Director, Gift Annuity Compliance

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.