Job Description

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 LLC Wrapper Compliance
• 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.

Christ Centered

• 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
• Computer skills: Microsoft Office applications
• 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

Competencies

• 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, and courteous in dealing with all employees and vendors