Senior Account Executive, Legacy

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🕒 May 26

🏄 California – Remote

🏄 California – Remote

💵 $85k - $94k / year

⏰ Full Time

🟠 Senior

🧑‍💼 Account Executive

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WD & Associates, Inc.

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

⚕️ Healthcare Insurance

👥 HR Tech

Finance • Healthcare Insurance • HR Tech

WD & Associates, Inc. is a comprehensive insurance agency established in 1992 by William Delmage with headquarters in East Providence, Rhode Island. The company offers a broad range of services including employee benefits, property and casualty insurance, individual life and disability insurance, retirement planning services, and HR assistance. They specialize in providing real insurance solutions tailored to the needs and budgets of both businesses and individuals. The firm is noted for its personalized concierge services and strategic alignment to help employers become an employer of choice while maintaining compliance with federal and state guidelines. With a strong presence in Rhode Island and New Jersey, it is one of New England's premier health care consulting firms.

📋 Description

• Develop client annual plans in coordination with the Senior Account Director or Vice President • Prepare and interpret reports/analysis that evaluate client’s planned giving marketing programs with recommendations for improvements in alignment with client goals • Design, implement, and evaluate segmentation strategies, to develop effective segmentation for Planned Giving direct response marketing campaigns. • Ensure agency reporting is in alignment with client campaign strategy • Understand internal and industry benchmarking and trends • Develop year-long and multi-year planned giving marketing strategies aligned with client goals • Prepare and present annual plan to clients • Provide strategic leadership of client programs • Oversee implementation of client’s annual plan • Prepare, finalize and present strategy decks • Manage a cross-channel team • Develop concepts and messaging for integrated direct response projects • Work with copywriters and designers to develop program content in alignment with project and program strategy • Manage account and production team service delivery to the client, including problem-solving and accountability for errors • Liaise with client contacts to ensure their satisfaction and enhance client relationships • Travel to meet with clients as necessary • Coordinate with Offline and Digital teams to develop multi-channel campaigns and wrap-up decks • Mentor managers, coordinators, or assistants; other team members • Lead as a trusted subject matter expert for the agency in the area of legacy and planned giving • Enhance company’s brand by attending events, publishing white papers/blog posts, speaking at workshops and networking with influencers

🎯 Requirements

• Minimum 9 years of experience in nonprofit fundraising and/or advocacy • At least 4 to 6 years in nonprofit planned giving fundraising and marketing • Direct marketing, especially fundraising and/or advocacy • Knowledge base of planned giving concepts and marketing techniques • Experience in strategic and production management of direct marketing projects • Working knowledge of Microsoft products (Word, Excel, Teams, PowerPoint, Outlook) • Demonstrated effective use of digital tools to manage internal and external workflow and communication

🏖️ Benefits

• Health (multiple carrier options), Dental, Life Insurance, Short and Long-Term Disability, Employee Assistance Program (EAP), employer-matching FSA dollars • 35% employer share of cost for dependent health insurance • Vision, Medical & Dependent Care FSA, Commuter benefits, Pet Care Plan • 401(k) with automatic employer-sponsored contributions equal to 3% • Profit sharing • Paid Time Off, including: 13 company holidays, Early release every Friday and on days preceding company holidays, Vacation time – starting at 15 days per year, Sick Leave – 1 day per month, Personal time – 3 days per year, Paid Parental Leave – 8 weeks, Volunteer Leave – 3 days per year • Philanthropic Fund with corporate match for employee charitable contributions • Access to industry conferences & professional development opportunities • A remote-first work environment with access to offices for local staff