Estate Planning Director jobs in West Virginia

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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Manager Planning & Real Estate
  • WVUH West Virginia University Hospitals
  • Morgantown, WV FULL_TIME
  • Welcome! We’re excited you’re considering an opportunity with us! To apply to this position and be considered, click the Apply button located above this message and complete the application in full. Below, you’ll find other important information about this position.

    Manages a wide range of skilled space planning, design and real estate duties in support of WVUH and its facilities. Manages the Personnel within the Inventory Control Department.

    MINIMUM QUALIFICATIONS :

    EDUCATION, CERTIFICATION, AND/OR LICENSURE:

    1. Bachelor’s degree in Architecture, Engineering, Construction Management, Business, Healthcare, or related field;

    OR Associate degree in Architecture, Engineering, Construction Management, Business, Healthcare, or other field AND seven (7) years experience of project planning, real estate, and supervisory experience.

    EXPERIENCE:

    1. Five (5) years’ Project Planning and Real Estate Transaction experience.

    2. Five (5) years’ experience supervising Project Management, Inventory Control staff and tradespeople.

    PREFERRED QUALIFICATIONS :

    EDUCATION, CERTIFICATION, AND/OR LICENSURE:

    1. Master’s degree in Architecture, Engineering, Construction Management, Business, Healthcare, or related field.

    EXPERIENCE:

    1. Five (5) of project planning and real estate experience in a healthcare setting/environment.

    CORE DUTIES AND RESPONSIBILITIES: The statements described here are intended to describe the general nature of work being performed by people assigned to this position. They are not intended to be constructed as an all-inclusive list of all responsibilities and duties. Other duties may be assigned.

    1. Responsible for the efficient and effective management of personnel in the WVUH Inventory Control Department within the Facility Management Department.

    2. Initiates planning and real estate needs for major programs for WVUH, including initiating contracts for land purchases, site evaluations, appraisals, building assessments, property surveys, environmental assessments, architect’s and other specialized consultant’s design contracts.

    3. Develops and issues Request for Proposals for specialized design, engineering and construction services for strategic initiatives. Provides oversight and guidance to Project Managers, Construction Managers, and tradespeople. Monitors, develops, and reports project status to all parties per PDC policy/procedures as monitored by the AVP.

    4. Conducts personnel performance evaluations, including personal goals review per WVUH and departmental policy/procedures as monitored by the AVP.

    5. Monitors scheduling of personnel, including badge/in/out review, absenteeism/tardiness policies, reviews PTO requests, etc. per WVUH/departmental policy/procedures as monitored by the AVP.

    6. Responsible for the efficient and effective management of the quality of WVUH PDC department’s planning, real estate, and inventory control functions.

    7.Ensures that all plans are reviewed during design stage, construction document stage and substantial completion stage as outlined in the PDC policy/procedures and as monitored by the AVP.

    8. Ensures departmental goals are formulated, monitored, and utilized for department performance improvement as outlined in the departmental policy and procedures and as monitored by the AVP.

    9. Ensures that PDC personnel provide project quality control, customer satisfaction and project schedule control on all projects according to PDC policy and procedures as monitored by the AVP.

    10. Reviews WVUH capital expenditure requisitions to assure conformance to WVUH standards per PDC policy and procedures and as monitored by the AVP.

    11. Monitors and maintains Facility Record Drawings ensuring accuracy and timely updates to Facility Record electronic archives.

    12. Successful at developing interpersonal relationships to coordinate various constituencies and activities in the delivery of a successful project

    13. Routine contact with WVUH Directors, Managers, Senior Administrators, Physicians, and other departmental staff members.

    14. External contact with architectural and engineering consultants. Acts as Liaison with all regulatory agencies and building code officials.

    15. Minimal supervisory controls. Manager must be self-initiating and self-motivated.

    16. Builds and maintains a real estate portfolio database per PDC policy and procedures and as monitored by the AVP.

    17. Participates as an active member on a variety of Performance Improvement committees and teams.

    18. As a member of the management team of the Facilities Management division, takes call on a rotating basis.

    19. Responsible for updating and maintaining the JCAHO Statement of Conditions, Plans for Improvement and oversight of PFI resolution.

    20. Deals with a most diverse and broad range of problems and situations that entail high levels of complexity and management skills. Supervises a staff comprised of Space Planner, Cad Database & drafting specialist, and Inventory Control personnel.

    21. Responsible for obtaining Annual Occupancy Inspection Reports as required to maintain annual facility licenses on the hospital campus.

