Position Description:

The Client Account Representative (CAR) serves as a primary point of contact for clients, supporting the administration of client giving vehicles (e.g., DAFs, Trusts) and ensuring accurate processing, compliance, and reporting. This role contributes to client retention and operational consistency by delivering reliable, accurate service and maintaining high-quality client interactions both internally and externally. The use of minimal, controlled AI tools supports improved efficiency and responsiveness while preserving strong judgment, data integrity, and a client-centric experience.

This position is a temporary assignment, designed to support business needs while providing an opportunity to build foundational knowledge, skills, and experience within Client Services & Operations.

Duties & Responsibilities:

• Provide responsive, accurate, and professional client service to support client retention and satisfaction, following defined procedures and service standards.
• Serve as a first point of contact for routine client inquiries via different channels of communication and issue resolution, escalating more complex issues as needed.
• Apply standard professional concepts and guidelines to process transactions, maintain client records, and ensure regulatory compliance.
• Execute daily, weekly, and monthly reporting tasks, identifying basic variances and following established processes to resolve discrepancies.
• Collaborate with internal teams (Accounting, Cash Ops, IT) to ensure timely and accurate delivery of client outputs, building stable working relationships across teams.
• Follow structured workflows to support documentation, procedures, and consistent service delivery, contributing to incremental process improvements.
• Use approved AI-enabled tools in a limited and controlled manner to enhance efficiency (e.g., drafting communications, summarizing data, or organizing information), while ensuring accuracy, compliance, and human oversight.
• Maintain a high level of organization, attention to detail, and adherence to established policies and procedures.
• Provide coverage for team members and support broader team objectives as needed.

Education & Experience:

• Bachelor’s degree in Business, Finance, Accounting, or related field preferred; equivalent combination of education and relevant experience will be considered
• 1–3 years of professional experience in a business, financial services, operations, or client service environment, with exposure to transaction processing or client support preferred
• Foundational understanding (or demonstrated ability to learn) financial transactions, client account structures, or philanthropic vehicles (e.g., DAFs, Trusts)
• Demonstrated ability to learn and apply company policies, procedures, and professional concepts in a structured environment
• Strong written and verbal communication skills, with the ability to convey clear, accurate, and professional information to clients and internal partners
• High attention to detail, organization, and time management skills, with the ability to follow established processes and meet deadlines
• Ability to work within defined procedures while developing problem-solving skills for routine issues of limited scope
• Comfort using Microsoft Office Suite and willingness to learn internal systems and tools

VP, Advisor & Professional Channel Sales

Ren Growth Department

The Opportunity

Ren is looking for a rare kind of sales leader: someone who can run a disciplined, high-performing sales organization and think like a business developer who's never satisfied with the roads already on the map.

This is a senior leadership role with two equally important mandates: make our advisor-facing sales motion as productive and scalable as it can be, while building the next generation of professional channel relationships that bring charitable planning into rooms where it doesn't yet have a seat.

If you've spent your career in financial services but always felt like the industry was thinking too small – this is the role for you.

What You'll Be Responsible for:

1. Instilling the Operational Discipline That Makes Great Performance Inevitable

Our sales teams are producing. This leader's job is to elevate that performance to a completely different level – by building the strategic infrastructure and creating the conditions where great outcomes are the natural result of a great system.

• Own compensation strategy across multiple sales teams, moving from activity-based incentives toward outcome-driven structures that compound over time – rewarding the behaviors that build durable relationships and drive long-term revenue growth
• Architect a career development ecosystem that makes Ren the best place a sales professional has ever worked: clear laddering paths within and across teams, a robust L&D strategy built in partnership with People, RevOps, and Product Marketing, and a culture where every client interaction is the best the advisor has ever experienced
• Own the account-level pipeline as the architect of the system and the driver of outcomes – building the infrastructure that gives leadership real-time visibility while holding the team accountable to moving opportunities forward with precision

1. Defining the Sales Strategy That Puts Ren in a Category of One

The charitable planning market is ready to be reshaped, and Ren is positioned to do the reshaping. This leader will build the strategic foundation that turns our growth ambition into a systematic, repeatable competitive advantage – and lay the groundwork for what the advisor-facing org looks like in 2–3 years.

• Develop and own a national, multi-channel coverage model that enables our teams to work seamlessly and strike with precision across every relevant advisor and professional segment
• Define segmentation criteria, targeting priorities, and tiering logic that focus energy where the opportunity is largest and product-market fit is greatest
• Identify and test new offering opportunities based on market feedback, partnering with Corporate Strategy, Product & Technology, and Operations to validate, refine, and scope ideas that expand what Ren brings to market

1. Turning Every Advisor into an Active Advocate for Ren Among Their Client Base

We operate in a market of millions of advisors and practitioners. Our growth depends on converting the professionals who influence wealth decisions into champions who bring us into rooms before we've had a chance to ask. This leader builds and scales that network.

