Director – Gift Annuity Compliance

Description

Our Director of Gift Annuity Compliance is the recognized authority behind our state registration and annual filing services for charitable gift annuity programs. In this role you will lead a team of three compliance professionals and personally own the precise, accurate annual filings for a portfolio of 80+ for-profit and nonprofit clients. You will also stay at the forefront of the evolving landscape of state laws, policies, and procedures governing charitable gift annuities, so that PG Calc and our clients can rely on your expertise. 

Your Background 

You are likely an attorney, paralegal, accountant, or actuary with deep knowledge of charitable gift annuities, gift planning, contract law, and/or regulatory compliance. You take pride in getting the details right, and you enjoy mastering complex, rule-based work. 

Key Responsibilities: 

Guide and strengthen the CGA state regulatory compliance line of business (30%) 

• Lead and develop a team of three compliance professionals 
• Contribute your expertise to support Sales of the line of business 
• Maintain accurate client contracts and communication records in Salesforce 
• Refine processes and implement operational efficiencies 
• Flag clients at risk of leaving 

Own a portfolio of annual filing clients (50%) 

• Communicate with clients and gather the information needed to complete each regulatory filing 
• Complete filings accurately and on time 
• Verify that invoicing is correct 
• Request reimbursement of filing fees 

Build and share knowledge (10%) 

• Train new staff and help them build their expertise 
• Keep internal training materials current as regulations change 
• Provide intradepartmental training to PG Calc colleagues 
• Share your expertise with clients through at least one webinar annually on state registration and annual filing compliance 

Serve as CGA subject matter expert (10%) 

• Act as the internal authority on CGA compliance, supporting other lines of business, including audits, planned giving program startups, and specific gift situations 
• Contribute to annual updates of the CGA Manual 

Other Duties: 

This job description reflects the general nature and level of work expected of this position and is not intended to be an exhaustive list of all duties, responsibilities, and skills required. Employees in this exempt position are expected to perform other duties as assigned, consistent with the primary responsibilities, exempt status, and general scope of the role. The company reserves the right to add, modify, or reassign duties at its discretion, with or without notice. 

This job description does not create an employment contract, implied or otherwise, other than an “at will” relationship. 

Requirements

Required:

• 5 years experience in gift planning/planned giving, law or regulatory compliance 
• 2+ years managing in a hybrid environment 
• Love of detail, data driven work 
• Bachelor’s degree 

Preferred:

• Attorney, paralegal, accountant, actuary, or compliance officer 
• Confident and effective public speaker/trainer 

Job Requirements for Hybrid Work Environment:

• Dedicated Workspace: Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and focus during work hours. 
• Reliable Internet Connection: High-speed internet is required to support video conferencing, file sharing, and other work-related technology needs. 
• Hybrid Work Commitment: Must be able to reliably commute to the office 2 days per week (Monday/Wednesday) and meet in-person collaboration requirements as needed. 

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.    

An Equal Opportunity Employer:

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.