Legacy Management Officer

Cancer Research UK; United States; Remote; USD 70,000 - 90,000; Full time

Job summary

Cancer Research UK is seeking a Legacy Management Officer to oversee legacies and build strong professional relationships within the sector. The role focuses on managing pecuniary, residuary, and life interest legacies with care and professionalism, supporting executors and families, and ensuring compliance.

You will provide accurate valuations, maintain records, and contribute to strategic improvements in legacy processes while representing CRUK as a trusted beneficiary of supporters’ gifts.

Qualifications

• Proven ability to manage a legacy administration function or similar caseload.
• Strong understanding of probate administration and estate accounting.
• Knowledge of taxation related to estates (inheritance tax, capital gains tax).

Responsibilities

• Manage a portfolio of pecuniary, residuary and life interest trust legacies.
• Build relationships with executors, solicitors and legacy professionals.
• Engage with families to acknowledge gifts and demonstrate impact on research.
• Provide accurate legacy valuations and maintain case records with compliance.
• Support the Legacy Partnership Manager with engagement activities and events.
• Identify opportunities to improve processes and strengthen reputation.

Skills

Stakeholder management

Relationship-building

Attention to detail

Time management

Education

Experience in probate, trusts, charity law

Job description

As a Legacy Management Officer, you’ll play a vital role in delivering our legacy product strategy, building strong professional relationships across the sector, and ensuring that every gift left to Cancer Research UK is managed with care, professionalism and expertise. Working collaboratively with executors, families, colleagues and legacy professionals, you’ll help maximise the impact of these generous gifts while representing Cancer Research UK as a trusted and valued beneficiary.What will I be doing?

• Managing a portfolio of pecuniary, residuary and life interest trust legacies, ensuring cases are administered efficiently, accurately and in line with Cancer Research UK's interests.
• Building positive relationships with executors, solicitors and other legacy professionals, acting as a professional and approachable first point of contact.
• Engaging sensitively with family members and friends of supporters to acknowledge gifts and demonstrate the impact of their legacy on life-saving research.
• Providing accurate legacy valuations, maintaining case records and ensuring compliance with financial, audit and data protection requirements.
• Supporting the Legacy Partnership Manager with professional engagement activities, including events, visits and relationship-building initiatives.
• Contributing to the wider legacy strategy by identifying opportunities to improve processes, share success stories and strengthen Cancer Research UK's reputation across the sector. An individual with significant experience in probate, trusts, charity law or probate team in a private practice.
• Strong knowledge of probate administration, estate accounts, investment management, share valuations and financial reporting.
• Sound understanding of relevant taxation, including inheritance tax, income tax and capital gains tax.
• Proven experience managing a legacy administration function or a comparable caseload, with excellent organisational and time management skills.
• Strong stakeholder management and relationship-building abilities, with confidence working collaboratively across a range of audiences.
• A proactive and adaptable approach, with excellent attention to detail and the ability to make sound decisions in a fast-paced environment.

Our organisation values are designed to guide all that we do. Bold: Act with ambition, courage and determination Credible: Act with rigour and professionalism Human: Act to have a positive impact on people Together: Act inclusively and collaboratively We’re looking for people who can believe in and embody these organisation values and can use them to drive forward progress against our mission to beat cancer.