Director, Retirement Security and Tax Policy

As the leading global association of mutual funds, ETFs, and other regulated funds, the mission of the Investment Company Institute (ICI) is to strengthen the foundation of the asset management industry for the ultimate benefit of the long-term individual investor. 

As a member of the Government Affairs department reporting to the Chief Government Affairs Officer, the Director, Retirement Security and Tax Policy is responsible for managing the development and implementation of legislative strategies (primarily before, but not limited to, the Congressional Committees with jurisdiction over tax and pension issues) to achieve specific legislative results that are favorable to ICI’s member companies and their shareholders. This position requires strong personal relationships with members and senior staff on these committees and in the congressional leadership.

 Essential functions of this role include:

• Monitors public policy developments in the tax and retirement areas, evaluates proposed or pending legislation, and advises senior management on the implications for the Institute and its members.

• Represents ICI and its member companies before Congress in connection with various priority issues, including tax.

• Participates in the development of the Institute’s legislative goals and strategies and leads implementation with respect to tax and related issues.

• Establishes and maintains a political network within the Administration and on Capitol Hill with an emphasis on the House Committee on Ways & Means, the Senate Committee on Finance, the House Committee on Education & Labor, and the Senate Committee on Health, Education, Labor & Pensions.

• Maintains excellent communications and working relationships with Washington representatives of ICI member companies and works collaboratively to advance ICI’s legislative agenda and secure its objectives.

• Manages use of the Institute’s outside lobbyists, to advance the Institute’s legislative agenda and strategy in the tax area and retirement areas.  

• Maintains informal relationships with staff of other organizations and with lobbyists sharing legislative interests in common with the Institute and, where appropriate, coordinates joint efforts.

• Participates in and assists with the planning and coordination of ICI conferences, committee meetings, and other members’ meetings as appropriate; attends Tax Committee meetings and calls. 

• Works with the Law Department (tax) in achieving the Institute’s goals on the Hill and in front of various regulatory agencies, particularly the Department of Treasury and the IRS.

• Participates in and, as appropriate, assists in organizing political events such as fundraisers, and otherwise helps assure the effectiveness of the Institute’s political programs including ICI PAC.

• Develops and maintains close and highly effective working relationships with staff in other ICI departments, through teamwork and regular collaboration. 

 If you have the following credentials, we encourage you to apply:

• Undergraduate degree in related field required; JD or other relevant graduate degree preferred. 

• Minimum of 5 - 7 years experience as a Washington Representative, senior Congressional leadership or committee staffer, or in a position of responsibility within the Administration, or an equivalent combination of related education and experience. Expertise in tax and retirement matters preferred but not necessarily required. 

• Experience working with Members of Congress and other regulators and their staffs.

• Thorough understanding of the legislative and regulatory process.

• Proven record of accomplishment in advancing important issues through the legislative process. 

• Experience in working with and managing other professionals, e.g., staff of the Institute’s member companies, senior-level corporate executives and administrative staff.

• Demonstrated capacity to work collaboratively and effectively with a team of lobbying, legal, research and public communications professionals.

• Ability to persuasively communicate complex concepts and programs at the highest levels of government and business.

• Ability to exercise discretion and independent judgment in the performance of assigned responsibilities.

 ICI offers competitive pay, excellent benefits to include a comprehensive medical plan, generous 401(k) retirement savings plan, paid leave, commuting subsidies, and tuition reimbursement as well as training and development opportunities. Based in Washington, DC, ICI is conveniently located next to McPherson Square Metro station. This is a hybrid position.