Estate Planning Director jobs in Oklahoma City, OK

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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Director of Planning
  • THE CLIMATE CONTROL GROUP INC
  • Oklahoma, OK FULL_TIME
  • POSITION SUMMARY

     

    Responsible for the development and implementation of the company’s Supply Chain Strategy using best in class Supply Chain Management techniques. Planning and management of all activity involving sourcing, procurement, production planning and supply chain planning to ensure the optimum raw material inventory levels to maximize Customer OTD. Implement and improve processes that synchronize supply with demand by managing the flow of goods and information (internally & externally), WIP inventory and finished goods from the point of origin to the point of consumption.

     

    ESSENTIAL FUNCTIONS

     

    Reasonable Accommodations Statement

     

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

     

     

    Essential Functions Statement(s)

     

    • Assist the business in implementing and utilizing ERP/MRP system to develop inventory planning models that optimize inventory turns and material availability.
    • Leverage the spend and consolidate suppliers, as appropriate across all CCG factories, including raw material suppliers, office supplies and MRO.
    • Implement, maintain, and support SIOP process.
    • Must possess lean manufacturing knowledge, experience with Kanban, supermarkets and other material replenishment systems.
    • Knowledge of all aspects of materials management, including negotiating, strategic and tactical purchasing, production planning and forecasting, supplier cost, quality, and delivery forecasting, and inventory control.
    • Develop “lean” supply chain processes, and continuous improvement methodologies to ensure reliable and constant improvements in their operational efficiency, productivity, and utilization.
    • Define and implement Raw and Finished Goods Strategy according to different business needs to ensure proper goods availability according to customer demand/while managing inventory.
    • Establish business specific processes for inventory planning and demand forecasting, lead time, carrying costs of inventory, asset management, inventory valuation, inventory visibility, and physical inventory, available physical space for inventory, quality management, and replenishment.
    • Work with all CCG factories purchasing teams on negotiating optimal pricing, terms, and transportation methods.
    • Make sure monthly demand plan, Annual Operating Plan and quarterly Rolling forecasts are established and properly maintained with the newest business development.
    • Identify and manage risk within the local and Global Supply Chain.
    • Lead and coordinate all sourcing activities. Working with CCG corporate, Quality, Engineering and Marketing. 
    • Develop long-term supply plans to support supply chain initiatives.
    • Develop, implement, and maintain global policies and Global Supply Chain goals.
    • Prepares instructions regarding purchasing systems and procedures.
    • Prepares and issues purchase orders and change notices as required
    • Develops a system to evaluate vendor quotations that utilizes appropriate negotiation and purchasing techniques to ensure quality, price, delivery and service.
    • Arranges for disposal of surplus materials
    • Reviews purchase order claims and contracts for conformance to company policy

     

    Supervisory Responsibilities:

     

    • Manages employees in the Supply Chain department, including the areas of procurement, purchasing, sourcing, scheduling. 
    • Is responsible for the overall direction, coordination, and evaluation of the department. 
    • Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.
    • Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

    SKILLS & ABILITIES

     

    • Bachelor’s Degree (Master’s preferred) in Business Management, Engineering, Marketing, Supply Chain, Logistics or 15 years equivalent experience in relevant functions
    • APICS Certification (CPIM, CSCP, CFPIM) preferred
    • In depth knowledge of end to end supply chain processes and best practices.
    • Able to Coach and develop team to grow Supply Chain Functional competence.
    • Demonstrated leadership and team-building skills, as well as ability to establish credibility throughout the organization and with employees, suppliers and customers.
    • Skilled at analytical thinking, communication, coordination, active listening, critical thinking, time management, team building, mentoring, negotiations and diplomacy.

     

    Experience:   

     

    • 10 years working experience in supply chain management and leadership experience in progressively responsible positions.
    • Prior Experience operating in a Lean environment.

