Position: Director of Trusts
Program: Special Needs Trust
Employment Type: Full Time – Exempt
Location: Fairfax (Merrifield), Va
Compensation: Salary $80,000 – $95,000/yr, plus benefits
If you have a positive attitude, pride in your work, and a passion for helping others,
you may be interested in joining our team.
ABOUT US:
The Arc of Northern Virginia promotes and protects the human rights of people with intellectual and developmental disabilities (IDD) and actively supports their full inclusion and participation in the community throughout their lifetimes.
For more than 60 years, The Arc of Northern Virginia has represented and served people with IDD, such as autism, Down syndrome, cerebral palsy, epilepsy, and rare chromosomal disorders, of all ages and their families throughout Northern Virginia.
JOB SUMMARY:
The Arc of Northern Virginia is seeking a new Director of Trusts to oversee its Special Needs Trust (SNT) program. Created in 1999, the Special Needs Trust program has grown to manage financial resources for over 2,000 people with disabilities and pooled assets totaling over $50 million.
The Director of Trusts possesses expertise and technical knowledge of trust law and regulations with an understanding of investment management and familiarity with the internal policies and procedures of a bank trust department. The Director supervises and manages the trust team and trust program, providing leadership and direct support to ensure its smooth operation on a daily basis. The Director is responsible for business development, marketing and public relations, conducting seminars, and trust management and administration.
The Director consults with families, individuals with disabilities, attorneys, service providers, schools and other community members regarding futures planning and the need to establish Special Needs Trusts to preserve government benefits received by individuals with disabilities. The Director facilitates communication with staff, stakeholders and future clients; analyzes business needs and requirements, and solves business problems. In addition, the Director guides clients through the SNT process and works with our trustee partner bank, playing a pivotal role in coordinating and structuring the trust program.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
• Act as a client relationship manager and liaison between customers, trustee, accounting, legal and operations personnel to ensure cooperation on matters of mutual concern
• Work with auditors, both internally and externally, to facilitate any required examinations of customer accounts
• Manage the process for transfer of assets and records to successor trustees, when applicable
• Evaluate trust rollovers to determine if acceptable to The Arc of Northern Virginia and Trustee
• For acceptable rollovers, work with attorney and Assistant Director of Trusts to coordinate the successful and timely transfer of assets and records
• Conduct individual consultations with prospective and current trust clients
• Design and present workshops, webinars, community presentations, and conference sessions to educate current and prospective Trust clients on a wide range of applicable issues, including identifying and recruiting subject matter experts to serve as presenters alongside
• Develop and implement marketing plans, including promotional calendars and programs, new product introductions and other marketing projects
• Develop and manage marketing budgets
• Establish and grow market share
• Conduct market research to include surveys, interviews, focus groups, and customer observation
• Offer expert advice to develop innovative advertising, public relations, social media and events
• Supervise trust team, including hiring, onboarding, training, workloads, schedules and deadlines
• Oversee the content for the trust program on The Arc of Northern Virginia’s website
• Recognize, develop and install new procedures as necessary and instruct personnel regarding them
• Steer clients and professionals through trust documents and trust establishment
• Function as an educated resource for potential, new, and established clients and professionals
• Foster and protect a safe environment for open communication and inquiry, keeping client discussion confidential
• Provide reports, materials, and other items associated with Trust responsibilities and activities to Foundation Board
• Inform Foundation Board of all actual and potential conflicts
• Ensure that excess or surplus funds are invested according to terms of Foundation’s wishes and agreement
• Promote and grow the Trust team’s professional advisory committee
REQUIRED QUALIFICATIONS:
• Strong problem solving, decision making and communication skills, both written and verbal
• Continuous improvement mindset and desire for advancement and growth
• Demonstrated ability to take initiative to address issues proactively
• Strong ability to work independently
• Solid understanding of means-tested benefits and entitlement programs
• Ability to manage and prioritize multiple projects simultaneously in a fast-paced environment
• Proficient in MS Office Suite
• 3-5+ years experience working in a field related to trusts
• 3-5+ years experience managing others, including staff development and teambuilding
• Ability to primarily work in person in The Arc of Northern Virginia’s office
PREFERRED QUALIFICATIONS:
• Solid understanding of means-tested benefits and entitlement programs
• Proficiency with database CRM concepts
• Bachelor’s degree
• Professional experience working with people with disabilities
SPECIAL NOTE:
Research shows that women and underrepresented groups tend to apply for jobs only if they feel that they meet 100% of the qualifications. If this role sounds interesting to you, we encourage you to apply. The Arc of Northern Virginia is committed to building a diverse team that draws on the strengths of people with a variety of identities, backgrounds, perspectives, and skills.
ADDITIONAL JOB REQUIREMENTS:
• The candidate selected for this position will be required to complete a Child Protective Services Registry and a Criminal Background check to the satisfaction of The Arc of Northern Virginia.
• Valid motor vehicle driver’s license is required and the candidate will be required to use their own vehicle to and from appointments and meetings, with mileage reimbursement provided.
COMPENSATION:
Salary: The Director of Trusts can expect to earn $80,000 – $95,000 per year, depending on experience.
Benefits: In addition to financial compensation, The Arc of Northern Virginia offers a benefits package that includes health and dental insurance, HSA plan, 403(b) Retirement plan, paid leave, and federal holidays off with pay.
How To Apply:
Submit your resume to Melissa Heifetz, Executive Director by email to: melissa.heifetz@thearcofnova.org.
Please include the position title and your last name in the subject line of your email.
Please be prepared to supply two professional references upon request.
No Phone Calls Please
The Arc of Northern Virginia is an equal opportunity employer.
At The Arc of Northern Virginia, we are committed to treating all applicants and employees fairly based on their knowledge, skills, experience, and achievements without regard to race, religion, national origin, sex, age, disability, veteran status, sexual orientation, or gender identity.
