Recent Searches

You haven't searched anything yet.

4 Asset Manager Team Lead Jobs in Alpharetta, GA

SET JOB ALERT
Details...
National Christian Foundation
Alpharetta, GA | Full Time
$86k-133k (estimate)
1 Month Ago
CFI
Alpharetta, GA | Full Time
$48k-61k (estimate)
6 Days Ago
CFI
Alpharetta, GA | Full Time
$48k-61k (estimate)
1 Week Ago
U.S. Xpress
Alpharetta, GA | Full Time
$49k-63k (estimate)
1 Day Ago
Asset Manager Team Lead
$86k-133k (estimate)
Full Time 1 Month Ago
Save

sadSorry! This job is no longer available. Please explore similar jobs listed on the left.

National Christian Foundation is Hiring an Asset Manager Team Lead Near Alpharetta, GA

Job Description:

Headquartered in Alpharetta, Georgia, National Christian Foundation (NCF) is a 501(c)(3) charitable grantmaking ministry that provides creative giving solutions and inspires biblical generosity among Christian families, advisors, and charities. NCF has received over $21 billion in contributions and made over $15 billion in giver-recommended grants to more than 71,000 charities. NCF is an industry leader in accepting gifts of appreciated assets such as stocks, real estate, and business interests, which enable givers to save taxes and maximize charitable gifts. We combine a faith-based approach and like-minded local presence with the support and expertise of a trusted national organization. Learn more at www.ncfgiving.com.

The purpose of this position is to lead and manage the Asset Managers by performing the following duties personally and through subordinate employees. This position maintains managerial responsibility over team operations, policies and procedures. This position also coordinates with internal and external parties to ensure proper management and sale of assets, and optimizing the value from each gifted asset.

Reports to: VP, Asset Management

Management/Supervision: Yes

Duties & Responsibilities

Essential Functions

  • Manage a small team of AM’s responsible for the receipt, management and liquidation of complex asset gifts.
  • Supports the team to ensure the assets are managed efficiently and in compliance with NCF policies and procedures and regulations from various governing authorities, such as the IRS.
  • Ensures the team operates in a manner that maximizes efficiency, provides an excellent giver experience, and mitigates risk.
  • Seek and implement efficiencies in processes.
  • Leads team in projects to support organizational and team objectives.
  • Leads and attends team and cross departmental meetings.
  • Conducts ongoing performance reviews.
  • Meets with team members frequently to listen, coach, counsel and discipline them about job performance in order to develop motivated, productive and engaged team members.
  • Ensures team meets or exceeds SLA’s.
  • Works with AM’s to develop personal and team goals.
  • In collaboration with the VP, Asset Management, assists with the development, implementation, monitoring and management of the annual budget for the team.
  • In collaboration with VP Asset Management, develops guidelines and standards for use and allocation of resources by internal and external stakeholders in an effective and efficient manner.
  • Ensures new AM’s are trained and equipped.
  • Assist VP Asset Management with training and education of the team and other organization stakeholders, such as Relationship Manager teams.
  • Identifies gaps in the team’s knowledge base vs job requirements and suggest ways to fill the gaps.
  • Stays informed on legal, economic, and marketing issues that may affect the AM team.
  • Collaborate with other departments and participate in developing and presenting training materials to internal stakeholders.
  • Manage SMLLC banking process.
  • Manage liquidation Gift Approval Group (GAG) process.
  • Tracks and assist with work order requests to due diligence team.
  • Monitors and adjusts team workloads.

Other Duties as Assigned

  • Assist with projects as assigned.
  • Lead and manage special projects.
  • Participate in cross functional team meetings and organization initiatives.
  • Carries out other duties as assigned by the VP of Asset Management.


Required Experience:


Experience, Education

  • A Bachelor’s degree in Business Administration, Real Estate, Accounting or related field.
  • A minimum of 10 years’ experience in gift services, portfolio management, real estate, financial services, or other business related fields.
  • Previous experience in sales, relationship management, or customer service.
  • Previous experience serving high net worth individuals, families, and advisors preferred.
  • Previous experience in leading a team.
  • Previous real estate experience is a plus.
  • Previous experience in mergers and acquisitions is a plus.
  • Computer skills: Microsoft Office applications.
  • Some working knowledge of charitable, non-profit, foundation, and/or donor related subject matters preferred.
  • Knowledge of CRM tool like Salesforce preferred.
  • Additional hours are required during peak work periods and projects, such as fourth quarter and other peak periods throughout the year.
  • Occasional travel may be required.

Christ Centered

  • Profession that Jesus Christ is Lord and Savior.
  • Lifestyle that is consistent with the teachings of Jesus and the Bible.
  • Agreement and support of NCF’s Statement of Faith.
  • Demonstrates the values of faithfulness, love, and service.

Applicants should read more about NCF’s vision, mission, and beliefs by visiting our website at www.ncfgiving.com/about/

If you are interested in serving at NCF, please apply online at www.ncfgiving.com/careers-at-ncf/
From: National Christian Foundation

Job Summary

JOB TYPE

Full Time

SALARY

$86k-133k (estimate)

POST DATE

04/10/2023

EXPIRATION DATE

05/12/2024

WEBSITE

nationalchristian.com

HEADQUARTERS

Alpharetta, GA

SIZE

500 - 1,000

Show more

National Christian Foundation
Full Time
$85k-133k (estimate)
4 Months Ago
National Christian Foundation
Full Time
$105k-166k (estimate)
0 Months Ago
National Christian Foundation
Remote | Full Time
$111k-132k (estimate)
0 Months Ago