{"jobs":[{"absolute_url":"https://job-boards.greenhouse.io/renpsg/jobs/5147065008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_optional","internal_job_id":4440214008,"location":{"name":"Indianapolis, Indiana"},"metadata":null,"id":5147065008,"updated_at":"2026-05-20T15:54:54-04:00","requisition_id":"89","title":"Client Account Representative","company_name":"Ren","first_published":"2026-03-09T15:43:47-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Duties \u0026amp;amp; Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as first point of contact for problem resolution. Communicate regularly through phone calls, emails, and chat.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee the accurate and organized maintenance of client records, ensuring compliance with all legal and regulatory requirements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Run daily, weekly, and monthly reports to discover and act on exception reporting.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for identifying, documenting, and reviewing processes and procedures to enhance program efficiency and effectiveness.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Providing coverage for teammates as needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Liaison for interdepartmental client relationships.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Education \u0026amp;amp; Experience:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree in Business, Finance, Accounting, or related field required or equivalent 5+ years’ experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;1-2 years’ experience in financial services, philanthropic industry, or trust administration highly preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication and interpersonal skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent writing and customer service skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional attention to detail, highly organized, with a commitment to high quality and timely service.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong time management skills with a demonstrated ability to effectively prioritize work in a fast-paced environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A desire to learn and an ability to work well with others in a collaborative team structure.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexibility and agility to shift priorities, cross-train, and contribute to individual, team, and company priorities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong business ethics and personal integrity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fluent in Microsoft Office Suite.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p style=\u0026quot;text-align: center;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Ren is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law\u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4078363008,"name":"Managed Services","child_ids":[],"parent_id":null}],"offices":[{"id":4040904008,"name":"Indianapolis HQ","location":"Indianapolis, Indiana, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/renpsg/jobs/5124460008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4430015008,"location":{"name":"Hudson, Ohio"},"metadata":null,"id":5124460008,"updated_at":"2026-06-11T10:58:55-04:00","requisition_id":"88","title":"Investment Relationship Associate","company_name":"Ren","first_published":"2026-02-27T15:19:46-05:00","language":"en","application_deadline":null,"content":"\u0026lt;table width=\u0026quot;450\u0026quot;\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;138\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Title:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;312\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Investment Relationship Associate\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;138\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Department: \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;312\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Client Service \u0026amp;amp; Operations\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;138\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Level \u0026amp;amp; Status\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;312\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;P3, Exempt\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Description:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;The Investment Relationship Associate\u0026amp;nbsp;supports the Investment Team by executing operational and administrative processes related to account setup, maintenance, documentation, and routine transactions. This role ensures\u0026amp;nbsp;accurate\u0026amp;nbsp;processing of investment activity\u0026amp;nbsp;in accordance with\u0026amp;nbsp;established policies and procedures and serves as a primary point of contact for routine\u0026amp;nbsp;advisors\u0026amp;nbsp;and internal requests.\u0026amp;nbsp;The position focuses on transaction accuracy,\u0026amp;nbsp;document management, and service delivery\u0026amp;nbsp;in accordance with\u0026amp;nbsp;established guidelines.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Duties \u0026amp;amp; Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Serve as\u0026amp;nbsp;an authorized\u0026amp;nbsp;signer.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Assist\u0026amp;nbsp;in the\u0026amp;nbsp;process\u0026amp;nbsp;of\u0026amp;nbsp;new\u0026amp;nbsp;account setups, transfers, and maintenance requests.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Serve as\u0026amp;nbsp;a Ghost Signer during\u0026amp;nbsp;absences.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Review\u0026amp;nbsp;assigned account liquidations under established procedures.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Monitor shared inboxes and\u0026amp;nbsp;respond\u0026amp;nbsp;to routine inquiries.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Resolve Salesforce cases, locked logins, and system access requests\u0026amp;nbsp;as assigned.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Provide direct communication\u0026amp;nbsp;to\u0026amp;nbsp;advisors, custodians, and internal leadership.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Coordinate\u0026amp;nbsp;paperwork and\u0026amp;nbsp;document corrections.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Load and\u0026amp;nbsp;maintain\u0026amp;nbsp;completed\u0026amp;nbsp;documents\u0026amp;nbsp;within document management systems.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Provide standard account information to advisors and internal teams.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Monitor workflow queues to ensure\u0026amp;nbsp;timely\u0026amp;nbsp;processing.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Support special projects and high-volume periods.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Escalate non-standard inquires\u0026amp;nbsp;to senior staff.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Decision-Making Authority\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Execute\u0026amp;nbsp;approved processes.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Determine\u0026amp;nbsp;workflow prioritization.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Refer exceptions and complex matters to senior staff.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Scope \u0026amp;amp; Impact\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Direct impact on operational efficiency and service quality.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Support compliance through\u0026amp;nbsp;accurate\u0026amp;nbsp;execution.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Limited financial or regulatory discretion.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;AI \u0026amp;amp; Technology Proficiency\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Applies AI-powered tools (e.g., workflow automation, document processing assistants, CRM AI features) to improve accuracy, reduce manual effort, and increase throughput on routine and moderately complex operational tasks.\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Identifies opportunities to leverage AI and automation in investment operations workflows; contributes analysis and recommends process improvements for review by senior team professionals.