Head of Advisor Channel Activation

The role

This sales leader will run a disciplined sales organization to make advisor-facing sales productive and scalable. The role involves building new professional channel relationships to bring charitable planning into new conversations.

What you will do

• Own sales targets for advisor and professional channels
• Forecast accurately to the Chief Growth Officer
• Invest sales resources using unit economics
• Own the sales budget and design incentive compensation
• Plan capacity and hiring
• Set the strategy for advisor activation
• Grow complex assets and charitable trust business
• Own a national coverage model across regions and segments
• Serve on the Growth and senior leadership teams
• Build systems for pipeline outcomes, data, and reporting

Required qualifications

• Senior leadership experience in financial services, wealth management, fintech, or adjacent professional services
• A track record of building or materially expanding go-to-market strategies
• Experience owning a revenue or asset growth number, a budget, and sales compensation design
• A record of disciplined investment decisions across channels, grounded in unit economics
• Experience developing referral or partnership relationships with non-traditional professional channels
• A track record of building high-performing teams
• Comfort in a lean, entrepreneurial environment

About the company

Ren is looking for a sales leader to run a disciplined, high-performing sales organization. The company aims to make charitable planning central to how advisors and their clients think about wealth.