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Estate Planning Director jobs in Illinois

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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Planning & Design Manager (Real Estate)
  • Fairlawn Real Estate
  • Champaign, IL FULL_TIME
  • Description

    We are seeking a highly motivated Planning & Design Manager to join the Fairlawn Development team in either Chicago, IL, or Champaign, IL. The ideal candidate will embody Fairlawn’s core values: Be Kind, Own It, Be Flexible, and Always Improve.

    The Planning & Design Manager is a newly created role designed to spearhead the feasibility, design, planning, and oversight aspects of our real estate development and renovation projects. The role will report directly to the Chief Investment Officer and support the seamless integration of planning and design within our development initiatives. This individual will play a key role in translating our vision into tangible and sustainable real estate developments.

    We are looking for an experienced design professional to lead our design process, collaborate with cross-functional teams, and ensure that our projects align with Fairlawn’s commitment to creating better places. The Planning & Design Manager’s role begins with project feasibility and is an integral player in each step of the development process, through certificate of occupancy and beyond.

    Fairlawn is a fast-growing real estate firm with over 130 team members and over 5,000 units throughout Illinois and Indiana, and over 900 units under development/construction. If you have a passion for people and take pride in all the details, our Planning & Design Manager role may be perfect for you!

    Requirements

    What will you do?

    • Conduct feasibility studies and site analyses to inform project viability and potential challenges.
    • Develop comprehensive project plans and program statements that align with company goals and regulatory requirements.
    • Recruit, pre-qualify, and engage outside architectural and engineering firms to work on specific projects.
    • Lead the design process, collaborating with architects, engineers, and other stakeholders.
    • Be the Fairlawn expert in land planning concepts and building design.
    • Act as primary liaison with our external architects from the test fit/schematic design phase through construction administration and certificate of occupancy.
    • Assist in developing preliminary project budgets based on industry information and past project data, in order to support economic feasibility analysis.
    • Ensure that designs meet aesthetic, functional, economic, and sustainable criteria.
    • Assemble the project team for each project, delegate responsibilities and tasks to team members, and ensure successful completion.
    • Create and monitor the design project schedules for the projects under your responsibility, determining the critical path to completion, and ensuring the project stays on track to be completed on time and on budget.
    • Stay abreast of local zoning regulations and building codes, periodically conduct zoning and building code research, and interpret and apply relevant building codes as needed.
    • Work closely with the overall development team during the entitlement process to obtain necessary approvals and permits.
    • Assist in managing project budgets throughout the design process and construction period.
    • Coordinate project material selections, including finishes, fixtures, furniture, and equipment, to maintain aesthetic and budgetary goals.
    • Identify value engineering and cost-saving opportunities without compromising quality.
    • Present design concepts to stakeholders and gather feedback for refinement.
    • Work with Fairlawn’s internal marketing team and outside vendors to procure renderings, floorplans, and other marketing materials required for investment memorandums, community engagement, and leasing/marketing efforts.
    • Implement quality control processes to ensure adherence to design standards.
    • Conduct regular site visits to assess project progress.
    • Regularly assess and respond to design and constructability questions from the construction team.
    • Review, redline and coordinate designs created by outside architects and engineers and respond to and coordinate RFI’s and submittal requests during the construction process.
    • Lead presentations to internal and external stakeholders.
    • Provide consistent and timely communication of project information to and from the project team.
    • Maintain existing building documentation and facilitate as-built drawing creation.
    • Prepare and ensure the accuracy of technical documents and contracts.
    • Create and implement a comprehensive QA/QC plan to be applied to all drawing sets and submissions.
    • Perform other ad hoc duties as assigned.

    Why should you work here?

    • Competitive Pay Bonus Opportunity. We are ready to invest in you!
    • Medical, Dental, Vision, and Life Insurance - Starting on First Day of Employment - to access care for positive health outcomes and your overall well-being
    • Employee-sponsored benefits including Short Term Disability, Life Insurance, Critical Illness, Accident, Flexible Spending, and H.S.A. Accounts to avoid costly medical expenses due to gaps and ensure that all your medical needs are met
    • 401(k) Retirement Plan with Match to invest in your future wealth and retirement
    • Paid Vacation, Sick Leave, and Holiday Pay to help you reset and come back rejuvenated and refreshed
    • Monthly company events to promote team cohesion
    • Wellness Days to focus on being your best self. We want you to have time to disconnect and recharge in a way that works for you
    • The opportunity to work for a growing organization where you are valued and can have a direct impact
    • Quarterly off-site meetings with your manager to celebrate wins, and issue solving and ensure you are set up for success. Plus, the process is rewarding, and the results are great for your career

    Who you are – We’d love to hear from you if you possess the following:

