Estate Planning Director jobs in Utica, 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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DEMAND PLANNING ANALYST
  • Hood
  • Vernon, NY FULL_TIME
  • This role is Hybrid

    We are unable to offer sponsorship at this time for this role

    Are you a self-driven person looking to advance your career as a high-impact player on a team? If so, we have an exciting challenge for you and your future! 

    At HP Hood, we celebrate our differences.  Our diversity of people, backgrounds, experiences, thoughts and perspectives are fostered to create an inclusive work environment.  We are at our best when we respect and value each other – One Team, One Company!

    Our culture is built on value commitments to innovation, quality, results, integrity, community, people, and collaboration that fosters a strong employee engagement, teamwork, safety and wellness.

    We offer a competitive benefits package that includes health, dental, vision, wellness programs, employee discounts, 401k match, tuition reimbursement, ongoing development, advancement opportunities and more. This position is also eligible for our bonus program.

    Founded in 1846, today HP Hood is one of the largest and most trusted food and beverage manufacturers in the United States. Our portfolio of national and super-regional brands and licensed products includes Hood, Heluva Good, Lactaid, Blue Diamond Almond Breeze, Planet Oat, Hershey’s Milk & Milkshakes and more.  

     

    Job Summary:

    The Demand Planner is responsible for development and maintenance of a collaborative forecasting process that collects and reconciles information from diverse sources into a single unified statement of demand. 

    The ideal candidate will be organized and professional, detail oriented, and possess excellent communication skills. An in-depth knowledge of advanced mathematical and statistical forecast modeling with a background in data analysis, reporting and strategic planning is required.  

    Essential Duties and Responsibilities:

    • Develop demand forecasts at multiple levels of aggregation for multiple time horizons as part of a demand planning function.
    • Review historical sales trends, research demand drivers, prepare forecast data, develop statistical forecast models, and evaluate forecast results.  Requires partnership and cross functional work with sales, marketing and other key stakeholders.
    • Support management with risk assessments and mitigation activities.
    • Propose and implement solutions to improve demand forecast accuracy.
    • Coordinate cross-functional research activities to reconcile significant variances and refine the forecast model to reflect updated sales and marketing assumptions.
    • Address demand-related issues in a timely and effective manner.
    • Adhere to all predetermined KPI metrics and identify value added approach to go forward plans
    • Utilize a collaborative and consensus approach by working with Sales, Marketing and Leadership to obtain and ensure that current and accurate information is used for demand forecasts.
    • Utilize Integrated Business Planning to support development of key statistical models for assigned categories. 
    • Provide input to the Supply Planning organization in developing inventory strategies on existing items, new products, and product phase-outs.
    • Closely coordinate and communicate customer action plans with supply planning

    Education and Experience:

    • BA/BS with 2-4 years of experience Preferred
    • Master’s Degree Preferred
    • SAP APO/IBP Experience Required
    • Ability to develop and maintain strong partnerships
    • Excellent problem-solving skills and attention to detail
    • Strong interpersonal skills along with ability to succeed in team environment
    • Ability to work independently and drive processes to completion
    • Ability to think strategically and develop new techniques or approaches as dictated by the business
    • Outstanding written and verbal communication skills with an established ability to effectively communicate to a diverse group
    • Capability to multitask in a fast-paced environment.
    • Excellent MS Office skills. Candidate must be experienced with advanced Excel functions and formulas
    • Some travel required

    For candidates based in NY this position typically pays between $71.2k and $80.9k.

