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Estate Planning Director jobs in Colorado

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

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Division Director Real Estate Planning
  • CommonSpirit Health
  • Englewood, CO FULL_TIME
    • Overview* CommonSpirit Health was formed by the alignment of Catholic Health Initiatives (CHI) and Dignity Health. With more than 700 care sites across the U.S. from clinics and hospitals to home-based care and virtual care services CommonSpirit is accessible to nearly one out of every four U.S. residents. Our world needs compassion like never before. Our communities need caring and our families need protection. With our combined resources CommonSpirit is committed to building healthy communities advocating for those who are poor and vulnerable and innovating how and where healing can happen both inside our hospitals and out in the community.
    • Responsibilities* Position will lead real estate planning for 1 or more of CSH's Divisions in the Western US

    The CommonSpirit (CSH) Real Estate Strategy; Development (RESD) business unit supports the organization in developing dynamic portfolio solutions across the Enterprise - largely focused on Market Planning, Portfolio Optimization, Real Estate Development, and support of Joint Venture initiatives. Within our Market Planning work, we focus on portfolio alignment to the Integrated Delivery Network (IDN), campus planning, market support for long range strategic plans, and strategic leasing. The Division Director of Real Estate Planning for CommonSpirit Health is responsible for a portfolio of strategic planning initiatives and will oversee these initiatives from ideation through hand off to Project Delivery. The Division Director of Planning ensures the alignment of these strategies across markets and business lines, working across teams to review opportunities that promote innovation and modernization. The Division Director of Planning will ensure that all planning and design strategies are aligned with Division priorities. The Division Director works closely with Division Strategy and Business Development in supporting and aligning planning and design functions associated with growth, including: market planning, campus planning and asset planning, taking into account the disruptive nature of healthcare and understanding how future trends will impact healthcare delivery. This position will be a subject matter expert in strategic planning, market planning, master planning, and strategic analysis. This position may have Division Managers and/or other positions as direct reports.

    • Partners with NRES and Division Strategy to lead a portfolio of planning initiatives which may include market planning, campus planning, master planning, and asset planning initiatives that incorporate market dynamics, volume projections and service line distribution/rationalization across the continuum of care. Development of campus and asset level visioning focusing on right care, right place, right price.
    • Engages with facility management on overall facility condition and incorporates finding into long term planning initiatives.
    • Incorporates asset and campus development potential and into long term planning initiatives.
    • Translates work products completed by strategy teams or consultants and leads the development of functional space programs, focusing on capital rationalization and project prioritization.
    • Establishes project budgets informed by the business plans and focuses on rational deployment of capital.
    • Engages with Market and Division leadership in the creation of business plans and guides strategic initiatives through all corporate approvals.
    • Leads strategic consulting engagements and consulting teams, managing performance, schedules and outcomes
    • Creates executive level communications, summaries, presentations, leave behinds and takeaways, including board level presentations.
    • Tracks planning engagements and aligns resources to organizational objectives.
    • Provide regular periodic status reports on assigned projects and/or initiatives.
    • Manages the interface with NRES and Division, aligning internal and external resources to ensure the development of effective planning solutions.
    • Develop relationships with hospital/market/division leaders and become their go-to person for planning initiatives.
    • Maintain professional and technical knowledge by attending educational workshops, reviewing professional
    • publications, establishing personal networks and participating in professional societies.
    • Supports and promotes CommonSpirit Health’s ethical & Social Responsibilities
    • Consistently act in accordance with CommonSpirit Health policy and procedure guidelines.
    • Qualifications*

    Bachelors degree in Real Estate, Finance, Accounting, Business Administration or related field. 10 years experience related to Healthcare strategy, planning or healthcare design and construction. Experience in the delivery of planning results to senior level and executive leaders including Board level presentations.

    • Detailed and in-depth understanding of the trends and issues impacting the healthcare industry including specific understanding of the Integrated Delivery Network and portfolio responses.
    • Experience in facilitating senior management and multidisciplinary user groups in strategy, planning, or design meetings and presentations.
    • Knowledge of project delivery methods and tools to develop and integrate product line functional and space programs, master plans, conceptual design, and agency impact analysis.
    • Knowledge in Clinical Process Improvement techniques and the ability to implement them into the facility special requirements.
    • Experience in clinical analysis, throughput, and spatial needs assessments.
    • Experience in health strategic market planning, master planning and health facility design.
    • Experience assembling, evaluating, and leading project teams in complex environments and demonstrating effective decision making.
    • Successfully manages project team members to achieve project goals.
    • Excellent people management skills including resolving conflict, coaching and developing others, promoting teamwork, and performance management.
    • Displays self-confidence and inspires confidence in others.
    • Handles ambiguity, manages risk, and uses contingency plans to face uncertainty and adapt to change.
    • Proficient written and verbal communication skills.
    • An assertive approach with a collaborative style.
    • Proven track record for delivering projects and programs that meet the defined business plan and strategic objectives
    • Entrepreneurial problem solving approach and skills
    • Deep analytical skills to guide core strategic initiatives
    • Consistent professional behavior in all activities
    • Executive and Board level communication skills
    • Pay Range* $51.66 - $74.91 /hour
  • 20 Days Ago
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Division Director Real Estate Planning
  • CHI
  • Englewood, CO FULL_TIME
  • OverviewCommonSpirit Health was formed by the alignment of Catholic Health Initiatives (CHI) and Dignity Health. With more than 700 care sites across the U.S. from clinics and hospitals to home-based ...
  • 20 Days Ago
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Family Law & Estate Planning Attorney
  • Jones Law Firm, PC
  • Centennial, CO FULL_TIME
  • Our growing law firm is looking to hire an attorney experienced in estate planning, probate and family law who is fiercely passionate about representing clients facing one of the most challenging time...
  • 5 Days Ago
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Family Law & Estate Planning Paralegal
  • Jones Law Firm, PC
  • Centennial, CO FULL_TIME
  • We are looking for a paralegal experienced in Estate Planning, Probate and Family Law for our office in Centennial, Colorado. The ideal candidate for this role should possess comprehensive knowledge o...
  • 5 Days Ago
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Business Transaction - Estate Planning Attorney
  • Gilbertson Law Office
  • Denver, CO FULL_TIME
  • Are you an exceptional attorney with 3-5 years of experience in business transactional work and/or estate planning? Do you dream of a job where you can work fully remotely, your skills are valued, you...
  • 16 Days Ago
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Tax Planning Strategist- Trust & Estate
  • Stockman Kast Ryan + Company
  • Colorado, CO FULL_TIME
  • TAX PLANNING STRATEGIST- TRUST & ESTATELocation: Colorado Springs, CO and/or Denver, CO- This position is in office and not remote eligible Compensation: $120,000-$200,000 per year based off experienc...
  • 21 Days Ago
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Estate Planning Director jobs at Popular Companies

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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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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
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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 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
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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
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About Colorado

Colorado (/ˌkɒləˈrædoʊ, -ˈrɑːdoʊ/ (listen), other variants) is a state of the Western United States encompassing most of the southern Rocky Mountains as well as the northeastern portion of the Colorado Plateau and the western edge of the Great Plains. It is the 8th most extensive and 21st most populous U.S. state. The estimated population of Colorado was 5,695,564 on July 1, 2018, an increase of 13.25% since the 2010 United States Census. The state was named for the Colorado River, which early Spanish explorers named the Río Colorado for the ruddy silt the river carried from the mountains. The...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$132,842 to $197,571

Most Popular Cities in Colorado 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