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)
Pathlabs is seeking a Director of FP&A to lead and develop the newly added Financial Planning and Analysis function. This position is a vital player-coach role, providing strategic financial insights, supporting decision-making processes, and helping the company achieve its financial goals. Reporting to the CFO, this role will build out best practices for evaluating financial results compared to plans or forecasts, provide analytical support for growth opportunities, champion optimal resource allocation, and use data to drive decisions. This includes participation and analytical support on cross-functional business teams and collaboration with management and various department heads to provide insights and recommendations that optimize financial performance and support the achievement of business objectives.
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About Pathlabs
Pathlabs is an end-to-end digital media partner built for agencies. We handle all aspects of our clients’ digital media campaigns, so they can focus on growing their business.
Pathlabs is an extension of an agency’s team, combining the best of both worlds between in-house teams and media vendors. In a product-obsessed world, we double down on service-based solutions. We focus on planning, executing, optimizing, and reporting of performance-based paid advertising campaigns - providing our clients a single point of entry into the world of digital media.
Commitment to Inclusivity
Pathlabs recognizes and values the impact that diversity in background, experiences, culture, and identity brings to our company. Pathlabs is an equal opportunity employer and does not discriminate on the basis of race, creed, color, sex, national origin, marital status, sexual orientation, religious or political affiliation, gender identity, disability, and any other classification, rather we celebrate these differences. We encourage people of color, members of the LGBTQ community, and gender diverse people to apply and we prioritize creating a safe and inclusive workplace for all individuals.
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