Pooled Trust Program Director

Company: Arc Of New Mexico
Location: Albuquerque
Posted on: May 3, 2025

Job Description:

Trust DirectorPooled Trust Program, Finance & Accounting ProfessionalAlbuquerque, NM - Full-Time - Competitive Pay + BenefitsLead with Purpose - Advance Financial Security for New Mexicans with Disabilities
Are you a strategic financial leader with a heart for service? The Arc New Mexico is seeking a Trust Director to oversee our pooled special needs trust program, ensuring compliance, transparency, and operational excellence for individuals with disabilities across the state.Why Join Us?

• Mission-driven work that directly supports people with disabilities and their families.
• High-impact leadership position with strategic and operational influence.
• Collaborative culture with strong organizational values and integrity.
• Competitive pay and comprehensive benefits.Position OverviewThe Trust Director manages all aspects of The Arc New Mexico's pooled trust program, including fund administration, regulatory compliance, financial reporting, and internal financial controls. This role also oversees the organization's accounts payable functions and provides strategic financial insight to senior leadership.The ideal candidate is detail-oriented, analytical, and experienced in nonprofit or fiduciary financial management. They bring not only technical expertise but also a strong commitment to the ethical stewardship of resources that support some of the most vulnerable members of our community.Key ResponsibilitiesTrust Management & Financial Oversight
  • Oversee pooled trust operations, including budgeting, reconciliation, and compliance.
  • Monitor cash flow, manage financial risk, and ensure the accuracy of all trust-related financial accounts.
  • Collaborate with external vendors to prepare financial statements and present reports to the Board and leadership.Pooled Trust Administration
    • Manage trust distributions and maintain all associated files.
    • Ensure full compliance with federal and state regulations governing SSI, Medicaid, and other public benefits.
    • Support beneficiaries and their representatives with financial planning that preserves eligibility while enhancing quality of life.
    • Exercise discretion in distribution decisions and maintain long-term stakeholder relationships.Accounts Payable & Vendor Management
      • Oversee all accounts payable functions, ensuring timely, accurate payments.
      • Manage vendor relationships and negotiate contracts to control costs.
      • Ensure compliance with all tax and regulatory requirements related to payables.Compliance & Audit Preparedness
        • Maintain adherence to all financial laws, regulations, and internal policies.
        • Prepare and support external audits, conduct periodic internal audits, and implement corrective actions when necessary.
        • Maintain detailed records and prepare regulatory filings as required.Leadership & Supervision
          • Provide financial leadership and strategic recommendations to senior management.
          • Supervise trust and finance staff, assigning responsibilities, offering training, and supporting professional growth.
          • Deliver trainings and outreach related to trust operations for staff, beneficiaries, and stakeholders.What You Need to SucceedEducation & Experience
            • Bachelor's degree in Finance, Accounting, Business Administration, or related field preferred.
            • 5+ years of experience in trust management, nonprofit finance, or similar fiduciary role.
            • Experience with regulatory compliance and financial auditing strongly preferred.
            • Supervisory or team leadership experience required.Skills & Competencies
              • Strong financial acumen and organizational skills with attention to detail.
              • Ability to manage complex regulatory requirements with sound judgment and ethical integrity.
              • Proficiency in Microsoft Excel and financial systems; database management skills a plus.
              • Exceptional communication skills, both written and verbal.
              • Ability to lead with empathy, collaboration, and mission alignment.Work Environment & Requirements
                • Routine office setting with occasional in-person meetings or events.
                • Physical Requirements: Ability to sit for extended periods and lift up to 20 lbs unassisted (40 lbs with assistance).
                • Valid Driver's License & Background Check Required.Compensation & BenefitsCompetitive Pay Based on Experience: $70,000-$73,000 Starting Pay
                  Benefits start on the 1st of the month after 60 days and include:
                  • Health, Dental, and Vision Insurance
                  • Paid Holidays, Vacation, and Sick Leave
                  • Short-Term & Long-Term Disability Insurance
                  • Life & AD&D Insurance
                  • Retirement Plan (Simple IRA) with 2% employer contribution
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Keywords: Arc Of New Mexico, Albuquerque , Pooled Trust Program Director, Executive , Albuquerque, New Mexico