• 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. • 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.