Estate Planning Director jobs in Santa Maria, CA

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 - Facilities Planning and Capital Projects
  • The California State University
  • San Luis Obispo, CA FULL_TIME
  • Are you ready to join the team?  Well keep reading then!

    Job Summary

    Under the general direction of the Executive Director of Facilities Planning and Capital Projects (FPCP), the Director of Planning is responsible for campus environmental planning and the management of a comprehensive planning program. The position manages the professional and technical staff of the FPCP Campus Planning and Space Optimization units to meet institutional goals and strategic objectives, ensures campus compliance on capital projects, and oversees coordination and collaboration with all other departments within FMD and throughout the campus. The Director of Planning creates plans, tools, and guidelines to effectively and efficiently allocate and secure the space and campus resources required by university programs and activities.  The position directs the planning efforts of all projects and allocates staff time and resources to meet campus master planning, capital projects environmental planning, and space management goals while maintaining effective standards of service, guidance, and interactions provided to the campus in accordance with best business and professional practices. This position is a campus strategic partner who values diversity, equity, and inclusion, focuses on collaboration, creates an innovative and positive environment, and leads with integrity and authenticity.

    Department Summary

    Facilities Management and Development (FMD), a unit within the Administration and Finance Division (AFD), is responsible for the planning, design, construction, operations, maintenance, and repair of university facilities and grounds. FMD consists of five critical and interdependent support departments, including Facilities Customer & Business Services; Energy, Utilities, & Sustainability; Environmental Health & Safety; Facilities Planning & Capital Projects; and Facility Operations. In support of the Cal Poly mission, FMD is committed to promoting a culture that values individual and organizational integrity, civility, and diversity.

    Key Qualifications

    • Extensive knowledge of and ability to apply expertise in facilities management practices and space management policies, standards and procedures of a large, complex-related business or organization.
    • Thorough working knowledge of public and private entities including their organizational and operating structures, internal systems, and functional areas, as well as the impact of critical external entities on an organization.
    • Thorough knowledge of project management methods and best practices.
    • Knowledge of or ability to interpret and integrate complex data and information to formulate appropriate courses of action that would have broad and far-reaching impact.
    • Ability to understand and analyze complex problems from a future-oriented and broad interactive perspective and readily develop proactive solutions that integrate strategic goals into tactical operations.

    Education and Experience

    • Bachelor’s Degree in Architecture or related field and eight (8) years of progressively responsible experience in professional facilities management, planning, administration, or management of large, complex-related business or organization, including three (3) years of people management experience. Additional qualifying experience may be substituted for the required degree on a year-for-year basis.

    Salary and Benefits

    The anticipated hiring range for this role is $140,000 - $170,000 per year. Note that the offer is calculated based on the background and relevant years of experience of the individual selected.

    Cal Poly offers a best-in-class benefits program, including health, dental and vision insurance, retirement participation in the Public Employees' Retirement System, and educational benefits for eligible employees. See our benefits website for additional information. 

    Cal Poly

    Cal Poly is a nationally-ranked public university located in San Luis Obispo, California, and known for its Learn by Doing philosophy. Each year more than 20,000 top-tier students come to San Luis Obispo to put knowledge into action, taking their learning outside the classroom as they prepare for careers in engineering, agriculture, science, business, humanities and the built environment. Cal Poly’s hands-on philosophy, small class sizes and close student-faculty mentorships result in graduates ready from day one to impact their communities, California and the world. For more information, visit calpoly.edu.

    Diversity Statement

    At Cal Poly, we believe that cultivating an environment that embraces and promotes diversity is fundamental to the success of our students, our employees and our community. Bringing people together from different backgrounds, experiences and value systems fosters the innovative and creative thinking that exemplifies Cal Poly's values of free inquiry, cultural and intellectual diversity, mutual respect, civic engagement, and social and environmental responsibility.

    Cal Poly's commitment to diversity informs our efforts in recruitment, hiring and retention. Cal Poly is an equal opportunity employer. 

    Supplemental Information

    Following a conditional offer of employment, a background check (including a criminal records check) must be completed satisfactorily before any candidate may start work with Cal Poly. Failure to satisfactorily complete the background check may result in the withdrawal of the offer of employment. Current employees who are offered positions on campus will be required to undergo a background check for any position where a background check is required by law or that Cal Poly has designated as sensitive.

