Estate Planning Director jobs in 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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Directorate of Strategic Operational Planning Development Officer
  • US Office of the Director of National Intelligence
  • Mc Lean, VA FULL_TIME
  • Duties

    Major Duties and Responsibilities:

    Implement and maintain a quality organizational training program that supports mission requirements and meets the ongoing professional development needs of employees in the NCTC Directorate of Strategic

    Operational Planning.

    Conduct analysis of current and future training development needs based upon an understanding of current employee skills, future skill needs, skill gaps, and mitigation strategies to address gaps, implement initiatives, and support future training development.

    Identify courses and training programs that are relevant to the organization's mission and make this information available to employees. Identify, schedule, deliver, and evaluate courses, workshops, conferences, database training, systems training, and meetings that meet the needs of employees.

    Support employee efforts to meet Individual Development Plans (IDPs) by scheduling courses based on an understanding of the key functions of the organization, and desired levels of performance for personnel to qualify/certify to perform in their positions.

    Provide support to training program developers by applying knowledge of the work and mission of the organization to produce training materials that may include organization-specific scenarios, case studies, supporting documentation, and other products that are used to create relevant and effective training materials.

    Represent the Directorate of Strategic Operational Planning in corporate training forums and contribute to NCTC-wide training, learning, and development initiatives.

    Develop and continually expand personal expertise on the training and development needs of employees and achieve a reputation as a subject matter expert on training requirements in support of a specified mission.

    Requirements

    Conditions of Employment

    • Must be a U.S. Citizen residing in the United States
    • Appointment is subject to a suitability or fitness determination, as determined by a completed background investigation.
    • Must be able to obtain and maintain a Top Secret security clearance based on an SBI with eligibility for sensitive compartmented information (SCI)
    • Male applicants born after December 31, 1959, must complete a Pre-Employment Certification Statement for Selective Service Registration.
    • A two-year trial period is required for all new permanent appointments to the ODNI.

    Qualifications

    Mandatory Requirements:

    Thorough knowledge of training programs, courses, and other instructional methodologies, including the ability to identify, evaluate, and recommend appropriate courses, programs, and solutions to develop required workforce skills and abilities.

    Thorough knowledge and experience in applying adult learning principles and methodologies to the design and/or selection of courses.

    Ability to design and lead training courses, including adapting course material to evolving employee and organizational needs.

    Ability to exercise independent judgment on time-sensitive issues, to perform multiple tasks and assignments, and to change focus quickly as demands change.

    Ability to work effectively both independently and in a team or collaborative environment, mentor junior colleagues, and demonstrate organizational and interpersonal problem solving skills.

    Ability to work productively in a fluid environment with changing requirements and priorities; ability to support group decisions and solicit opinions from coworkers.

    Creative problem-solving skills and initiative in carrying out mission responsibilities based on senior-level guidance.

    Desired Requirements:

    Experience: Five years of demonstrated and sustained performance in progressively responsible positions in adult education or related field AND/OR substantive area relevant to the IC, ODNI, or NCTC

    Education: Degree or comparable work experience in education or related field. Education may also be in a subject-matter field relevant to the IC, ODNI, or NCTC or equivalent experience.

    Education

    Bachelor's Degree

    Additional information

    Job Interview Travel: Candidates from outside the Washington, D.C., area may be selected for a telephone, teleconference, or in-person interview.

    Salary Determination:

    The ODNI uses a rank-in-person system in which rank is attached to GS employees on the basis of individual qualifications, experience, and performance.
    Individuals whose current GS grade is equivalent to the grade of the advertised position will retain their current grade and step.
    Individuals who transfer to the ODNI from a non-GS pay scale will have base pay converted to the appropriate GS grade and step as determined by the Director/ Human Resource Management.

    On occasional instances when a current federal civilian employee applies for an ODNI position that is a lower grade than his or her personal grade, the candidate's personal grade will be downgraded to the grade of the advertised ODNI position and pay will be set at the step that is closest to but not less than the employee's current annual base rate of pay, not to exceed the maximum rate (i.e., step 10) of the GS grade to which assigned.

    Relocation Expenses: For new ODNI employees, reimbursement for relocation is discretionary based on availability of funds.

