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)
MASS TRANSPORTATION AUTHORITY
JOB DESCRIPTION
SCOPE OF RESPONSIBILITIES:
The Director of Planning provides strategic leadership to the Planning department at the Mass Transportation Authority. This position is responsible for program development, research analysis, project management, fund development, policy strategy and supervision of key staff to support the short- and long-term strategic goals of the organization.
POSITION: DIRECTOR OF PLANNING
CLASSIFICAITION:EXEMPT – EXECUTIVE
SUPERVISED BY: CHIEF OF STAFF
PRINCIPAL RESPONSIBILITIES:
· Lead selected program-based special projects that require cross-functional engagement with key staff across the organization, and with external stakeholders, as appropriate.
· Oversee the design and evaluation of transit routes, schedules, and service levels. Identify opportunities to improve service efficiency, reliability, and accessibility while maximizing ridership.
· Identify funding sources, both traditional and non-traditional, to support capital and operating needs of the organization.
· Coordinate with grants administrator to prepare and submit grant applications with a focus on discretionary and competitive grant opportunities.
· Monitor trends in federal, state, and local legislation and transit funding and provide funding strategy recommendations based on this information.
· Engage stakeholders, including local governments, community organizations, and advocacy groups, to gather feedback and incorporate community preferences into planning initiatives. Conduct outreach programs to educate the public about transit services and solicit input on proposed changes.
· Establish relationships with local and national private foundations and organizations to increase opportunities for non-traditional funding for transit and human service projects.
· Supervise Planning and Innovation department staff and activities, including transportation planning and route and service design analysis; federal and state reporting; development of performance indicators; development and publishing of Five-Year Plan and Program.
· Ensure all required reporting is completed in a timely manner for all areas required by the planning department. Including but not limited to required Federal, State, and local reporting requirements.
· Provide leadership and guidance to a multidisciplinary team of planners, analysts, and support staff. Foster a collaborative and inclusive work environment that encourages professional growth and innovation.
· Utilize advanced analytics and modeling techniques to assess transit performance, predict future demand, and evaluate the impact of proposed changes. Monitor key performance indicators and recommend adjustments to optimize service delivery.
· Facilitate coordination with other agencies and organizations to address transportation needs in the community and secure funding for community-based initiatives.
· Assess potential projects, development of funding options to support projects, and conduct outreach to the community.
· Supervise and Facilitate the Federal Transit Administration Triennial Review process.
· Other job duties as assigned
SKILLS AND ABILITIES
· Strong verbal and written communication skills
· Ability to write clear, structured, and persuasive funding proposals
· Innovative and detail-oriented
· Analytical skills to interpret research data for reports and grant applications
· Ability to multitask and manage projects effectively to meet firm deadlines
· Strong computer skills; must be comfortable with performing extensive internet research
· Possess a thorough understanding of federal and state regulations regarding funding and operation of public transportation
· Ability to supervise staff in planning departments.
EDUCATION and/or EXPERIENCE:
· Bachelor’s Degree, Master’s Degree preferred.
· Minimum of five years’ experience in related field
· Strong interpersonal skills with the ability to communicate effectively with diverse stakeholders and build consensus around planning initiatives.
· Proficiency in GIS software, transportation modeling tools, and data analysis techniques.
· Strong interpersonal skills with the ability to communicate effectively with diverse stakeholders and build consensus around planning initiatives.
· Proven leadership abilities with a track record of successfully leading teams and driving organizational change.
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.
Typical of an office environment
This job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change.
Job Type: Full-time
Benefits:
Schedule:
Work setting:
Ability to Relocate:
Work Location: In person
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