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)
Senior Director, Facilities and Planning
St. Paul’s School, Concord, NH
December 2023
St. Paul’s School seeks an accomplished, collaborative, mission-driven, and visionary leader for Facilities and Planning to develop and lead the school’s campus renewal initiative. This strategic leader will serve as a galvanizing steward of St. Paul’s School’s campus and will be responsible for the leadership of all physical planning (including developing design standards and leading space planning efforts), new construction and renovation, and the efficient operation and maintenance of the campus buildings and grounds.
St. Paul's School has retained Helbling, a ZRG company, to assist with this search.
Position Profile
For consideration, please submit applications/nominations to:
Mr. Joe Wargo
Managing Director
Helbling, a ZRG company
JoeW@helblingsearch.com
8000 Brooktree Road, Suite 100
Wexford, PA 15090
St. Paul’s School is an Equal Opportunity educational institution and employer. The School is committed to increasing the diversity of the School community and the curriculum. Candidates who believe they will contribute to that goal are encouraged to apply.