Estate Planning Director jobs in New Mexico

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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Asset Director - Albuquerque, NM
  • Bryten Real Estate Partners
  • Albuquerque, NM OTHER
  • Job Details

    Job Location:    Albuquerque - Albuquerque, NM
    Salary Range:    $80,000.00 - $100,000.00 Salary/year

    Description

    We're excited to announce an Asset Director position available in Albuquerque, NM! We are committed to creating an inspiring and inclusive experience, celebrating our diverse culture, and offering a variety of benefits and opportunities. Be a part of the journey of empowerment and engagement. 

    Featured Perks & Benefits to Keep You Inspired:

    • Medical plans with choices to fit your needs 
    • Dental and Vision insurance options 
    • Health Savings Account (HSA) with employer contribution 
    • Financial security benefits including 401k Plan with company match 
    • Company-paid life insurance addl voluntary life 
    • Paid short-term disability options for long-term disability 

    Wait, we've got more!!!  

    • Supplemental life insurance with critical health insurance and accident insurance 
    • Vacation program accruing immediately upon hire 
    • Sick time when you need it 
    • Paid holidays floating holidays to celebrate those special times 
    • Company-sponsored wellness initiatives 
    • Continuous education with development programs and more! 

    Here are some responsibilities for a potential Asset Director: 

    • Trains and manages Asset Directors and/or Community Managers in all company and property facets to include team building while guiding to reach occupancy goals and managing the site budget. 
    • Leads and coaches Assistant Asset Directors and/or Community Managers to accomplish financial objectives by collecting rent; paying bills; forecasting requirements preparing annual budgets; scheduling expenditures, analyzing variances, initiating corrective actions.   
    • Reviews and reinforce the established training program for all on-site team members including lease-up processes, office set-up, reporting procedures, rent collections, lease paperwork, evictions, late fees, policy violations, accounting practices, purchasing procedures, preventative maintenance, and facilities maintenance. 
    • Travels and works from site offices, inspects field operations, reviews reports prepared by subordinate managers and determines the progress of occupancy and maintenance projects, reporting findings to the Vice President. 
    • Recruit, select and place qualified personnel needed to meet the staffing level established for each assigned portfolio and community, overseeing compliance with Bryten policies related to employment and Human Resources. 
    • Ensures thorough review with Community Managers, that approved budgets are implemented and consistently followed to promote efficiency and profitability. 
    • Review and analyze weekly and monthly property leasing and operating reports, guiding on improvements to include marketing plans as aligned with the budget and occupancy. 
    • Evaluate rent schedules and availability; make appropriate adjustments for market rates, rental concessions, or special incentives to ensure leasing capacity as approved and aligned with budget. 
    • Prepares and manages client reporting, ensuring all supporting documentation is gathered for regular client meetings.   
    • Enforces company policies and procedures for compliance documentation regarding new leases and recertification of existing residents. 
    • Responsible for full compliance with the management/client agreement. Fully documents, in written form, the client's relationship.   
    • Professionally handle property owner / client escalation issues to management, and personally attend to and resolve the issues or complaints or address them with upper management. 
    • Administers company policies related to matters such as regulation of property management and marketing of affordable housing sites, operations, safety and property maintenance standards.  
    • Take part in preparing for new acquisitions as it relates to purchase for fee management; Assist Bryten in identifying areas of growth. 
    • Accommodate and tour visitors, such as investors, bankers, brokers/dealers, and other officials. 
    • Any other task as assigned. 

    As the ideal candidate, your background includes: 

    • Bring your high energy and positive attitude to contribute to an awesome team atmosphere! 
    • Bachelor’s degree in business administration or related field preferred; high school education or equivalent is required.  
    • 4 years in related experience and/or training, to include management of staff.   
    • Strong financial and asset management abilities with solid time management skills.   
    • A dynamic leader with strong business, marketing, and property management skills.  
    • Possess the ability to read and write English fluently, and the ability to accurately perform basic to intermediate mathematical functions.  
    • Effective communicator, trainer, and motivator.  
    • Self-motivated and independent thinker while maintaining strong and loyal team relationships.  
    • Calm and engaging crisis manager with developed conflict management skills.  
    • Ability to follow and enforce policies and procedures.  
    • Strong administrative, organizational, and communication skills with killer time management.    
    • Present a positive and professional image, supporting a strong customer service orientation.    
    • Knowledge of on-site maintenance requirements including dealing with vendors and contractors.   
    • Computer skills, including working knowledge of MS Office Suite (Outlook, Teams, Word, Excel); also, Property Management Software database experience preferred. 
    • Ability to professionally engage and "seal the deal".  
    • Must have a valid driver’s license, current automobile insurance and reliable transportation.  
    • Background and credit check, pre-employment drug screening, and employment verification required. 

