VP, Field Engagement, Charitable Solutioning
Ren
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob Level
Lead
About the role
- 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.
Requirements
- 10+ years in financial services, charitable planning, wealth management consulting, or advisor-facing roles.
- 5+ years leading field sales, consulting, or education teams.
- Strong understanding of wealth management distribution channels (RIA, IBD, wire house, private wealth).
- Expertise—or ability to rapidly acquire expertise—in charitable giving vehicles such as donor-advised funds and trusts.
- Exceptional presentation, influence, and communication skills, with experience coaching others to mastery.
- Proven ability to create scalable frameworks for team development, field operations, and performance management.
- Highly analytical, organized, and effective at synthesizing market insights.
- Passion for philanthropy and enabling advisors to deliver meaningful impact to their clients.
Benefits
- Remote work opportunity
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
charitable giving vehiclesdonor-advised fundstrustsfield operationsperformance managementdata analysisscalable frameworksKPI developmentconsultative sellingadvisor education
Soft skills
leadershipcoachingcommunicationpresentationinfluenceorganizational skillsanalytical skillsnetwork buildingrelationship cultivationcontinuous improvement