\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Skills \u0026amp;amp; Qualifications\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Bachelor’s degree in finance, business, economics, or a related field\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;2–3+ years\u0026amp;nbsp;of experience in financial services, document processing, or investment support functions\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Demonstrated ability to assess unusual circumstances, devise solutions with limited information, and suggest variations in approach to resolve diverse operational issues\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Proficiency in Microsoft Office applications and experience using CRM or workflow-tracking platforms\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Proven ability to work independently with minimal day-to-day instruction; exercises judgment within defined procedures and contributes to process analysis and investigation\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Complete understanding of investment account structures, operational processes, and professional discipline principles, with capacity to advise others on complex matters\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Familiarity with donor-advised funds\u0026amp;nbsp;or willingness to learn DAF concepts preferred\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p style=\u0026quot;text-align: center;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Ren is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law\u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4062499008,"name":"Hudson Office","child_ids":[],"parent_id":null}],"offices":[{"id":4049115008,"name":"Hudson","location":"Ohio, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/renpsg/jobs/5237834008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_optional","internal_job_id":4483186008,"location":{"name":"Remote"},"metadata":null,"id":5237834008,"updated_at":"2026-06-11T10:22:36-04:00","requisition_id":"103","title":"Senior Product Marketing Manager","company_name":"Ren","first_published":"2026-06-09T16:30:11-04:00","language":"en","application_deadline":null,"content":"\u0026lt;table width=\u0026quot;450\u0026quot;\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;138\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Title:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;312\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Sr Product Marketing Manager, UHNW \u0026amp;amp; Complex Assets\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;138\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Department: \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;312\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Product Marketing\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;138\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Level \u0026amp;amp; Status \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;312\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;P4, Exempt\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Description:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;The Sr Product Marketing Manage, UHNW \u0026amp;amp; Complex Assets Strategy is responsible for leading strategic positioning, advisor enablement, and growth initiatives related to sophisticated philanthropic opportunities and complex asset strategies.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;This role operates with a high degree of independence and ownership, shaping go-to-market strategies and advisor engagement approaches for advanced charitable planning. The role enables advisors, enterprise partners, and charitable strategists to identify and execute on high-value opportunities involving founders, liquidity events, concentrated stock, private business interests, alternatives, and other complex assets.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;You will partner closely with enterprise teams, business development leaders, Charitable Strategists, and Product Marketing to translate sophisticated planning concepts into compelling narratives, scalable playbooks, and enterprise-ready growth strategies.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;This is not a traditional product marketing role. You will act as a strategic growth partner, expanding Ren’s presence and influence within UHNW, family office, and advanced philanthropic planning ecosystems.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Duties \u0026amp;amp; Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;UHNW \u0026amp;amp; Complex Assets Strategy\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Own positioning and messaging for sophisticated charitable planning and complex asset strategies\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Develop scalable playbooks, case studies, and frameworks for advanced advisor conversations\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Support strategic initiatives related to founders, liquidity events, concentrated positions, alternatives, and private business interests\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Advisor \u0026amp;amp; Enterprise Enablement\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Help advisors and enterprise partners identify, position, and advance complex philanthropic opportunities\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Develop high-impact, advisor-facing materials that simplify advanced planning concepts into actionable insights\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Influence how UHNW and family office opportunities are integrated into advisor workflows and client strategies\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Strategic Growth Leadership\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Partner with business development and enterprise teams to influence and accelerate high-value opportunities\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Shape and contribute to thought leadership in advanced philanthropy and UHNW strategy\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Proactively identify market trends and translate them into actionable growth initiatives\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Cross-Functional Collaboration\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Collaborate with Product Marketing, Enterprise teams, Charitable Strategists, Product, and business leaders\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Act as a connector across teams to align messaging, strategy, and execution\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Influence product and go-to-market strategy through deep understanding of advisor and partner needs\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Insights \u0026amp;amp; Market Intelligence\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Synthesize market, advisor, and partner insights to inform strategy and positioning\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Identify patterns, gaps, and friction points in advisor engagement and opportunity development\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Translate insights into refined messaging, playbooks, and activation strategies\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Establish feedback loops to continuously improve advisor experience and growth outcomes\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;AI \u0026amp;amp; Innovation Responsibilities\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Leverage AI to enhance speed, scale, and effectiveness of marketing and enablement initiatives\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Utilize AI-driven insights to identify UHNW advisor behaviors, opportunity signals, and engagement patterns\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Design scalable personalization strategies for advisor and enterprise communications using AI tools\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Education \u0026amp;amp; Experience:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Bachelor’s degree in Marketing, Business, Finance, or related field (MBA preferred) \u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;5–8+ years of experience in product marketing, wealth management, financial services, or philanthropic strategy \u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Strong understanding of UHNW client dynamics, complex assets, and advanced charitable planning strategies \u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Proven ability to translate complex financial and philanthropic concepts into compelling narratives and scalable programs \u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Demonstrated experience influencing cross-functional stakeholders and driving strategic initiatives \u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Strong analytical, strategic thinking, and communication skills \u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Experience working with enterprise partners or large institutional clients preferred \u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Familiarity with AI tools and data-driven marketing approaches preferred \u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Experience in fintech, wealth management, philanthropy, or donor-advised fund ecosystems strongly preferred\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p style=\u0026quot;text-align: center;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Ren is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law\u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4048699008,"name":"Marketing","child_ids":[],"parent_id":null}],"offices":[{"id":4040905008,"name":"Remote","location":null,"child_ids":[],"parent_id":null}]}],"meta":{"total":3}}