Vice President, Investment Relations & Engagement

Vice President, Investment Relations & Engagement Job Tracking ID: 512337-907472 Job Location: Alpharetta, GA Job Level: Executive Level of Education: BA/BS Job Type: Full-Time/Regular Date Updated: 06/05/2026 Years of Experience: 7 - 10 Years Job Description 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 more than $33 billion in contributions and made more than $25 billion in giver‑recommended grants to 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. Position Overview Over the next 25 years, the United States is expected to experience an extraordinary wealth transfer, with an estimated $84 trillion being passed from one generation to the next by 2045. This newly created role of Vice President of Investment Relations & Engagement is a strategic leadership position created to assist NCF in serving this wealth transfer well. This role serves as the primary champion between NCF’s national Investments team and the nationwide network of local offices, financial advisors, and givers. It combines investment knowledge, training ability, and relationship skills to ensure clear understanding of NCF’s investment strategy, pools, and features. The individual drives unified communication, equips the field to articulate NCF’s offerings with confidence, and strengthens engagement and trust across the network. The ideal candidate brings credibility and clarity, able to communicate investment concepts to experts and those less familiar. This role serves as the face of NCF’s investment program under the direction of Investments leadership, providing expertise through in‑person meetings with advisors and givers, and delivering training and presentations for local office teams. A passion for continuous learning, equipping others, and navigating both national and local contexts is essential. This position reports to the Investments team while serving local offices as its primary customer. Success depends on strong partnerships with Network Relations, Marketing & Offerings, and local office teams to ensure aligned messaging and produce materials that build understanding and confidence in NCF’s investment offerings. This is a distinct opportunity for a seasoned, mission‑driven professional to lead in a faith‑aligned, innovative organization that integrates investment excellence with biblical generosity. Remote or hybrid with possible in‑office collaboration. Preferred candidate is local to the greater Atlanta area; remote candidates located near an NCF office in AR, CO, FL, IL, KS, KY, MN, MO, NC, PA, SC, TN, or WI are welcome. Duties and Responsibilities Investment Relations & Strategic Engagement Serve as the primary liaison between NCF’s Investments team and internal and external stakeholders, ensuring clear alignment, cohesive messaging, and mission‑driven representation of NCF’s faith‑based investment philanthropy. Build and maintain trusted relationships with Network Relations, local offices, financial advisors, and givers by providing strategic guidance, insights, and investment education. Represent NCF’s Investments team in meetings, events, and conferences, serving as a trusted and influential voice for the organization’s faith‑based investment philosophy. Partner closely with Network Relations and Marketing & Offerings to establish consistent communication, alignment, and strategic support across all audiences. Investment Communication & Strategy Reporting Lead the development and oversight of communication materials, including presentations, FAQs, and educational resources, in partnership with internal teams to strengthen understanding and engagement. Establish feedback mechanisms from the field to continuously enhance investment messaging, training resources, and communication strategies. Partner with the SVP, Investments, to advance and execute the national investment strategy and facilitate communication across internal and external partners, ensuring clarity and alignment. Local Office & Advisor Enablement Act as a trusted advisor to local offices and Relationship Managers by providing expert investment insight and strategic guidance, delivering impactful presentations, supporting financial advisor and giver engagement, and conducting training for local offices and regional teams. Work closely with Relationship Managers to provide strategic and tactical support to NCF’s financial advisor community to strengthen advisor relationships and expand NCF’s advisor network. Forge strategic partnerships with Network Relations and Marketing & Offerings, leading cross‑functional initiatives to equip local offices with tools, messaging, and materials that effectively position NCF’s investment offerings. Team Collaboration Collaborate with investment officers, analysts, and operations staff to stay current on strategies, performance, and positioning, ensuring alignment between the field and investment operations. Support leadership with reports, board materials, and strategic communication initiatives. Other Duties and Responsibilities Assist with projects and ad hoc requests as assigned. Represent NCF’s Investments team at related investment industry conferences and events as needed. Experience and Skills Christ Centered Profound commitment to Jesus