Estate Planning Director jobs in Louisiana
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 - Regional Business Operations & Planning
- Ochsner Health
-
Baton Rouge, LA
FULL_TIME
-
We've made a lot of progress since opening the doors in 1942, but one thing has never changed - our commitment to serve, heal, lead, educate, and innovate. We believe that every award earned, every record broken and every patient helped is because of the dedicated employees who fill our hallways.
At Ochsner, whether you work with patients every day or support those who do, you are making a difference and that matters. Come make a difference at Ochsner Health and discover your future today!
This job plans administrative, financial, and operational activities for the regional executive team, acts as a point of contact between top management and employees/stakeholders and oversees projects of high importance, providing guidance as needed. Assumes responsibility for regional operations rhythms and strategic execution processes in alignment with system operational standards and leads regional initiatives on behalf leadership.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential duties.
This job description is a summary of the primary duties and responsibilities of the job and position. It is not intended to be a comprehensive or all-inclusive listing of duties and responsibilities. Contents are subject to change at the company’s discretion.
Education
Required - Bachelor's degree in healthcare, business administration or related field.
Work Experience
Preferred - Master's degree.
Required - 5 years of related healthcare experience, including 2 years of supervision or management experience
Preferred - Experience In Project Management And/or Change Management
Knowledge Skills and Abilities (KSAs)- Must have computer skills and dexterity required for data entry and retrieval of information.
- Effective verbal and written communication skills and the ability to present information clearly and professionally.
- Must be proficient with Windows-style applications, various software packages specific to role and keyboard.
- Strong interpersonal skills.
- Works to increase the bandwidth of the regional leadership in such a way as to concentrate their time, effort, and priorities on operational initiatives.
- Leads the coordination, implementation and execution of operational rhythms and processes in alignment with system operational standards.
- Helps to establish accountability across regional teams by making sure appropriate milestones and measurements are built into business and project plans.
- Drives cross-functional initiatives and monitors the execution of regional change initiatives with senior leadership.
- Aligns stakeholders on priorities and outcomes through comprehensive communication plans and rhythms.
- Synthesizes analysis to deliver actionable, insightful, data-driven recommendations to leadership.
- Serves as liaison to system shared services and support functions on behalf of the region.
- Performs other related duties as assigned.
Remains knowledgeable on current federal, state, and local laws, accreditation standards or regulatory agency requirements that apply to the assigned area of responsibility and ensures compliance with all such laws, regulations, and standards.
This employer maintains and complies with its Compliance & Privacy Program and Standards of Conduct, including the immediate reporting of any known or suspected unethical or questionable behaviors or conduct; patient/employee safety, patient privacy, and/or other compliance-related concerns. The employer is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.
Physical and Environmental 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.
Light Work - Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly (Constantly: activity or condition exists 2/3 or more of the time) to move objects. Physical demand requirements are in excess of those for Sedentary Work. Even though the weight lifted may be only a negligible amount, a job should be rated Light Work: (1) when it requires walking or standing to a significant degree; or (2) when it requires sitting most of the time but entails pushing and/or pulling of arm or leg controls; and/or (3) when the job requires working at a production rate pace entailing the constant pushing and/or pulling of materials even though the weight of those materials is negligible. NOTE: The constant stress and strain of maintaining a production rate pace, especially in an industrial setting, can be and is physically demanding of a worker even though the amount of force exerted is negligible.
Normal routine involves no exposure to blood, body fluid or tissue and as part of their employment, incumbents are not called upon to perform or assist in emergency care or first aid.
The incumbent has no occupational risk for exposure to communicable diseases.
Because the incumbent works within a healthcare setting, there may be occupational risk for exposure to hazardous medications or hazardous waste within the environment through receipt, transport, storage, preparation, dispensing, administration, cleaning and/or disposal of contaminated waste. The risk level of exposure may increase depending on the essential job duties of the role.
Are you ready to make a difference? Apply Today!
Ochsner Health does not consider an individual an applicant until they have formally applied to the open position on this careers website.
Individuals who reside in and will work from the following areas are not eligible for remote work position: Colorado, California, Washington, New York, and Washington D.C.
