compensation that rewards the right behaviors
Plan capacity and hiring, setting a high talent bar and deciding when to add headcount and when to raise productivity
Set the sales strategy
Donor-advised funds depend on financial advisors, but most advisors lack the expertise, incentives, or interest to become philanthropy experts. Our advisor-facing teams fill that gap with education, inspiration, and support. You'll build the strategy that turns this work into a repeatable competitive advantage and establishes Ren as the charitable planning expert every advisory practice needs. This is not a traditional direct sales model, and the economics differ from selling investment products.
Set the strategy and own results for advisor activation, both at firms with white-labeled DAF programs powered by Ren and at firms with no in-house program
Grow our complex assets and charitable trust business, including with advisors whose firms use a non-Ren DAF program
Own a national coverage model across regions, firms, and professional segments; define segmentation and territory requirements, and partner with RevOps on scoring and coverage design
Serve on the Growth leadership team and Ren's senior leadership team, bringing market and channel insight to company strategy and product priorities
Build the operating system for performance
You'll raise team performance by building the systems and conditions that make strong results the natural outcome.
Own pipeline outcomes and accountability; define the requirements for pipeline systems, data, and reporting, and partner with RevOps to build them
Build a data-driven culture around leading and lagging indicators and continuous improvement
Own the advisor adoption model: define the stages advisors move through, the signals that show where each advisor stands, and the skills reps need to move advisors forward
Use the adoption model to coach the team and to ensure a training and coaching program that measurably improves rep performance
Design the organizational structure that gets the most from each team and rep
Create clear career paths within and across teams that make Ren the best place to build a sales career
Turn advisors and professionals into advocates
Our growth depends on converting the professionals who influence wealth decisions into champions who bring Ren in before we ask. You'll build and scale that network.
Grow the financial advisor channel at the practitioner level by deepening existing relationships and expanding into new networks and underserved segments, with a deliberate strategy for building champions
Lead in-person awareness in every region through presentations, office visits, and events, using Marketing's materials and campaigns to activate…