• Own and grow the financial advisor channel at the practitioner level, deepening existing relationships while expanding into new networks and underserved segments – with a deliberate strategy for building champions, not just clients
• Build and execute channel playbooks for each key segment, in close partnership with Product Marketing, articulating the why, how, and what behind every motion
• Cultivate relationships across the full universe of practitioners present when clients have the means and motivation to give:
• Transaction-adjacent: stock plan directors at client firms, investment bankers, business brokers, and other key stakeholders supporting major liquidity events and M&A
• Tax & Accounting: CPAs, tax advisors, tax counsel at law firms, outsourced CFO firms
• Legal & Estate Planning: Estate planning attorneys, trust & estate counsel, probate attorneys
• Investor Groups and Fund Managers: Hedge funds, private equity firms, venture capital firms
• Partner with Wealth Firm Partnerships on opportunities spanning practitioner and institutional levels; represent Ren at the highest levels of the advisor and professional community as a credible peer and thought leader

Who You Are

You have enough financial services experience to be credible in the room – with advisors, attorneys, or CPAs – but you don't think the way the industry thinks. You spot distribution opportunities others walk past. You build relationships that don't look like relationships yet.

You're a people leader who develops talent intentionally. Your teams trust you because you're clear, consistent, and invested in their growth. You're entrepreneurial enough to build from scratch and organized enough to systematize once it's working.

People enjoy working with you – inside and outside the company. You build trust quickly, get in the right rooms, and know how to make the most of it once you're there. The industry's best practitioners are glad to hear from you.

Specific experience that will matter:

• Senior leadership in financial services, wealth management, fintech, or adjacent professional services
• Demonstrated success building or materially expanding go-to-market strategies – not just managing existing ones
• Experience developing referral or partnership relationships with non-traditional professional channels (legal, tax, accounting, transaction-adjacent)
• A track record of building high-performing teams, not just inheriting them
• Comfort in a lean, entrepreneurial environment where resources are earned, not assumed

Why This Role

Charitable planning is one of the most underserved disciplines in wealth management. Ren sits at the center of it – with the platforms, the expertise, and the relationships to make it far more central to how advisors and their clients think about wealth.

This is not a role for someone who wants to execute a familiar playbook. It's for a creative problem solver, an inspired strategic thinker, and a mission-driven people leader ready to outbuild, outmaneuver, and outlast the incumbents who've held this space for too long.

The Client Account Representative is solution-oriented, organized, and precise, serving as a primary point of contact for our clients. This individual is responsible for understanding recorded financial transactions for client giving vehicles (i.e. DAFs, Trusts, etc.), philanthropic industry rules and regulations, and administering all aspects of managing client programs. A positive attitude enables the Client Account Representative to build strong client relationships and work as a cross-functional internal team member. Understanding client’s needs and programs allows the Client Account Representative to improve on existing processes and procedures. This position is a combination of transaction processing and oversight, problem-solving, and ongoing communication with clients.

Duties & Responsibilities:

• Ensure client retention, loyalty, and continued opportunities by providing excellent client service through proactive client contact, prompt and accurate responses, and high energy and enthusiasm.
• Serve as first point of contact for problem resolution. Communicate regularly through phone calls, emails, and chat.
• Oversee the accurate and organized maintenance of client records, ensuring compliance with all legal and regulatory requirements.
• Run daily, weekly, and monthly reports to discover and act on exception reporting.
• Partner with various internal departments, including accounting, cash operations, and information technology to ensure that all reporting, statements, financial transactions, and data processing are correct and handled in a timely manner.
• Responsible for identifying, documenting, and reviewing processes and procedures to enhance program efficiency and effectiveness.
• Collaborate with internal teams to identify and address systemic issues, striving for continuous improvement, while being an active participant and/or leader in such initiatives
• Providing coverage for teammates as needed.
• Liaison for interdepartmental client relationships.
• Other duties as assigned.

Education & Experience:

• Bachelor's degree in Business, Finance, Accounting, or related field required or equivalent 5+ years’ experience.
• 1-2 years’ experience in financial services, philanthropic industry, or trust administration highly preferred.
• Strong communication and interpersonal skills.
• Excellent writing and customer service skills.
• Exceptional attention to detail, highly organized, with a commitment to high quality and timely service.
• Strong time management skills with a demonstrated ability to effectively prioritize work in a fast-paced environment.
• A desire to learn and an ability to work well with others in a collaborative team structure.
• Flexibility and agility to shift priorities, cross-train, and contribute to individual, team, and company priorities.
• Strong business ethics and personal integrity.
• Fluent in Microsoft Office Suite.