    Reasonable Accommodations:
    The ODNI provides reasonable accommodations to qualified applicants with disabilities. If you need a reasonable accommodation for any part of the application and hiring process, please notify the Reasonable Accommodations Officer by classified email at dni_reasonable_accommodation_wma@cia.ic.gov, by unclassified email at DNI_DRA@dni.gov, by telephone at 703-275-3900 or by FAX at 703-275-1217. Your request for reasonable accommodation will be addressed on a case-by-case basis. PLEASE DO NOT SUBMIT YOUR APPLICATION TO THE EEOD EMAIL ADDRESS. THIS EMAIL IS FOR REASONABLE ACCOMMODATION REQUESTS ONLY.

    The ODNI is an equal opportunity employer and abides by applicable employment laws and regulations.


    • Benefits

      A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits.

      Review our benefits

      Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.

    How You Will Be Evaluated

    You will be evaluated for this job based on how well you meet the qualifications above.

    You will be evaluated for this job based on how well you meet the qualifications above.

    You must submit the supporting documents listed under the required documents section of this announcement. We will review your resume and supporting documentation to ensure you meet the basic qualification requirements. If you are among the best qualified, you may be referred to the hiring manager for consideration and may be called for an interview. w.

    • Benefits

      A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits.

      Review our benefits

      Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.

    • Required Documents

      As a new or existing federal employee, you and your family may have access to a range of benefits. Your benefits depend on the type of position you have - whether you're a permanent, part-time, temporary or an intermittent employee. You may be eligible for the following benefits, however, check with your agency to make sure you're eligible under their policies.

      A complete application package must include:

      a. RESUME: Applicants are encouraged to carefully review the vacancy announcement, particularly the MDRs, and construct their resume to highlight their most significant experience and qualifications relevant to this job opportunity. You must ensure the resume contains all of the required information and you organize it so we can associate the following information for each experience/position:?Job title; Name of employer; Beginning and ending dates of employment (month/day/year format); Hours worked per week. We will assume full-time unless otherwise stated. Detailed description of job duties, accomplishments, related skills, and responsibilities to include any supervisory/managerial responsibilities and number of staff supervised (if applicable) and;?Series and grade or equivalent (if a federal position).

      b. POSITION NUMBER: Reference the announcement number in the subject line on each document submitted.

      c. COVER LETTER: Applicants must submit a professional narrative as a supplement to the resume to elaborate on their qualifications and previous work performed.

      d. CURRENT SF-50: Federal Government employees must provide your official most recent SF-50 (i.e., dated within the last 52 weeks from the closing date of this vacancy announcement.) SF-50, "Notification of Personnel Action" is used to verify to verify current federal status, position, title, grade, and organization of record. If your SF-50(s) does not provide the information needed to make a final determination for qualification, you will be found ineligible for the position.


      Failure to submit any of the above-mentioned required documents may result in loss of consideration due to an incomplete application package. It is your responsibility to ensure all required documents have been submitted.

      If you are relying on your education to meet qualification requirements:

      Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education.

      Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.

    • How to Apply

      We encourage you to read the entire announcement prior to submitting your application.

      Click "Apply" at the top of the page. Your application MUST be received by 11:59 PM (EST) on the closing date of this announcement.

      In order to be considered, you must apply via USAJobs. The ODNI will not accept emailed applications. Applications received after the closing date will NOT be eligible for consideration. All attachments should be in Microsoft Word or Adobe PDF format.

      Do not include the following types of information in your profile or resume:
      • Classified or government sensitive information
      • Social Security Number (SSN)
      • Photos of yourself
      • Personal information, such as age, gender, religious affiliation, etc.
      • Encrypted and digitally signed documents

      Agency contact information

      Vacancy Team ODNI

      Phone

      0000000000

      Email

      Vacancies@odni.gov

      Address

      DIRECTORATE OF STRATEGIC OPS PLAN
      Director Of National Intelligence
      Washington, DC 20511
      US

      Next steps

      Once you successfully complete the application process, you will receive an acknowledgement of receipt email. Please note that the acknowledgement email does not ensure completion of your application. You must ensure that you submit all required documentation.

      The most highly qualified candidates will be referred to the hiring manager for further consideration and possible interview. We expect to make a selection within 60 days of the closing date of this announcement. Due to the large number of applications received, applicants will be contacted ONLY if they have been selected for an interview.






    • Fair and Transparent

      The Federal hiring process is set up to be fair and transparent. Please read the following guidance.

