Estate Planning Director jobs in the United States

Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2021 Salary.com)

S
Sr. Director, Workplace Operations & Real Estate
  • Sony Interactive Entertainment PlayStation
  • San Mateo, CA
  • Reporting to Vice President, duties for the Sr. Director, Workplace & Real Estate will include ... Space Planning, Moves, adds, and changes * Ergonomic evaluations, counseling, and equipment ...
  • 2 days ago

S
Vice President of Real Estate
  • SelectLeaders
  • Portland, OR
  • ... Reports Senior Director of Campus Development (new position) Senior Director of Facilities ... Integrate planning and budgeting across facilities management, property management and capital ...
  • 3 days ago

V
Commercial RE Development Manager
  • Victory Real Estate Group
  • Dallas, TX
  • Execute and direct the tasks for obtaining all necessary governmental approvals. * Represent ... design professionals, real estate and others involved in the planning of company projects
  • 3 days ago

S
Director of Financial Planning and Analysis
  • Solomon Page
  • Los Angeles, CA
  • Los Angeles area Entertainment organization is seeking to add a Director of Financial Planning and ... Experience in operations-intensive businesses (studio operations, real estate, hospitality
  • 3 days ago

I
Leasing Agent
  • Indigo Real Estate
  • Auburn, WA
  • Indigo Real Estate is seeking a full-time Leasing Professional to oversee the day to day leasing ... planning, controlling, and directing the day to day leasing operations of the property, and for ...
  • 4 days ago

L
Senior Accountant
  • Lion Real Estate Group
  • Los Angeles, CA
  • Director of Accounting Job Location : Corporate Office, Los Angeles, CA (Recruiters/Agencies ... Proficient with real estate ERP software such as Yardi Voyager preferred * Proficient with ...
  • 6 days ago

C
Deputy Director, Transit Oriented Development (TOD) & Real Estate Planning
  • Center for Watershed Protection
  • San Carlos, CA
  • The Deputy Director, Transit Oriented Development (TOD) & Real Estate Planning reports to the Deputy Chief, Caltrain Planning and will be responsible for all activities related to developing and ...
  • 7 days ago

S
Director, Sustainability - Real Estate
  • SBM
  • Sacramento, CA
  • Lead and direct of sustainability into all facets of the master planned development program ... estate development; preferably environmentally focused * Direct experience developing and ...
  • 7 days ago

Income Estimation for Estate Planning Director jobs
$120,116 to $178,651