Estate Planning Director jobs in Burlington, VT

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 Environmental Planning and Construction
  • Olympic Regional Development Authority
  • Lake Placid, NY FULL_TIME
  • The Olympic Regional Development Authority (Olympic Authority) is seeking an experienced manager with established leadership skills to be its Director of the Office of Environmental, Planning and Construction (OEPC). The successful candidate will be responsible for the development and execution of the policies, procedures, and plans that direct the implementation of the following areas: environmental permitting and compliance, sustainability, building construction activities, major capital maintenance projects, as well as administration and enforcement of the NYS Uniform Building and Fire Prevention Code (Code).

    The Olympic Authority is a New York State public benefit corporation created in 1981 to manage, operate, and maintain the venues used during the 1932 and 1980 Lake Placid Winter Olympic Games. Today the Olympic Authority administers state-of-the-art venues in the Catskill and Adirondack Mountains of New York including Warren County, Essex County, and Ulster County. OEPC supports the summer and winter operations of the Olympic Authority venues, which provide year-round recreational opportunities for the public, as well as training and events for all levels of athletes.

    The Director of OEPC works out of the Olympic Authority’s Administrative Office Building in Lake Placid, New York. Travel will be required to all Olympic Authority venues and facilities as necessary to fulfill job responsibilities. Daily activities may include standing or being seated for extended periods, walking on mountainous grades, climbing ladders, and exposure to cold winter conditions and/or hot summer conditions. Work outside the normal workday will be required as is necessary to fulfill job responsibilities and/or meet critical deadlines.

    Essential Duties (this list is not exhaustive):

    · Oversee and lead the OEPC team in fulfilment of the department's objectives including the oversight of the analysis, development, implementation, and monitoring of the capital budgets and financial resources, including operations/maintenance budgets and grants to ensure that OEPC is delivering services in the most cost-effective way, and coordinating with the IT Department to leverage technology, knowledge, and process management to continually increase the efficiency and effectiveness for capital investments and organizational growth;

    · Manage and administer the Division of Planning, Design and Construction (PDC) including the oversight of numerous, large sized and complex construction and renovation projects from planning stages through the completion of construction and functions including:

    o Serving as the primary point of contact for the implementation and completion of vertical and horizontal construction projects/programs for the professional, technical, and administrative staff;

    o Managing and administering the Division of Uniform Building and Fire Prevention Code (Code). Oversees the NYS Department of State (DOS) Building Permitting and the issuance of the Certificate of Occupancy on a variety of small and large sized, new construction and renovation projects each year, and administers compliance with the NYS Fire Code; and

    o Managing and administering the Division of Environmental and Sustainability (E&S) including the oversight of regulatory permitting administered by the NYS Department of Environmental Conservation (NYSDEC), NYS Department of Health (NYSDOH), Adirondack Park Agency (APA), NYS Watershed Inspector General (NYSWIG), New York City Department of Environmental Protection (NYCDEP), USA Environmental Protection Agency (EPA), and Army Corp of Engineers (ACE). Oversee compliance of existing regulations and advancement of the program to meet the expectations of leadership.

    · Work in close partnership with the Olympic Authority Vice Presidents and Directors of Operations, Finance, Events, Marketing, Communications, and Sponsorship to align business, administrative, and financial management strategies across operational units to address the capital planning and maintenance needs of the organization.

    Core Attributes

    Ø Established leadership skills with strong perspectives on strategy and operations.

    Ø High standard of integrity and ethics.

    Ø Result driven and proven ability to execute.

    Ø Excellent communication and interpersonal skills.

    Ø Ability to guide, mentor, and coach across all levels of a team.

    Minimum Requirements:

    Bachelor’s Degree in Architecture, Engineering, Facilities Operation, Construction Management or related field; Ten (10) years of progressively responsible experience in project management, construction, or related field; Five (5) years of experience leading or managing staff and/or teams in any of the fields identified above; Working knowledge of Microsoft Office applications; Working knowledge of AutoCAD, Adobe Pro, Bluebeam, and Construction Management Software; Possess the ability to think strategically and deliver results in a fast-paced environment.

    Other Considerations:

    Bachelor’s Degree in Engineering (Civil, Structural or Mechanical with a focus on HVAC Systems), Architecture Construction Management, or Facilities Operations; Professional Licenses: PE or AIA; Relevant experience working with or in the public sector.

    Compensation and Benefits:

    This position is classified as a Grade 28 on the Olympic Authority’s Management Confidential Salary Schedule which has a salary range of $87,207-$139,531 per year. Final offer will be dependent on qualifications and experience.

    The Olympic Authority offers an excellent benefits package that includes paid leave (paid parental, sick, vacation, and personal time); paid holidays; health, dental, and vision insurances; long term disability and supplemental life insurance at preferred rates; participation in the NYS and Local Retirement Systems; and optional participation in NYS Deferred Compensation.

    Any offer of employment will be contingent upon the completion of a successful background check in accordance with the Olympic Authority’s Background Check Policy:

    https://orda.org/wp-content/uploads/sites/7/2023/09/Background-Check-Policy.Final-Revised.September-22-2023.pdfBackground checks will be conducted by a Third-Party Administrator of the Olympic Authority’s choosing in compliance with the requirements of the New York State Fair Credit Reporting Act (General Business Law § 380) and the Federal Fair Credit Reporting Act (15 U.S.C. § 1681).