    HP Hood is an Equal Opportunity Employer
    Female/Minority/Veteran/Disabled
    "VERVRAA Federal Contract

  • 18 Days Ago

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Financial Planning & Analysis Analyst
  • Adbakx LLC
  • Maryland, NY FULL_TIME
  • Job DetailsRole: Financial Planning & Analysis (FP&A) Consultant Location: Columbia, MD (Hybrid one day per week) Type of Employment: Full Time Responsibilities: As a member of the FP&A team, your res...
  • 5 Days Ago

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DEMAND PLANNING ANALYST-HYBRID
  • HP Hood
  • Vernon, NY FULL_TIME
  • DescriptionThis role is Hybrid- requires 2 days on-site at our Vernon, NY location We are unable to offer sponsorship at this time for this role Are you a self-driven person looking to advance your ca...
  • 1 Month Ago

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Fellowship Program 2024 - Strategic Planning
  • Havas Health Inc.
  • Madison, NY FULL_TIME
  • Hybrid Agency :Havas Health & You Job Description Summary : A fellowship is an entry-level position designed to teach the employee the fundamental facets of health and wellness advertising, the compan...
  • 1 Month Ago

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Real Estate Paralegal
  • Staffworks
  • Clinton, NY OTHER
  • Staffworks is recruiting for a Real Estate Paralegal for a busy law firm. This role will assist with banking, purchases, sales, prepare deeds, and closing form disclosures. Qualified candidate would b...
  • 26 Days Ago

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Director
  • IEC CORP GROUP
  • Rome, NY OTHER
  • Job Details Job Location: New York Rome Sage - Rome, NY Salary Range: Undisclosed DescriptionSeeking a highly motivated, experienced team player manager to lead day-to-day training operations for an e...
  • 1 Month Ago

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0 Estate Planning Director jobs found in Utica, NY area

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Construction Manager (NY, MD & NJ Sites)
  • Pfister Energy
  • Utica, NY
  • Pfister Energy, Inc. is a renewable energy company providing innovative power solutions and energy efficiency measures f...
  • 4/26/2024 12:00:00 AM

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Quality Manager
  • Terry Staffing and Consulting
  • Utica, NY
  • Job Description Job Description Our Company: Terry Staffing is partnering with a construction and maintenance company, s...
  • 4/26/2024 12:00:00 AM

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Director of Poker Operations
  • Turning Stone Enterprises
  • Verona, NY
  • In your role as the Director of Poker Operations at Turning Stone Enterprises, you will directly report to the VP of Gam...
  • 4/25/2024 12:00:00 AM

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Chief Executive Officer
  • First Source Federal Credit Union
  • New Hartford, NY
  • First Source Credit Union strives to help you Live Smarter by making good financial decisions. Through financial educati...
  • 4/24/2024 12:00:00 AM

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RN Supervisor -3pm-11pm -SOBs: 10,000
  • Utica Rehabilitation & Nursing Center
  • Utica, NY
  • Utica Rehabilitation & Nursing Center - Sign on Bonus: $10,000 Shift: Monday - Friday We offer the Following: Premium Co...
  • 4/24/2024 12:00:00 AM

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Chief Financial Officer
  • Express Employment Professionals Utica/Rome
  • Utica, NY
  • Premier company is seeking a Chief Financial Officer who will be responsible for financial strategy, financial planning ...
  • 4/22/2024 12:00:00 AM

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Director of Poker Operations
  • Turning Stone Enterprises
  • Verona, NY
  • In your role as the Director of Poker Operations at Turning Stone Enterprises, you will directly report to the VP of Gam...
  • 4/22/2024 12:00:00 AM

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Associate Director of Programs
  • Safe Schools Mohawk Valley
  • Utica, NY
  • Job Description Job Description We are looking for an Associate Director to supervise a team of staff who provide direct...
  • 4/22/2024 12:00:00 AM

Utica (/ˈjuːtɪkə/ (listen)) is a city in the Mohawk Valley and the county seat of Oneida County, New York, United States. The tenth-most-populous city in New York, its population was 62,235 in the 2010 U.S. census. Located on the Mohawk River at the foot of the Adirondack Mountains, Utica is approximately 95 miles (153 kilometers) northwest of Albany, 55 mi (89 km) east of Syracuse and 240 miles (386 kilometers) northwest of New York City . Utica and the nearby city of Rome anchor the Utica–Rome Metropolitan Statistical Area, which comprises all of Oneida and Herkimer counties. Formerly a rive...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$127,340 to $189,392
Utica, New York area prices
were up 1.5% from a year ago

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