Estate Planning Director jobs in Saginaw, MI

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 Budget and Planning
  • Saginaw Valley State University
  • University Center, MI FULL_TIME
  • Director of Budget and Planning
    External posting
    Full-Time, Exempt , Administrative/Professional

    JOB SUMMARY: The Director of Budget and Planning is responsible for overseeing budgeting, financial planning, and other designated business management functions in support of the Office of the Vice President for Administration and Business Affairs. This role involves advising on budgeting and financial planning issues, coordinating the development of major operating budgets, preparing revenue and expenditure projections, and monitoring financial performance to aid in institutional planning.

    ESSENTIAL DUTIES & RESPONSIBILITIES:

    • Advise the Vice President for Administration and Business Affairs on budgeting and financial planning issues.
    • Coordinate the development of the University’s major operating budgets, including the general fund, auxiliary operations, and capital projects.
    • Prepare revenue and expenditure projections, including tuition rate formulation and forecasting.
    • Track and analyze actual financial performance measures to monitor overall institutional financial performance and aid in planning.
    • Monitor and analyze budgeted revenue and expenditure variances, recommending corrective actions as appropriate.
    • Monitor divisional initiatives related to the identification and use of best practices, benchmarking, and cost-effectiveness.
    • Consult with University departments on financial planning matters.
    • Facilitate by-position budgeting.
    • Create budget measures and metrics to determine adequacy and necessary adjustments.
    • Perform other duties as assigned.

    MINIMUM QUALIFICATIONS:

    • Bachelor’s degree in a business-related field.
    • At least five years of progressively responsible experience in budgeting, financial planning, or related field.
    • Strong financial, statistical and analytical skills.
    • Knowledge of university and/or non-profit budgeting procedures and Generally Accepted Accounting Principles (GAAP).
    • Strong commitment to the needs of divisional stakeholders combined with well-developed problem-solving skills.
    • Exceptional interpersonal skills and excellent written and oral communication abilities.
    • Strong technology skills with proficiencies in Microsoft Office and the ability to learn specialized software programs.
    • Experience and ability to positively interact with a diverse campus community.
    • Ability to perform the essential duties of the position with or without accommodations.

    PREFERED QUALIFICATIONS:

    • Master’s degree in business or public administration, finance, or related field and/or professional certification.
    • Prior experience in a higher education setting.
    • Implementation of or experience with Workday or other university ERP system/budget software.

    Posted through: Open Until Filled
    Applicants must apply online: jobs.svsu.edu
    req1739

    About SVSU:
    Saginaw Valley State University is a comprehensive university with more than 100 programs of study for its roughly 7,000 students. Located on a suburban campus in Michigan’s Great Lakes Bay Region, SVSU is committed to a supportive and empowering environment for students, faculty and staff. For eight consecutive years, SVSU has been recognized as a “Great College to Work For” (2016-2023).

    SVSU emphasizes undergraduate teaching and learning, and community-based research. SVSU earned the Community Engagement classification from the Carnegie Foundation for the Advancement of Teaching, a distinction achieved by only 7 percent of U.S. colleges and universities. By their senior year, 84 percent of students have engaged with community employers and agencies in internships, field placements or some other component of their academic preparation.

    SVSU is establishing itself as a leader in STEAM education for the Great Lakes Bay Region, partnering with businesses, foundations and school districts to improve students’ performance in math, science and the arts at the middle school, high school and university levels.

    More than 70 percent of SVSU freshmen live on campus in student housing that has been rated No. 1 among public universities in the U.S. (2018-2023). SVSU fields 19 varsity sports at the NCAA Division II level. The average class size is 23 students.