    Bryten complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Talent Acquisitions at TalentAcquisition@mebmgmt.com 

    Equal Opportunity Employer (EOE) 

    Qualifications


  • 9 Days Ago

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Regional Portfolio Director - New Mexico
  • Bryten Real Estate Partners
  • Albuquerque, NM OTHER
  • Job Details Job Location: Albuquerque - Albuquerque, NM Salary Range: Undisclosed DescriptionWe're excited to announce an Regional Portfolio Director position available in New Mexico! We are committed...
  • 5 Days Ago

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GOVERNMENT SERVICES AND PLANNING DIRECTOR
  • TAOS PUEBLO CMS
  • Pueblo, NM FULL_TIME
  • Responsible for managing and directing tribal planning and development efforts in order to improve the quality of public serves provided to tribal members. This position also involves coordinating act...
  • 6 Days Ago

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GOVERNMENT SERVICES AND PLANNING DIRECTOR
  • TAOS PUEBLO CMS
  • Pueblo, NM FULL_TIME
  • Responsible for managing and directing tribal planning and development efforts in order to improve the quality of public serves provided to tribal members. This position also involves coordinating act...
  • 6 Days Ago

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Planning and Development Director
  • El Centro Family Health
  • ola, NM FULL_TIME
  • RESPONSIBILITIES: Under the supervision and direction of the Chief Executive Officer, the Planning and Development Director promotes El Centro Family Health (ECFH) to its patients, customers and gener...
  • 1 Month Ago

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Assistant F&B Director
  • Assistant Director of Food & Beverage
  • Santa Fe, NM FULL_TIME
  • Job summary -Responsible for the management and successful operation of all aspects of the outlet functions, in accordance with hotel standards. Directs, implements and maintains a service and managem...
  • 7 Days Ago

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Director, Financial Planning
  • Financial Additions
  • Fort Worth, TX
  • Financial Additions has partnered with a top financial institution in Fort Worth in search of a Director, Financial Plan...
  • 4/24/2024 12:00:00 AM

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Director of Planning
  • KHAITE
  • New York, NY
  • About KHAITE: KHAITE is a leading Luxury fashion brand based in New York City, known for its modern and luxurious design...
  • 4/23/2024 12:00:00 AM

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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...
  • 4/23/2024 12:00:00 AM

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Planning Director
  • Licking County
  • Newark, OH
  • JOB OPPORTUNITY! Licking County Planning Director The Licking County Planning Commission (LCPC) is seeking a qualified D...
  • 4/23/2024 12:00:00 AM

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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...
  • 4/23/2024 12:00:00 AM

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Financial Planning Director
  • Lead Advisor
  • Westborough, MA
  • Description: Director of Planning Our client is a full-service financial advisory practice in Westborough that serves hi...
  • 4/23/2024 12:00:00 AM

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Strategic Planning Director
  • Cox Communications, Inc.
  • Atlanta, GA
  • Company Cox Automotive - USA Job Family Group Strategy & Corporate Development Job Profile Strategic Planning Director M...
  • 4/22/2024 12:00:00 AM

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Director of Planning
  • Khaite
  • New York, NY
  • About KHAITE: KHAITE is a leading Luxury fashion brand based in New York City, known for its modern and luxurious design...
  • 4/20/2024 12:00:00 AM

New Mexico (Spanish: Nuevo México Spanish pronunciation: [ˈnweβo ˈmexiko] (listen), Navajo: Yootó Hahoodzo pronounced [jòːtxó xɑ̀xʷòːtsò]) is a state in the Southwestern region of the United States of America; its capital and cultural center is Santa Fe, which was founded in 1610 as capital of Nuevo México (itself established as a province of New Spain in 1598), while its largest city is Albuquerque with its accompanying metropolitan area. It is one of the Mountain States and shares the Four Corners region with Utah, Colorado, and Arizona; its other neighboring states are Oklahoma to the north...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$119,560 to $177,820

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.
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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