Ren

• Support advisor-facing enablement and marketing strategies for enterprise partner programs • Contribute to the development of partner-specific campaigns, collateral, presentations, and engagement frameworks • Support growth initiatives tied to enterprise relationships, identifying opportunities to expand advisor adoption and platform usage • Execute campaigns and programs that increase advisor engagement, adoption, and retention • Tailor positioning, messaging, and experiences to align with enterprise partner workflows, segmentation, and advisor models • Support advisor education initiatives in partnership with Product Marketing and Enablement teams • Track campaign performance and contribute to measurement and optimization efforts based on performance insights • Act as a strategic marketing partner to Enterprise Relationship Managers • Lead support for high-priority partner initiatives, presentations, and growth opportunities • Translate product launches, platform enhancements, and operational changes into clear, actionable partner communications • Partner with Product, Operations, Launch PMMs, and Relationship teams to deliver initiatives • Ensure enterprise feedback loops into product marketing and broader strategy • Support cross-functional initiatives focused on improving advisor experience, onboarding, and engagement • Synthesize feedback from enterprise partners and advisor interactions • Identify patterns, friction points, and engagement opportunities • Refine messaging and activation strategies based on field insights • Leverage AI to enhance the effectiveness and scalability of enterprise marketing and enablement initiatives • Use AI-driven insights to identify advisor engagement patterns, segmentation opportunities, and growth signals • Apply personalization strategies across partner communications and campaigns

• Own positioning and messaging for sophisticated charitable planning and complex asset strategies • Develop scalable playbooks, case studies, and frameworks for advanced advisor conversations • Support strategic initiatives related to founders, liquidity events, concentrated positions, alternatives, and private business interests • Help advisors and enterprise partners identify, position, and advance complex philanthropic opportunities • Develop high-impact, advisor-facing materials that simplify advanced planning concepts into actionable insights • Influence how UHNW and family office opportunities are integrated into advisor workflows and client strategies • Partner with business development and enterprise teams to influence and accelerate high-value opportunities • Shape and contribute to thought leadership in advanced philanthropy and UHNW strategy • Proactively identify market trends and translate them into actionable growth initiatives • Collaborate with Product Marketing, Enterprise teams, Charitable Strategists, Product, and business leaders • Act as a connector across teams to align messaging, strategy, and execution • Influence product and go-to-market strategy through deep understanding of advisor and partner needs • Synthesize market, advisor, and partner insights to inform strategy and positioning • Identify patterns, gaps, and friction points in advisor engagement and opportunity development • Translate insights into refined messaging, playbooks, and activation strategies • Establish feedback loops to continuously improve advisor experience and growth outcomes • Leverage AI to enhance speed, scale, and effectiveness of marketing and enablement initiatives • Utilize AI-driven insights to identify UHNW advisor behaviors, opportunity signals, and engagement patterns • Design scalable personalization strategies for advisor and enterprise communications using AI tools

• Build and own Ren's revenue growth model, including our 3-year forecast, translating business assumptions into a living, defensible financial and operational plan that has the right level of ambition to challenge us to break the mold • Analyze multi-source datasets (customer, transactional, behavioral) to uncover actionable insights on giving behavior across our diverse and multi-segmented customer base • Design and implement experiment frameworks (A/B testing) across the customer lifecycle so we can make faster, more confident decisions across acquisition, activation, and retention • Conduct deep-dive analyses on growth trends: understanding what's driving changes in our funnel, cohort behavior, AUM growth, and advisor engagement • Go beyond the data: bring the right business context to the analytical work and turn the insights into real “so whats” that accelerate our understanding of the business, the market, and our customers • Leverage AI for data and analytics to identify adoption trends, friction points, and engagement patterns • Synthesize insights into clear recommendations that influence executive decision-making • Communicate complex findings clearly to both technical and non-technical audiences • Partner closely with marketing, sales, partner success, product, finance, and more to ensure data is anchored in the on-the-ground reality and structured to shape strategy – with a direct line to the Growth organization leadership team

