Estate Planning Director jobs in California
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)
Recently Added Estate Planning Director jobs
Sr. Director - Corporate Capital Planning & Real Estate
- VIR Consultant LLC
-
Novato, CA
FULL_TIME
-
Role: Sr. Director, Corporate Capital Planning & Real Estate
Location: Novato, California
Summary- The Senior Director, Corporate Capital Planning and Real Estate will be responsible for providing strategy and direction for this growing corporate function. The Senior Director will be responsible for directing and controlling the activities of the Strategic Facility Planning Process, Corporate Capital Portfolio Management for all Client's, Northern California campuses, planning and design and PM Practices, Corporate Engineering Standards and Specifications as well as the development of the global capital long range plan.
- The Senior Director will also be responsible for Client's capital investment governance and business processes to ensure proper evaluation, cross-functional review and decision-making related to Client's global capital investments.
- The Senior Director in conjunction with the CFE Heads will be responsible in building a global engineering community that fosters a Client's Engineering community, oversees global cross functional initiatives and best practices, and facilitates cross functional engineering talent review.
- Lead the identification, review, and evaluation of strategic capital initiatives (lab, office, manufacturing) to support the Corporate Strategy and present scenario options and recommendations for review/approval by senior management.
- Lead his/her function to ensure successful planning of corporate capital projects and useful reporting to senior management, including preparing for and facilitating the Strategic Capital Investment Planning (CRT, SCIP, eSCIP) meetings.
- Actively participate and drive the Long-Range Plan (LRP) process to establish goals, objectives, and deliverables for the future of the organization.
- Maintain oversight accountability for the global Real Estate process that include acquisitions and divestitures, lease management including coordination of global tenant improvement plans
- Ensure effective management of all CAPEX projects related to our International offices and ensure a healthy relationship (strategic alliance) is maintained with associated service providers.
- Ensure effective oversight of all parcel and zoning analyses, entitlements and related permitting, environmental impact studies, traffic and parking assessments, and amenities planning.
- Maintain capability to perform workplace and laboratory supply/demand modelling in support of current and future enterprise requirements.
- Evaluate capability, facility and infrastructure gaps and ensure feasibility assessments in support of our long-term infrastructure goals
- The Senior Director will need to build partnerships throughout the organization, to regularly educate and influence cross-functional members of senior and executive management.
- Manage, coach, and develop staff to maximize their capability and contribution to provide high quality deliverables.
- Ability to present strategic options and recommendations by analyzing a complex set of inputs and providing a compelling business case with rationale supported by financial research (sound business acumen).
- Experienced leader who has led an organization through a sustained period of tremendous growth.
- Ability to directly understand or leverage relationships/expertise of others to understand implications of corporate level decisions.
- Demonstrated track record of successful global management of multiple capital project-related functions.
- 10 years of Biotech/Pharmaceutical industry experience preferred.
- Requires minimum of 10 years of escalating management responsibilities of both people and functions.
- College degree required.
- MBA or some post-graduate business education preferred.
- 2 Days Ago
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, sp...
- 19 Days Ago
Instructional Aide Extraordinaire
- Tamara M. Polley, Estate Planning Attorney
-
Sonora, CA
PART_TIME
- WANTED: INSTRUCTIONAL AIDE EXTRAORDINAIRE We are looking for an awesome person who will provide one to one assistance during the 2024-2025 school year to a fabulous young man with Down Syndrome. Someo...
- 2 Days Ago
Administrative Assistant/Reception
- Santa Barbara Estate Planning & Elder Law
-
Santa Barbara, CA
FULL_TIME,PART_TIME
- Welcome to Santa Barbara Estate Planning & Elder Law where we're not just redefining the legal landscape-we're creating a workplace where your talents are the driving force. We are a growing estate pl...
- 5 Days Ago
DIRECTOR - PLANNING (Facilities and Planning)
- Elk Grove Unified School District
-
Grove, CA
FULL_TIME
- Located in one of the most diverse areas of California, Elk Grove Unified is an award-winning district known for its commitment to academic excellence and learning for all students in its 68 schools i...
- 17 Days Ago
Estate Planning Attorney
- Eastridge
-
San Diego, CA
FULL_TIME
- Eastridge Workforce Solutions legal team is recruiting for an experienced Estate Planning Attorney to join a successful, full-practice San Diego law firm. The estate planning attorney will handle esta...
- 2 Days Ago
Estate Planning Director jobs at Popular Companies
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
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
Planning Director
- Cascade County
-
Great Falls, MT
- Location field must contain 'city, state' or a zip code to perform a radius search (e.g., Denver, CO or 46122 ). City an...
- 6/10/2024 12:00:00 AM
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
Director of Planning
- ProCaps Laboratories
-
Henderson, NV
- Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant update...
- 6/10/2024 12:00:00 AM
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
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
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
About California
California is a state in the Pacific Region of the United States. With 39.6 million residents, California is the most populous U.S. state and the third-largest by area. The state capital is Sacramento. The Greater Los Angeles Area and the San Francisco Bay Area are the nation's second and fifth most populous urban regions, with 18.7 million and 9.7 million residents respectively. Los Angeles is California's most populous city, and the country's second most populous, after New York City. California also has the nation's most populous county, Los Angeles County, and its largest county by area, S...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$143,652 to $213,648
Most Popular Cities in California for Estate Planning Director Jobs
What does an Estate Planning Director do?
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