Estate Planning Director jobs in Bloomington, IN

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)

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Planning Associate/Associate Director
  • Cundall
  • Edinburgh, IN FULL_TIME
  • The Team

    Cundall’s Planning team pride ourselves on our exemplary track record of providing first-class planning and environmental input on a wide variety of building projects throughout the UK. Our clients include private developers, house builders, housing associations, local authorities and education providers. We offer a pro-active and collaborative approach to skill development, and professional excellence.  Indeed, Cundall has been accredited as an RTPI Learning partner for a number of years.

    The Role

    This is an excellent opportunity for an experienced, tenacious and client focused Planner to join our Edinburgh or Glasgow Office, to play the leading role in the strategic development of Cundall’s Town Planning activities in Scotland. This person will manage the successful delivery of innovative planning solutions to some of the most prestigious and technically challenging built environment design projects in the region and across the UK.  They will also have the opportunity to develop a team around them and help Cundall’s UK Director of Planning to grow this important specialism within the overall practice.

     

    The role will to be take over from our current Head of Planning (Scotland) who has built an excellent reputation as a trusted planning adviser in the Edinburgh and wider Scottish market.  He will still be available in an advisory capacity and along with the UK Planning Director will support the successful candidate in masking a success of this important role.  This could suit someone who is already working at Associate /Associate Director but looking for more freedom to grow their own team within the supportive environment of a major multi-disciplinary consultancy.  This is a part of a planned succession strategy and shows our commitment to growing a strong town planning advice service in Edinburgh and the wider central belt area.  Cundall now has a presence in both Edinburgh and Glasgow and there is flexibility to work in either location or share time between each office.

     

    Working across a variety of key sectors including education, residential, commercial, healthcare and retail, you will prepare planning appraisals of land, buildings and concepts, developing original and creative solutions that surpass client requirements. Working closely with colleagues of various engineering disciplines to manage the delivery of technically excellent, profitable projects, you will take the lead on planning, regeneration and master planning commissions, while also developing new and nurturing existing outstanding client relationships that maximise customer satisfaction and repeat business.

     

    Using your wealth of expertise, and your proven ability to manage, motivate and inspire less experienced consultants and you will in time grow and develop a strong team of highly skilled Planners to support and sustain Cundall’s growing workload and reputation in the Town Planning sphere.  

    The Skills

    A highly experienced planner / surveyor with a strong grasp of statutory planning policy, procedures and requirements, and must be qualified to MRTPI, MRICS or equivalent level.  You will have developed a significant portfolio of relevant technical and leadership experience within a consultancy or public sector environment. In your most recent position, you will have established your excellent reputation as a commercially aware leader in town planning and have consistently demonstrated your ability to manage multiple large-scale projects and teams to deliver and exceed client expectations.

     

    You will be expected to contribute to wider corporate initiatives both in Scotland and across the UK from a planning perspective and be committed to technical excellence and net zero approaches to development. Given the collaborative and client focussed nature of this role, excellent communication and project management skills are essential.

     

    Salary and terms are negotiable and commensurate with skills and experience. 

     

    Job Description

     

    Why Join Cundall?

     

    We know that to be the best at what we do we need a diverse workforce underpinned by an inclusive culture. Creating environments where everyone can find joy doing their best work is also great for everyone. That’s why we positively welcome applications from people of all backgrounds and identities, and encourage, support, and celebrate the diverse voices of our people.

    #LI-GR1

  • 27 Days Ago

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Planning Manager
  • JPMorgan Chase
  • EDINBURGH, IN FULL_TIME
  • As the Business Analysis & Reporting Manager – Planning Manager within the International Consumer – Service Operations Team, you will be responsible for leading the Scheduling & Real-time teams. Havin...
  • 1 Month Ago

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Materials Planning Specialist
  • Morales Group
  • Edinburgh, IN FULL_TIME
  • SUMMARY: The Production Data Specialist is a diverse role that works closely with Production and Controlling to ensure the accuracy of master data for product and production processes, availability of...
  • 12 Days Ago

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Grid Modernization Planning Engineer
  • Hoosier Energy
  • Bloomington, IN FULL_TIME
  • Pay Grade: M07 POSITION SUMMARY The Grid Modernization Planning Engineer position will be responsible for analyzing long and short term plans with an emphasis on the facilitation of energy efficiency,...
  • 1 Month Ago

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Affordable Property Manager
  • Capstone Real Estate Services, Inc
  • Seymour, IN FULL_TIME
  • JOB DESCRIPTION Provides input into the development of budget(s) for the property by analyzing and evaluating financial statements, reviewing current and projected marketing information, and accessing...
  • 20 Days Ago

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Occupancy Planning Project Manager : 325853
  • CorTech
  • Columbus, IN FULL_TIME
  • Pay Rate - $45.67/hr Shift: Monday-Friday, 8am-5pm Job Description The Space Planning Project Manager oversees and provides tactical occupancy planning expertise in support of supply, capacity, and de...
  • 20 Days Ago

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0 Estate Planning Director jobs found in Bloomington, IN area

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General Manager
  • Wendy's
  • Bloomington, IN
  • Why Wendy's Want to make a difference? Want to be a leader? Wendy's is now hiring General Managers to lead our teams! We...
  • 4/24/2024 12:00:00 AM

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Executive Director of Development, O'Neill School of Public and Environmental Affairs
  • Knewin
  • Bloomington, IN
  • Company Description Are you a high-performer who wants to contribute to a mission-driven and values-based organization? ...
  • 4/23/2024 12:00:00 AM

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Program Director (Wound Care outpatient) clinical knowledge preferred
  • Outpatient Integrated Strategies
  • Plainfield, IN
  • Job Description Job Description • Provides day to day management oversight for outpatient wound clinic which may include...
  • 4/23/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Bloomington, IN
  • Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

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Director of Nursing - DON-RN
  • Hiring Now!
  • Bloomington, IN
  • JOIN TEAM TRILOGY: Our Directors of Nursing love Trilogy for the stability, meaningful work, and great team. If you're l...
  • 4/22/2024 12:00:00 AM

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Assistant General Manager
  • Atria Senior Living
  • Bloomington, IN
  • Responsibilities In the role of Assistant General Manager (AGM) you are responsible for ensuring a well-maintained commu...
  • 4/21/2024 12:00:00 AM

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Executive Director of Development, O'Neill School of Public and Environmental Affairs
  • Indiana University Foundation
  • Bloomington, IN
  • Company Description Are you a high-performer who wants to contribute to a mission-driven and values-based organization? ...
  • 4/20/2024 12:00:00 AM

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Hospice Executive Director - RN
  • LHC New
  • Camby, IN
  • Summary We are hiring for an Executive Director in Hospice. At Caretenders Hospice, a part of LHC Group, we embrace a cu...
  • 4/20/2024 12:00:00 AM

Bloomington is a city in and the county seat of Monroe County in the southern region of the U.S. state of Indiana. It is the seventh-largest city in Indiana and the fourth-largest outside the Indianapolis metropolitan area. According to the Monroe County History Center, Bloomington is known as the "Gateway to Scenic Southern Indiana." The city was established in 1818 by a group of settlers from Kentucky, Tennessee, the Carolinas, and Virginia who were so impressed with "a haven of blooms" that they called it Bloomington. The population was 80,405 at the 2010 census. The city's population was ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$119,430 to $177,627
Bloomington, Indiana area prices
were up 1.3% from a year ago

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