Managing Director – Mid-Atlantic Region

Key Responsibilities

• Identify and execute on opportunities within the region to collaborate between offices on sales and operations.
• Drive change through region with thoughtful and effective communication strategies.
• Foster connections by connecting people who can help each other solve problems and create opportunities for our clients and each other.
• Manage workflows and adopt operational models that increase efficiency within offices and the region.
• Manage Alera Group priorities and help facilitate at the office level.
• Support and deploy Alera shared services including Practice Leader initiatives, Finance/Accounting, Technology (systems, applications, data), Human Resources, Legal, and Marketing.
• Prospect acquisition targets in conjunction with the M&A Team.
• Along with Regional staff, fully responsible for the post close integration of newly acquired offices within the region.
• Lead MP roundtable discussions and partner with other MDs to share ideas, improve consistency of services, offerings, and plan for emerging trends.
• Conduit to organize regional work groups.
• Share Alera communications and resources to region.

Role Competencies

• Region – Coaches MPs giving them guidance and feedback to maximize performance. Supports them in the development of their team’s capabilities and delivering their objectives. Improves succession strategy by recognizing and developing key contributors and by networking and recruiting effectively to fill the talent pipeline. Seeks diverse opinions and consults with others. Conducts meaningful and collaborative office level reviews of their revenue, operational, and financial results against benchmark comparisons recognizing excellent performance as well as problem solving and correcting lower performance.
• MD Staff Only – Makes effective use of delegation to develop and empower regional staff. Conducts ongoing, meaningful, and collaborative performance reviews to appropriately recognize and reward staff for excellent performance as well as manage out poor performance.

Qualification & Requirements

Education

• Candidates will be required to have a bachelor’s degree in business or related disciplines such as finance, marketing, operations, accounting, or related degree.
• A graduate degree or MBA is not required but would be helpful.
• Professional certifications within the employee benefit, property and casualty, wealth management, and/or human resources field would be important.
• Proficient in MS Office Suite, with strong Excel skills.

Benefits

No matter where you are in your career, who you are or what your life is like, we have benefits and resources to help you and your family be well and thrive.

Newly hired employees working 30 or more hours per week are eligible for all health and welfare benefits.

Alera Group provides a variety of benefits to meet the needs of our employees and their families including generous paid time off, medical, dental, vision, 401K, life and disability benefits, and more.