--- title: 'Head of Advisor Channel Activation at Ren' canonical: 'https://feeny.ai/job/head-of-advisor-channel-activation-ren-remote-nsdjear5vzxg' type: 'job' last_seen: '2026-10-29' --- # Head of Advisor Channel Activation at Ren - **Company:** Ren - **Location:** Remote - **Work type:** remote - **Posted:** 2026-10-08 - **Last confirmed live:** 2026-10-29 - **Apply:** https://job-boards.greenhouse.io/renpsg/jobs/5446555008 ## Job description 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 advisors - Build and execute playbooks for each key segment with Product Marketing, defining the why, how, and what behind each motion - Own advisor activation and expansion, and partner with Customer Success on handoffs so every FA interaction is consistent and valuable - Build relationships with the practitioners present when clients have the means and motivation to give: Private wealth: family offices and private wealth management practices Transactions: stock plan directors, investment bankers, business brokers, and others supporting liquidity events and M&A Tax and accounting: CPAs, tax advisors, law firm tax counsel, outsourced CFO firms Legal and estate planning: estate planning attorneys, trust and estate counsel, probate attorneys Investors and fund managers: hedge funds, private equity firms, venture capital firms - Partner with the Wealth Firm Partnerships team on opportunities that span practitioner and institutional levels - Represent Ren as a credible peer and thought leader across the advisor and professional community Who You Are: You have enough financial services experience to be credible with advisors, attorneys, and CPAs, but you don't think the way the industry thinks. You spot distribution opportunities others miss and build relationships before they look like relationships. You'd rather pursue what's possible than repeat what you've done before. You develop talent intentionally. Your teams trust you because you're clear, consistent, and invested in their growth. You're entrepreneurial enough to build from scratch and organized enough to systematize what works. People inside and outside the company enjoy working with you. You build trust quickly, and the industry's best practitioners are glad to hear from you. What You Bring: - Senior leadership experience in financial services, wealth management, fintech, or adjacent professional services - A track record of building or materially expanding go-to-market strategies, not just managing existing ones - Experience owning a revenue or asset growth number, a budget, and sales compensation design - A 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) - A track record of building high-performing teams - Comfort in a lean, entrepreneurial environment where resources are earned Why This Role: Charitable planning is one of the most underserved disciplines in wealth management. Ren has the platforms, expertise, and relationships to make it central to how advisors and their clients think about wealth. This role isn't about running a familiar playbook. It's for a creative problem solver, strategic thinker, and mission-driven people leader ready to take on the incumbents who've held this space too long. Ren is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. ## About Ren ## Company Overview - **One-liner**: Ren provides technology and services to power donor-advised fund (DAF) programs for wealth management firms, institutions, and individual philanthropists. - **Entity Type**: Private (strategic investment from Bain Capital Tech Opportunities and Valeas Capital Partners in 2023) - **Headquarters**: Indianapolis, Indiana, United States (with additional offices in Hudson, Ohio) - **Founded**: 1987 (as Renaissance, Inc.; rebranded to Ren in 2021) - **Founders**: Not publicly available ## Core Business - Primary industry/industries: Financial services (philanthropic technology and donor-advised fund administration) - Target customers: B2B – wealth management firms, financial advisors, faith-based and community foundations, and other institutions. Also serves individual donors through Ren-powered programs. - Mission or purpose statement: “Our mission is to deliver the expertise, standards, and technology necessary to power growth and scale throughout the philanthropic economy.” ## Products & Services - **Ren DAF Platform**: A next-generation donor-advised fund platform that streamlines establishing, funding, and managing DAFs. Includes automated workflows and flexible giving options. - **Charitable Vehicles**: A complete set of charitable vehicles beyond DAFs (e.g., charitable trusts) to meet expanded donor needs. - **Enterprise Solutions**: Customized, turnkey DAF programs for large wealth management firms and institutions, including white-label options. - **Managed Services**: Administration, compliance, and client support services for firms that want to outsource DAF operations. ## Market Standing - **Valuation/Market Cap**: Not disclosed (received a strategic investment from Bain Capital Tech Opportunities and Valeas Capital Partners in 2023; amount not publicly available) - **Key Metric**: Over $35 billion granted to charities annually; more than $200 billion in charitable assets supported across 150+ unique DAF programs. - **Notable Investors/Partners**: Bain Capital Tech Opportunities, Valeas Capital Partners. Partners include over 150 wealth management firms and DAF program leaders. - **Growth Signals**: Multiple Ren-powered programs crossed the $10 billion mark in 2025. Acquired Pinkaloo Technologies (2021) and Stellar Technology Solutions (2023). Nearly 40 years of continuous operation and innovation. ## Competitive Advantages - **Longevity and Scale**: Nearly four decades of experience in philanthropic services; one of the largest DAF technology providers in the U.S. - **Integrated Platform**: Combines technology, administration, and compliance under one roof, reducing complexity for advisors and donors. - **Network Effects**: Powers ~50% of U.S. DAF assets, giving it a dominant position and deep integration with the wealth management ecosystem. - **Focus on Innovation**: Continuous investment in modern, user-friendly technology (e.g., automated workflows, mobile capabilities) to differentiate from legacy providers. ## Strategic Focus - **Growth and Scaling**: Expanding enterprise partnerships and deepening existing relationships to increase assets under management on the platform. - **Technology Modernization**: Further developing the platform to deliver a “world-class giving experience” for both advisors and donors. - **Product Expansion**: Adding new charitable vehicle types and services to meet evolving donor needs (e.g., complex trust administration). - **Talent Acquisition**: Actively hiring across product, engineering, marketing, and client services to support growth. ## Why Work Here - **Culture**: Emphasizes values like “Be bold and innovative,” “Be inclusive,” “Trust and empower,” and “Don’t settle.” Committed to diversity, equity, and inclusion. - **Remote/Hybrid Policy**: Hybrid and remote work options available for most positions; offices in Indianapolis (HQ) and Hudson, Ohio. - **Benefits**: Competitive health/dental/vision insurance, flexible PTO, paid parental leave, 401(k) with company match, free Calm subscription, monthly fitness reimbursement, professional development courses, and charitable giving opportunities. - **Engineering Culture**: Tech-focused leadership (CEO Joe Fisher joined in 2019 to usher in a tech-forward approach). Recent acquisitions of technology companies signal a strong commitment to product and engineering excellence. - **Awards**: Not specified in the provided data, but the company promotes a modern, employee-centric work environment. ## Sources 1. [reninc.com](https://www.reninc.com/) 2. [reninc.com/about-ren](https://www.reninc.com/about-ren/) 3. [reninc.com/careers](https://www.reninc.com/careers/) 4. [linkedin.com/company/reninc](https://www.linkedin.com/company/reninc) 5. [job-boards.greenhouse.io/renpsg](https://job-boards.greenhouse.io/renpsg) ## Other roles at Ren - [Sr Manager, Fund Administration](https://feeny.ai/job/sr-manager-fund-administration-ren-hudson-5bkfsa735krz) — Hudson - [Associate II Fund Administration](https://feeny.ai/job/associate-ii-fund-administration-ren-hudson-ncgtepam9vac) — Hudson, OH - [Senior Manager, Integrated Marketing Strategy](https://feeny.ai/job/senior-manager-integrated-marketing-strategy-ren-remote-y60m4z1tr6w7) - [VP, Marketing & Comms](https://feeny.ai/job/vp-marketing-comms-ren-remote-re2m5zpbhjj8)