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Estate Planning Director jobs in Arizona

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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Executive Director, Estate and Gift Planning
  • ASUF ASU Foundation for A New American University
  • Tempe, AZ FULL_TIME
  • Executive Director, Estate & Gift Planning The ASU Foundation (ASUF) fosters partnerships between ASU and like-minded individuals, corporations and foundations who believe in ASU’s mission and provide resources for ASU to manifest its charter into meaningful impact. The Executive Director, Estate and Gift Planning is a senior fundraising professional with strong development experience who develops, implements, and refines innovative estate and gift planning strategies alongside the Vice President of Engagement and Outreach and other colleagues across the enterprise. This individual will be a proven fundraising leader who deeply understands estate and gift planning and takes a strategic, collaborative, and entrepreneurial approach to developing and strengthening a sustainable estate and gift planning program and individual relationships. The Executive Director will secure and increase significant philanthropic support in partnership with ASUF development staff and other collaborators across the enterprise to advance long-term financial support for the ASU Foundation and Arizona State University through planned giving vehicles. This position is joining an extensive but growing team during a comprehensive university-wide campaign launch, where estate giving will be a major priority. The Executive Director will serve as an integral member of the Vice President’s leadership team. What you’ll do: Conceptualizes and implements strategies to advance the comprehensive estate and gift planning development program that supports the ASU Foundation’s fundraising priorities. Responsible for achieving enterprise wide, unit and personal fundraising goals and metrics. Building and maintaining a personal portfolio of major and principal gift prospects; secures philanthropic investments in support of Arizona State University’s priorities; works within the ASU Foundation prospect management and tracking system, following all protocols for visits and solicitations. Engage with and develop a large external community volunteer network in support of planned giving at ASU, including but not limited to attorneys, financial planners, trust administrators, family office staff, and personal bankers. Establishes and nurtures effective, collegial working relationships with ASUF colleagues, ASU Enterprise Partners collaborators, university partners, volunteers, prospects, and donors. Serve as Executive Sponsor, partner, guide, and mentor to the internal Strategic Philanthropy Crew, which is a working group of unit-based development professionals who receive extensive planned giving training to increase knowledge of estate and gift planning throughout the development enterprise. With the ASU EP Outreach Hub, collaboratively conceptualize and oversee a results-oriented comprehensive planned giving communication and marketing plan that builds the prospect pipeline and shares impact with donors which leads to increased gift conversions. With Donor Relations, partner to maintain and expand the stewardship program for planned giving donors and their families while leveraging the existing Cornerstone Legacy Society. With ASU Enterprise Partners Centers of Excellence (Finance, Legal, Gift Administration), partner to structure, document, and record all planned gifts in accordance with Federal, State, and IRS guidelines and ASUF policies and procedures. Establishes reliable reporting protocols for monthly, quarterly, and annual analysis of estate and gift planning metrics; furnishes timely leadership reports on progress toward assigned goals. Proactively collaborates across the University enterprise to leverage the maximum philanthropic potential of each prospect and donor. Educates ASUF and ASU colleagues in aspects of planned giving and ensures program effectiveness and transparency. Make recommendations on tools, training, and software to enhance the effectiveness of the estate and gift planning program. Hires, supervises, mentors, and evaluates any assigned staff. Other duties as assigned What you'll need: Knowledgeable in the use, application and administration of planned giving instruments, tax legislation, and IRS regulation/code as it relates to planned giving. Broad knowledge of fund-raising principles and techniques, preferably in a complex academic setting and proven success in building productive, long-term relationships with senior university leaders, key professional advisors, faculty, staff, institutional boards, volunteers, and donors. Strong, collegial interpersonal skills and excellent written and oral communication ability as reflected in face to face solicitations, written proposals, oral presentations, and strategic plans. Ability to set goals and priorities, take initiative, and demonstrate accountability while remaining nimble to match the Foundation’s strategic direction and evolving priorities, experience with budgeting and financial analysis. Team-oriented strategist able to effectively manage complex situations involving numerous and sometimes competing constituencies; comfortable working in a fast-paced, results oriented environment; demonstrated experience successfully managing staff and volunteers. Experience with Salesforce CRM, Salesforce Marketing Cloud, Workday Finance, Workday HR, Affiniquest, PG Calc, and Crescendo (or similar tools). Ability to maintain a high degree of confidentiality and responsibility regarding information related to Foundation and University business and prospect information. An advocate’s belief in the vision of ASU as the New American University and an ability to represent the institution well. Relevant qualifications Bachelor’s degree 10-15 years of successful development experience, preferably in higher education, estate planning, financial advising or tax advising Preferred education and experience Advanced degree (JD) or equivalent