     

  • 1 Month Ago

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Legal Assistant-Estate Planning/Probate Department
  • Ball Morse Lowe PLLC
  • Oklahoma, OK FULL_TIME
  • A dynamic law firm with offices in Oklahoma City, Norman, Stillwater, Edmond, and Denver is seeking an enthusiastic, detail-oriented, and self-motivated Legal Assistant to join our Oklahoma City offic...
  • 28 Days Ago

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Real Estate Director of Operations
  • PLACE Corporate Careers
  • Norman, OK OTHER
  • Director of Operations Your Opportunity: You have the opportunity to be surrounded by, learn from and grow with the top 1% of real estate professionals in North America. Come grow with us as our Direc...
  • 1 Month Ago

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Real Estate Agent
  • Webb Group Real Estate
  • Norman, OK FULL_TIME
  • Summary Embrace the chance to work alongside the elite top 20% of North America's real estate experts by becoming a part of our team as a Real Estate Agent. Set forth on a journey of growth and discov...
  • Just Posted

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Real Estate Agent
  • Thrive Group Real Estate
  • Oklahoma, OK FULL_TIME
  • Summary Are you ready to tackle a unique challenge that comes with a potential $144,000 reward? Our team is on the lookout for someone who can overcome a distinct hurdle. Unlike the average real estat...
  • 1 Month Ago

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Real Estate Agent Partnership Opportunity
  • Thrive Group Real Estate
  • Oklahoma, OK FULL_TIME
  • Summary Join our team as a Real Estate Agent and work alongside the elite top 20% of real estate professionals in North America. Embark on a journey of growth and discovery, armed with an unparalleled...
  • 1 Month Ago

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0 Estate Planning Director jobs found in Oklahoma City, OK area

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Director of Planning and Zoning - Edmond, OK
  • Sgr
  • Edmond, OK
  • On the outskirts of Oklahoma City, Edmond charms residents with its friendly atmosphere and exceptional quality of life....
  • 4/28/2024 12:00:00 AM

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Senior Director, FP&A
  • Certinia Inc.
  • Oklahoma City, OK
  • Sr Director, Financial Planning & AnalysisLocation: US RemoteWHO WE ARECertinia (formerly FinancialForce) delivers a Ser...
  • 4/28/2024 12:00:00 AM

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Director of Operations
  • Norman Public School Foundation
  • Norman, OK
  • Job SummaryThe Operations Director works closely with the Executive Director to plan and implement fundraising campaigns...
  • 4/28/2024 12:00:00 AM

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Camp Assistant Director
  • Metro Technology Centers
  • Oklahoma City, OK
  • Job Title : Camp Assistant DirectorSalary Structure: $15.00 per hourPosition Contract: Temporary, 12 days, 7 hours per d...
  • 4/28/2024 12:00:00 AM

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Condition Assessment Leader - Pipeline Assessment & Renewal - Specialized Solutions (US Hybrid)
  • Black & Veatch
  • Oklahoma City, OK
  • **Condition Assessment Leader - Pipeline Assessment & Renewal - Specialized Solutions (US Hybrid)** Date: Apr 18, 2024 L...
  • 4/28/2024 12:00:00 AM

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Wendy's Assistant General Manager
  • Meritage Hospitality Group
  • Oklahoma City, OK
  • Are you looking for a new challenge? Do you want to help lead a restaurant and have the opportunity to grow into running...
  • 4/27/2024 12:00:00 AM

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Director of Inventory Full Time
  • Regional Food Bank of Oklahoma, Inc
  • Oklahoma City, OK
  • Active - Full-Time Benefits Eligible Oklahoma City, OK, US **Job Description:** The Director of Inventory will oversee a...
  • 4/27/2024 12:00:00 AM

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Director of Operations (September 2023 Requisition)
  • Progentec Diagnostics, Inc.
  • Oklahoma City, OK
  • Company Description About us Progentec Diagnostics, Inc. is a biotech company that combines cutting-edge laboratory test...
  • 4/26/2024 12:00:00 AM

Oklahoma City lies along one of the primary corridors into Texas and Mexico, and is a three-hour drive from the Dallas-Fort Worth metroplex. The city is in the Frontier Country region in the center of the state, making it an ideal location for state government. According to the United States Census Bureau, the city has a total area of 620.34 square miles (1,606.7 km2), of which 601.11 square miles (1,556.9 km2) is land and 19.23 square miles (49.8 km2) is water. Oklahoma City lies in the Sandstone Hills region of Oklahoma, known for hills of 250 to 400 feet (120 m) and two species of oak: blac...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$118,393 to $176,084
Oklahoma City, Oklahoma area prices
were up 1.2% from a year ago

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