Estate Planning Director jobs in San Jose, CA

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)

S
Senior Director, Physical & Capital Planning and Real Estate
  • San Jose State University
  • San Jose, CA FULL_TIME
  • Job Summary

    The Senior Director works collaboratively with others in the department to lead, direct, and oversee activities associated with physical planning including master plans, land use plans, space management and program plans, and environmental compliance, capital planning including development of capital outlay plans and ensuring compliance with CSU and other regulatory processes during project planning and execution, and real estate management including entitlements, property management, and assigned development activities. The Senior Director, while working collaboratively with other leaders within Facilities Development & Operations and campus senior leadership, develops multi-year capital investment plans and space management standards to support University goals and objectives. The Senior Director works collaboratively with others to ensure environmental and capital planning requirements associated with construction projects is executed successfully. The Senior Director, in support of the Senior Associate Vice President, manages real estate development opportunities. The Senior Director develops processes and procedures for the successful management of all assigned areas. The Senior Director is responsible to establish and maintain strong relationships with campus clientele, CSU partners, and outside agencies while driving forward a vision of stewardship and delivering services in a customer focused manner. The Senior Director administers an assigned operations budget and works collaboratively with others where funding is provided for planning activities as part of a project or development. The Senior Director also participates with other senior department leaders to develop, establish, and implement Department strategic and operational plans and initiatives.

    Key Responsibilities

    • Manages the University's facilities information platform (MetaBim) ensuring consistency of structure and accuracy of information. To include development and organization of an online plan room containing University records as related to its property and physical space
    • Conducts meetings necessary to manage all aspects of the physical planning portfolio including with University representatives and stakeholders, architects, engineers, special consultants, California State University officials, and local, state and federal agencies having jurisdiction
    • Reviews proposed construction projects and participates in design review efforts as well as provides advice and guidance to project teams to ensure compliance with University master plans, land use plans, and standards
    • Ensures requirements as related to CEQA/EIR and other land use regulatory authorities are met for all projects, including those which may be pursued independently by campus auxiliaries. Serves as the point of contact and subject matter expert for the campus as related to these topics
    • Leads and oversees efforts, working closely with the Senior Associate Vice President- Facilities Development & Operations and the Design & Construction and Maintenance & Infrastructure Project units, as well as with leaders across the campus, to develop the annual Five Year Capital Plan submission by the campus to the CSU Chancellor's Office
    • Collaborates with the Design & Construction and Maintenance & Infrastructure units to ensure robust development and timely submission of required campus or CSU-required documents and reports as related to the overall project portfolio
    • Collaborates with the Design & Construction and Maintenance & Infrastructure units to ensure robust development and timely submission of required campus or CSU-required documents and reports as related to the overall project portfolio
    • Strategically plans for, sets and monitors accomplishment of goals, objectives, and priorities. Provides reports on the performance of physical and capital planning and real estate development efforts, including performance metrics, for transparency, accountability, and decision-making
    • Oversees personnel management and administration including hiring, retention, performance, corrective and/or disciplinary action, and resolution of issues while working closely with the Business & Administrative Services unit and University Personnel
    • Establishes performance requirements and personal development goals for direct reports including monitoring performance and coaching for improvement and development
    • Acts as a key department representative for the assigned area of work and initiates and maintains relationships within the Chancellor's Office, department, and clients across the campus as well as with outside agencies to advance the physical vision of the campus and implementation of the adopted project portfolio
    • Develops and implements strategies to improve the customer experience and ease access to services and information utilizing varied methods of communication, including a robust unit website
    • Participates in efforts to manage campus emergencies as related to the assigned area of responsibility including active participation in emergency management teams

    Knowledge, Skills & Abilities

    • Knowledge of capital planning including ability to develop a broad and wide ranging portfolio to support the University's goals and strategic initiatives
    • Knowledge of the California Environmental Quality Act (CEQA) and substantial skills in the development of environmental impact reports (EIRs) including implementation and reporting for required mitigation strategies
    • Demonstrated record of successful financial planning, budgeting, and fiscal management including the ability to manage multi-functional programs with significant budgetary impact
    • Demonstrated knowledge of space management principles in a University setting including ability to gather, analyze, and evaluate data and make recommendations regarding allocation of space
    • Ability to foster teamwork by maintaining a positive, cooperative, productive work atmosphere while establishing effective working relationships within a diverse population and with those from various cultural backgrounds
    • Thorough knowledge in project management principles which result in successful project performance
    • Extensive knowledge of personnel management including interacting effectively with many levels of personnel, providing sound analysis and guidance to supervisory staff, performance management, dispute resolution, and team development
    • Ability to define problems, collect data, establish facts, and draw valid conclusions and to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with multiple abstract and concrete variables
    • Ability to lead by example, modeling a caring, collaborative and open culture and environment which values the individual, teams and teamwork, ethical conduct, exemplary customer service and quality results

