The Executive Director is responsible for the acceptance of Special Needs Trusts and overseeing their administration. In addition, the Executive Director, supported by the Clinical Director and the Business Manager, is responsible for assuring the delivery of high quality services, the maintenance of financial integrity, and the long-term viability of the organization
Leadership. Reporting to the Board, the Executive Director is responsible for fulfilling PLAN’s mission and expanding its client base. Leadership activities include strategic planning, goal setting, effective communications with the Board and staff, fundraising and donor relations, and outreach to professional and civic organizations and government agencies that address the needs of disabled individuals. The Executive Director submits the proposed annual budget and periodic financial statements to the Board of Directors.
Trust Management. The Executive Director works with potential clients seeking trustee services for special needs trusts, providing education and determining eligibility; oversees staff performance tasks related to trust accounts; coordinates with financial advisors and accounting professionals engaged to provide trust support services; and ensures compliance and documentation requirements are met, consistent with internal fiduciary policies and procedures.
Organizational Management. The Executive Director plans, organizes, directs and controls the day-to-day operations of the organization. This includes establishing processes and procedures and assuring compliance; overseeing the management of trusts and escrow accounts; coordination with the Clinical Director on the hiring, evaluation, skill development, and productivity of case managers; overseeing the maintenance of the organization’s technology infrastructure; and facilitating the annual review by outside auditors.
The candidate ideally should have: expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning; the ability to communicate empathetically with disabled clients and their families; strong management and organizational skills, the ability and motivation to grow PLAN’s client base; and relevant computer skills.
Education and Experience:
Bachelor’s degree as a minimum. Experience as either a (1) trusts & estates paralegal, (2) trust officer, or (3) certified financial planner. Helpful to have knowledge of, and work experience related to: management, finance, human resources, technology, marketing, nonprofit development, and public benefits programs.
Additional Salary Information: 85,000 to 105,000 depending on experience with trusts
About PLAN of Maryland-D.C., Inc.
Vision and Purpose:The mission of PLAN of Maryland – D.C., Inc. (PLAN) is to enable individuals with disabilities to maximize their potential for independence and quality of life through coordinated service and programs that emphasize long-term planning, clinical case management, family services, access to public benefits, and trust and financial management.