Head of Department

• 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

Explore Head of Advisor Channel Activation at Ren. Review requirements and application details.

Head of Advisor Channel Activation

Communications

• Lead a multi-disciplinary team spanning content, PR, internal communications, paid media, and events
• Set the team vision, operating rhythm, KPIs, accountability, and operational excellence standards
• Coach and develop team members and build future marketing leaders
• Direct agency partners and hold them accountable to outcomes
• Champion testing, experimentation, AI-enabled content, workflows, and emerging channels
• Define and own the brand vision and company-wide adoption across Ren, RCF, and AEF
• Own audience segmentation and integrate content, PR, internal communications, paid media, and events into a coherent brand experience
• Translate brand strategy into a growth roadmap focused on awareness, advisor and donor preference, and advisor acquisition
• Lead strategy for the DAF Giving Summit and oversee planning and content teams and vendors
• Generate demand through nurture, lifecycle, channel mix, paid media, distribution, attribution, and reporting programs
• Own website content and performance, including SEO, AEO, and AI-driven discovery
• Develop PR strategy and oversee the PR agency
• Oversee internal communications

Explore VP, Marketing – Communications at Ren. Review requirements and application details.