    Required Qualifications

    • Bachelor's degree in urban or regional planning, land use planning, public administration, or a related field OR equivalent experience such as might be attained through ten years of experience, of which a minimum of five years is associated with progressively responsible senior level experience
    • Seven years of supervisory experience and four years of leadership experience within the field of physical and capital planning or management of the planning phase real estate development or major construction projects
    • Demonstrated management experience leading and overseeing teams responsible for the physical and/or capital planning processes and tasks associated with large scale commercial projects
    • Demonstrated acumen in the development of capital outlay plans for a large real estate portfolio

    Preferred Qualifications

    • Prefer degree in urban or regional planning
    • Prefer certification through the American Institute of Certified Planners or American Planning Association
    • Prefer previous training in campus planning such as that provided by the Society for College & University Planners, Planning Institutes (Foundations, Design, & Sustain)
    • Experience as a University planner or senior level regional or senior level urban planner
    • Experience in physical, environmental, or capital planning for a State facility, College or University, or other large-scale, multi-facility complex such as a corporate or other campus

    Compensation

    Classification: Administrator III
    Anticipated Hiring Range: $9,987/month - $16,496/month

    CSU Salary Range: $ 6,563/month - $ 21,066/month

    The final hiring salary will be commensurate with experience.



    San Jose State University offers employees a comprehensive benefits package typically worth 30-35% of your base salary. For more information on programs available, please see the .

    Application Procedure

    Click Apply Now to complete the SJSU Online Employment Application and attach the following documents:

    • Resume
    • Letter of Interest

    All applicants must apply within the specified application period: March 22, 2024 through April 7, 2024. This position is open until filled; however, applications received after screening has begun will be considered at the discretion of the university.

    Contact Information

    University Personnel

    408-924-2252

    CSU Vaccination Policy

    The CSU strongly recommends that all individuals who access any in-person program or activity (on- or off-campus) operated or controlled by the University follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications and comply with other safety measures established by each campus. The system wide policy can be found at and questions may be sent to .

    Additional Information

    Satisfactory completion of a background check (including a criminal records check) is required for employment. SJSU will issue a contingent offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was offered the position on a contingent basis.

    The standard background check includes: criminal check, employment, and education verification. Depending on the position, a motor vehicle and/or credit check may be required. All background checks are conducted through the university's third-party vendor, Accurate Background. Some positions may also require fingerprinting. SJSU will pay all costs associated with this procedure. Evidence of required degree(s) or certification(s) will be required at time of hire.

    SJSU IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS. (e.g. H1-B VISAS)

    All San Jose State University employees are considered mandated reporters under the California Child Abuse and Neglect Reporting Act and are required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. Incumbent is also required to promptly report any knowledge of a possible Title IX related incident to the Title IX Office or report any discrimination, harassment, and/or retaliation to the Office of Equal Opportunity.

    Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Housing Fire Safety Notification:

    Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the Annual Security Report (ASR) is also now available for viewing at The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and Sexual Assault prevention information, and information about drug and alcohol prevention programming. The ASR also contains statistics of Clery crimes for San Jose State University locations for the three most recent calendar years. A paper copy of the ASR is available upon request by contacting the Office of the Clery Director by phone at 408-924-1501 or by email at .

    Pursuant to the Higher Education Opportunity Act, the Annual Fire Safety Report (AFSR) is also available for viewing at . The purpose of this report is to disclose statistics for fires that occurred within SJSU on-campus housing facilities for the three most recent calendar years, and to distribute fire safety policies and procedures intended to promote safety on Campus. A paper copy of the AFSR is available upon request by contacting the Housing Office by phone at 408-795-5600 or by email at .

    Campus Security Authority - In accordance with the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act (Clery Act) and CSU systemwide policy, this position is subject to ongoing review for designation as a Campus Security Authority. Individuals that are designated as Campus Security Authorities are required to immediately report Clery incidents to the institution and complete Clery Act training as determined by the university Clery Director.

    Equal Employment Statement

    San Jose State University (SJSU) is an Equal Opportunity/Affirmative Action employer committed to nondiscrimination on the basis of age, ancestry, citizenship status, color, creed, disability, ethnicity, gender, genetic information, marital status, medical condition, national origin, race, religion or lack thereof, sex, sexual orientation, transgender, or protected veteran status consistent with applicable federal and state laws. This policy applies to all SJSU students, faculty and staff programs and activities. Title IX of the Education Amendments of 1972, and certain other federal and state laws, prohibit discrimination on the basis of sex in all education programs and activities operated by the university (both on and off campus).

