Estate Planning Director jobs in Albuquerque, NM

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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Asset Director - Albuquerque, NM
  • Bryten Real Estate Partners
  • Albuquerque, NM OTHER
  • Job Details

    Job Location:    Albuquerque - Albuquerque, NM
    Salary Range:    $80,000.00 - $100,000.00 Salary/year

    Description

    We're excited to announce an Asset Director position available in Albuquerque, NM! We are committed to creating an inspiring and inclusive experience, celebrating our diverse culture, and offering a variety of benefits and opportunities. Be a part of the journey of empowerment and engagement. 

    Featured Perks & Benefits to Keep You Inspired:

    • Medical plans with choices to fit your needs 
    • Dental and Vision insurance options 
    • Health Savings Account (HSA) with employer contribution 
    • Financial security benefits including 401k Plan with company match 
    • Company-paid life insurance addl voluntary life 
    • Paid short-term disability options for long-term disability 

    Wait, we've got more!!!  

    • Supplemental life insurance with critical health insurance and accident insurance 
    • Vacation program accruing immediately upon hire 
    • Sick time when you need it 
    • Paid holidays floating holidays to celebrate those special times 
    • Company-sponsored wellness initiatives 
    • Continuous education with development programs and more! 

    Here are some responsibilities for a potential Asset Director: 

    • Trains and manages Asset Directors and/or Community Managers in all company and property facets to include team building while guiding to reach occupancy goals and managing the site budget. 
    • Leads and coaches Assistant Asset Directors and/or Community Managers to accomplish financial objectives by collecting rent; paying bills; forecasting requirements preparing annual budgets; scheduling expenditures, analyzing variances, initiating corrective actions.   
    • Reviews and reinforce the established training program for all on-site team members including lease-up processes, office set-up, reporting procedures, rent collections, lease paperwork, evictions, late fees, policy violations, accounting practices, purchasing procedures, preventative maintenance, and facilities maintenance. 
    • Travels and works from site offices, inspects field operations, reviews reports prepared by subordinate managers and determines the progress of occupancy and maintenance projects, reporting findings to the Vice President. 
    • Recruit, select and place qualified personnel needed to meet the staffing level established for each assigned portfolio and community, overseeing compliance with Bryten policies related to employment and Human Resources. 
    • Ensures thorough review with Community Managers, that approved budgets are implemented and consistently followed to promote efficiency and profitability. 
    • Review and analyze weekly and monthly property leasing and operating reports, guiding on improvements to include marketing plans as aligned with the budget and occupancy. 
    • Evaluate rent schedules and availability; make appropriate adjustments for market rates, rental concessions, or special incentives to ensure leasing capacity as approved and aligned with budget. 
    • Prepares and manages client reporting, ensuring all supporting documentation is gathered for regular client meetings.   
    • Enforces company policies and procedures for compliance documentation regarding new leases and recertification of existing residents. 
    • Responsible for full compliance with the management/client agreement. Fully documents, in written form, the client's relationship.   
    • Professionally handle property owner / client escalation issues to management, and personally attend to and resolve the issues or complaints or address them with upper management. 
    • Administers company policies related to matters such as regulation of property management and marketing of affordable housing sites, operations, safety and property maintenance standards.  
    • Take part in preparing for new acquisitions as it relates to purchase for fee management; Assist Bryten in identifying areas of growth. 
    • Accommodate and tour visitors, such as investors, bankers, brokers/dealers, and other officials. 
    • Any other task as assigned. 

    As the ideal candidate, your background includes: 

    • Bring your high energy and positive attitude to contribute to an awesome team atmosphere! 
    • Bachelor’s degree in business administration or related field preferred; high school education or equivalent is required.  
    • 4 years in related experience and/or training, to include management of staff.   
    • Strong financial and asset management abilities with solid time management skills.   
    • A dynamic leader with strong business, marketing, and property management skills.  
    • Possess the ability to read and write English fluently, and the ability to accurately perform basic to intermediate mathematical functions.  
    • Effective communicator, trainer, and motivator.  
    • Self-motivated and independent thinker while maintaining strong and loyal team relationships.  
    • Calm and engaging crisis manager with developed conflict management skills.  
    • Ability to follow and enforce policies and procedures.  
    • Strong administrative, organizational, and communication skills with killer time management.    
    • Present a positive and professional image, supporting a strong customer service orientation.    
    • Knowledge of on-site maintenance requirements including dealing with vendors and contractors.   
    • Computer skills, including working knowledge of MS Office Suite (Outlook, Teams, Word, Excel); also, Property Management Software database experience preferred. 
    • Ability to professionally engage and "seal the deal".  
    • Must have a valid driver’s license, current automobile insurance and reliable transportation.  
    • Background and credit check, pre-employment drug screening, and employment verification required. 

