Estate Planning Director jobs in Oklahoma

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.

     

  • 7 Days Ago

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Associate Director of Conference Planning
  • CRH
  • Norman, OK FULL_TIME
  • Job Description Manages event planning functions and staff on a daily basis. Position has overall responsibility for executing all property meeting events with a seamless turnover from sales to operat...
  • 19 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...
  • 18 Days Ago

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Real Estate Agent
  • Porches & Pastures Real Estate
  • Eufaula, OK FULL_TIME
  • About us "We believe in creating an experience for our clients that goes beyond a wish list of amenities and property features and focuses on a desired lifestyle. Whether you are buying or selling a p...
  • 8 Days 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...
  • 2 Months Ago

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Real Estate Gladiator
  • Webb Group Real Estate
  • Norman, OK FULL_TIME
  • Summary Join the elite circle of the top 20% of North American real estate professionals by stepping into a Real Estate Agent role within our team. Embark on a journey of professional growth and perpe...
  • 2 Months Ago

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Planning Director
  • Elite Associates
  • New York, NY
  • Oversee permanent product, Outlet, and end of product life cycle sales, stock management, and allocation across all cate...
  • 6/11/2024 12:00:00 AM

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Director, Biometrics Planning & Execution
  • WuXi AppTec
  • San Diego, CA
  • The primary responsibility of this position is to supervise proposals, contracts, and budget activities, as well as over...
  • 6/11/2024 12:00:00 AM

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Director, Strategic Planning
  • McCann Health Managed Markets | An IPG Health Company
  • About the job The Director, Strategic Planning is responsible for applying customer understanding to creative problems t...
  • 6/11/2024 12:00:00 AM

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Western Planning Director
  • Toole Design Group LLC
  • Seattle, WA
  • Job Type Full-time Description Toole Design Group is looking to hire a full-time Planning Director for our Western Regio...
  • 6/11/2024 12:00:00 AM

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Director of Planning
  • City of Cambridge
  • Cambridge, MD
  • The City of Cambridge is seeking a dynamic and energetic individual for the position of Director of Planning to supervis...
  • 6/10/2024 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...
  • 6/7/2024 12:00:00 AM

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Planning Director
  • Licking County
  • Newark, OH
  • Company Description Licking County Planning Commission Job Description JOB OPPORTUNITY! Licking County Planning Director...
  • 6/7/2024 12:00:00 AM

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Director, Financial Planning
  • Edward Jones
  • Saint Louis, MO
  • Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or you...
  • 4/15/2024 12:00:00 AM

Oklahoma is the 20th-largest state in the United States, covering an area of 69,899 square miles (181,040 km2), with 68,595 square miles (177,660 km2) of land and 1,304 square miles (3,380 km2) of water. It lies partly in the Great Plains near the geographical center of the 48 contiguous states. It is bounded on the east by Arkansas and Missouri, on the north by Kansas, on the northwest by Colorado, on the far west by New Mexico, and on the south and near-west by Texas. Much of its border with Texas lies along the Southern Oklahoma Aulacogen, a failed continental rift. The geologic figure defi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$120,470 to $179,170

Estate Planning Director in Fort Smith, AR
The estate planning attorneys at Hanis Irvine Prothero can provide a full range of legal and financial tools for your estate planning requirements.
January 05, 2020
Estate Planning Director in Santa Barbara, CA
Estate Planning is more than just having a will, it is about planning for a good end of life.
January 31, 2020
Estate Planning Director in Newark, NJ
And on top of property-related considerations are other important estate-planning components, regardless of marital or parental status.
February 13, 2020