Estate Planning Director jobs in Cleveland, OH

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)

C
Director, Gift and Estate Planning
  • Cleveland State University
  • Cleveland, OH FULL_TIME
  • Plans and executes all planned giving programs for Cleveland State University and the CSU Foundation. Identifies, cultivates, and solicits donors for planned giving bequests, trusts, annuities and real estate. Seeks out significant prospect opportunities and secures planned gifts according to agreed upon goals and timelines. Oversees gift agreement writing and gift acceptance policy development/implementation. Interacts professionally with all internal and external customers using strong interpersonal skills.

    Minimum Qualifications
    • Bachelor’s Degree preferably in business, urban studies, communications, public relations or related fields.
    • Five years professional experience in planned giving development, legal or financial fields.
    • Valid driver’s license and the ability to establish driver eligibility under the University’s motor vehicle policy.

    Preferred Qualifications
    • Master’s or JD degree preferably in business, urban studies, communications, public relations or related fields.
    • Five years experience in Higher Education planned giving field.

    Knowledge, Skills, and Abilities (KSAs)
    • Knowledge of tax laws and liability.
    • A record of progressive leadership and achievement in Gift and Estate Planning or relevant field.
    • Demonstrated success in multiple facets of fundraising, with emphasis on cultivation, solicitation, gift closure, donor stewardship, and proposal writing in the gift and estate planning area.
    • Proven ability to develop and execute a strategic plan, analyze and prepare data, and develop and deliver presentations.
    • Demonstrated understanding of ethics related to development activities; ability to exercise discretion in interactions with donors and prospects.
    • Ability to articulate the University’s vision, mission, needs, opportunities and aspirations with clarity and enthusiasm.
    • Demonstrated excellent oral, written, organizational and computer proficiency skills.
    • Ability to travel off campus and maintain a flexible schedule.


    Requisition Number
    PT0703331S

    Date grant, position, or appointment expires (For Funds Available, Temporary, and Waiver of Posting

    Special Instructions to Applicants

    Applicant Instructions
    Mailed or emailed application materials will not be accepted.

    Hours per week
    40

    Work Schedule

    Advertising Copy

    Full Time/Part Time
    Full Time

    Posted Date

    Close Date/Application Deadline

    Open Until Filled
    Yes

    Review Begins

    Tentative Start Date
  • 3 Days Ago

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Estate Planning Attorney
  • SSEG
  • Westlake, OH FULL_TIME
  • SSEG is an established law firm in Westlake, Ohio and is seeking an entrepreneurial self-sufficient attorney with experience in Probate, Wills, and Estate Planning, to take over a retiring attorney’s ...
  • 3 Days Ago

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Estate Planning Paralegal
  • Teksky Inc
  • Beachwood, OH FULL_TIME
  • Job Title: "Estate Planning and Probate Paralegal" Location: Beachwood, OH Overview: We are seeking a detail-oriented and compassionate Estate Planning and Probate Paralegal to join our esteemed legal...
  • 3 Days Ago

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Estate Planning and Probate Paralegal
  • Singerman, Mills, Desberg & Kauntz Co., L.P.A.
  • Beachwood, OH FULL_TIME
  • Estate Planning and Probate Paralegal Singerman, Mills, Desberg & Kauntz Co., L.P.A. (www.smdklaw.com) is a dynamic transactional boutique law firm in Beachwood, Ohio, focusing on real estate, busines...
  • 6 Days Ago

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Tax and Estate Planning Associate
  • Walter Haverfield LLP
  • Cleveland, OH FULL_TIME
  • DescriptionThis associate will work in a collaborative work environment with significant growth potential and mentoring opportunities. Candidates who care about their work product, who strive to impro...
  • 7 Days Ago

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Director of Financial Planning & Analysis
  • Transportation Impact
  • Independence, OH FULL_TIME
  • DIRECTOR OF FINANCIAL PLANNING AND ANALYSIS WHAT WE DO MATTERS: TransImpact is an industry leader in the development and application of end-to-end technology-based solutions that optimize shipping ope...
  • 20 Days Ago

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0 Estate Planning Director jobs found in Cleveland, OH area

A
Director of Operations
  • Adecco US, Inc.
  • Cleveland, OH
  • Adecco Search has partnered with a leading manufacturer to recruit and hire a Director of Operations for their facility ...
  • 3/28/2024 12:00:00 AM

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Development Director
  • American Heart Association
  • Cleveland, OH
  • Overview: As we celebrate our Centennial year, we invite you to join us in shaping the next century of impact. Be a rele...
  • 3/28/2024 12:00:00 AM

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Assistant Controller, eGaming
  • Arrow International, Inc.
  • Cleveland, OH
  • Job Type Full-time Description Arrow International is the world's largest manufacturer and supplier of charitable gaming...
  • 3/28/2024 12:00:00 AM

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Regional Vice President
  • LAZ Parking
  • Cleveland, OH
  • Want to hear something crazy? Cars only spend 5% of their time driving. Where do they spend the other 95%? PARKED! LAZ P...
  • 3/28/2024 12:00:00 AM

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Director, Gift and Estate Planning
  • Cleveland State University
  • Cleveland, OH
  • Plans and executes all planned giving programs for Cleveland State University and the CSU Foundation. Identifies, cultiv...
  • 3/27/2024 12:00:00 AM

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Program Director
  • CESO, Inc.
  • Cleveland, OH
  • Job Description Are you a Program Director for an architectural department seeking purpose, challenge, and talented coll...
  • 3/25/2024 12:00:00 AM

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Operations Manager I
  • Controlled Contamination Services LLC
  • Cleveland, OH
  • Job Details Level Management Job Location Cleveland, OH Position Type Full Time Salary Range $60,000.00 - $65,000.00 Sal...
  • 3/25/2024 12:00:00 AM

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Executive Director, Culture and Total Rewards
  • The Cleveland Metropolitan School District (CMSD)
  • Cleveland, OH
  • Position Type: Administration and Professionals Date Posted: 2024-01-09 Location:Administration or As Assigned INTRODUCT...
  • 3/24/2024 12:00:00 AM

Cleveland (/ˈkliːvlənd/ KLEEV-lənd) is a major city in the U.S. state of Ohio, and the county seat of Cuyahoga County. The city proper has a population of 385,525, making it the 51st-largest city in the United States, and the second-largest city in Ohio. Greater Cleveland is ranked as the 32nd-largest metropolitan area in the U.S., with 2,055,612 people in 2016. The city anchors the Cleveland–Akron–Canton Combined Statistical Area, which had a population of 3,515,646 in 2010 and is ranked 15th in the United States. The city is located on the southern shore of Lake Erie, approximately 60 miles ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$127,748 to $189,995
Cleveland, Ohio area prices
were up 1.6% from a year ago

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