Estate Planning Director jobs in Lubbock, 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)

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Director of Planning/Program Management
  • Ez-Rider
  • Midland, TX FULL_TIME
  • Description

    SUMMARY

    Under the supervision of the General Manager primary duties are to assist in short- and long-term transportation planning and reporting efforts related to organizational goals and the analysis of related impacts and costs. Also supervises Special Programs unit of the agency.


    ESSENTIAL DUTIES AND RESPONSIBILITIES

    Include the following. Other duties may be assigned.

    • Transit Development Planning - Instrumental in the creation of short-term and long-term transit plans, incorporating Planning, Operations and Maintenance projects.
    • Transit Facility Planning – Assists with infrastructure planning involving buildings, shelters, multimodal and transfer facilities. 
    • Grant administration – Assists with planning, writing, submitting and executing Federal and State grants; participates in data reporting.
    • Procurement Specialist – Writes requests for proposals/quotes or invitations for bid and ensures policy compliance on large procurements such as professional services, technology, or capital purchases.
    • Program Specialist – Develops and updates programs and plans as required by Federal and State regulation, including but not limited to the Transit Asset Management Plan, Public Transportation Agency Safety Plan, DBE Program, Title VI Program, and others as needed.
    • Assists with field/on board interviews and surveys.
    • Spearheads agency public involvement activities and ensures program compliance.
    • Collects key performance indicator data from departments, reviews data for accuracy, and prepares data for General Manager use.
    • Prepares technical studies – Project manager for comprehensive studies, planning studies, and route and service reviews in order to plan routes and future infrastructure and expansion. 
    • Serves as staff support to the technical and policy committees of the Metropolitan Planning Organization (MPO) and other local committees and boards. Provides project updates, presents on certain aspects of the transportation program, and provides other information, as requested.
    • Writes technical memos and develops presentations on various topics as required.
    • Some outside office hours may be required for special events or training.
    • Other duties as assigned by the General Manager.


    SUPERVISORY RESPONSIBILITIES

    Supervises staff in Safety, Training, and Mobility Management units.


    Requirements

    QUALIFICATIONS

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    • Must demonstrate excellent computer skills including Word, Excel and Power Point software.
    • Must be multi-task oriented and capable of working on several projects at once.

    EDUCATION and/or EXPERIENCE

    Level 6: Bachelor’s degree in Planning, Civil Engineering, or a related field from an accredited four-year college or university; or two years related experience and/or training; or equivalent combination of education and experience.

    LANGUAGE SKILLS

    Level 6: Ability to read, analyze and interpret the most complex documents. Ability to respond effectively to the most sensitive inquiries or complaints. Ability to write speeches and articles using original or innovative techniques or style. Ability to make effective and persuasive speeches and presentations on controversial or complex topics to top management, public groups and/or boards of directors.  

    MATHEMATICAL SKILLS

    Level 5: Ability to apply advanced mathematical concepts such as exponents, logarithms, quadratic equations, and permutations. Ability to apply mathematical operations to such tasks as frequency distribution, determination of test reliability and validity, analysis of variance, correlation techniques, sampling theory and factor analysis.

    REASONING ABILITY

    Level 5: Ability to define problems, collect data, establish facts and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.


    CERTIFICATES, LICENSES, REGISTRATIONS

    None


    PHYSICAL DEMANDS

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    • While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; and talk or hear. The employee is occasionally required to stand, walk, stoop, kneel, crouch or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.  
    • Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception and the ability to focus.


    WORK ENVIRONMENT

    The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

    • While performing the duties of this job, the employee will generally be within a normal office environment. They occasionally may be exposed to outside weather conditions including wet and/or humid conditions or extreme heat during special events.
    • The noise level in the work environment is normally moderate.



  • 13 Days Ago

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Care aide needed for
  • Care Planning Institute, Inc
  • Lovington, NM FULL_TIME
  • Care Planning Institute, Inc - 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 are in need of a Personal Care...
  • Just Posted

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Care aide needed for
  • Care Planning Institute, Inc
  • Fort Stockton, TX FULL_TIME
  • Care Planning Institute, Inc - 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 ...
  • Just Posted

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Home Care Aide NEEDED For Elderly Veteran In Fort Stockton, TX
  • Care Planning Institute, Inc
  • Fort Stockton, 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...
  • 28 Days Ago

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Home Care Aide NEEDED For Elderly Veteran In Lovington, NM
  • Care Planning Institute, Inc
  • Lovington, NM 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...
  • 1 Month Ago

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Planning Internship
  • City of Midland
  • TX, TX INTERN
  • Performs field and office work related to planning and development programs for utilization of land and physical facilities of the city.Prepares special studies and reports related to code amendments ...
  • 15 Days Ago

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0 Estate Planning Director jobs found in Lubbock, TX area

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OSP Project Manager
  • Vero Networks
  • Lubbock, TX
  • POSITION SUMMARY This position is responsible for overall project management (schedule and budget) for multiple fiber ne...
  • 4/24/2024 12:00:00 AM

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Asst/Assoc Professor - OB/GYN
  • Texas Tech University Health Sciences Center - Lubbock
  • Lubbock, TX
  • **37023BR** **Extended Job Title:** Asst/Assoc Professor - OB/GYN **Org Level 1:** Texas Tech Univ Health Sciences Ctr *...
  • 4/24/2024 12:00:00 AM

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Volunteer Recruitment Specialist
  • CASA of the South Plains
  • Lubbock, TX
  • PRIMARY RESPONSIBILITY: The Recruitment Specialist will support the Director of Community Outreach through recruiting vo...
  • 4/24/2024 12:00:00 AM

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RN Nurse Supervisor
  • Thrive Skilled Pediatric Care LLC
  • Lubbock, TX
  • Do you have a passion for helping medically fragile children grow and flourish to their full potential? Do you enjoy tra...
  • 4/22/2024 12:00:00 AM

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Caregiver - Direct Support Professional Float
  • Caregiver Inc
  • Lubbock, TX
  • Overview Caregiver is a leading Texas-based provider of services to adults with intellectual and developmental disabilit...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Lubbock, TX
  • Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

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Hospice Certified Nursing Assistant - Hospice Aide
  • Curo Health Services
  • Lubbock, TX
  • Our Company Gentiva Hospice is a member of the Gentiva family - an industry leader in hospice, palliative, home health, ...
  • 4/22/2024 12:00:00 AM

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Child and Adolescent Mental Health Case Manager
  • StarCare Specialty Health System
  • Lubbock, TX
  • Job Details Job Location Community Services 38th & I-27 - Lubbock, TX Position Type Full-time Education Level 4 Year Deg...
  • 4/21/2024 12:00:00 AM

Lubbock (/ˈlʌbək/ LUB-ək) is the 11th-most populous city in the U.S. state of Texas and the county seat of Lubbock County. With a population of 256,042 in 2015, the city is also the 83rd-most populous in the United States. The city is located in northwestern part of the state, a region known historically and geographically as the Llano Estacado, and ecologically is part of the southern end of the High Plains, lying at the economic center of the Lubbock metropolitan area, which has a projected 2020 population of 327,424. Lubbock's nickname, "Hub City", derives from it being the economic, educat...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$115,799 to $172,227
Lubbock, Texas area prices
were up 1.2% from a year ago

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