Benefits: Hybrid work schedule. We work from home two days a week! Comprehensive benefits package, including medical, dental, and vision insurance 401(k) plan with matching employer contribution 22 days of vacation time 11 holidays, including your birthday Parental leave Significant tuition reductions Professional development is highly valued at ASU Enterprise Partners, where employees are encouraged to look across the organization and nurture new areas of interest $30 bi-weekly cell phone reimbursement At ASU Enterprise Partners: We serve. We serve the faculty and staff of ASU to bring them resources so they can do all the great things that they do. We innovate. We’re always looking for new ideas, new solutions, new approaches and new ways to address the challenges facing ASU. We engage. We engage our donors, philanthropists, investors and partners, connecting them to ASU and helping them share their time, talent and treasure. We care. When we serve, innovate and engage, it shows that we care — about faculty, staff, donors, fellow employees and other partners as we bring resources to ASU. ASU Enterprise Partners and its subsidiaries is an equal opportunity employer that is firmly committed to promoting justice, equity, diversity, and inclusion within our organization and throughout our sphere of influence. Because we embrace a spirit of innovation and achievement, we will endeavor to maximize the talent and potential of all employees, directors, and volunteers through bold and strategic action aimed at building success and a sense of belonging. All employees are expected to act in good faith to support these actions and to not impede the efforts of others to build a just, equitable, diverse, and inclusive organization. ASU Enterprise Partners is an Equal Opportunity Employer Who we are: Arizona State University has developed a new model for the American Research University creating an institution that is committed to excellence, access and impact. ASU measures itself by those it includes and how they succeed, not by those it excludes. ASU pursues research that contributes to the public good and assumes major responsibility for the economic, social and cultural vitality of the communities that surround it. In order to become that model for the New American University, ASU has undergone some radical changes over the last few years. Like many universities, it has added new buildings, hired new faculty and brought in new students. But, unlike many of its peers, ASU has also undertaken a massive reorganization of the institution. ASU has torn down walls between disciplines and encouraged collaboration among diverse units. ASU has altered the trajectory of the university and reevaluated the role that universities play in society, in the economy and in education at all levels. It has changed the relationship between ASU and the State of Arizona. ASU Enterprise Partners supports the evolution, development and success of Arizona State University and its mission. ASU Enterprise Partners is uniquely positioned to bring solutions to help ASU fulfill its charter by connecting the university to human, financial, physical, and mission-driven resources. These resources are maximized within Enterprise Partners in an innovative and entrepreneurial manner through the design, development and management of specialized business units. ASU Enterprise Partners serves as the resource-raising arm of Arizona State University. As the parent organization of five nonprofits that are each tasked with identifying new revenue opportunities, ASU Enterprise Partners represents a new, innovative and highly efficient model for diversified revenue generation. Through its nonprofits and business units, ASU Enterprise Partners invests in initiatives and partnership opportunities that provide resources to Arizona State University. ASU Foundation-Matches donors with their passions by raising and investing private contributions to ASU programs, faculty and students. University Realty LLC-cultivates and advances commercial and residential real estate projects to support ASU. Skysong Innovations-ASU Enterprise Partners’ technology transfer, creates a pipeline between ASU and Northern Arizona University inventions and the private sector. Realm Spark-a driving connector for EdTech innovation, investment, and integration at ASU. Realm Spark delivers resources and capabilities across the realms of teaching and learning to support ASU’s success as a Public Service Enterprise. Realm Spark serves to identify and foster the best solutions, partners, and technologies for the university. To facilitate innovation and drive positive financial outcomes, Realm Spark acquires and deploys capital from external sources, philanthropic partners, and internal investment pools. ASURE-Conducts applied research, operationalizes university solutions and consults for classified and midrange technology-readiness-level (TRL) services for the defense and security industry. ASU Enterprise Partners employs a diverse team engaged in meaningful work, including fundraisers, designers, scholars, financial wizards, filmmakers, inventors, entrepreneurs and volunteers. Each member brings a different perspective to our vision, yet we share a mission to advance the most innovative university in the country. Advance your career, too. Professional development is highly valued at ASU Enterprise Partners, where employees are encouraged to look across the organization and nurture new areas of interest. Roles often shift as passions are discovered. Employees and eligible dependents enjoy a comprehensive benefits package, including medical, dental and vision insurance; a 401(k) plan; and significant tuition reductions. Details about our comprehensive benefits are available at http://asuenterprisepartners.org/employeebenefits
  • 9 Days Ago
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Estate Planning Attorney
  • Mark E. Hall, PC
  • Scottsdale, AZ FULL_TIME
  • A Scottsdale/Tucson based highly respected Estate Planning and Probate law firm is searching for an Estate Planning Attorney to work in the Tucson area. A candidate needs the following: 1-5 Years Expe...