    PHYSICAL REQUIREMENTS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    1. Extensive movement between construction sites, visual inspections of site specific problems and progress

    WORKING ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    1. The incumbent will spend equal time in both a construction site and office setting

    SKILLS & ABILITIES:

    1. Knowledge of facilities management, planning and design principles, and construction delivery methods.

    2. Knowledge of hospital facilities and systems.

    3. Knowledge of Real Estate portfolio management and acquisitions.

    4. Financial experience in budgeting, ability to estimate projects, knowledge of construction trades and different project delivery methods.

    Additional Job Description:

    Scheduled Weekly Hours:

    40

    Shift:

    Exempt/Non-Exempt:

    United States of America (Exempt)

    Company:

    WVUH West Virginia University Hospitals

    Cost Center:

    625 WVUH Capital

    Address:

    1 Medical Center Drive

    Morgantown

    West Virginia
  • 25 Days Ago

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Real Estate Buyer Sales Agent
  • Grist Real Estate Associates
  • Lewisburg, WV FULL_TIME
  • Exceptional career opportunities in this area!Real Estate Sales Agents WantedWe are a technology-driven real estate company with an aggressive internet lead generation system. Whether you are new to R...
  • 2 Days Ago

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Executive Assistant/First Impressions Associate
  • Hoxton Planning & Management LLC
  • Shepherdstown, WV FULL_TIME
  • JOB DESCRIPTION: The Executive Assistant/First Impressions Associate is charged with the important responsibility of creating a positive and welcoming experience for clients and people considering a r...
  • 1 Day Ago

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Event Staff
  • The Venetian Estate
  • Milton, WV FULL_TIME,PART_TIME
  • Job Summary: We are seeking enthusiastic and reliable individuals to join our team as Event Staff. As part of the event staff, you will play a crucial role in ensuring the success of various events an...
  • 12 Days Ago

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Experienced Servers
  • The Venetian Estate
  • Milton, WV PART_TIME
  • Overview: We are seeking a skilled and customer-oriented Server to join our team at . As a Server, you will play a crucial role in providing exceptional dining experiences for our guests. If you have ...
  • 12 Days Ago

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Bar Manager
  • The Venetian Estate
  • Milton, WV FULL_TIME
  • Job Summary: We are seeking an experienced and dynamic Bar Manager to oversee our bar operations. The ideal candidate will have a strong background in the hospitality industry, possess excellent leade...
  • 12 Days Ago

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Director of Planning & Zoning
  • Kennett Township
  • Chadds Ford, PA
  • Are you looking for a job that allows you to be part of the community you work in and a vital tool to the department? Do...
  • 4/19/2024 12:00:00 AM

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Director of Planning
  • KHAITE
  • New York, NY
  • About KHAITE: KHAITE is a leading Luxury fashion brand based in New York City, known for its modern and luxurious design...
  • 4/18/2024 12:00:00 AM

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Planning Director
  • AppleOne Employment Services
  • Fresno, CA
  • TITLE: DIRECTOR OF FORWARD PLANNING ABOUT THE JOB: Seeking experienced candidates for a DIRECTOR OF FORWARD PLANNING rol...
  • 4/18/2024 12:00:00 AM

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Planning Director
  • Licking County
  • Newark, OH
  • JOB OPPORTUNITY! Licking County Planning Director The Licking County Planning Commission (LCPC) is seeking a qualified D...
  • 4/18/2024 12:00:00 AM

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Planning Director
  • Appleone Employment Services
  • Fresno, CA
  • TITLE: DIRECTOR OF FORWARD PLANNING ABOUT THE JOB: Seeking experienced candidates for a DIRECTOR OF FORWARD PLANNING rol...
  • 4/18/2024 12:00:00 AM

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Financial Planning Director
  • Lead Advisor
  • Westborough, MA
  • Description: Director of Planning Our client is a full-service financial advisory practice in Westborough that serves hi...
  • 4/18/2024 12:00:00 AM

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Finance Planning Director
  • Armanino LLP
  • San Ramon, CA
  • At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in ...
  • 4/16/2024 12:00:00 AM

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Financial Planning Director
  • Lead Advisor
  • Westborough, MA
  • Description: Director of Planning Our client is a full-service financial advisory practice in Westborough that serves hi...
  • 4/15/2024 12:00:00 AM

West Virginia (/vərˈdʒɪniə/ (listen)) is a state located in the Appalachian region in the Southern United States and is also considered to be a part of the Middle Atlantic States. It is bordered by Pennsylvania to the north, Maryland to the east and northeast, Virginia to the southeast, Kentucky to the southwest, and Ohio to the northwest. West Virginia is the 41st largest state by area, and is ranked 38th in population. The capital and largest city is Charleston. West Virginia became a state following the Wheeling Conventions of 1861, after the American Civil War had begun. Delegates from so...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$116,707 to $173,577

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