Christ as Lord and Savior and a growing, committed relationship with Jesus Christ. Dedication to biblical Christianity and a lifestyle consistent with the teachings of Jesus and the Bible. Agreement with, support of, and alignment with NCF’s Statement of Faith, mission, vision, and values. Demonstrates the values of faithfulness, love, and service. Education Bachelor’s degree in Finance, Business, Economics, or related field required. Advanced degree, certification (CFP, CFA, or CKA), or license preferred. Experience Minimum of 7–10 years of progressively responsible experience in investment management, financial advisory, or other client‑facing roles involving investment products, with proven ability to drive strategic influence. Strong understanding of investment products across asset classes, including private markets and alternatives, portfolio construction, impact investing, and faith‑based investing principles. Experience working with and supporting financial advisors, institutional investors or distribution networks in an investment related capacity. Demonstrated experience communicating complex financial concepts in accessible, relational terms in both public and customer‑facing settings and through meeting facilitation. Proven track record equipping client‑facing teams so customers feel informed and supported by their local representatives. Familiarity with the generous giving space and nonprofits a plus. Proven success in relationship management and influencing cross‑functional teams to achieve strategic objectives, with experience in collaboration across diverse groups; familiarity with faith‑based, nonprofit, or philanthropic organizations preferred. Familiarity with investment databases and tools is a plus (e.g., Bloomberg, PitchBook, Preqin, eVestment). Knowledge Base Proficiency with Microsoft Office applications (including Excel, PowerPoint), CRM systems, and financial modeling. Familiarity with institutional and alternative investments and impact investing. Proven aptitude for “real time” problem diagnosis and solving. Knowledge of charitable giving vehicles, non‑profit, foundation, and/or donor‑related subject matters – the integration of faith and finance. Strong sense of integrity, discretion, and professionalism. Interest in and understanding of both alternative and traditional investments. Able to perform duties independently and collaboratively in a dynamic team environment. Ability to balance technical expertise with relational engagement. Competencies Strategic influencer who builds consensus and drives initiatives through persuasion, credibility, and collaboration rather than formal authority, maintaining a balanced focus on people (60%) and tasks (40%) while fostering strong relationships with internal and external stakeholders. Demonstrates exceptional communication and relationship management skills, translating complex investment concepts into clear, compelling messages that advance NCF’s mission. Operates with executive presence, emotional intelligence, and diplomacy, building trust and partnership across teams, stakeholders, and the broader network. Converts national investment strategy into actionable plans and frameworks that equip local offices and enhance organizational effectiveness. Exercises sound judgment, integrity, and discretion in managing sensitive information and high‑impact decisions. Combines strategic insight with analytical rigor and problem‑solving ability to drive continuous improvement and innovation. Prioritizes effectively, managing multiple initiatives with discipline, adaptability, and accountability for results. Maintains a giver‑centered mindset, aligning all engagement and execution with NCF’s values of biblical generosity and Kingdom impact. Work Environment Standard workweek of 40 hours – additional hours may be required during peak work periods and projects. Hybrid environment with both office and travel responsibilities.Position requires up to 75% travel, depending on events and network engagement needs. Benefits The annual target pay range is $150,000.00 – $210,000.00 and offers health care benefits, flexible spending accounts, 401(k) plan, earned paid time off and/or sick leave, life insurance, disability coverage, and other life and work wellness benefits. Benefits may be subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions. Compensation will be determined based on factors such as geographic location, skills, education, and/or experience. Equal Opportunity Statement Qualified applicants are considered for employment, and employees are treated during employment without regard to race, color, religion, national origin, citizenship, age, sex, marital status, ancestry, physical or mental disability, veteran status or sexual orientation. Solely to help us comply with federal and state Equal Opportunity record keeping, reporting, and other legal requirements, we request that you complete this data information questionnaire. Refusal to complete this information will not subject any applicant or employee to adverse treatment. The information that you provide will be recorded and maintained in a confidential file, separate from all other records. This information will not be used in consideration for your employment. #J-18808-Ljbffr