Head of Advisor Channel Activation

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of sales objectives for both advisor and professional channels, which include shared targets and attribution guidelines in collaboration with Customer Success and RevOps.

• Provide accurate forecasts to the Chief Growth Officer.

• Strategically allocate sales resources by considering acquisition costs, payback periods, and asset growth for each representative.

• Manage the sales budget and collaborate with RevOps and Finance to design incentive compensation plans.

• Plan for capacity and staffing needs.

• Develop strategies and take responsibility for advisor activation across firms utilizing Ren-powered white-labeled DAF programs, as well as those without in-house programs.

• Expand complex assets and the charitable trust business.

• Oversee national coverage, segmentation, territory requirements, scoring, and coverage design.

• Participate in Growth and senior leadership teams.

• Establish pipeline systems, data management, reporting, and accountability in cooperation with RevOps.

• Foster a data-driven culture focused on performance metrics and continuous improvement.

• Create the advisor adoption model and leverage it for coaching and training initiatives.

• Design organizational frameworks and career progression pathways.

• Enhance financial advisor channels and cultivate champions through new networks and underserved segments.

• Lead regional awareness initiatives through presentations, office visits, and events.

• Develop segment playbooks in partnership with Product Marketing.

• Manage advisor activation and growth, collaborating with Customer Success for seamless transitions.

• Establish relationships with professionals in wealth management, transactions, tax, accounting, legal, estate planning, investing, and fund management.

• Collaborate with Wealth Firm Partnerships on both practitioner and institutional opportunities.

• Represent Ren as a peer and thought leader within advisor and professional communities.

⛳️ Requirements

• Extensive senior leadership experience in financial services, wealth management, fintech, or related professional services.

• Proven history of developing or significantly enhancing go-to-market strategies.

• Experience in overseeing revenue or asset growth metrics, managing budgets, and designing sales compensation structures.

• A track record of making disciplined investment decisions across various channels, based on unit economics.

• Background in cultivating referral or partnership relationships with non-traditional professional channels (such as legal, tax, accounting, and transaction-related fields).

• Demonstrated success in building high-performing teams.

• Ability to thrive in a lean, entrepreneurial setting where resources are earned.

🏝️ Benefits

• Comprehensive benefits package.

• Opportunities for professional development and growth.

• Collaborative and innovative work environment.