Executive Director

Executive Director

About the Company

Reputable national estate planning organization

Industry
Legal Services

Type
Non Profit

Founded
1949

Employees
11-50

Specialties

• trusts and estates
• wealth management
• personal finance
• probate
• tax law
• and law journal

About the Role

The Company is seeking an Executive Director to lead its mission of improving the trust and estate profession through ongoing professional development. The successful candidate will be responsible for governance, strategic leadership, and operational and financial management. This includes partnering with the Board of Regents, Executive Committee, and Foundation Board, overseeing internal operations, and ensuring compliance with legal and financial requirements. The Executive Director will also be tasked with staff leadership, program development, and delivery, as well as fostering relationships with the legal community and other professional organizations. Applicants for the Executive Director position at the company should have a minimum of 7 years' progressive leadership experience, with a strong preference for those with a background in professional membership associations. A Bachelor's degree is required, and a Master's or higher professional degree is an asset. The ideal candidate will have a genuine interest in the mission of the organization, experience with both 501(c)(6) and 501(c)(3) entities, and a proven track record in business and finance acumen. Excellent communication, relationship-building, and diplomatic skills are essential, as is a leadership style that is collegial, collaborative, and professional. The role also demands a problem-solver with the ability to manage multiple projects and a detail-oriented, organized approach to work.

Hiring Manager Title
President

Travel Percent
Less than 10%

Functions

• CEO/President
• Non-Profit Management