--- title: 'Sr Manager, Fund Administration at Ren' canonical: 'https://feeny.ai/job/sr-manager-fund-administration-ren-hudson-5bkfsa735krz' type: 'job' last_seen: '2026-10-29' --- # Sr Manager, Fund Administration at Ren - **Company:** Ren - **Location:** Hudson - **Posted:** 2026-10-26 - **Last confirmed live:** 2026-10-29 - **Apply:** https://job-boards.greenhouse.io/renpsg/jobs/5462807008 ## Job description Position Summary: The Senior Manager, Fund Administration, leads the Fund Administration team, which opens donor-advised funds and processes investment account paperwork. The role contributes to the team strategy, manages staffing and capacity (including temporary staff during Giving Season), and serves as the primary point of contact for firms and custodians on new account matters. This individual drives process improvement and automation, uses data to measure performance and inform leadership decisions, and ensures a best-in-class client experience. Responsibilities: ## Team Leadership and Staffing - Contributes to a 3-year functional strategy for the Fund Administration team, including roles, responsibilities, and project expectations. Communicates objectives, performance expectations, and strategy to each team member, and tracks progress to ensure timely completion. - Owns hiring and capacity planning. Supervises and coaches team members, including temporary staff, reallocates workload as volume and priorities shift, and manages staffing and coverage against turnaround times. Recommends staffing additions or changes to meet objectives. - Onboards new team members and delivers foundational Fund Administration training. Revises Salesforce SOPs, co-facilitates Salesforce training, and leads system training as needed. Ensures each team member is trained on current controlled documents. - Leads Fund Administration’s Giving Season preparation, including contingency planning, Giving Season Agreements, the escalation and exception processes, and refresher training for cross functional teams. Operations and Client Service - Oversees paperwork assignment and routing to Fund Administration processors and answers questions on assignment. Creates and executes processes and workflows for opening DAFs and processing investment account paperwork accurately and efficiently. - Approves rush requests and handles manager-to-manager rush and assistance requests. Reviews escalations and exceptions, including quality check rushes, against the Giving Season escalation and exception process. Coaches Senior Associates to handle front-line escalations. - Manages the relationship with firms on mass change of signer requests and owns the related process documentation and communication templates. - Owns the account approvals and special transactions process. Process Improvement, Automation, and Systems - Challenges existing methods to find opportunities to improve process, performance, and client experience. Leads a high volume of improvement projects across Fund Administration and the new account opening lifecycle. - Authors the routing and quality check logic, UAT scenarios, and SOPs for Fund Administration automation, including the Paperwork Assignment and Quality Check bots. - Maps cross-functional and Fund Administration processes. Owns Partner Gateway updates and Next Steps documents, and keeps controlled documents and process documentation current for new account opening, account closing grants, and related workflows. - Works cross functionally with other teams to diagnose issues that trace back to systems issues. Data, Reporting, and Collaboration - Establishes metrics aligned with Quality Assurance requirements, tracks performance, and reports results to the Senior Director, Operations on a regular basis. Prepares briefings, business cases, and data analysis for senior leadership on staffing, turnaround times, and automation impact. - Leads functional and organizational projects as assigned and performs other responsibilities as assigned by leadership. Skills and Qualifications: - Bachelor’s degree in finance, operations, or a related field required - 5 or more years of experience in the financial services industry or a related industry - 3 or more years of experience leading a team - Advanced Microsoft Office skills (Word, Excel, and Outlook) - Strong leadership skills with the ability to foster a sense of team accountability and high performance - Strong analysis and critical thinking skills with the ability to tell the story with data - Excellent work ethic and self-motivation - Ability to work effectively in a fast-paced, results-oriented environment 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 - [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) - [Head of Advisor Channel Activation](https://feeny.ai/job/head-of-advisor-channel-activation-ren-remote-nsdjear5vzxg) - [VP, Marketing & Comms](https://feeny.ai/job/vp-marketing-comms-ren-remote-re2m5zpbhjj8)