Relationship Manager/Vice President
- Posted: over a month ago
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 $20 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.
National Christian Foundation Heartland has received over $3 billion in Giver contributions since its founding in 2000 and mobilized over $3 billion in giver recommended grants to charity. NCF Heartland functions like a local "family office for giving," having the unique privilege of serving generous and passionate givers as a trusted thought partner. NCF Heartland's heartbeat is to convene a community of givers around the vision that the Heartland would be known as the most generous place on earth. We expect this year to be an exciting year of growth as we fulfill our mission to serve and encourage our givers to grow as faithful stewards who give wisely.
NCF is seeking a proactive, relational, and talented individual with a strong commitment to excellence that will make our team stronger. An individual with a strong background in outside sales, relationship management, business development, financial planning, and/or marketing/channel development. A leader in the community who will develop NCF giver relationships through their existing relationships and networks, referrals through community advocates, ministry and advisor channels. The Relationship Manager role will build and grow relationships with existing givers - encouraging stewardship through NCF's products and services.
The Relationship Manager/Vice President proactively initiates and nurtures new relationships with high and ultra-high-capacity givers (HCG/UHCG). This position will grow HCG/UHCG relationships, assets, contributions and grants. As well as, walk alongside of givers and shepherd them as they grow in their spiritual journey of generosity. Support givers as they stretch their faith and endeavor to give more abundantly through cash and noncash gifts using giving funds and other giving vehicles. Cultivate relationships that ultimately produce and lead to additional referrals and prospects.
The successful candidate will possess the following strengths, characteristics, and requirements while performing the following duties and responsibilities through personal implementation or by working through other local and national staff.
Work Environment: 20% office; 80% external (meeting with givers, advisors, etc.) Location: 7015 College Blvd Suite 250, Overland Park, KS 66211.
Work Schedule: 40 hours per week. Additional hours may be required during the peak work periods and projects. Travel throughout the greater Mid-west area (Missouri, Kansas, Oklahoma, Arkansas, Iowa, Nebraska).
Reports to: President NCF (Heartland)
1. Giver Engagement (50%)
a. Proactively reach out to new and existing givers to build relationships, increase awareness, connect them into the larger community, and explore new ways to serve.
b. Influence and instill trust working with givers toward giving solutions and goals.
c. Motivate and inspire givers to develop a giving strategy for future generosity and succession planning.
d. Counsel and co-develop, in conjunction with givers, a giving plan that builds in accountability and progression on their giving journey.
2. Prospect Development (35%)
a. Proactively cultivate relationships with prospective givers.
b. Garner referrals from Generosity Council members, existing givers and professional advisors.
c. Network with community partners, ministries, organizations, and councils.
3. Channel Development (15%)
a. Develop strategic relationships with targeted advisors and ministries.
b. Reach and influence organizations with a constituency that desires to increase their capacity for giving and kingdom impact.
4. Other Duties and Responsibilities
a. Assist with projects as assigned.
5. Personal, Spiritual, and Professional Development
a. Demonstrates a commitment to personal, spiritual, and professional maturity through regular prayer, study of Scripture and other Christian learning mechanisms.
b. Maintains professional and technical knowledge by attending educational seminars, workshops, reviewing professional publications, establishing personal networks, and participating in professional societies.
6. Building Christian Community Through Demonstrating Biblical Principles
a. Actively integrates biblical principles in day-to-day behavior, exhibiting unremitting integrity and strong moral character.
b. Models daily faithfulness to God and love and service to others.
c. Prays regularly for employees, givers, and charities involved with NCF.
d. Regularly participates in NCF Devotions and other NCF community building events.
IV. Supervisory Responsibilities
No supervisory duties assigned.
1. Work Schedule: 40 hours per week. Additional hours may be required during the peak work periods and projects. Travel throughout the greater Mid-west area (Missouri, Kansas, Oklahoma, Arkansas, Iowa, Nebraska).
1. Christ Centered
a. Profession that Jesus Christ is Lord and Savior.
b. Lifestyle that is consistent with the teachings of Jesus and the Bible.
c. Agreement and support of NCF's Statement of Faith.
d. Demonstrates the values of faithfulness, love, and service.
a. A Bachelor's degree is required.
a. Minimum three years of previous sales, relationship management, business development, business ownership, financial planning or wealth management, and/or marketing/channel development required.
b. Previous experience serving high net worth individuals, families, and advisors preferred. Knows how to appropriately serve, interact, and communicate with high-net-worth individuals.
c. Previous charitable giving, non-profit, or ministry experience preferred.
d. Working knowledge of basic business financial reports (e.g., P & L, Balance Sheet) and basic understanding of personal tax rules a plus.
4. Knowledge Base
a. Working knowledge of Microsoft Office applications required.
b. Proven aptitude for "real-time" problem diagnosis and solving.
c. Working knowledge of charitable, non-profit, foundation, and/or donor- related subject matters preferred.
d. Some marketing and social media experience a plus.
e. Able to perform duties independently.
f. Knowledge of a CRM tool like Salesforce is preferred.
g. Knowledge of ShareFile, or other file sharing platform helpful.
a. Passionate about NCF's Mission - Has intrinsic motivation to come to work based on their heart for generosity and transformation in the lives of individuals.
b. Intellectually and Socially Curious - This person has the thirst to learn more about people, their story, their calling, and the assets they have been entrusted with.
c. Strong Communicator - They have the ability to recognized and communicate information and new ideas in a compelling way.
d. Behavioral and Linguistic Flexibility - The ability to adapt communication styles and behavior depending on the audience.
e. Proactive and natural at following through - This person is a self-directed individual who independently initiates their schedule, manages their week, conducts follow-up, and sees opportunities through to their completion.
f. High Achievement - A High Achiever that works to generate excitement around common goals.
g. Relational with a natural ability to connect with givers and influence change - Has personal motivation to connect and engage with givers in a natural, relational way.
h. Positive team player - Has a positive attitude and works well with other team members to create solutions.
i. General Mindset - This person is a generalist with the ability to lean in, jump in, and initiate. Ability to lead, manage, delegate, and accomplish a wide variety of people related or thinking/doing tasks.
j. Servant Leader - Must have a desire to lead others through serving and inspiring.
k. Maintains sensitive and confidential information as well as business, giver, and local office confidential matters.
6. Strengths and Personality
a. Ideal Personality Traits: Enthusiastic, Persuasive, Verbal, Supportive, Likes change, Big-picture, Independent, Flexible, Self-starter, High achiever.
b. Ideal Strengths Traits: Woo, Activator, Positivity, Strategic, Empathy, Communication, Achiever, Individualization, Connectedness, Belief.
c. Ideal Leadership Mix: 40% Influencing Others, 25% Building Relationships, 20% Strategic Thinking, 15% Execution (Top performers are typically 2/3 "people" oriented and 1/3 "thinking/doing").
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/
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