  • 17 Days Ago
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Estate Planning Attorney
  • Sonja Cotton & Associates
  • Scottsdale, AZ FULL_TIME
  • Estate Planning Associate Attorney (1-3 years exp. and licensed in Arizona) Sonja Cotton & Associates is currently seeking a dynamic and detail-oriented attorney with an entrepreneurial mindset and 1-...
  • 17 Days Ago
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Estate Planning Paralegal
  • Cantor Law Group
  • Phoenix, AZ FULL_TIME
  • Cantor Law Group offers a minimum starting pay of $75,000 per year – more, depending on experience. We are seeking a paralegal with five (5) plus years of Arizona experience handling all aspects of es...
  • 18 Days Ago
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Estate Planning Attorney
  • LifePlan Legal AZ
  • Gilbert, AZ FULL_TIME
  • We are looking for an independent Estate Planning lawyer to join our small firm (for full-time or flexible part-time positions). At LifePlan Legal, AZ, we focus primarily on Estate Planning (85%) with...
  • 21 Days Ago
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Estate Planning Officer
  • Family Life Radio
  • Tucson, AZ FULL_TIME
  • The Estate Planning Officer oversees all aspects of plan gifts including donor advised funds and employee match program acknowledgments per financial asset manager directives ensuring accurate hard an...
  • 12 Days Ago
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Estate Planning Director jobs at Popular Companies

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Director of Planning
  • KHAITE
  • New York, NY
  • About KHAITE: KHAITE is a leading Luxury fashion brand based in New York City, known for its modern and luxurious design...
  • 4/23/2024 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...
  • 4/23/2024 12:00:00 AM
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Planning Director
  • Licking County
  • Newark, OH
  • JOB OPPORTUNITY! Licking County Planning Director The Licking County Planning Commission (LCPC) is seeking a qualified D...
  • 4/23/2024 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...
  • 4/23/2024 12:00:00 AM
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Financial Planning Director
  • Lead Advisor
  • Westborough, MA
  • Description: Director of Planning Our client is a full-service financial advisory practice in Westborough that serves hi...
  • 4/23/2024 12:00:00 AM
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Director Demand Planning
  • Anastasia Beverly Hills
  • Beverly Hills, CA
  • Job Description Job Description The Demand Planning Director is responsible for maintaining 18 month rolling forecast by...
  • 4/23/2024 12:00:00 AM
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Planning Director
  • Mercer County
  • Trenton, NJ
  • PLANNING DIRECTORThe Mercer County Planning Director is responsible for the oversight of the Planning Department includi...
  • 4/22/2024 12:00:00 AM
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Director of Planning
  • Khaite
  • New York, NY
  • About KHAITE: KHAITE is a leading Luxury fashion brand based in New York City, known for its modern and luxurious design...
  • 4/20/2024 12:00:00 AM
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About Arizona

Arizona (/ˌærɪˈzoʊnə/ (listen); Navajo: Hoozdo Hahoodzo Navajo pronunciation: [xòːztò xɑ̀xòːtsò]; O'odham: Alĭ ṣonak Uto-Aztecan pronunciation: [ˡaɺi ˡʂonak]) is a state in the southwestern region of the United States. It is also part of the Western and the Mountain states. It is the sixth largest and the 14th most populous of the 50 states. Its capital and largest city is Phoenix. Arizona shares the Four Corners region with Utah, Colorado, and New Mexico; its other neighboring states are Nevada and California to the west and the Mexican states of Sonora and Baja California to the south and so...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$126,303 to $187,849

Most Popular Cities in Arizona 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