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 2022 Salary.com)

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VP, Corporate Real Estate
  • UPMC Presbyterian (Pittsburgh)
  • Pittsburgh, PA
  • Including capital planning and system budgeting. * Develop management reports to include statistics ... Team includes directors and managers of leasing and property management, financial analysts, and ...
  • 13 hours ago

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Senior Project Controls Manager - Real Estate Construction Master Planning
  • Turner & Townsend
  • Thousand Oaks, CA
  • Job Description Turner & Townsend's Commercial Real Estate Development Team seeks a Master Planning Project Controls Manager under leadership of the Project Controls Associate Director, to manage ...
  • 2 days ago

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Real Estate and Site Planning Manager
  • Genentech
  • Union City, CA
  • Based in Genentech's South San Francisco Campus and reporting to the Senior Director of Real Estate Strategy, the Real Estate and Site Planning Manager is responsible for conceptualizing, analyzing ...
  • 4 days ago

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Business and Operations Manager (Real Estate & Workplace Effectiveness), Site Services
  • Genentech
  • Richmond, CA
  • This position reports directly to the Sr. Director of Real Estate Strategy & Operations within Real ... Lead planning for RE&WE Leadership Team meetings, off sites, and talent reviews * Responsible for ...
  • 4 days ago

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Senior Associate, Real Estate - Operations
  • Washington University
  • Seattle, WA
  • Responsible for operational planning and oversight of Real Estate department, including preparation ... Responsibility includes direct oversight of commercial properties to ensure data is both current ...
  • 5 days ago

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Analyst, Real Estate Advisory Group
  • Duff and Phelps
  • Dallas, TX
  • Independently gather data pertinent to the engagement through direct client interaction, including ... planning purposes. Our services help owners and investors maximize property values. Our Analysts ...
  • 5 days ago

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Director - Home Office Real Estate
  • EDWARD JONES
  • Lenox, MO
  • ... succession planning. * Monitor climate within area of responsibility, including appropriate ... Real estate industry experience and knowledge preferred. * Advanced to expert in leasing, real ...
  • 5 days ago

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Director, Wealth Strategist - Tax, Trust, & Estate
  • Charles Schwab
  • Frisco, TX
  • We deliver sophisticated advice and planning focused on the client, the client's family, and their ... The Wealth Strategist role specializing in Tax, Trust and Estates is integral to the delivery and ...
  • 6 days ago

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Director, Strategy, Governance, & Planning (Remote)
  • Director, Strategy, Governance, & Planning...
  • Remote in Greensboro, NC FULL_TIME
  • General Summary The Director of Strategy, Governance, and Planning aligns technology vision with business strategy by in...
  • 1 Month Ago

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Estate Planning Associate Attorney
  • Gaw Estate Planning
  • Napa, CA FULL_TIME
  • FIRM Gaw Estate Planning David B. Gaw, a statewide recognized estate planning and trust administration attorney has over...
  • 1 Month Ago

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Director, Strategy, Governance, & Planning (Remote)
  • Director, Strategy, Governance, & Planning...
  • Remote in Greensboro, NC FULL_TIME
  • General Summary The Director of Strategy, Governance, and Planning aligns technology vision with business strategy by in...
  • 1 Month Ago

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Estate Planning Associate Attorney
  • Gaw Estate Planning
  • Napa, CA FULL_TIME
  • FIRMGaw Estate PlanningDavid B. Gaw, a statewide recognized estate planning and trust administration attorney has over 4...
  • 1 Month Ago

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Experienced Estate Planning Associate Attorney
  • Carolina Family Estate Planning
  • Cary, NC FULL_TIME
  • Carolina Family Estate Planning is a Cary NC-based Estate Planning, Estate Administration, and Elder Law Firm. We are gr...
  • 1 Month Ago

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Associate Attorney, Estate Planning
  • Stead Business & Estate Planning PLLC
  • Remote in Burlington, VT FULL_TIME
  • Stead Business & Estate Planning –Associate Attorney, Estate Planning$35-50/hr, Remote in Vermont*Special consideration ...
  • 2 Days Ago

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Estate Admin and/or Fiduciary Paralegal
  • Estate Planning Law Firm
  • Bohannon, VA FULL_TIME
  • Estate Administration and/or FiduciaryParalegalEstablished Estate Planning and Elder Law practice seeking an experienced...
  • Just Posted

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Estate Admin and/or Fiduciary Paralegal
  • Estate Planning Law Firm
  • Ark, VA FULL_TIME
  • Estate Administration and/or FiduciaryParalegalEstablished Estate Planning and Elder Law practice seeking an experienced...
  • Just Posted

Income Estimation for Estate Planning Director jobs
$123,702 to $183,980