Director, Elder Fraud Prevention and Financial Security
Director, Elder Fraud Prevention and Financial Security
Description
PURPOSE OF POSITION
The Director of Elder Fraud Prevention and Financial Stability will lead the design, execution, and expansion of multi-market initiatives that protect older adults from financial exploitation, fraud, and abuse. The Director will serve as a key public voice for the organization, engaging with media, funders, policymakers, and community partners, while overseeing program delivery across multiple cities. This individual brings deep subject matter expertise, executive-level communication skills, and the ability to build systems that scale impact nationally.
The director will develop the knowledge and understanding of the many methods to defraud seniors and will be considered a National Leader in Fraud Prevention. This will require the candidate to continue to learn and understand the current and evolving techniques for fraud.
PRINCIPAL DUTIES
Strategic Leadership & Program Oversight
Set vision and strategy for elder financial protection and financial stability programming, aligning with organizational mission and growth goals
Oversee implementation and performance of programs across multiple markets, ensuring consistency, quality, and measurable outcomes
Identify emerging trends in elder fraud, scams, and financial exploitation; translate insights into responsive, scalable program strategies
Build and refine systems, tools, and processes to support program delivery, tracking, and evaluation at scale
Partner with executive leadership to guide organizational strategy and thought leadership in the field
External Relations & Public Leadership
Serve as a primary spokesperson and public-facing leader for the organization in matters of elder financial fraud prevention and financial stability, representing the organization in media appearances, public forums, and high-level stakeholder engagements
Deliver compelling presentations to seniors, funders, community organizations, and cross-sector partners
Shape and communicate clear, impactful messaging on financial vulnerability and elder protection, and methods to secure the financial future of seniors
National Development and Geographical Outreach
Develop and raise financial resources, both locally and nationally, from individual donors, grantor agencies, corporate sponsorships, estate planning attorneys and high-wealth gatekeepers, in order to grow the Senior Financial Stability program financially. Cultivate and develop relationships with key stakeholders and influencers to further the Senior Financial Stability initiative in cities throughout the nation, with an initial focus on communities where Elder Fraud workshops will be held. Existing Elder Fraud funding will likely include, but is not limited to, the following communities: San Diego, Los Angeles, Orange County, San Francisco, New York, Houston, Chicago, Miami, Washington D.C., St. Louis, Phoenix, and Sacramento.
Partnership and Relationships Development & Coalition Building
Build local and national collaborative relationships with FBI, law enforcement agencies, city attorneys, local media, and regulatory entities to strengthen Elder Fraud prevention and response efforts Lead development of cross-sector partnerships with nonprofits, financial institutions, government agencies, and community-based organizations Foster inclusive, culturally responsive engagement strategies across diverse communities Grants, Compliance & Impact Reporting
Partner with development team to support grant strategies, proposal development, and funder engagement Ensure compliance with grant and contract requirements Oversee tracking of deliverables, budgets, and outcomes in partnership with finance and development teams for all elder fraud and financial stability funding sources Lead preparation of high-quality narrative and data-driven reports for funders, government agencies, and board stakeholders
Operations & Team Leadership
Oversee program operations for elder fraud and financial stability initiatives, including multi-city logistics, scheduling, and execution of events and training Supervise and mentor program staff and/or regional leads, fostering a culture of accountability and impact Ensure consistent internal communication, including clear reporting on program status, risks, and milestones Manage travel and on-the-ground engagement across relevant program locations
Requirements
QUALIFICATION REQUIREMENTS
Required
8–12+ years of experience in financial services, estate planning, elder law, consumer protection, or a related field; experience in nonprofit leadership a plus Demonstrated expertise in issues impacting older adults, including financial vulnerability and exploitation Proven experience leading multi-site or national programs with measurable outcomes, or commensurate experience Exceptional public speaking and presentation skills; comfortable engaging large and diverse audiences Strong executive presence with experience serving in a public-facing or spokesperson role Excellent written and verbal communication skills, including external communications Demonstrated ability to build systems and operational infrastructure Experience building and managing cross-sector partnerships Strong organizational and project management skills with attention to detail Willingness and ability to travel frequently Preferred
Experience working with law enforcement, regulatory agencies, or national advocacy organizations Media training or significant experience with press and public relations Knowledge of Medicare, Social Security, and related systems Experience managing grant-funded programs, including compliance and reporting Bilingual or multilingual capabilities highly desired
Leadership Competencies
Deep commitment to the mission of protecting older adults Strategic thinker with the ability to translate vision into execution Confident, credible, and polished public leader Collaborative and skilled at influencing across sectors and stakeholders Data-informed decision maker with strong accountability for outcomes High emotional intelligence and cultural competency
EDUCATION
Bachelor’s degree in relevant major or commensurate experience, master’s degree highly desirable Gerontology degree or certifications a plus
Ability to read, write and speak English fluently; bilingual a plus
JUDGMENT/REASONING ABILITY
Use of good judgment and own initiative Logical thought process Works well under pressure
OTHER SKILLS AND ABILITIES
An independent, confident self-starter skilled at working in a collaborative environment A willingness to learn and challenge personal paradigms Excellent listening skills Strong interpersonal, written and verbal communication skills Professional attitude and demeanor Positive and enthusiastic Ability to be flexible and open to change