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About the role
Key responsibilities & impact- Own the strategy for how Ren drives advisor engagement through Charitable Strategists and partner-facing teams
- Identify key advisor opportunities — such as year-end giving, tax events, and liquidity moments — and build targeted programs around them
- Ensure field teams are equipped to turn conversations into action through talking points, one-to-one emails, presentations, and related tools
- Design and launch advisor-facing campaigns that can be deployed by strategists across partner channels
- Build repeatable campaign frameworks encompassing emails, talking points, webinars, and follow-up sequences
- Develop high-impact emails, decks, one-pagers, and talk tracks designed for real advisor conversations
- Create simple, actionable materials that are easy for the field to use in live interactions
- Maintain and continuously evolve a library of field-ready content
- Act as a strategic partner to Charitable Strategists and Relationship Managers
- Support key initiatives, campaigns, and high-priority field opportunities
- Ensure strong alignment between centrally developed resources and field-level needs
- Gather insights from advisor conversations and field interactions
- Identify patterns, objections, and opportunities to refine messaging and programs
- Feed insights back into product marketing, product development, and broader organizational strategy.
Requirements
What you’ll need- Bachelor's degree in marketing, communications, business, finance, or a related field; equivalent experience considered
- 5+ years of experience in product marketing, field enablement, or growth marketing, with demonstrated success developing campaigns and materials that drive measurable engagement
- Proven ability to create field-ready content — emails, decks, talk tracks, one-pagers — for use in live advisor or sales interactions
- Experience working directly with field-facing teams such as sales, relationship managers, or client strategists
- Exceptional storytelling and communication skills, with the ability to translate complex financial or product concepts into clear, actionable messaging.
- Background in fintech, wealth management, philanthropic services, or broader financial services
- Familiarity with advisor behavior, distribution models, or partner-facing go-to-market strategies
- Experience designing repeatable campaign frameworks across multiple distribution channels.
Benefits
Comp & perks- Ren is an equal employment opportunity employer.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
product marketingfield enablementgrowth marketingcampaign developmentcontent creationemail marketingpresentation designwebinar designmessaging refinementdata analysis
Soft Skills
storytellingcommunicationstrategic thinkingcollaborationinsight gatheringproblem-solvingadaptabilityrelationship managementaction-orientedcreativity
