Estate Planning Director jobs in Corpus Christi, TX
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
Director, Planning and Institutional Research
- Texas A&M University Corpus Christi
-
Corpus Christi, TX
FULL_TIME
-
Department
Planning & Institutional Research
Proposed Minimum Salary
Commensurate
Job Location
Corpus Christi, Texas
Job Type
Staff
Job Description
PURPOSE
The Director of Planning & Institutional Research reports to the Associate Vice President of PAIRS (Planning, Analytics, Institutional Research, & Strategic Initiatives). The PAIRS department is composed of three units including Reporting, Analytics, and Research. The Director will collaborate with administration, faculty, and staff to foster a culture of data-informed decisions and continuous improvement while ensuring service excellence. The successful candidate will be a proven project manager, capable of coordinating multiple projects at one time, fostering relationships across administrative and academic departments, and knowledgeable of state and federal reporting requirements.
DESCRIPTION
Functional Area 1: Compliance Reporting
Percent Effort: 35
Provide leadership and oversight for integrated institutional research functions.
Prepare and submit key institutional, system, state, federal, and regional/programmatic accreditation reports including IPEDS, NC-SARA, THECB, LBB etc. in a timely manner.
Prepare and submit data to external constituents including common data set and college guide publications (US News & World Reports, Peterson's, etc.).
Interpreting state and federal regulations as well as monitoring state and federal reporting changes.
Functional Area 2: Data Management
Percent Effort: 35
Serve as a liaison between PAIRS and data owners across campus.
Provide technical expertise and consultation regarding university planning, grant development and reporting procedures.
Collaborate with Information Technology and data owners as changes occur within state and federal reporting to address changes needed within university applications (e.g. Banner, Workday, Interfolio, etc.).
In collaboration with Information Technology, review Banner releases and assist with testing and validation for new releases as they pertain to compliance reporting.
Manages and updates GTVSDAX settings for THECB reporting (e.g. CBM00B, CBM008).
Make recommendations on specific project implementation strategies and timetables to management.
Collaborate with project leaders, staff, and administrators to develop work plans and time schedules for projects including outlining phases, identifying personnel, and computing equipment requirements.
Develop, document, and revise system design procedures, test procedures, and quality standards.
Establish the standards and processes used to review and analyze documentation. Coordinate, review, and approve documentation for multiple functional areas including PAIRS.
Guide and assist with the identification and analysis of current system requirements (structure, resources, processes, and policies).
Participate in root cause analysis in order to recommend system/product enhancements or other appropriate actions to improve productivity for both the business units and IT.
Lead the testing of reports and scripts across multiple functional areas that have reporting compliance components within their functional areas including PAIRS.
Develop and facilitate data literacy training and other data-related professional development strategies.
Functional Area 3: Personnel Management
Percent Effort: 20
Provide overall leadership & direction for assigned staff within a telework environment.
Participate in the administrative processes for human resource actions (hiring, professional development, promotions, terminations, disciplinary procedures, and salary adjustments) to maintain a skilled technical and customer service-oriented staff.
Set expectations & focus, assign duties, delegate responsibilities, evaluate activities, etc.
Provide ongoing performance feedback, goal setting, and development plans for staff. Provide timely communications to staff.
Plan for future staffing needs within the Reporting unit in collaboration with the AVP of PAIRS.
Assist with the management of the overall budget for the unit.
Functional Area 4: University Support
Percent Effort: 10
Act on behalf of the AVP in their absence.
Design, plan, and conduct reporting activities such as comparative benchmarking and rankings analyses.
Extract, verify and manipulate complex data sets, perform statistical analysis of data, interpret results, and organize insights into meaningful and actionable reports for internal and external constituencies.
Manage the integrity of official longitudinal data within SQL server in collaboration with the AVP of PAIRS and Analytics unit.
Supervise collegewide surveys including administration, analysis, and the dissemination of results.
Provide support to administrative and academic areas for strategic planning processes.
Serve on university wide committees.
Perform other duties as assigned.
QUALIFICATIONS
Bachelor's degree in social sciences such as Psychology, Sociology, and Public Administration, education, or related field.
Ten (10) years' related experience including five (5) years' or management experience.
Broad and thorough knowledge of institutional research and assessment processes, state and federal policy, compliance processes, campus/system interactions, and enterprise software systems.
An awareness of trends within the field of institutional research and the ability to assess how future changes may affect an institution.
Excellent communication, analytical, facilitation and negotiation skills.
Strong critical thinking and problem-solving skills, ability to work under pressure, balance competing requests, prioritize appropriately and maintain strong customer service and team focus.
Technical proficiency in Microsoft Office Suite (Teams, Word, Access, Excel, PowerPoint, and Outlook).
Able to write simple and/or complex queries from a SQL database (e.g. Oracle) in order to extract, prepare, and analyze data for reports.
Ability to work with sensitive data and information while maintaining confidentiality.
Ability to work in a virtual environment.
PREFERRED QUALIFICATIONS
Master's degree or higher in social sciences such as Psychology, Sociology, and Public Administration, education, or related field.
Knowledge of and experience with external data sources including THECB (e.g. Almanac, etc.), National Student Clearinghouse (NSCH), and IPEDS Data Center.
