Relationship Manager

Do you want to be a part of creating a culture of generosity in Chicago and worldwide?

In the next 25 years, there will be an unprecedented wealth transfer in the United States - an estimated $84 trillion will be passed from one generation to the next through 2045. National Christian Foundation (NCF) is a leader in the Christian giving space - helping families develop wise giving strategies for current and future giving. NCF is strategically positioned to guide Christian families, who have been entrusted with much, to make a lasting Kingdom impact as they plan for the stewardship of their wealth.

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. Since 1982, NCF has received over $26 billion in contributions and made over $18 billion in giver-recommended grants to more than 90,000 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 has served in Chicago for over 13 years. During that time, NCF Chicago has facilitated over $280 million in contributions. NCF Chicago is working to serve an ever-broadening group of Christian givers as they seek to wisely steward the resources entrusted to them and give generously to advance God's Kingdom.

National Christian Foundation seeks to hire a Relationship Manager for its NCF Chicago office.

We expect another exciting year of growth as we fulfill our mission to serve and encourage our givers to grow as faithful stewards who give wisely. We are seeking a talented and experienced individual with a strong background in outside sales, relationship management, business development, marketing/channel development, financial planning, law or accounting who will join us in accomplishing this great task, primarily in service to the Greater Chicago Area. The ideal candidate will have a passion and calling for the work of NCF and advancing the Kingdom.

Position Overview

The Relationship Manager 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 non-cash 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.

This position is hybrid based out of the office in Arlington Heights, IL, with 20% of in-office work and 70% of external meetings with givers, advisors, etc. Travel is primarily throughout the Chicago area.

Reports to: President, NCF Chicago

Management/Supervision: None

Duties and Responsibilities

Giver Engagement (50%)

• Proactively reach out to new and existing givers to build relationship, increase awareness, connect them into the larger community, and explore new ways to serve.
• Influence and instill trust working with givers toward giving solutions and goals.
• Motivate and inspire givers to develop a giving strategy for future generosity and succession planning.
• Counsel and co-develop, in conjunction with givers, a giving plan that builds in accountability and progression on their giving journey.

Prospect Development (25%)

• Proactively cultivate relationships with prospective givers.
• Garner referrals from advisory board members, existing givers and professional advisors.
• Network with community partners, ministries, organizations, and councils.

Channel Development (20%)

• Develop strategic relationships with targeted (new and existing) advisors (financial planners, accountants and attorneys) and ministries.
• Reach and influence organizations with a constituency that desires to increase their capacity for giving and kingdom impact.

Strategic Planning (5%)

• Work with the NCF Chicago team to develop innovative approaches to help families unite multiple generations around the value and blessings of biblical generosity and determine strategic growth priorities for Chicago communities.

Christ Centered

• Profession that Jesus Christ is Lord and Savior
• Lifestyle that is consistent with the teachings of Jesus and the Bible
• Agreement and support of NCF's Statement of Faith
• Demonstrate the values of faithfulness, love, and service

Education

• Bachelor's degree required; advanced degree or certification preferred. (MBA, JD, CFA, CFP, CPA).

Experience

• Minimum of three year's experience in one or more of the following areas: business ownership, financial planning or wealth management, previous sales, relationship management, business development, marketing/channel development, or law required.
• Previous experience serving high net worth individuals, families, and advisors preferred. Knows how to appropriately serve, interact, and communicate with high-net-worth givers.
• Previous charitable giving, non-profit, or ministry experience preferred.
• Strong local network in the Greater Chicago Area preferred.
• Basic understanding of personal tax rules preferred.
• Working knowledge of basic business financial reports preferred (e.g., P&L, Balance Sheet).
• Knowledge of a CRM tool like Salesforce preferred.
• Working knowledge of Microsoft office including Word, Excel, PowerPoint, Outlook.

Knowledge Base

• Working knowledge of charitable, non-profit, foundation, and/or donor related subject matters.
• Proven aptitude for "real-time" problem diagnosis and solving.
• Working knowledge of charitable, non-profit, foundation, and/or donor- related subject matters preferred.
• Some marketing and social media experience a plus (working knowledge of Facebook, Twitter, LinkedIn, etc.).
• Able to perform duties independently.
• Knowledge of ShareFile, or other file sharing platform helpful.

Competencies

• Passionate about NCF's Mission - Has intrinsic motivation to come to work based on their heart for biblical generosity, stewardship, and transformation in the lives of individuals.
• Intellectually and Socially Curious - Must be motivated to learn more about people, their story, their calling, and the assets they have been entrusted with, and will work to understand and stay current with respect to the latest gift-planning and stewardship techniques.
• Strong Communicator - Will possess the ability to recognize and communicate information and new ideas in a compelling way. Takes the time to listen and can understand giver's perspective, motivation, and what their goals are.
• Behavioral and Linguistic Flexibility - The ability to adapt communication styles and behavior depending on the audience.
• 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.
• High Achievement - A high Achiever that works to generate excitement around common goals.
• Relational with a natural ability to connect with givers and influence change - Has personal motivation to connect and engage with high-capacity givers in a natural, relational way.
• Positive team player - Has a positive attitude and works well with other team members to create solutions.
• 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.
• Maintains sensitive and confidential information as well as business, giver, and local office confidential matters.
• Servant leader - must have desire to lead others through serving and inspiring.

Strengths and Behavior

• Ideal Personality Traits: Enthusiastic, Persuasive, Verbal, Supportive, Likes change, Big-picture, Independent, Flexible, Self-starter, High achiever.
• Ideal Strengths Traits: Woo, Activator, Positivity, Strategic, Empathy, Communication, Achiever, Individualization, Connectedness, Belief.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 "task" oriented").

Work Environment

• 20% office; 70% external (meeting with givers, advisors, etc.). Travel primarily throughout the Chicago area.
• 40 hours per week. Additional hours may be required during the peak work periods and projects. Minimal travel required.
• Location: Office: Arlington Heights, IL. Ideal candidate will be located in the Chicago area. Open to consider down state and central Illinois (Champaign, Peoria, Decatur, Bloomington)

If you are interested in serving at NCF, please go to www.ncfgiving.com and apply online.

Applicants should be sure to read more about NCF's vision, mission, and beliefs