      • Equal Employment Opportunity (EEO) Policy
      • Criminal history inquiries
      • Reasonable accommodation policy
      • Financial suitability
      • Selective Service
      • New employee probationary period
      • Signature and false statements
      • Privacy Act
      • Social security number request

    Required Documents

    A complete application package must include:

    a. RESUME: Applicants are encouraged to carefully review the vacancy announcement, particularly the MDRs, and construct their resume to highlight their most significant experience and qualifications relevant to this job opportunity. You must ensure the resume contains all of the required information and you organize it so we can associate the following information for each experience/position:?Job title; Name of employer; Beginning and ending dates of employment (month/day/year format); Hours worked per week. We will assume full-time unless otherwise stated. Detailed description of job duties, accomplishments, related skills, and responsibilities to include any supervisory/managerial responsibilities and number of staff supervised (if applicable) and;?Series and grade or equivalent (if a federal position).

    b. POSITION NUMBER: Reference the announcement number in the subject line on each document submitted.

    c. COVER LETTER: Applicants must submit a professional narrative as a supplement to the resume to elaborate on their qualifications and previous work performed.

    d. CURRENT SF-50: Federal Government employees must provide your official most recent SF-50 (i.e., dated within the last 52 weeks from the closing date of this vacancy announcement.) SF-50, "Notification of Personnel Action" is used to verify to verify current federal status, position, title, grade, and organization of record. If your SF-50(s) does not provide the information needed to make a final determination for qualification, you will be found ineligible for the position.


    Failure to submit any of the above-mentioned required documents may result in loss of consideration due to an incomplete application package. It is your responsibility to ensure all required documents have been submitted.

    If you are relying on your education to meet qualification requirements:

    Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education.

    Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.


    Help

    This job is open to

    • The public

      U.S. Citizens, Nationals or those who owe allegiance to the U.S.

    Clarification from the agency

    Open to current and former Federal employees with competitive or excepted status; and all U.S. Citizens. Former members of the Peace Corps may be considered for ODNI employment only if five full years have elapsed since separation from the Peace Corps.

  • 18 Days Ago

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Estate Planning & Probate Attorney
  • The Geller Law Group
  • Fairfax, VA FULL_TIME
  • The Geller Law Group is an award-winning, mid-sized law firm in Northern Virginia looking to hire a Probate/Estate Planning attorney who may be interested in a more flexible schedule within a growing ...
  • Just Posted

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Estate Planning Drafting Paralegal
  • The Peninsula Center
  • Williamsburg, VA FULL_TIME
  • We’re seeking a skilled and experienced estate planning drafting paralegal with a minimum of 2 years of drafting experience in a law office environment. The ideal candidate will have excellent written...
  • 1 Month Ago

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Estate Planning Attorney
  • Oast & Taylor PLC
  • Virginia, VA FULL_TIME
  • FIRM OVERVIEW: Oast & Taylor's team of legal professionals includes some of the area's leaders in Estate Planning and Elder Law. Since 1915 we have provided service to the residents of Hampton Roads, ...
  • 1 Month Ago

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Attorney: Estate Planning - Contract
  • United Placement Group
  • Winchester, VA CONTRACTOR
  • We are seeking a experienced Network Attorney to provide legal guidance and advice on estate planning, business formation, special needs planning, and other related areas of asset protection law. As a...
  • 19 Days Ago

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Probate/Estate Planning Attorney
  • The Geller Law Group
  • Fairfax, VA FULL_TIME
  • The Geller Law Group is an award-winning, mid-sized law firm in Northern Virginia looking to hire a Probate/Estate Planning attorney who may be interested in a more flexible schedule within a growing ...
  • 27 Days Ago

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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...
  • 6/12/2024 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...
  • 6/12/2024 12:00:00 AM

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Director Supply Planning
  • DSJ Global
  • Orlando, FL
  • Position Overview: The Director of Supply Planning is responsible for overseeing the planning and management of the supp...
  • 6/12/2024 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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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

Virginia (/vərˈdʒɪniə/ (listen)), officially the Commonwealth of Virginia, is a state in the Southeastern and Mid-Atlantic regions of the United States located between the Atlantic Coast and the Appalachian Mountains. Virginia is nicknamed the "Old Dominion" due to its status as the first English colonial possession established in mainland North America and "Mother of Presidents" because eight U.S. presidents were born there, more than any other state. The geography and climate of the Commonwealth are shaped by the Blue Ridge Mountains and the Chesapeake Bay, which provide habitat for much of ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$130,628 to $194,279

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