Business Development Associate & Marketing Coordinator

New Richmond, WI (Hybrid)

Salary Not AvailableMid LevelFull time

Posted 3 months ago

Top 1% of applicants do these two things.

The other 99% submit and hope. You're about to do something different.

Job Summary

Own client development and field engagement to source, qualify, and advance opportunities through advisory support, market presence, and event‑driven growth.

  • Client Experience & Advisory Support: Build trusted relationships with prospective clients and community partners to uncover organizational needs.
  • Operational & Compliance Excellence: Maintain accurate prospect data and ensure outreach aligns with policies and confidentiality.
  • Growth & Retention: Cultivate new prospects, maintain a disciplined pipeline, and represent the firm at events to drive market opportunities.

Job Description

Own client development and field engagement to source, qualify, and advance opportunities through advisory support, market presence, and event‑driven growth.

  • Client Experience & Advisory Support: Build trusted relationships with prospective clients and community partners to uncover organizational needs.
  • Operational & Compliance Excellence: Maintain accurate prospect data and ensure outreach aligns with policies and confidentiality.
  • Growth & Retention: Cultivate new prospects, maintain a disciplined pipeline, and represent the firm at events to drive market opportunities.
Alera Group logo

Alera Group

Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most.Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,400 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success.By harnessing the power of purposeful collaboration, our colleagues deliver clear, holistic solutions to the most complex business and personal challenges.

Founded in 2017
Deerfield, Illinois, USA
2.6K employees (119 in marketing)

Traffic Signals

Monthly Visitors
45.9K
Monthly Google Ads Budget
$1.4M
Traffic Source Mix
Search
25.4%
Direct
62.7%
Referral
6.5%
Social
4.5%
Paid
0.8%

Headcount Trend

Current headcount: ~2.6K

Marketing Team

Marketing Team Size
69 (3% of company)

Funding

Total Funding
$1.1B
Last Raise
$1B
Debt Financing, 11 months ago

Funding History

  • May 2025
    Debt Financing • $1B
  • Apr 2023
    Private Equity • $100M
  • Jan 2017
    Private Equity

Recent News