Ochsner Health endeavors to make our site accessible to all users. If you would like to contact us regarding the accessibility of our website, or if you need an accommodation to complete the application process, please contact our HR Employee Solution Center at 504-842-4748 (select option 1) or careers@ochsner.org. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
We are proud to be an Equal Employment Opportunity and Affirmative Action employer. We are committed to the principles of equal employment opportunity and providing a workplace that is free from discrimination based on race, color, creed, religion, pregnancy status, pregnancy-related conditions, national origin, ancestry, mental or physical disability, medical condition, age, veteran status, military status, citizenship status, marital status, familial status, sexual orientation, gender, gender identity or expression, genetic information, political affiliation, unemployment status, or any other characteristic protected under applicable federal, state or local law. These protections extend to applicants and all employment related decisions. View the EEO is the Law poster and its supplement, as well as the pay transparency policy for more information.
Affirmative Action Policy Statement
We've made a lot of progress since opening the doors in 1942, but one thing has never changed - our commitment to serve, heal, lead, educate, and innovate. We believe that every award earned, every record broken and every patient helped is because of the dedicated employees who fill our hallways.
At Ochsner, whether you work with patients every day or support those who do, you are making a difference and that matters. Come make a difference at Ochsner Health and discover your future today!
This job plans administrative, financial, and operational activities for the regional executive team, acts as a point of contact between top management and employees/stakeholders and oversees projects of high importance, providing guidance as needed. Assumes responsibility for regional operations rhythms and strategic execution processes in alignment with system operational standards and leads regional initiatives on behalf leadership.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential duties.
This job description is a summary of the primary duties and responsibilities of the job and position. It is not intended to be a comprehensive or all-inclusive listing of duties and responsibilities. Contents are subject to change at the company’s discretion.
Education
Required - Bachelor's degree in healthcare, business administration or related field.
Job Duties- Works to increase the bandwidth of the regional leadership in such a way as to concentrate their time, effort, and priorities on operational initiatives.
- Leads the coordination, implementation and execution of operational rhythms and processes in alignment with system operational standards.
- Helps to establish accountability across regional teams by making sure appropriate milestones and measurements are built into business and project plans.
- Drives cross-functional initiatives and monitors the execution of regional change initiatives with senior leadership.
- Aligns stakeholders on priorities and outcomes through comprehensive communication plans and rhythms.
- Synthesizes analysis to deliver actionable, insightful, data-driven recommendations to leadership.
- Serves as liaison to system shared services and support functions on behalf of the region.
- Performs other related duties as assigned.
Remains knowledgeable on current federal, state, and local laws, accreditation standards or regulatory agency requirements that apply to the assigned area of responsibility and ensures compliance with all such laws, regulations, and standards.
This employer maintains and complies with its Compliance & Privacy Program and Standards of Conduct, including the immediate reporting of any known or suspected unethical or questionable behaviors or conduct; patient/employee safety, patient privacy, and/or other compliance-related concerns. The employer is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.
Physical and Environmental 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.
Light Work - Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly (Constantly: activity or condition exists 2/3 or more of the time) to move objects. Physical demand requirements are in excess of those for Sedentary Work. Even though the weight lifted may be only a negligible amount, a job should be rated Light Work: (1) when it requires walking or standing to a significant degree; or (2) when it requires sitting most of the time but entails pushing and/or pulling of arm or leg controls; and/or (3) when the job requires working at a production rate pace entailing the constant pushing and/or pulling of materials even though the weight of those materials is negligible. NOTE: The constant stress and strain of maintaining a production rate pace, especially in an industrial setting, can be and is physically demanding of a worker even though the amount of force exerted is negligible.
Normal routine involves no exposure to blood, body fluid or tissue and as part of their employment, incumbents are not called upon to perform or assist in emergency care or first aid.
The incumbent has no occupational risk for exposure to communicable diseases.
Because the incumbent works within a healthcare setting, there may be occupational risk for exposure to hazardous medications or hazardous waste within the environment through receipt, transport, storage, preparation, dispensing, administration, cleaning and/or disposal of contaminated waste. The risk level of exposure may increase depending on the essential job duties of the role.
Are you ready to make a difference? Apply Today!
Ochsner Health does not consider an individual an applicant until they have formally applied to the open position on this careers website.
Individuals who reside in and will work from the following areas are not eligible for remote work position: Colorado, California, Washington, New York, and Washington D.C.
Ochsner Health endeavors to make our site accessible to all users. If you would like to contact us regarding the accessibility of our website, or if you need an accommodation to complete the application process, please contact our HR Employee Solution Center at 504-842-4748 (select option 1) or careers@ochsner.org. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
We are proud to be an Equal Employment Opportunity and Affirmative Action employer. We are committed to the principles of equal employment opportunity and providing a workplace that is free from discrimination based on race, color, creed, religion, pregnancy status, pregnancy-related conditions, national origin, ancestry, mental or physical disability, medical condition, age, veteran status, military status, citizenship status, marital status, familial status, sexual orientation, gender, gender identity or expression, genetic information, political affiliation, unemployment status, or any other characteristic protected under applicable federal, state or local law. These protections extend to applicants and all employment related decisions. View the EEO is the Law poster and its supplement, as well as the pay transparency policy for more information.
