Head of Advisor Channel Activation

Ren

. Own sales targets for advisor and professional channels, including shared targets and attribution rules with Customer Success and RevOps .

Posted 10/8/2026full-timeRemote • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in driving sales growth and advisor activation within financial services, leveraging data-driven strategies and building high-performing teams. Proven ability to design compensation structures and manage budgets while fostering partnerships across various professional channels.

Highest-signal resume keywords

Senior Leadership ExperienceGo-To-Market Strategy DevelopmentRevenue Growth OwnershipSales Compensation DesignHigh-Performing Team Building

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Target ManagementBudget OwnershipData-Driven Decision MakingAdvisor Activation StrategyPipeline System DefinitionPerformance Indicator DevelopmentCapacity PlanningIncentive Compensation DesignReferral Relationship DevelopmentAsset Growth Management

Soft Skills

Relationship BuildingCoaching and TrainingPresentation SkillsCollaborationLeadership

Industry Keywords

Financial ServicesWealth ManagementFintechProfessional ServicesCustomer SuccessRevOpsCharitable Trust BusinessAdvisor ChannelsPartnership OpportunitiesEntrepreneurial Environment

About the role

Key responsibilities & impact

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

What you’ll need

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