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Head of Advisor Channel Activation

2 hours, 33 minutes ago
Anywhere
Executive
Partnerships Manager
Sales and Business Development
Apply Now
Ren

Ren

Ren is a leading philanthropic solutions provider, offering expertise in charitable giving and planned giving to financial institutions and charitable organizations. Their DonorFirstX platform provides customizable solutions for managing planned gifts ...

Capital Markets
51-250
Founded 1987
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Description

  • Own sales targets, forecasting, budget, territory coverage, capacity planning, and incentive compensation across advisor and professional channels.
  • Develop the strategy for advisor activation, DAF adoption, complex assets, and charitable trust growth.
  • Build new relationships with financial advisors, wealth managers, attorneys, CPAs, tax professionals, transaction advisors, investors, and fund managers.
  • Create scalable pipeline, reporting, segmentation, scoring, and coverage systems with RevOps.
  • Use unit economics and performance indicators to allocate resources and improve channel productivity.
  • Build advisor adoption models, coaching programs, training systems, organizational structures, and career paths.
  • Develop segment-specific sales playbooks with Product Marketing and coordinate handoffs with Customer Success.
  • Lead regional presentations, office visits, events, and other activities that build advisor awareness and advocacy.
  • Represent Ren as a credible peer and thought leader while contributing channel insight to company and product strategy.

Requirements

  • Senior leadership experience in financial services, wealth management, fintech, or adjacent professional services.
  • Demonstrated success building or materially expanding go-to-market strategies.
  • Experience owning revenue or asset-growth targets, budgets, and sales compensation design.
  • Track record of making disciplined, unit-economics-based investment decisions across channels.
  • Experience developing referral or partnership relationships in legal, tax, accounting, or transaction-adjacent channels.
  • Proven ability to build and lead high-performing teams and develop talent.
  • Credibility with financial advisors, attorneys, CPAs, and other wealth-management professionals.
  • Entrepreneurial, strategic, and organized approach suited to a lean environment with limited resources.
  • Strong relationship-building, communication, coaching, and thought-leadership abilities.

Interested in this position?

Apply directly on the company website

Apply Now

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