Affirmative Action Policy Statement - 3 Days Ago
Real Estate Acquisition Consultant - Remote -- WFH
- Get It Recruit - Real Estate
-
Shreveport, LA
FULL_TIME
- Position: Real Estate Acquisition ConsultantSalary: CompetitiveAre you passionate about real estate and skilled in the art of negotiation? We're looking for a dedicated Real Estate Acquisition Consult...
- 2 Days Ago
Real Estate Sales Buyer's Agent -- Remote
- Get It Recruit - Real Estate
-
Monroe, LA
FULL_TIME
- Job DescriptionJoin our dynamic real estate team and become a pivotal part of our client's journey to finding their dream home. We're seeking a dedicated Buyer's Agent who thrives in a fast-paced envi...
- 22 Days Ago
C4PS-2510 Very Small Aperture Terminal (VSAT) SME - JUNE 2024
- C4 Planning Solutions, LLC
-
Orleans, LA
FULL_TIME
- Position Title: VSAT SME (SATCOM)Location: New Orleans, LA (In support of the USMC's MCTSSA Program located at MARFORRES)Position Type: Full-TimeSalary Range: $70,000 - $80,000Security Clearance Requi...
- 1 Day Ago
Inventory Specialist
- South Central Planning and Development Commission
-
Houma, LA
FULL_TIME
- South Central Planning & Development Commission is accepting resumes for an Inventory Specialist at its Houma location. The Inventory Specialist is responsible for maintaining inventory records, monit...
- 27 Days Ago
Planning Intern
- Carson Group
-
Baton Rouge, LA
INTERN
- Who We AreIn an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve...
- 9 Days Ago
Estate Planning Director jobs at Popular Companies
Planning Director
- Elite Associates
-
New York, NY
- Oversee permanent product, Outlet, and end of product life cycle sales, stock management, and allocation across all cate...
- 6/11/2024 12:00:00 AM
Director, Biometrics Planning & Execution
- WuXi AppTec
-
San Diego, CA
- The primary responsibility of this position is to supervise proposals, contracts, and budget activities, as well as over...
- 6/11/2024 12:00:00 AM
Planning Director
- Cascade County
-
Great Falls, MT
- Location field must contain 'city, state' or a zip code to perform a radius search (e.g., Denver, CO or 46122 ). City an...
- 6/10/2024 12:00:00 AM
Director of Planning
- City of Cambridge
-
Cambridge, MD
- The City of Cambridge is seeking a dynamic and energetic individual for the position of Director of Planning to supervis...
- 6/10/2024 12:00:00 AM
Director of Planning
- ProCaps Laboratories
-
Henderson, NV
- Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant update...
- 6/10/2024 12:00:00 AM
Planning Director
- AppleOne Employment Services
-
Fresno, CA
- TITLE: DIRECTOR OF FORWARD PLANNING ABOUT THE JOB: Seeking experienced candidates for a DIRECTOR OF FORWARD PLANNING rol...
- 6/7/2024 12:00:00 AM
Planning Director
- Licking County
-
Newark, OH
- Company Description Licking County Planning Commission Job Description JOB OPPORTUNITY! Licking County Planning Director...
- 6/7/2024 12:00:00 AM
Director, Financial Planning
- Edward Jones
-
Saint Louis, MO
- Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or you...
- 4/15/2024 12:00:00 AM
About Louisiana
Louisiana is bordered to the west by Texas; to the north by Arkansas; to the east by Mississippi; and to the south by the Gulf of Mexico.
The state may properly be divided into two parts, the uplands of the north, and the alluvial along the coast.
The alluvial region includes low swamp lands, coastal marshlands and beaches, and barrier islands that cover about 20,000 square miles (52,000 km2). This area lies principally along the Gulf of Mexico and the Mississippi River, which traverses the state from north to south for a distance of about 600 mi (970 km)) and empties into the Gulf of Mexico; ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$123,856 to $184,206
Most Popular Cities in Louisiana for Estate Planning Director Jobs
What does an Estate Planning Director do?
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And on top of property-related considerations are other important estate-planning components, regardless of marital or parental status.
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