     

  • 1 Month Ago

A
Estate Planning Attorney
  • Anthoor Law Group, A Professional Corporation
  • Fremont, CA FULL_TIME
  • We are seeking a capable and enthusiastic Estate Planning Attorney to join our firm in Fremont, CA. The ideal candidate will proficiently handle the preparation of estate plans for clients and advise ...
  • 5 Days Ago

W
Director, Product Planning
  • Western Digital
  • San Jose, CA FULL_TIME
  • Company DescriptionAt Western Digital, our vision is to power global innovation and push the boundaries of technology to make what you thought was once impossible, possible.At our core, Western Digita...
  • 1 Day Ago

S
Director, University Event Planning
  • Santa Clara University
  • Santa Clara, CA FULL_TIME
  • Position Title: Director, University Event Planning Position Type: Regular Salary Range: $96,600 - $113,800, commensurate with experience Pay Frequency: Annual Santa Clara University is a comprehensiv...
  • 1 Month Ago

A
Financial Planning & Analysis Director
  • Archer
  • San Jose, CA FULL_TIME
  • What You’ll Do: Collaborate with executives and business stakeholders to provide analytical rigor and evaluate strategic initiatives Support long range planning by creating detailed financial models f...
  • 1 Month Ago

T
Director of Construction
  • TJC Real Estate Transactions Group,LLC
  • Redwood, CA FULL_TIME
  • WE BUILD THE COOLEST HOMES IN THE COOLEST NEIGHBORHOODS!Thomas James Homes (TJH) is the replacement builder bringing superior design and tech-enabled simplicity to new, single-family homebuilding. Ope...
  • 13 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Estate Planning Director jobs found in San Jose, CA area

V
Vice President Operations
  • Vitality Group
  • San Jose, CA
  • Director of Field Operations - Commercial Concrete - Construction San Jose, San Francisco, Oakland and the Greater Bay A...
  • 4/25/2024 12:00:00 AM

M
Vice President – Healthcare PR – NYC or Remote Optional
  • Meet
  • San Jose, CA
  • Summary Meet is proudly partnered with a well recognized healthcare communications agency looking for a VP-level candida...
  • 4/25/2024 12:00:00 AM

A
Technical Senior Program Manager
  • Applied Engineering
  • San Jose, CA
  • Job Description Job Description Do you thrive in a fast-paced environment and adapt easily to change? Do you pride yours...
  • 4/25/2024 12:00:00 AM

A
Deputy Director, Development & Girls/Women's Hockey
  • AEG
  • San Jose, CA
  • TITLE:Deputy Director, Development & Girls/Women's Hockey POSITION TYPE:Full Time, Exempt COMPANY:Sharks Sports and Ente...
  • 4/25/2024 12:00:00 AM

T
Vice President Of Clinical Affairs (Urology) Medical Device
  • TGI Life Sciences
  • San Jose, CA
  • An exciting opportunity to join an early Medical Device start up company based in California. focusing in the sector of ...
  • 4/24/2024 12:00:00 AM

E
REMOTE: Medical Director, Utilization Management and Medical Policy
  • Evry Health
  • San Jose, CA
  • About the Role Evry Health is hiring a tech-savvy Medical Director to lead medical policy and utilization management. As...
  • 4/24/2024 12:00:00 AM

O
Executive Director
  • Oakmont Senior Living
  • San Jose, CA
  • Executive Director RCFE Oakmont of San Jose is a premier senior living community situated on a beautifully landscaped ca...
  • 4/24/2024 12:00:00 AM

E
Sr. Talent Operations Project Manager
  • eBay, Inc.
  • San Jose, CA
  • At eBay, we're more than a global ecommerce leader - we're changing the way the world shops and sells. Our platform empo...
  • 4/23/2024 12:00:00 AM

San Jose is located at 37°20′07″N 121°53′31″W / 37.335278°N 121.891944°W / 37.335278; -121.891944. According to the United States Census Bureau, the city has a total area of 180.0 sq mi (466 km2), of which 3.4 sq mi (8.8 km2) (1.91%) is water, making it the fourth-largest California city by land area (after Los Angeles, San Diego and California City). San Jose lies between the San Andreas Fault, the source of the 1989 Loma Prieta earthquake, and the Calaveras Fault. San Jose is shaken by moderate earthquakes on average one or two times a year. These quakes originate just east of the city on...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$162,741 to $242,043
San Jose, California area prices
were up 2.9% from a year ago

Estate Planning Director in Richland, WA
They assist personal representatives, trustees, and beneficiaries with estate and trust administration and advise fiduciaries and beneficiaries in contested or potentially contested trust and estate matters.
February 17, 2020
Estate Planning Director in Spokane, WA
Here’s a closer look at each one of these estate planning blunders, most of which are easily avoided.
January 15, 2020
Estate Planning Director in Hialeah, FL
Some people assume that unless you have a sizeable estate, it’s not necessary to hire a lawyer to create a will.
January 04, 2020