• Design, develop, and maintain features using TypeScript and React, building responsive, accessible, and performant user interfaces. • Modification of database objects using SQL (stored procedures, views, tables etc.). • Act as a technical advisor and thought leader, guiding high-impact initiatives across the domain. • Lead architectural discussions and contribute to system design decisions with a focus on maintainability, scalability, and performance. • Solve highly complex technical problems using advanced knowledge and broad experience. • Write and maintain automated unit, integration, and UI tests to improve quality and reduce defects. • Drive improvements in engineering practices, standards, and methodologies • Refactor and optimize systems to improve efficiency, maintainability, and performance. • Ensure adherence to security, compliance, and reliability standards. • Establish credibility and influence across teams by clearly communicating complex technical concepts. • Partner with product, architecture, and business stakeholders to deliver impactful solutions. • Build strong cross-functional relationships and contribute to broader organizational initiatives. • Translate technical concepts into business value for non-technical stakeholders. • Mentor engineers by sharing expertise, guiding design decisions, and helping avoid technical pitfalls. • Actively elevate team capabilities through coaching and knowledge sharing. • Foster a culture of continuous learning and improvement. • Leverage AI-assisted development tools (e.g., code generation, testing support, documentation automation) to increase productivity and accelerate delivery cycles • Identify opportunities to integrate AI into products, engineering workflows, and operational processes. • Use AI responsibly to enhance—not replace—engineering judgment, ensuring quality, security, and ethical standards. • Continuously evaluate and adopt emerging tools and technologies to improve team efficiency and effectiveness.

• Act as a team advisor and technical thought leader, guiding direction and execution of high-impact initiatives within the domain. • Own complex production issues end-to-end, from triage through resolution, driving sustainable fixes and prevention strategies. • Lead root-cause analysis (RCA) across application, API, and database layers. • Design and implement maintainable, scalable, and testable solutions for defect resolution and system improvements. • Originate and institutionalize best practices, standards, and methodologies that improve engineering effectiveness and platform reliability. • Balance short-term fixes with long-term architectural integrity and maintainability. • Solve highly complex, cross-domain problems using advanced technical knowledge and broad experience. • Diagnose and optimize system performance across frontend, backend, and database layers. • Analyze Oracle database performance, including SQL optimization and execution plan tuning. • Lead technical debt reduction initiatives, prioritizing work that delivers meaningful improvements to system health and developer productivity. • Introduce new tools, approaches, or patterns that elevate operational efficiency and platform resilience. • Develop and maintain solutions in TypeScript/React and C#/.NET Core services. • Write and maintain automated unit and integration tests to reduce defects and prevent regression. • Refactor legacy code to improve clarity, maintainability, and performance. • Ensure adherence to secure coding practices and enterprise standards. • Build strong relationships and influence stakeholders across engineering, product, and operations through clear communication of complex concepts. • Translate deep technical issues into actionable insights for cross-functional partners. • Provide mentorship and guidance to engineers, actively developing team capabilities and avoiding common pitfalls. • Contribute to a culture of continuous improvement, intellectual humility, and engineering excellence. • Own incoming operational requests during business hours and drive timely resolution. • Create and maintain runbooks, documentation, and training materials to improve response consistency and reduce operational friction. • Collaborate closely with Operations, Product, and other stakeholders to ensure issues are properly prioritized and understood within business context. • Utilize observability tools (e.g., Application Insights, Datadog) to proactively monitor and improve system performance. • Leverage AI-assisted tools and agents to accelerate triage, debugging, and root-cause analysis workflows. • Design, build, and maintain AI-enabled developer tooling (e.g., MCP servers, diagnostics automation) to improve team productivity. • Establish responsible AI usage practices, ensuring outputs are validated, explainable, and aligned with engineering standards.

• Establish and drive the strategic direction for Ren’s full events portfolio. • Own DGS from strategic planning through post-event closeout. • Design and own the DGS content agenda — including session architecture, speaker identification and acquisition, topic strategy, and the overall intellectual narrative of the event. • Actively shape and champion the end-to-end attendee experience at DGS. • Own the strategy and execution of the iPhi User Group. • Lead strategy and execution for select Ren-owned relationship programs. • Own the strategy and execution of Ren’s conference participation portfolio — sponsorships, speaking engagements, and hosted activations. • Develop and execute a sponsorship and registration revenue strategy for DGS. • Own budget development, allocation, and reconciliation across the events portfolio. • Establish and track performance metrics across the portfolio.

