Ren is at the intersection of financial services and philanthropy, powering donor-advised funds and charitable trusts with modern technology. As our. Vice President of Field Engagement & Charitable Solutioning. you will lead our national Field Sales, Charitable Strategy, and SME teams. You will. define the strategies, systems, and developmental frameworks. that elevate the team’s expertise and influence, driving advisor education, adoption, and g...
Ren is at the intersection of financial services and philanthropy, powering donor-advised funds and charitable trusts with modern technology. As our. Vice President of Growth Strategy & Operations. you will own the strategy, architecture, and continuous improvement of Renʼs growth engine. You will lead a cross-functional team of strategists, operations leaders, analysts, and relationship managers to accelerate growth in our largest customer accou...
AsPosition Title. Associate Director, Investments. Reports to. Director, Investments. Classification. Exempt. Position Summary. The Associate Director, Investments serves as a key liaison between advisors, operations, and investment partners to ensure accurate and timely execution of investment-related activities. This position processes new account setups and transfers and manages liquidations with strict adherence to compliance standards. The r...
Position Title. Associate Director II, Investments. Reports to. Director, Investments. Classification. Exempt. Position Summary. The Associate Director II, Investments is a member of the Investment Team. Under guidance from the Director, Investments, the Associate Director II will be responsible for specific responsibilities to execute AEF’s Investment Policy Statement (IPS) for an assigned portion of financial advisor and custodial relationships...
Position Title. Associate II, Fund Administration. Reports to. Associate Director II, Fund Administration. Classification. Non-Exempt. Position Summary. The Associate II, Fund Administration, is responsible for promptly and precisely opening and maintaining all new donor-advised funds (DAF). The position reports to the Associate Director II, Fund Administration and complies with established procedures to accurately prepare all investment account ...
Position Title. Associate II, Financial Operations. Reports to. Associate Director, Reconciliation. Classification. Non-Exempt. Position Summary. The Associate II, Financial Operations ensures accurate processing and reconciliation of donor-advised fund (DAF) transactions and investment accounts. This role is responsible for auditing financial data, preparing reports, processing daily gifts and acknowledgments, and maintaining data integrity. The...
The Treasury Operations Analyst at Ren will play a crucial role within the Cash Operations team, supporting core treasury functions and driving improvements across cash-related processes. With Ren overseeing more than $150 billion in assets under administration—much of which involves active cash management—this role is essential to ensuring operational efficiency, control, and scalability. The Analyst will be responsible for analyzing large volum...
Position Title. Senior Associate, Sales Support. Reports to. Senior Director, Sales Operations. Classification. Exempt. Position Summary. The Senior Associate, Sales Support is a member of the Office of Business Development, supporting the entirety of the sales process. This role is specifically responsible for facilitating the accurate and timely completion of the donor-advised fund and investment account opening process, from initial applicatio...
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 stro...
