Product Marketing

• Own and evolve the partner enablement strategy across multiple partner types (e.g., RIAs, Wirehouses, and More).
• Build scalable frameworks and resources to ensure partners can position Ren effectively and consistently.
• Serve as the subject matter expert on partner needs and field feedback, translating insights into strategic marketing initiatives.
• Develop high-impact marketing and enablement content including brochures, case studies, presentations, email templates, and videos tailored to partner use.
• Maintain and evolve a central library of up-to-date, customizable collateral for internal teams and external partners.
• Ensure consistency in messaging, tone, and positioning across all partner-facing materials.
• Own the development and expansion of a scalable content library to support our AI initiatives.
• Lead content strategy and execution across the full customer journey, ensuring all assets are current, effective, and aligned with business goals.
• Continuously test, evaluate, and provide feedback to optimize the performance and impact of our content engine.
• Develop and support co-branded and partner-led marketing campaigns that drive DAF awareness, contributions, and engagement.
• Work closely with the Digital Marketing team to deploy campaigns across email, webinars, and partner channels.
• Track performance of campaigns and recommend optimizations to maximize impact.
• Design and deliver training programs, webinars, and live workshops to help partners understand Ren’s platform and philanthropic value proposition.
• Create a library of webinars and “train the trainer” on giving these workshops / webinars.
• Gather and analyze partner feedback, usage data, and campaign performance to inform future strategy.
• Report on KPIs related to partner enablement, campaign ROI, and content utilization.

Senior Product Marketing Manager

Operations

• Define and execute Renʼs Growth strategy
• Build the revenue strategy and growth framework across enterprise, channel, and direct sales.
• Maintain the quantitative growth model to guide resourcing and allocation.
• Establish performance measurement systems and cascading dashboards.
• Define pricing strategy for new and existing offerings.
• Oversee a senior team driving expansion within large financial institutions.
• Foster collaboration, knowledge sharing, and rapid feedback loops.
• Deliver meaningful year-over-year contribution growth.
• Manage email campaigns, data quality, segmentation, and compliance.
• Analyze and report campaign performance and learnings.
• Implement lead scoring, routing, and nurture strategies; integrate marketing and sales funnels.
• Design compensation and quota frameworks for direct and channel sales.
• Build scalable enablement programs, tools, and training.
• Own lead routing, CRM data integrity, reporting, and analytics.
• Provide performance insights on pipeline, attainment, win/loss, productivity, and velocity.
• Map and refine buying journeys across all commercial functions.
• Build a data-driven continuous improvement engine to increase conversions and reduce cycle time.
• Lead tech platform integrations and GTM tech stack strategy (CRM, marketing automation, analytics, AI).
• Coach commercial teams and monitor core growth KPIs (conversion, cycle length, deal size, churn, channel performance).
• Define a cohesive portfolio aligned to strengths and differentiated value.
• Partner with Strategy, Product, Tech, and Ops on new-offering development and market validation.
• Identify unmet customer needs, expand share of wallet, and conduct customer/market mapping.
• Lead competitive intelligence and ICP refinement.
• Develop pricing and monetization frameworks with Finance and drive internal enablement.
• Other duties as assigned.

VP, Growth Strategy and Operations

Vice President

• Lead and develop a distributed team of Charitable Strategists and SMEs.
• Build the team’s expertise in charitable giving vehicles, Ren’s platform, facilitation skills, and consultative selling.
• Set clear expectations, KPIs, and development pathways; coach team members in building networks within the advisor and wealth ecosystems.
• Design and execute the national field strategy to drive advisor education, adoption, and charitable planning usage.
• Build scalable territory plans, engagement models, event playbooks, and workflows.
• Ensure strong field execution across advisor consultations, trainings, webinars, roadshows, conferences, and partner enablement.
• Cultivate deep relationships with high-value advisors, private wealth teams, and key industry influencers.
• Equip the team to build and nurture high-quality networks and long-term partnerships.
• Identify advisor segments and markets with the greatest charitable planning opportunity; represent Ren at key field events.
• Build systems to capture advisor and partner feedback and surface insights across the organization.
• Translate qualitative and quantitative data into themes and recommendations for Product, Marketing, Operations, and Leadership.
• Ensure insights inform roadmap decisions, service enhancements, messaging, and GTM strategy.
• Develop scalable processes, CRM standards, reporting tools, and activity frameworks.
• Analyze field engagement data to evaluate performance and guide strategy.
• Drive continuous improvement through new tactics, best practices, and operational innovations.
• Partner with Finance and drive internal enablement.
• Other duties as assigned.

VP, Field Engagement, Charitable Solutioning

Account Manager

• Ensure client retention, loyalty, and continued opportunities by providing excellent client service through proactive client contact, prompt and accurate responses, and high energy and enthusiasm.
• Serve as first point of contact for problem resolution. Communicate regularly through phone calls, emails, and chat.
• Oversee the accurate and organized maintenance of client records, ensuring compliance with all legal and regulatory requirements.
• Run daily, weekly, and monthly reports to discover and act on exception reporting.
• Partner with various internal departments, including accounting, cash operations, and information technology to ensure that all reporting, statements, financial transactions, and data processing are correct and handled in a timely manner.
• Responsible for identifying, documenting, and reviewing processes and procedures to enhance program efficiency and effectiveness.
• Collaborate with internal teams to identify and address systemic issues, striving for continuous improvement, while being an active participant and/or leader in such initiatives.
• Providing coverage for teammates as needed.
• Liaison for interdepartmental client relationships.
• Other duties as assigned.

Client Account Representative

Full-stack Engineer

• Write production-quality, highly performant, API services using C#/.NET Core for service-based enterprise SaaS solutions in a collaborative, agile environment.
• Modification of database objects using SQL and PL/SQL (stored procedures, views, tables etc.)
• Write Automated Unit, Integration, and UI-level Tests to increase code quality and lower defect rate.
• Provide technical guidance, mentorship while providing technical and design feedback leveraging code and peer reviews across the full application stack.
• Collaborate and pair with other software engineers and product professionals to design, implement and test new features and product refinements.
• Refactor existing code to improve maintainability and quality.
• Author and present training materials and documentation to other team members and users of software.
• Work closely with Product Management and other areas of the business to ensure market needs are met.
• Work with Architecture team to design and implement new service-based, automated application environment.
• Adhere to defined security standards in both functional and non-functional duties of job.
• Work with cloud storage and warehousing tools such as Snowflake.
• Work with reporting software such as Metabase.
• Other duties as assigned.

Senior Software Engineer

• Works closely with Director, Firm Partnerships to implement firm business development strategy to deepen firm relationships through new advisors and generate business with existing advisors and collaborates with cross functional teams to ensure seamless communication and coordination with advisors.
• Tracks and analyzes key performance indicators related to goals to build or grow advisor partnerships.
• Cultivates prospects in the assigned book of business by identifying and assessing potential advisor partners and serves as the primary point of contact for key advisor partners.
• Educates, onboards advisors, and scales new opportunities within an assigned region.
• Implements strategies to increase the adoption of products and services among advisor partners.
• Understands and effectively uses sales methodology to execute strategy.
• Works positively and constructively across the Partnerships Team with a focus on developing strong relationships and opportunities to leverage resources and initiatives to efficiently achieve outcomes.
• Maintains good working knowledge of other teams, their work, outcomes, and successes.

Senior Product Marketing Manager

VP, Growth Strategy and Operations

VP, Field Engagement, Charitable Solutioning

Client Account Representative

Senior Software Engineer

Associate Director, Advisor Partnerships