Estate Planning Director jobs in Nassau, NY

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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Associate Director of Planning
  • CARES of NY, Inc.
  • Albany, NY FULL_TIME
  • Description

    CARES of NY, Inc. (CARES) collaborates with and supports our communities towards the creation of systems that end and prevent homelessness. We envision that all people have access to safe, affordable housing and the social supports to remain housed. CARES offices are in Albany, NY, however our customers and partner agencies are located throughout 37 counties in NYS. That is approximately 65% of the State. We have been growing since 1990, with most of our new hires made recently.   


    SUMMARY

    The Associate Director of  Planning plays a key role in leading Planning team members to coordinate and  implement regulatory requirements and develop strategic visioning of  Affiliated Continuums of Care (CoCs). The Associate Director oversees Planning  team members’ daily operations, primarily supervising unit employees and  working towards the execution of plans and projects assigned by the Unit  Director. 

    Requirements

    ESSENTIAL RESPONSIBILITIES

    • Oversee and supervisor team members  including: providing critical professional feedback, participate in the onboarding of new employee.
    • Promote and encourage teamwork  among employees and managers within the team and between departments in  collaboration with the Planning Unit Director. 
    • In collaboration with the Planning  Unit Director, align department’s annual goals and team member expectations in  support of the organization’s overall goals. Particular attention will be paid  to CoC regulatory requirements, and strategic visioning.
    • Ensure administrative and community building support is provided to both CoC boards and memberships (including committees) in accordance with each CoC’s Scope of Work and applicable HUD priorities and regulations.  
    • Curate and implement initiatives that create systems changes in addressing homelessness by researching national best practices and responding to  local needs identified by Community Organizers.
    • Collaborate with Team Leads and Community Organizers to support implementation of the strategic vision for each CoC by identifying local community needs and supporting Community Organizers in rallying stakeholders to make systems change. 
    • Oversee the development and implementation of an organized plan for conducting Partners in Progress trainings, panels, forums, and presentations on addressing homelessness at the micro and macro levels, in coordination with the Team Lead and Associate Director and Director of Planning. Includes researching and brainstorming nationally identified best practices. 
    • Provide direction on other  initiatives as needed, such as the regional advisory board on youth homelessness and unsheltered point in time count.
    • Maintain an organized plan for  delegated activities across the Planning team for the rank and review and  governance projects.
    • Project management of adherence to  annual regulatory requirements including but not limited to scopes of work,  CoC registration, grant inventory management
    • Oversee unit schedules and daily  plans
    • Complete delegated administrative  tasks
    • Supervise daily operations of unit  team members
    • Monitor progress on delegated tasks
    • Annually support the successful  submission of CoC applications
    • Maintain current knowledge of best  practices within the field  

    EDUCATION   

    • Bachelor’s degree required; Master’s preferred. 

    EXPERIENCE

    • 7-10 years  minimum working experience in a related field   

    SKILLS & ABILITIES

    Please  note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. 

    • A passion to work with communities to prevent and end homelessness. 
    • Excellent verbal communication and rapport-building skills required. 
    • Excellent written communication skills required. 
    • Knowledge of HUD regulations and provision of homeless service concepts preferred. 
    • Experience in micro-level direct service provision with the ability to apply such experience to addressing homelessness at the macro-level preferred.
    • Adaptable and exemplifies flexibility with changing work priorities and a fast-paced environment while maintaining a professional attitude.
    • Excellent verbal communication and rapport-building skills required. 
    • Excellent organization skills, strong attention to detail, and a high level of integrity and confidentiality required. 
    • Creativity and demonstrated problem solving ability required. 
    • Proficiency in word processing, desktop publishing, creating spreadsheets, proofreading   and data compilation required. 
    • Must be comfortable working with families and individuals from various backgrounds and life experiences. 
    • Must have a valid NYS  Driver’s license and access to reliable transportation. 

    TRAVEL

    • Travel in the field as necessary.

    WORK WEEK

    • Full time role, 40 hours per week.

