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STEP, a leading professional association in succession planning, is seeking a Director of Policy to lead its policy initiatives. The role involves stakeholder engagement, campaign development, and strategic contributions to organizational objectives. Ideal candidates will have a strong background in public policy, finance, or law, and a proven ability to influence at senior levels.
STEP is the worldwide professional association for practitioners dealing with family inheritance and succession planning. The Society helps to improve public understanding of the issues families face in this area and promotes education and high professional standards among its members.
STEP has 20,000 members across 80 jurisdictions from a broad range of professional backgrounds, including lawyers, accountants, trust specialists, and other practitioners in this area. STEP members help families plan for their futures, specialising in a wide range of activities, from drafting simple wills to more complex issues surrounding international families, protection of the vulnerable, family businesses, and philanthropic giving.
STEP works closely with policymakers and regulatory authorities worldwide to examine the likely impact on families of policy proposals and to develop guidance and support. The previous Director of Policy has been appointed as CEO of STEP. It is now seeking a new Director of Policy to lead its work in this important area for the organization.
The Director of Policy acts as an ambassador for STEP, engaging with and representing STEP’s policy positions to a range of senior internal and external stakeholders. They work closely with senior STEP members to develop STEP’s approach to policy issues, taking responsibility for the development and delivery of comprehensive and effective campaigns and lobbying strategies. As a member of STEP’s senior management team, the Director of Policy will also contribute to the development and delivery of STEP’s broader strategic objectives.