    • Bachelor’s or Master’s in Urban Planning, Architecture, Civil Engineering, or a related field.
    • 5 years of experience as an architecture project manager, with multifamily and commercial ground-up construction and renovation experience.
    • Active Architecture License in the State of Illinois is a plus.
    • Software: Strong knowledge of AutoCAD, Sketchup, Microsoft Office, and Adobe Suite or similar, and can easily adapt to changing technology. Experience with Revit is preferred but not required.
    • Excellent project management skills with a track record of delivering projects on time and within budget.
    • Strong interpersonal skills with the demonstrated ability to work with a diverse range of personalities and the ability to collaborate, communicate effectively, and multitask.
    • Leadership skills with the ability to plan, prioritize, organize, and manage workload.
    • Ability to handle multiple projects at one time, each in different stages of production.
    • Understanding and interest in the technical aspects of building design and construction including a thorough understanding of construction and all aspects of building science.
    • Mastery of construction documentation, coordinating drawings and specifications with engineering disciplines.
    • High level of skill in reading and interpreting construction plans
    • Highly effective written and verbal communication skills
    • Experience working with local governmental agencies and building/zoning code officials to ensure smooth project progress through permitting.
    • Embody our core values: Be Kind, Be Flexible, Own It, and Always Improve

    Some Additional Things You Will Need

    • Valid driver’s license and reliable transportation. Limited in-town usage of personal vehicle for errands, any out-of-county personal mileage reimbursed at the Federal rate.
    • Availability to work longer hours and weekends during peak times for your department.
    • Must be able to complete the physical functions of the position (including lifting requirements if any).

    Physical Requirements

    • Executes tasks independently, maintains concentration/focus on tasks
    • The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations
    • The ability to observe details at close range (within a few feet of the observer)
    • Occasionally moving objects up to 15 pounds about the office
    • Ability to communicate orally with customers, vendors, management, and other co-workers
    • Regular use of the telephone and e-mail for communication is essential
    • Hearing, vision, and speaking within normal ranges are essential for normal conversations, receiving ordinary information, and preparing or inspecting documents
    • Good reasoning ability is important. Able to understand and utilize management reports, memos, and other documents to conduct business
    • The job is performed indoors in a traditional office setting. Activities include extended periods of sitting while working at a computer and fast-paced operations and events

    Fairlawn Real Estate is a fast-growing real estate firm managing approximately 5,000 units throughout Central Illinois and Indianapolis. Our company uses the Entrepreneurial Operating System (EOS) to run and help grow our business – the tools from EOS contribute to finding the right people and putting them in the right roles, effectively solving issues as they arise, and building a culture of accountability. In short, it gets everyone on the same page and working toward the same goals. If you have an ownership mindset and take pride in all the details, joining our team may be perfect for you!

    IND123
  • 7 Days Ago
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District Director-Financial Planning & Budgeting
  • Financial Planning & Budgeting - CCC Careers
  • Chicago, IL FULL_TIME
  • PRIMARY OBJECTIVE Reporting to the Deputy Chief Financial Officer, the District Director Financial Planning & Budgeting is responsible for the development of the district annual budget, strategic fina...
  • 5 Days Ago
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Estate Planning Associate Attorney
  • BCG Attorney Search
  • Mount Prospect, IL FULL_TIME
  • Practice Area: Estate & Tax Planning,Trusts and Estates,Trusts and Estates - General, Job Type: Attorney,Firm Type: Law Firm, Experience: 3 Years, Mount Prospect office of a BCG Attorney Search Top Ra...
  • 4 Days Ago
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Estate Planning Attorney
  • BCG Attorney Search
  • Barrington, IL FULL_TIME
  • Practice Area: LitigationTrusts & EstatesDefense,LitigationTrusts & Estates,LitigationTrusts & EstatesPlaintiffs,Trusts and Estates,Elder Law,Estate & Tax Planning,Probate,Trusts and EstatesGeneral, J...
  • 5 Days Ago
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Estate Planning & Administration Attorney
  • McGrath Law Office, P.C.
  • Morton, IL FULL_TIME
  • Join Our Dynamic Legal Team in Central Illinois!McGrath Law Office, P.C., a leading law firm in central Illinois, is looking for a talented attorney to join our dynamic team. If you have a passion for...
  • 6 Days Ago
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Estate Planning Attorney
  • BCG Attorney Search
  • Wheaton, IL FULL_TIME
  • Practice Area: Estate & Tax Planning,Trusts and Estates,Trusts and Estates - General, Job Type: Attorney,Firm Type: Law Firm, Experience: 8 Years, Wheaton office of our client is seeking an Estate Pla...
  • 7 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 Illinois

Illinois (/ˌɪlɪˈnɔɪ/ (listen) IL-ih-NOY) is a state in the Midwestern and Great Lakes region of the United States. It has the fifth largest gross domestic product (GDP), the sixth largest population, and the 25th largest land area of all U.S. states. Illinois is often noted as a microcosm of the entire United States. With Chicago in northeastern Illinois, small industrial cities and immense agricultural productivity in the north and center of the state, and natural resources such as coal, timber, and petroleum in the south, Illinois has a diverse economic base, and is a major transportation hu...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$133,233 to $198,153

Most Popular Cities in Illinois 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