  • 2 Months Ago

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Real Estate Director
  • OneTen
  • Midland, MI FULL_TIME
  • At Dow, we believe in putting people first and we're passionate about delivering integrity, respect and safety to our customers, our employees and the planet. Our people are at the heart of our soluti...
  • 13 Days Ago

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Creative Specialist
  • Boulevard Real Estate Media
  • Grand Blanc, MI PART_TIME,CONTRACTOR
  • A Boulevard Creative is responsible for the in-field production of our real estate marketing. Responsibilities include but are not limited to: photography, videography, Zillow 3D tour, aerial drone op...
  • 4 Days Ago

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Assistant Manager
  • Soave Real Estate Group
  • Montrose, MI FULL_TIME
  • SRG Management L.L.C. is looking to fill the position for a full or part-time Assistant Community Manager located at Montrose, MI. We are looking for an individual who is interested in furthering thei...
  • 2 Months Ago

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Real Estate
  • EXP Realty Plymouth
  • Flint, MI FULL_TIME,PART_TIME
  • WORK REMOTE! WORK FROM HOME! THIS AD IS FOR LICENSED REAL ESTATE AGENTS! IF YOU ARE A LICENSED REAL ESTATE AGENT, OR BECOMING ONE, OR WANT TO BECOME ONE, THIS AD IS FOR YOU!!! Are you an experienced a...
  • 16 Days Ago

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Tax Planning Specialist
  • Hantz Group
  • Bay, MI FULL_TIME
  • Tax Planning SpecialistHantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over...
  • 8 Days Ago

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0 Estate Planning Director jobs found in Saginaw, MI area

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Program Manager
  • The Judge Group
  • Flint, MI
  • Program Manager Must have experience w/ Cyber Technologies JOB DESCRIPTION Responsibilities and Duties Strategize, imple...
  • 5/12/2024 12:00:00 AM

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Assistant Director of Operations for Admissions
  • Northwood University
  • Midland, MI
  • Location : Midland, MI Job Type: Full-Time Job Number: 03312 Division: Enrollment Management Department: UG Admissions T...
  • 5/12/2024 12:00:00 AM

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Lead Teacher
  • Saginaw Intermediate School District
  • Saginaw, MI
  • Job Description Job Description A. GENERAL SUMMARY OF THE POSITION This position serves as the Lead of a teaching team i...
  • 5/12/2024 12:00:00 AM

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Director of Development
  • Communities First, Inc.
  • Flint, MI
  • Communities First, Inc. is a Michigan-based nonprofit 501c3 whose mission is to build healthy, vibrant communities throu...
  • 5/11/2024 12:00:00 AM

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Construction Program Management (PMO)
  • NEWMARK
  • Midland, MI
  • Job Description Job Description: Plans, stages, and manages all Facilities project activity for a GLBR R&D Program. Serv...
  • 5/11/2024 12:00:00 AM

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Travel Nurse RN - OR - Operating Room - $1,863 per week
  • Hiring Now!
  • Saginaw, MI
  • OneStaff Medical is seeking a travel nurse RN OR - Operating Room for a travel nursing job in Saginaw, Michigan. Job Des...
  • 5/11/2024 12:00:00 AM

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Clinical Liaison (RN or RT)
  • Select Specialty Hospital - Saginaw
  • Saginaw, MI
  • Overview: Select Specialty Hospital - Saginaw Critical Illness Recovery Hospital 1447 North Harrison St Saginaw, Michiga...
  • 5/11/2024 12:00:00 AM

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Project Director
  • BlueTeam
  • Flint, MI
  • Project Director - Private Sector - BlueTeam We are... BlueTeam is a U.S.based service provider specializing in commerci...
  • 5/8/2024 12:00:00 AM

Saginaw (/ˈsæɡɪnɔː/) is a city in the U.S. state of Michigan and the seat of Saginaw County. The city of Saginaw and Saginaw County are both located in the area known as Mid-Michigan or Central Michigan. The city of Saginaw is located adjacent to Saginaw Charter Township and is considered part of the Tri-City area, along with neighboring Bay City and Midland. The Saginaw County MSA had a population of 196,542 in 2013. The city is also the largest municipality within the Saginaw, Midland, and Bay City Metropolitan Area. The city of Saginaw was a thriving lumber town in the 19th century and an i...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$121,769 to $181,099
Saginaw, Michigan area prices
were up 1.3% from a year ago

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