Senior Director, Gift Annuity Compliance

Foundation Source enterprise

Cambridge (MA)

Hybrid

USD 120,000 - 140,000

Full time

2 days ago

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Job summary

Foundation Source enterprise in Cambridge, MA is seeking a Director of Gift Annuity Compliance to oversee state registrations and annual filings for charitable gift annuities. You will lead a team of three professionals and own filings for 80+ clients across for-profit and nonprofit sectors, ensuring accuracy and timeliness.

You will stay abreast of evolving state laws, train staff, and contribute to sales and client relations.

Qualifications

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.

Responsibilities

Guide and strengthen the CGA state regulatory compliance line of business (30%).
Lead and develop a team of three compliance professionals.
Contribute to 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 information needed for filings.
Complete filings accurately and on time.
Verify invoicing accuracy.
Request reimbursement of filing fees.
Train new staff and share knowledge.
Share expertise with clients through webinars annually.
Act as CGA subject matter expert.