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 2024 Salary.com)
WPM is in search of a qualified candidate to fill the role of our Director of Operations for our Multifamily division. In this role, you will also serve as a Regional Property Manager for a small portfolio. As the Director of Operations, you will be responsible for supporting the President of MRE in oversight, management and growth of the division. You will need to be a change agent, energized by the daily challenges that could be presented as a critical part of a growing firm. In your role as a Regional Property Manager, you will have a unique opportunity to be on the front lines and behind the scenes in the multifamily real estate industry.
Essential Functions:
Director of Operations
Regional Property Manager
Knowledge, Skills, and Abilities:
Education and Experience:
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0 Estate Planning Director jobs found in Baltimore, MD area