Knowledge of and experience with university external reporting requirements of the Texas Higher Education Coordinating Board (THECB) and US Department of Education (IPEDS).
Experience with student information systems (e.g. Banner).
Experience with statistical software such as SPSS or SAS.
Experience with business intelligence tools such as Power BI or Tableau.
Experience with survey software such as Qualtrics or SurveyMonkey.
SALARY:
$87,000-$90,000/Annual
All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution's verification of credentials and/or other information required by the institution's procedures, including the completion of the criminal history check.
Equal Opportunity/Affirmative Action/Veterans/Disability Employer committed to diversity. - 24 Days Ago
Estate Sales Associate
- Blue Moon Estate Sales of Corpus Christi
-
Corpus Christi, TX
PART_TIME
- Estate Sale Associates At Blue Moon Estate Sales we pride ourselves in having the most friendly and helpful estate liquidators in the business. We search for individuals who are passionate about helpi...
- 15 Days Ago
Estate Sale Merchandiser
- Blue Moon Estate Sales of Corpus Christi
-
Corpus Christi, TX
PART_TIME
- Estate Sale Merchandiser At Blue Moon Estate Sales we pride ourselves in having the most friendly and helpful estate liquidators in the business. We search for individuals who are passionate about hel...
- 15 Days Ago
Home Care Aide Needed for Elderly Male Veteran in Corpus Christi, TX
- Care Planning Institute, Inc
-
Corpus Christi, TX
PART_TIME
- We are a home care aide servcies agency that has been in business since 2007 and help elderly people stay safe and well in their homes. We provide home care services in 15 states. We also offer same d...
- 5 Days Ago
Home Care Case Manager NEEDED For Home Care Agency In Corpus Christi, TX
- Care Planning Institute, Inc
-
Corpus Christi, TX
FULL_TIME
- We are a home care agency that has been in business since 2007 and rapidly growing in 15 states. We provide assistance with activities of daily living for the elderly (i.e. Help with bathing, dressing...
- 8 Days Ago
Home Care Assessor Needed in Corpus Christi, TX
- Care Planning Institute, Inc
-
Corpus Christi, TX
PART_TIME
- We are a home care agency that has been in business since 2007 and in need of a person to perform in-home assessments of elderly clients in the Corpus Christi, TX region (clients located within a 2 ho...
- 22 Days Ago
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0 Estate Planning Director jobs found in Corpus Christi, TX area
Care Manager II - Case Management
- Christus Health
-
Corpus Christi, TX
- Description Summary: The Care Manager (CM) II works in collaboration with the patient/family, physicians and multidiscip...
- 4/19/2024 12:00:00 AM
Talent Development AND Culture Consultant I - Spohn HR Employment Center
- Christus Health
-
Corpus Christi, TX
- Description Summary: The Talent Development and Culture Consultant I The Talent Development & Culture Consultant focuses...
- 4/19/2024 12:00:00 AM
Registered Nurse Manager Emergency Room
- Corpus Christi Medical Center Bay Area
-
Corpus Christi, TX
- Description Introduction Do you have the career opportunities as a(an) Registered Nurse Manager Emergency Room you want ...
- 4/17/2024 12:00:00 AM
ERCOT Transmission Control Center Leader - Hybrid Remote
- ThinkBAC Consulting
-
Corpus Christi, TX
- Job Description ERCOT Transmission EMS/SCADA Control Center Leader Texas based role - Hybrid Work Schedule & Relocation ...
- 4/17/2024 12:00:00 AM
Director of Operations - Corpus Christi
- Refined Technologies
-
Corpus Christi, TX
- At Refined Technologies, we believe operating with an eternal purpose fuels excellence . This guides everything we do; i...
- 4/16/2024 12:00:00 AM
Care Manager II - Case Management
- Christus Health
-
Corpus Christi, TX
- Description Summary: The Care Manager (CM) II works in collaboration with the patient/family, physicians and multidiscip...
- 4/16/2024 12:00:00 AM
Sorting Room Worker - Thrift Store Part-Time
- The Salvation Army USA Southern Territory
-
Corpus Christi, TX
- Location: Corpus Christi - Thrift Store Position Type: Part-Time - 29 hours a week Pay Range: Starting at $9.50/hour Abo...
- 4/15/2024 12:00:00 AM
Server
- Brookdale Trinity Towers
-
Corpus Christi, TX
- Overview: Voted by Newsweek in 2024 as one of America's Greatest Workplaces for Diversity No late nights! Early Access t...
- 4/15/2024 12:00:00 AM
About Corpus Christi, Texas
Corpus Christi (/ˌkɔːrpəs ˈkrɪsti/), colloquially Corpus (Latin: Body of Christ), is a coastal city in the South Texas region of the U.S. state of Texas. The county seat of Nueces County, it also extends into Aransas, Kleberg, and San Patricio Counties. It is 130 miles southeast of San Antonio. Its political boundaries encompass Nueces Bay and Corpus Christi Bay. Its zoned boundaries include small land parcels or water inlets of three neighboring counties.
The city's population was estimated to be 320,434 in 2014, making it the eighth-most populous city in Texas. The Corpus Christi metropolita...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$121,764 to $181,098
Corpus Christi, Texas area prices
were up 1.2% from a year ago
were up 1.2% from a year ago
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