Ren · 2 weeks ago
Head of Field Sales and Solutioning
United States
Full-time
Remote
Director/Executive
10+ years expRen is at the intersection of financial services and philanthropy, powering donor-advised funds and charitable trusts with modern technology. As the Head of Field Sales and Solutioning, you will lead national teams to define strategies and drive the growth of Ren’s charitable planning solutions across the wealth management ecosystem.
Financial Services
Responsibilities
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
Prioritize travel and resources based on market potential and growth opportunity
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
Qualification
Required
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
Company
Ren
Ren is a driving force that powers people, ideas, and institutions for good.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Ronald Bowes
Chief Technology Officer
Andy Barton
Chief Financial Officer
Company data provided by crunchbase