    The Olympic Authority is an Affirmative Action/Equal Opportunity Employer

    Pursuant to Executive Order 161, no State entity is permitted to ask or to mandate, in any form, that an applicant for employment provide either their current compensation or any prior compensation history, until such time as the applicant is extended a conditional offer of employment with compensation. If any such information has been requested before the appropriate time, you may contact the Office of Employee Relations at (518) 474-6988

    Job Type: Full-time

    Pay: $95,000.00 - $120,000.00 per year

    Benefits:

    • 457(b)
    • Dental insurance
    • Employee assistance program
    • Employee discount
    • Health insurance
    • Health savings account
    • Life insurance
    • Loan forgiveness
    • Paid time off
    • Parental leave
    • Retirement plan
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Day shift
    • Monday to Friday

    Work setting:

    • Construction site
    • In-person
    • Office

    Ability to Relocate:

    • Lake Placid, NY 12946: Relocate before starting work (Required)

    Work Location: In person

  • Just Posted

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Maintenance III
  • Evergreen Real Estate Group
  • Williston, VT FULL_TIME
  • Evergreen Real Estate Group is seeking a (multi-site) Maintenance III at Eagle Crest & Falcon Manor in Williston, VT & Hawks Nest in Saint Albans, VT! Summary: This position is primarily responsible f...
  • 14 Days Ago

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Financial Planning Specialist
  • Ameriprise Financial - Vermont
  • Williston, VT FULL_TIME
  • Guided Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial, is seeking a highly motivated and licensed Financial Planning Specialist to join our dynamic team. This individual wil...
  • 15 Days Ago

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Permanency Planning Program Manager
  • State of Vermont
  • Waterbury, VT FULL_TIME
  • Overview Provides consultation to the 12 DCF Family Services district offices and other community organizations in the subject area of developing permanency outcomes for children and youth involved wi...
  • Just Posted

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Financial Planning Analyst
  • Sensata Technologies, Inc.
  • South Burlington, VT FULL_TIME
  • The Financial Planning Analyst is responsible for a variety of aspects including forecasting, budgeting, reporting, and analyzing the company's revenue and expenses. We are seeking a motivated candida...
  • Just Posted

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Planning Room Paraeducator
  • Franklin Northeast Supervisory Union
  • Enosburg Falls, VT FULL_TIME
  • The Enosburg Elementary School is immediately seeking a Planning Room Paraeducator for the remainder of the 2023-2024 school year.Franklin Northeast Supervisory Union (FNESU) is a Pre-K-12 system comp...
  • 4 Days Ago

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0 Estate Planning Director jobs found in Burlington, VT area

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Schools Out Level I Counselor
  • South Burlington School District
  • South Burlington, VT
  • Job Title: School's Out Counselor Location: District Job Group: Non-Union Reports To: School's Out Site Director Summary...
  • 4/22/2024 12:00:00 AM

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Team Manager - Life - Operations
  • National Life Group
  • Montpelier, VT
  • Team Manager: Operations Position is located on our Montpelier, Vermont, or Addison, Texas, with a hybrid schedule Summa...
  • 4/22/2024 12:00:00 AM

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Division Chief of Geriatrics and Director of the Center on Aging
  • The University of Vermont Medical Center
  • Burlington, VT
  • The Robert Larner MD College of Medicine At The University of Vermont The University of Vermont Medical Center Departmen...
  • 4/21/2024 12:00:00 AM

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Director of Water Distribution
  • Champlain Water District
  • South Burlington, VT
  • Overview The Director of Distribution is the chief administrative and operating officer of any given local municipal wat...
  • 4/21/2024 12:00:00 AM

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Division Chief of Geriatrics and Director of the Center on Aging
  • The University Of Vermont Medical Center
  • Burlington, VT
  • The Robert Larner MD College of Medicine At The University of Vermont The University of Vermont Medical Center Departmen...
  • 4/21/2024 12:00:00 AM

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Stormwater Program Manager
  • City of Burlington, VT
  • Burlington, VT
  • Salary: $83,957.00 - $93,709.00 Annually Location : Burlington, VT Job Type: Regular Full Time Exempt Job Number: 1323-1...
  • 4/20/2024 12:00:00 AM

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Director of Water Distribution
  • Champlain Water District
  • South Burlington, VT
  • Overview The Director of Distribution is the chief administrative and operating officer of any given local municipal wat...
  • 4/19/2024 12:00:00 AM

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Production Designer, Theatre - Company and Budget Manager, Dog Team Theatre
  • Middlebury College
  • Middlebury, VT
  • Responsibilities of the Production Designer and Company and Budget Manager fall under two pillars: Serving as (1) Reside...
  • 4/18/2024 12:00:00 AM

Burlington is the most populous city in the U.S. state of Vermont and the seat of Chittenden County. It is located 45 miles (72 km) south of the Canada–United States border and 94 miles (151 km) south of Montreal. The city's population was 42,452 according to a 2015 U.S. census estimate. It is the least populous municipality in the United States to be the most populous incorporated area in a state. A regional college town, Burlington is home to the University of Vermont (UVM) and Champlain College, a small private college. Vermont's largest hospital, the UVM Medical Center, is located within t...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$129,285 to $192,285
Burlington, Vermont area prices
were up 1.6% from a year ago

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