    SALARY RANGE

    • $78,000-$80,000

    POSITION CLASSIFICATION

    • Exempt

     

    CARES is an equal opportunity employer. At CARES, we believe that a diverse set of life experiences is important to informing and enhancing our work to end homelessness. We believe that communities including people of color, people from low-income backgrounds, people with lived experience of homelessness, LGBTQ people and persons of a variety of gender identities must be centered in the work we do. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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.

  • Just Posted

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Director of Facilities Planning and Development
  • Corrections and Community Supervision, Department...
  • Albany, NY FULL_TIME
  • Promotional: A.) Two years of permanent competitive or 55b/55c service as a Facilities Planner 3/SG-27, OR B.) Three years of permanent competitive or 55b/55c service as an Associate Building Mechanic...
  • 3 Days Ago

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Assistant Director - Capital Program Management, Planning & Data
  • State University Construction Fund
  • Albany, NY FULL_TIME
  • About State University Construction Fund:The State University Construction Fund (Fund) is a New York State government entity dedicated solely to facilitating and expediting the construction, renovatio...
  • 21 Days Ago

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Real Estate Sales Agent
  • Scott Varley Real Estate
  • Albany, NY FULL_TIME
  • Our team is looking for self-motivated, ambitious Sales Agents to join us! We want to help YOU build your career! We pride ourselves on providing proven systems to our agents that will ensure their su...
  • 15 Days Ago

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Real Estate Accounting Clerk/Bookkeeper
  • Carrow Real Estate Services, LLC
  • Albany, NY PART_TIME,FULL_TIME
  • Carrow Real Estate Services, LLC is seeking to hire a real estate accounting clerk/bookkeeper. The bookkeeper will be assigned commercial real estate properties with responsibilities to include managi...
  • 2 Days Ago

1
Financial Planning Specialist - Budget & Planning
  • 100 Albany Med Health System
  • Albany, NY FULL_TIME
  • Department/Unit: Budget & Planning Work Shift: Day (United States of America) Salary Range: $60,308.00 - $96,492.00 Financial Planning Specialist Corporate Finance - Budget & Planning Division Albany,...
  • 25 Days Ago

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0 Estate Planning Director jobs found in Nassau, NY area

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Administrative Coordinator
  • Albany Community Action Partnership
  • Albany, NY
  • Job Type Full-time Description Are you an administrative professional who would like to use your skills to positively im...
  • 4/26/2024 12:00:00 AM

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Contract Management Specialist 2
  • StateJobsNY
  • Albany, NY
  • Permanent appointment- Candidates must currently be employed as a Contract Management Specialist 2 and eligible for tran...
  • 4/26/2024 12:00:00 AM

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IES - Lead Business Analyst (Project Coordinator) Ref. #7594
  • StateJobsNY
  • Albany, NY
  • Nine (9) years of experience in Business Systems Analysis, IT, or a related field. The following degrees may substitute ...
  • 4/26/2024 12:00:00 AM

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Director of People and Culture
  • Walrath Recruiting, Inc.
  • Latham, NY
  • Salary: 80,000 - 90,000 Job Title: Director of Human Resources Job #: 4846 Location: Latham, NY Category: Human Resource...
  • 4/26/2024 12:00:00 AM

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Senior Associate Auditor
  • MMB + CO
  • Latham, NY
  • The Opportunity: We are recruiting for a Senior Audit Associate to join our Latham team. In this position, you will work...
  • 4/25/2024 12:00:00 AM

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Senior Program Director
  • General Dynamics Information Technology
  • Rensselaer, NY
  • Senior Program Director Seize your opportunity to make a personal impact as a Program Senior Director supporting our Sta...
  • 4/25/2024 12:00:00 AM

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Project Manager, Loans & Grants
  • Empire State
  • Troy, NY
  • Job Description Job Description Basic Function: Manage the administration of economic development incentives (grants and...
  • 4/24/2024 12:00:00 AM

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Development Director, Albany
  • American Heart Association
  • Alcove, NY
  • Overview: As we celebrate our Centennial year, we invite you to join us in shaping the next century of impact. Be a rele...
  • 4/23/2024 12:00:00 AM

Nassau, the name of several places in New York State, may refer to: Nassau (village), New York Nassau (town), New York Nassau County, New York Nassau Island, former name of Long Island...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$142,253 to $211,571
Nassau, New York area prices
were up 1.5% from a year ago

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