Estate Planning Director jobs in Rochester, 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)
Recently Added Estate Planning Director jobs
Director of Finance at Baldwin Real Estate Corporation
- BALDWIN REAL ESTATE CORP
-
Rochester, NY
FULL_TIME
-
Description
Responsibilities:
- Develop and implement financial strategies for affordable housing, market rate and commercial properties.
- Oversee the financial health of the organization, including accounting, budgeting, and reporting.
- Manage the accounting team of 8 employees, providing leadership, guidance, and mentorship.
- Drive a monthly close process and produce a monthly reporting package for the investors.
- Monitor and analyze financial performance, identifying areas for improvement, cost-savings and recovery opportunities.
- Collaborate with DiMarco Group/Shared Services Team to ensure financial objectives are met and aligned with company goals.
- Stay up-to-date on financial regulations and ensure compliance with local and national laws.
- Lead financial audits and reviews, working closely with external auditors.
- Develop and maintain relationships with financial partners, such as banks, investors, and vendors.
- Drive financial efficiency and profitability through strategic planning and decision-making.
Requirements
Qualifications:
- Must have real estate experience: Affordable housing, market rate and commercial properties.
- Bachelor's degree in finance, accounting, or related field (MBA degree preferred).
- CPA certification is a plus.
- Proven experience in a senior financial management role in the real estate industry.
- Strong accounting and reporting skills.
- Strong analytical skills and strategic thinking.
- Excellent leadership and communication abilities.
- Proficiency in financial software (MRI preferred) and MS Excel.
- Knowledge of financial regulations and compliance standards.
- 19 Days Ago
Estate Planning Attorney
- EVANS FOX LLP
-
Rochester, NY
FULL_TIME
- Counsel for What Matters Most. That is our tagline at Evans Fox and what we strive to live by. We know our clients seek our help during the most important times of their lives and we try never to lose...
- 4 Days Ago
Estate Planning Attorney - Now Hiring
- Morgenstern DeVoesick PLLC
-
Pittsford, NY
FULL_TIME
- Job DescriptionMorgenstern DeVoesick PLLC is looking for an attorney to join and lead our growing estate planning and estate administration practice.The ideal candidate is extremely empathetic and cap...
- 11 Days Ago
Director of Planning - Transportation & GIS
- Eightfold
-
Rochester, NY
FULL_TIME
- JOB SUMMARY:The Director of Planning is responsible for overseeing service design and planning, federal reporting, and community coordination activities. This position works closely with internal lead...
- Just Posted
Director of Real Estate Development
- PathStone Corporation
-
Rochester, NY
FULL_TIME
- Director of Real Estate Development Summary Purpose for the Position To provide direct administration and operations management for the Housing Development Program in Upstate New York, including plann...
- 1 Month Ago
Director- Office of Institutional Research, Planning, and Effectiveness - Alfred State College
- Alfred State
-
Alfred, NY
FULL_TIME
- Location: Alfred, NY Category: Professional Posted On: Thu Mar 21 2024 Job Description: Reporting to the Vice President for Academic Affairs, the Director of Institutional Research, Planning, and Effe...
- 1 Month Ago
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0 Estate Planning Director jobs found in Rochester, NY area
Assistant Residential Manager
- Catholic Charities Family & Community Services
-
Rochester, NY
- Job Details Job Location Jones House - Rochester, NY Position Type Full Time Education Level Bachelors Degree Salary Ran...
- 4/24/2024 12:00:00 AM
TEAM CARE RN CARE MANAGER
- Anthony L. Jordan Health Corporation
-
Rochester, NY
- Job Type Full-time Description The health services that became the Anthony L Jordan Health Corporation (Jordan Health) b...
- 4/24/2024 12:00:00 AM
Director of Development & Publicity
- BOA Editions, Ltd.
-
Rochester, NY
- Job Description Job Description BOA Editions, Ltd., is a nationally celebrated, Rochester-based not-for-profit publisher...
- 4/23/2024 12:00:00 AM
Sr. Project Manager
- Savin Engineers, P.C
-
Rochester, NY
- Job Description Job Description Savin Engineers is seeking a Sr. Program Manager to lead, and manage the planning, execu...
- 4/23/2024 12:00:00 AM
Elective and Co-Curricular Program Manager
- Uncommon Schools
-
Rochester, NY
- Company Description Uncommon Schools (Uncommon) is a nonprofit organization that starts and manages outstanding urban ch...
- 4/23/2024 12:00:00 AM
Business Manager
- Nazareth Elementary School
-
Rochester, NY
- Business Manager - Full Time, 12-month position; responsible for overseeing and directing the financial transactions of ...
- 4/22/2024 12:00:00 AM
Executive Director Non Profit
- Greater Rochester Summer Learning Association
-
Rochester, NY
- Job Description Job Description Responsibilities: Working closely with the GRSLA Board Chair, and under the guidance of ...
- 4/22/2024 12:00:00 AM
Lead Paint Program Coordinator - Open Competitive Exam
- City of Rochester, NY
-
Rochester, NY
- Salary: $67,480.00 - $88,975.00 Annually Location : Rochester, NY Job Type: Full-Time Job Number: 24EOC86864 Department:...
- 4/21/2024 12:00:00 AM
About Rochester, New York
Rochester is at 43°9′56″N 77°36′41″W / 43.16556°N 77.61139°W / 43.16556; -77.61139 (43.165496, −77.611504). The city is about 73 miles (120 km) east-northeast of Buffalo and about 87 miles (140 km) west of Syracuse and Albany, the state capital is 226 miles (360 km) to the east ; it sits on Lake Ontario's southern shore. The Genesee River bisects the city. Toronto, Canada is northwest 168 miles (270 km) and New York City is about 350 miles (560 km) to the southeast.
According to the United States Census Bureau, the city has a total area of 37.1 square miles (96 km2), of which 35.8 square m...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$127,600 to $189,777
Rochester, New York area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does an Estate Planning Director do?
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