    The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.

    This position may be "Designated" under California State University's Conflict of Interest Code. This would require the filing of a Statement of Economic Interest on an annual basis and the completion of training within 6 months of assuming office and every 2 years thereafter.

    Cal Poly, San Luis Obispo is not a sponsoring agency for staff positions (i.e. H-1B visas).

  • 25 Days Ago

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Executive Director of Academic Programs and Planning
  • California State University
  • San Luis Obispo, CA FULL_TIME
  • Job no: 536485 Work type: Management (MPP) Location: San Luis Obispo Categories: MPP, Administrative, At-Will, Full Time Position Description Job Summary The Executive Director (ED) for Academic Progr...
  • 28 Days Ago

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Executive Director of Academic Programs and Planning
  • The California State University
  • San Luis Obispo, CA FULL_TIME
  • Job Summary The Executive Director (ED) for Academic Programs and Planning reports directly to the Associate Vice Provost for Academic Innovations and Programs (AVP-AIP). In this capacity, the ED-APP ...
  • 28 Days Ago

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Director of Project Delivery - Facilities Planning and Capital Projects
  • The California State University
  • San Luis Obispo, CA FULL_TIME
  • Are you ready to join the team? Well, keep reading then! Job Summary Under the general direction of the Executive Director of Facilities Planning and Capital Projects (FPCP), the Director of Project D...
  • 25 Days Ago

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Real Estate Agent
  • Windermere Real Estate
  • Paso Robles, CA FULL_TIME
  • At Windermere Real Estate, we are more than just a company. We are a community of passionate and dedicated professionals who believe in making a positive impact in the lives of our clients and the com...
  • 14 Days Ago

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Home Care Aide NEEDED For Elderly Veteran In Shandon, CA
  • Care Planning Institute, Inc
  • Shandon, CA 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...
  • 12 Days Ago

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0 Estate Planning Director jobs found in Santa Maria, CA area

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Trilingual District Translator #4291, #5583
  • Santa Maria-Bonita School District
  • Santa Maria, CA
  • About the Employer Welcome to the Santa Maria-Bonita School District website. As the largest school district in Santa Ba...
  • 4/23/2024 12:00:00 AM

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Supply Chain Director
  • Akkodis
  • Santa Maria, CA
  • Akkodis is seeking a Director of Supply Chain for a Direct Hire position with a client located Santa Maria, CA In this r...
  • 4/22/2024 12:00:00 AM

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Instructional Assistant III - Severely Handicapped (Battles #4416)
  • Santa Maria-Bonita School District
  • Santa Maria, CA
  • About the Employer Welcome to the Santa Maria-Bonita School District website. As the largest school district in Santa Ba...
  • 4/22/2024 12:00:00 AM

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Instructional Assistant III - Severely Handicapped (Battles #4416) External
  • Santa Maria-Bonita School District
  • Santa Maria, CA
  • About the Employer Welcome to the Santa Maria-Bonita School District website. As the largest school district in Santa Ba...
  • 4/22/2024 12:00:00 AM

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

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Supervisory Internal Revenue Agent 12 month Roster
  • Department Of The Treasury
  • Santa Maria, CA
  • Duties WHAT IS THE LBI - Large Business and InternationalDIVISION? A description of the business units can be found at: ...
  • 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
  • Santa Maria, CA
  • 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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Purchasing Manager
  • LAUNCH Technical Workforce Solutions, LLC
  • Santa Maria, CA
  • Overview: Purchasing Manager LAUNCH Technical Workforce Solutions is seeking an Purchasing Manager for a direct hire opp...
  • 4/20/2024 12:00:00 AM

Santa Maria is a city near the Southern California coast in Santa Barbara County. It is approximately 65 miles (105 km) northwest of Santa Barbara and 150 miles (240 km) northwest of downtown Los Angeles. Its estimated 2018 population was 108,470, making it the most populous city in the county and the Santa Maria-Santa Barbara, CA Metro Area. The city is notable for its wine industry and Santa Maria-style barbecue. Sunset magazine called Santa Maria "The West's Best BBQ Town". Santa Maria is located at 34°57′5″N 120°26′0″W / 34.95139°N 120.43333°W / 34.95139; -120.43333 (34.951377, -120.433...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$141,345 to $210,221
Santa Maria, California area prices
were up 2.5% from a year ago

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