Salary Company Skills How To Become Job Openings

Estate Planning Director jobs in Ohio

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

C
Director, Gift and Estate Planning
  • Cleveland State University
  • Cleveland, OH FULL_TIME

  • Plans and executes all planned giving programs for Cleveland State University and the CSU Foundation. Identifies, cultivates, and solicits donors for planned giving bequests, trusts, annuities and real estate. Seeks out significant prospect opportunities and secures planned gifts according to agreed upon goals and timelines. Oversees gift agreement writing and gift acceptance policy development/implementation. Interacts professionally with all internal and external customers using strong interpersonal skills.

    Minimum Qualifications
    • Bachelor’s Degree preferably in business, urban studies, communications, public relations or related fields.
    • Five years professional experience in planned giving development, legal or financial fields.
    • Valid driver’s license and the ability to establish driver eligibility under the University’s motor vehicle policy.

    Preferred Qualifications
    • Master’s or JD degree preferably in business, urban studies, communications, public relations or related fields.
    • Five years experience in Higher Education planned giving field.

    Knowledge, Skills, and Abilities (KSAs)
    • Knowledge of tax laws and liability.
    • A record of progressive leadership and achievement in Gift and Estate Planning or relevant field.
    • Demonstrated success in multiple facets of fundraising, with emphasis on cultivation, solicitation, gift closure, donor stewardship, and proposal writing in the gift and estate planning area.
    • Proven ability to develop and execute a strategic plan, analyze and prepare data, and develop and deliver presentations.
    • Demonstrated understanding of ethics related to development activities; ability to exercise discretion in interactions with donors and prospects.
    • Ability to articulate the University’s vision, mission, needs, opportunities and aspirations with clarity and enthusiasm.
    • Demonstrated excellent oral, written, organizational and computer proficiency skills.
    • Ability to travel off campus and maintain a flexible schedule.


    Requisition Number
    PT0703331S

    Date grant, position, or appointment expires (For Funds Available, Temporary, and Waiver of Posting

    Special Instructions to Applicants

    Applicant Instructions
    Mailed or emailed application materials will not be accepted.

    Hours per week
    40

    Work Schedule

    Advertising Copy

    Full Time/Part Time
    Full Time

    Posted Date

    Close Date/Application Deadline

    Open Until Filled
    Yes

    Review Begins

    Tentative Start Date
  • 19 Days Ago
Apply this Job
G
Director of Sales, Real Estate -- Remote | WFH
  • Get It Recruit - Real Estate
  • Hamilton, OH FULL_TIME
  • Join our dynamic Sales team at our company, a global provider of access control services and a subsidiary of the National Association of Realtors. We're on the lookout for a passionate Director of Sal...
  • 2 Days Ago
Apply this Job
G
Corporate & Estate Planning Associate
  • gpac
  • Jefferson, OH FULL_TIME
  • One of my clients is looking to hire a mid-level corporate & estate planning associate in Columbus. Lots of room for growth and a great way to expand your transactional practice.Don't miss the chance ...
  • 5 Days Ago
Apply this Job
L
Estate Planning and Tax Attorney
  • LHH
  • Cleveland, OH FULL_TIME
  • LHH Recruitment Solution, Legal is working with a Regional Law Firm with many offices in Ohio. The Estate Planning Department is looking to expand for purposes of succession planning. This is an excel...
  • 1 Day Ago
Apply this Job
C
Estate Planning Legal Assistant
  • CompanyConfidential
  • Dayton, OH FULL_TIME
  • Position Overview We are seeking a Legal Assistant who is highly organized and detail oriented, who enjoys working with clients and thrives in a fast-paced environment. Requirements Prior experience a...
  • 1 Day Ago
Apply this Job
H
Estate Planning Attorney
  • Hargrove Firm
  • Cincinnati, OH FULL_TIME
  • *** Applicants in Louisville KY, Lexington KY, Bowling Green KY, Cincinnati OH, and Nashville TN strongly encouraged to apply!*** WHO WE ARE Hargrove Firm is a local practice with a national footprint...
  • 1 Month Ago
Apply this Job
View All Estate Planning Director Jobs

Estate Planning Director jobs at Popular Companies

E
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
Apply this job
W
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
Apply this job
C
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
Apply this job
C
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
Apply this job
P
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
Apply this job
A
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
Apply this job
L
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
Apply this job
E
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
Apply this job
View All Estate Planning Director Jobs

About Ohio

Ohio /oʊˈhaɪoʊ/ (listen) is a Midwestern state in the Great Lakes region of the United States. Of the fifty states, it is the 34th largest by area, the seventh most populous, and the tenth most densely populated. The state's capital and largest city is Columbus. The state takes its name from the Ohio River, whose name in turn originated from the Seneca word ohiːyo', meaning "good river", "great river" or "large creek". Partitioned from the Northwest Territory, Ohio was the 17th state admitted to the Union on March 1, 1803, and the first under the Northwest Ordinance. Ohio is historically know...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$127,372 to $189,436

Most Popular Cities in Ohio for Estate Planning Director Jobs

What does an Estate Planning Director do?

Estate Planning Director in Fort Smith, AR
The estate planning attorneys at Hanis Irvine Prothero can provide a full range of legal and financial tools for your estate planning requirements.
January 05, 2020
Estate Planning Director in Santa Barbara, CA
Estate Planning is more than just having a will, it is about planning for a good end of life.
January 31, 2020
Estate Planning Director in Newark, NJ
And on top of property-related considerations are other important estate-planning components, regardless of marital or parental status.
February 13, 2020