    Bryten complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Talent Acquisitions at TalentAcquisition@mebmgmt.com 

    Equal Opportunity Employer (EOE) 

    Qualifications


  • 3 Days Ago

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Regional Portfolio Director - New Mexico
  • Bryten Real Estate Partners
  • Albuquerque, NM OTHER
  • Job Details Job Location: Albuquerque - Albuquerque, NM Salary Range: Undisclosed DescriptionWe're excited to announce an Regional Portfolio Director position available in New Mexico! We are committed...
  • Just Posted

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Director, Campus Capital & Space Planning
  • unm
  • Albuquerque, NM FULL_TIME
  • The University of New Mexico is seeking a Director of Campus Capital and Space Planning to direct and lead all aspects of the University capital planning process. Leading the newly formed department o...
  • 18 Days Ago

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Director, Campus Capital & Space Planning - req# 29029
  • University of New Mexico
  • Albuquerque, NM FULL_TIME
  • Dir,Campus Capital & Space PlnRequisition IDreq29029Working TitleDirector, Campus Capital & Space PlanningPosition Grade17Position SummaryThe University of New Mexico is seeking a Director of Campus C...
  • 14 Days Ago

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Real Estate Sales Buyer's Agent
  • The Southwest Life Real Estate Group
  • Albuquerque, NM FULL_TIME
  • Tech-driven real estate company with a successful internet lead generation system. Are you looking for the best training in the industry, or have you been selling for years and desire to take your car...
  • 22 Days Ago

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Mortuary Transporter
  • Noblin Funeral Service/Director's Choice Mortuary Service
  • Albuquerque, NM FULL_TIME
  • Mortuary Transport Specialist Mortuary Transport Driver needed to prepare and transport human remains from the mortuary to crematory or the appropriate facility, and/or in the alterative from place of...
  • 8 Days Ago

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0 Estate Planning Director jobs found in Albuquerque, NM area

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Assistant Area Operations Director
  • Dialysis Clinic, Inc.
  • Albuquerque, NM
  • Overview Dialysis Clinic, Inc. is recruiting top talent interested in supporting our nonprofit mission to prioritize ind...
  • 4/17/2024 12:00:00 AM

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Nursing Faculty
  • University of New Mexico - Hospitals
  • Kirtland Afb, NM
  • UNM Hospitals participates in the Clinical Advancement Program (CAP) and depending on your Nursing Education and Nationa...
  • 4/15/2024 12:00:00 AM

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RN Instructor
  • University of New Mexico - Hospitals
  • Kirtland Afb, NM
  • UNM Hospitals participates in the Clinical Advancement Program (CAP) and depending on your Nursing Education and Nationa...
  • 4/15/2024 12:00:00 AM

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EDUCATOR UNIT BASED
  • University of New Mexico - Hospitals
  • Kirtland Afb, NM
  • UNM Hospitals participates in the Clinical Advancement Program (CAP) and depending on your Nursing Education and Nationa...
  • 4/15/2024 12:00:00 AM

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RN Educator
  • University of New Mexico - Hospitals
  • Kirtland Afb, NM
  • UNM Hospitals participates in the Clinical Advancement Program (CAP) and depending on your Nursing Education and Nationa...
  • 4/15/2024 12:00:00 AM

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Nursing Instructor
  • University of New Mexico - Hospitals
  • Kirtland Afb, NM
  • UNM Hospitals participates in the Clinical Advancement Program (CAP) and depending on your Nursing Education and Nationa...
  • 4/15/2024 12:00:00 AM

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RN Instructor
  • University of New Mexico - Hospitals
  • Albuquerque, NM
  • UNM Hospitals participates in the Clinical Advancement Program (CAP) and depending on your Nursing Education and Nationa...
  • 4/15/2024 12:00:00 AM

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Nursing Faculty
  • University of New Mexico - Hospitals
  • Albuquerque, NM
  • UNM Hospitals participates in the Clinical Advancement Program (CAP) and depending on your Nursing Education and Nationa...
  • 4/15/2024 12:00:00 AM

According to the United States Census Bureau, Albuquerque has a total area of 189.5 square miles (490.9 km2), of which 187.7 square miles (486.2 km2) is land and 1.8 square miles (4.7 km2), or 0.96%, is water. Albuquerque lies within the northern, upper edges of the Chihuahuan Desert ecoregion, based on long-term patterns of climate, associations of plants and wildlife, and landforms, including drainage patterns. Located in central New Mexico, the city also has noticeable influences from the adjacent Colorado Plateau semi-desert, Arizona-New Mexico Mountains, and Southwest plateaus and plains ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$121,894 to $181,291
Albuquerque, New Mexico area prices
were up 2.5% from a year ago

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