Estate Planning Director jobs in Maryland

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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Chief of Acquisition_Resources and Planning _CARP_
  • US Office of the Director of National Intelligence
  • Bethesda, MD FULL_TIME
  • Duties

    Mission Capabilities Directorate (MCD) brings together the enabling information technology (IT) programs and initiatives for the NCSC. MCD addresses mission requirements, while improving flexibility, effectiveness, efficiency, and transparency. Its responsibilities span trusted workforce, operations, collaboration, screening and vetting, and critical infrastructure protection.

    MCD is seeking an expert in acquisition, resources, and planning to join our Front Office team and lead intelligence planning, programming, budgeting, and execution, as well as lead Directorate contract management and oversight. The CARP will partner with IT project managers to analyze program requirements, leverage their expertise to propose ODNI and/or Other Government Agency (OGA) financial or personnel solutions, and seamlessly executive multiple large programs.

    The Chief of Acquisition, Resources, and Planning (CARP) responsibilities include:

    Lead and oversee the planning, development, and production of strategic guidance for the allocation of resources and investment planning and programming staff elements and activities.

    Advise and engage senior IC leadership on resource priorities, opportunities, gaps, and interdependencies to link resources to strategy;

    Lead and oversee the communication of emerging resource issues and trends, independently evaluate against IC strategic elements, and make recommendations for improvements.

    Conduct advanced resource planning and programming to produce the achievable acquisition and investment strategies, including synchronization with all aspects of the enterprise resource planning processes.

    Lead the formulation of fiscal year budget builds, Intelligence Program Budget Submission, Director's Decision Documents, Congressional Budget Justification Books, and any other resource exercises.

    Manage timely delivery of budget and contract inputs to ensure resource stability, including facilitation of unfunded requirements (URF), spend plans, over guidance packages, etc.

    Lead the oversight of the preparation, justification, and/or administration of budgets and monitor expenditures for program areas.

    Conduct risk management assessments related to resources to ensure program success.
    Oversee specific acquisition programs to ensure they meet cost, schedule, and performance requirements throughout the project life cycle and maintain accountability for accurate and credible cost, schedule, and performance reporting.

    Lead the planning and coordination of the acquisition and contracting process (e.g., contracting milestones, solicitation, source selection, award, negotiation, and administration).

    Lead efforts to improve the knowledge and skills of Directorate personnel related to budget and contracts.

    Serve as COTR for contracts supporting MCD and other Center elements.

    Lead a team of professional staff and assess performance, collaborate and oversee goal setting, and provide feedback on personal development.

    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

    Ten years of experience successfully leading resource planning and management activities of a government or private organization.

    Expert organizational and interpersonal skills to facilitate diverse forums, manage competing priorities, and advocate new ideas/concepts/processes.

    Expert ability to conceptualize, organize, and draw inferences from incomplete data and present a compelling analysis of findings and issues; expert ability to identify, articulate, document, and mitigate knowledge gaps or alternatives approaches.

    Superior communication (written and verbal) skills.

    Superior ability to analyze, synthesize, and evaluate multiple sources of resource information.

    Superior ability to exercise independent judgment on time-sensitive issues and work collaboratively across the IC.

    Superior understanding of the organization's financial processes, including mechanisms for preparing, justifying, and administering project/program and enterprise budgets.

    Superior ability to oversee procurement and contracting to achieve desired results and to monitor expenditures and analyze cost-benefits to set priorities.

    Ability to obtain COTR Level II certification and execute COTR duties within 3 months EOD.

    Desired Requirements

    Experience using resource management systems to monitor the planning, allocation and execution of appropriated funds.

    Experience managing National Intelligence Program or Military Intelligence Program resources.

    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
      Email
      Vacancies@odni.gov
      Address
      NATIONAL COUNTERINTELLIGENCE AND SECURITY CENTER
      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.

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

  • 2 Days Ago

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Chief of Acquisition_Resources_and Planning _CARP
  • US Office of the Director of National Intelligence
  • Bethesda, MD FULL_TIME
  • Duties Mission Capabilities Directorate (MCD) brings together the enabling information technology (IT) programs and initiatives for the NCSC. MCD addresses mission requirements, while improving flexib...
  • 8 Days Ago

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Real Estate Market Researcher (13009, Grade 28)
  • Montgomery County Planning Department
  • Wheaton, MD FULL_TIME
  • Description Are you passionate about the built environment? Do you enjoy using real estate market analytics to develop innovative master plans and land use policy? If so, the Montgomery County Plannin...
  • Just Posted

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Estate Planning and Estate Administration Associate
  • Offit Kurman, P.A.
  • Columbia, MD FULL_TIME
  • Offit Kurman, a growing full-service Am Law 200 firm serving the private client market, is seeking an Estate Planning and Administration Associate for its Columbia, Maryland office.Required At least t...
  • Just Posted

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Estate Planning and Estate Administration Associate
  • Offit Kurman
  • Columbia, MD FULL_TIME
  • Offit Kurman, a growing full-service Am Law 200 firm serving the private client market, is seeking an Estate Planning and Administration Associate for its Columbia, Maryland office. Required: • At lea...
  • 11 Days Ago

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Estate Planning Attorney
  • BCG Attorney Search
  • Timonium, MD FULL_TIME
  • Practice Area: Estate & Tax Planning,Trusts and Estates - General, Job Type: Attorney,Firm Type: Law Firm, Experience: 3 Years, Timonium office of a BCG Attorney Search Top Ranked Law Firm seeks an es...
  • 3 Days 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

Maryland (US: /ˈmɛrələnd/ (listen) MERR-əl-ənd) is a state in the Mid-Atlantic region of the United States, bordering Virginia, West Virginia, and the District of Columbia to its south and west; Pennsylvania to its north; and Delaware to its east. The state's largest city is Baltimore, and its capital is Annapolis. Among its occasional nicknames are Old Line State, the Free State, and the Chesapeake Bay State. It is named after the English queen Henrietta Maria, known in England as Queen Mary. Sixteen of Maryland's twenty-three counties border the tidal waters of the Chesapeake Bay estuary and...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$134,275 to $199,702

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