About this opportunity
National Christian Foundation lists this Senior Asset Manager opportunity in alpharetta, Georgia. Review the employer’s description below for duties, qualifications and application requirements.
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. Learn more at .
Position Overview
The purpose of this position is to administer the receipt, management, and liquidation of Complex (illiquid) Asset contributions which consist of Real Estate, private stock, loan notes, life insurance and other complex gifts. This position collaborates with high-net-worth families and givers, as well as advisors, and Relationship Managers to support a successful giving journey. The position will coordinate and communicate with internal and external parties to ensure proper management and sale of assets and optimize the value from each gifted Asset. The position will also be responsible for the management of all held Assets from intake to sale, including coordinating payment of Asset-related expenses and posting of payments, ensuring Asset compliance with federal and state regulations and foundation policies, assisting in marketing efforts, and sale by performing the following duties personally or through subordinate managers. This role provides continual guidance and engagement with all stakeholders, throughout the asset management process, to ensure a positive giver experience.
This position is hybrid based out of the office in Alpharetta, GA.
Reports to: Manager, Asset Management
Management/Supervision : None
Duties & Responsibilities
Management of New Assets
Works with givers, advisors and Relationship Managers efficiently and professionally to ensure a positive giver experience
Sets up the new Complex Asset Contribution in current system used to track the management of the Asset
Reports all new Complex Asset Contributions with the fund flow related terms for ministry grant, administrative costs and taxes to Accounting
Prepares receipt packages and next steps related to Asset management for givers
Communicates to Relationship Manager the completion of the gift
Management of Current Assets
Secures proper Liability / Hazard Insurance coverage on Real Estate Assets
Maintains electronic files for all managed Assets
Maintains tracking of management activities related to Assets
Manages all expenses associated with each Asset
Ensures compliance with applicable laws and regulations
Coordinates all aspects of Marketing and Asset Sale
Reviews, analyzes, and reports Asset sale terms
Manages all payments associated with each Asset, including the reconciliation of complex closing statements and funds flows on liquidations of Assets
Works with Complex Asset Accounting and Tax Compliance teams on asset income and liabilities
Partners with Due Diligence Attorneys and Complex Gift Solutions paralegals to resolve management issues and process Asset Sales
Regularly and clearly communicates, and works with Givers, Advisors and Relationship Managers efficiently and professionally to ensure a positive giver experience throughout the Asset’s life cycle
Other Duties and Responsibilities
Assist with projects as assigned
Lead and manage special projects
Participate in cross functional team meetings and organization initiatives
Experience and Skills
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and have reliable attendance. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
A growing, committed relationship with Jesus Christ and profession that Jesus Christ is Lord and Savior.
Dedication to biblical Christianity and a lifestyle that is consistent with the teachings of Jesus and the Bible.
Agreement, support, and alignment of NCF’s Statement of Faith, mission, vision, and values.
Demonstrate the values of faithfulness, love, and service.
Education
Bachelor’s degree in Business Administration, Real Estate, Accounting or related field strongly preferred
Equivalent experience in lieu of a degree may be ok
Experience
A minimum of 10 years’ experience in gift services, portfolio management, real estate, financial services, or other business-related fields
Experience in sales, relationship management, or customer service
Experience preferred in serving high net worth individuals, families, and advisors
Real estate experience is a plus
Experience in mergers and acquisitions a plus
Working cross departmentally to influence without direct authority
Knowledge Base
Proven aptitude for “real-time” problem diagnosis and solving
Some working knowledge of charitable, non-profit, foundation, and/or donor related subject matters preferred
Knowledge of CRM tool like Salesforce preferred
Able to perform duties independently
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.
Strong attention to detail, perform duties with high level of accuracy
Excellent verbal and written communication skills; listens to others and listens with respect and for understanding
Contributes to team effort by accomplishing related results as needed
Able to organize work, engage in a variety of tasks simultaneously and consistently meet deadlines
Ability to work in a high stress, fast passed environment and consistently deliver accurate work product under strict deadlines
Has the ability to communicate very complex issues to a variety of audiences
Takes personal initiative and proactively seeks and communicates customer centric solutions
Able to work independently with minimal supervision or support
Adaptable and handles change well
Able to operate within defined processes, but is comfortable in situations that do not directly fit within defined processes and can adapt to get the job done
Strong analytical skills to solve problems. Ability to identify, analyze issues and address root cause
Builds relationships individually, within the business unit, with Relationship Manager teams and organization wide
Ability to mentor and train colleagues
Maintains a Giver focus in all work performed; anticipates needs, manages expectations and meets Customer requirements
Sound decision making by applying good judgment and experience
Ability to understand financial data and reporting
Maintains sensitive and confidential information as well as business, donor and affiliate confidential matters
Is ethical, tactful
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Worksite address
alpharetta, GA, 30239, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.