• Own the strategy for how Ren drives advisor engagement through Charitable Strategists and partner-facing teams • Identify key advisor opportunities — such as year-end giving, tax events, and liquidity moments — and build targeted programs around them • Ensure field teams are equipped to turn conversations into action through talking points, one-to-one emails, presentations, and related tools • Design and launch advisor-facing campaigns that can be deployed by strategists across partner channels • Build repeatable campaign frameworks encompassing emails, talking points, webinars, and follow-up sequences • Develop high-impact emails, decks, one-pagers, and talk tracks designed for real advisor conversations • Create simple, actionable materials that are easy for the field to use in live interactions • Maintain and continuously evolve a library of field-ready content • Act as a strategic partner to Charitable Strategists and Relationship Managers • Support key initiatives, campaigns, and high-priority field opportunities • Ensure strong alignment between centrally developed resources and field-level needs • Gather insights from advisor conversations and field interactions • Identify patterns, objections, and opportunities to refine messaging and programs • Feed insights back into product marketing, product development, and broader organizational strategy.

• Design and build scalable Salesforce solutions using Apex, Lightning Web Components (LWC), Flow, and APIs • Develop and maintain integrations with external systems using REST/SOAP, middleware, and event-driven patterns • Own data model design, security configuration, and performance optimization • Troubleshoot and resolve complex platform issues • Identify opportunities to improve system efficiency, reliability, and automation through continuous optimization • Contribute to architectural decisions in collaboration with senior team members • Translate business requirements into clear technical approaches and actionable delivery plans • Drive decisions that balance immediate priorities with system stability, scalability, and technical debt reduction • Own initiatives end to end, proactively managing timelines, risks, and dependencies without reliance on a dedicated project manager • Bring structure and clarity to how work is planned, tracked, and communicated across the team • Serve as a trusted technical advisor, influencing decisions through expertise and sound judgment • Mentor junior developers and contribute to development standards and best practices • Continuously expand technical and leadership capabilities to improve team delivery outcomes.

• Identifies, evaluates, and cultivates strategic partnerships with mid-market wealth management firms to drive growth in charitable giving. • Leverages concepts in standard firm activation playbook (resource provision, FA education, firm strategy alignment, stakeholder integration, etc.) to drive growth in the firms, appropriately adapting the playbook for the quantity and type of firms in the portfolio. • Establishes and nurtures strong relationships with key stakeholders at partner firms, helping them tell the story of success and impact to clients of the firm clients and the firm’s business. • Collaborates cross-functionally with internal teams to align and deploy resources as appropriate to the needs of each firm and the various priorities of our teams, ensuring effective communication and coordination between Ren teams and firm teams as needed. • Stays informed about industry trends, market dynamics, and competitor activities, using insights to build conviction around the relevance of charitable giving within home office team members and leadership. • Owns the full lifecycle of partner firms from onboarding to activation to advocacy, leading the relationship with ~20+ firms at one time, and developing and implementing the strategy of where and how to prioritize and activate different firms across the portfolio of relationships.

• Provide strategic leadership, fostering a culture of excellence, accountability, and data-driven decision-making within the Specialized Services team. • Recruit, lead, mentor, and develop team managers and professionals to meet daily service and operational demands. • Develop critical strategic relationships with clients and prioritize overall client satisfaction. Promote a culture of client-centricity within the organization. • Retain clients through proactive engagement, fulfillment of contracts, and monitoring service level requirements. • Champion a superior client experience and continuous improvement through human capital processes and technology initiatives. • Collaborate cross-functionally to ensure that efforts and relationships across departments and with external partners maintain a client-focused approach. • Manage department budget and capacity planning, overseeing peak season work, shifting workloads, identifying additional service opportunities, and facilitating training. • Implement effective project management, including the creation of business cases, monitoring project costs, and ensuring client needs are met. • Collaborate on the development and oversight of policies and procedures to ensure accuracy, internal controls, and risk mitigation. • Demonstrate expertise in charitable giving instruments, particularly Donor Advised Funds (DAFs), Charitable trusts, private foundations, and complex assets within these instruments. • This role entails providing a white-glove service, which may require occasional after-hours work and on-call availability.