Teams at Ren (reninc.com)

Support the Investment Team by executing account setups, transfers, maintenance, and routine transactions. Serve as a point of contact for advisors and custodians, manage documents, resolve CRM/system issues (e.g., Salesforce), monitor workflows, and apply automation/AI tools to improve operational accuracy and throughput. Escalate complex issues to senior staff and assist during high-volume periods.

Lead positioning, go-to-market, and advisor enablement for UHNW and complex asset philanthropic strategies. Create scalable playbooks, advisor-facing materials, and thought leadership; partner cross-functionally to identify market trends, drive growth initiatives, and leverage AI to personalize and scale advisor engagement.

Designs and leads Ren's end-to-end onboarding program and employee engagement initiatives, partners with managers and HRBPs, uses AI tools to personalize and analyze feedback, creates manager enablement resources, tracks onboarding and engagement metrics, and drives data-informed improvements across the employee lifecycle.