Deerfield, Ill, Oct. 28, 2021 – Alera Group, Inc. today announced that it has hired Jenny Bures as chief operating officer for its Wealth Services and Retirement Plan Services divisions. In this newly created role, Bures will focus on operations for investment advisory and broker dealer, as well as individual insurance, helping to enhance the client experience. She will also be responsible for transitions and integrations of acquisitions for both business units.
“I’m thrilled to welcome Jenny to the team,” said Tina Hohman, an executive vice president at Alera Group and national practice leader of Alera Wealth Services. “Her focused wealth management expertise with a range of operations, compliance and training will be a tremendous asset to support our future growth. And with first-hand knowledge of the advisor experience, she brings a uniquely valuable perspective that will help us ensure cultural alignment as we pursue acquisition targets.”
Bures joins Alera Group with more than 15 years of industry experience. Most recently, she was director of operations at BMO Harris Financial Advisors, where she led a team of 20 operations associates. In prior roles at BMO, she focused on regulatory compliance and supervising advisory and brokerage transactions. Her experience encompasses both managerial and client-facing roles in the areas of risk assessment, training and client service, in addition to operations and compliance.
The addition of a COO to the Wealth and Retirement Plan Services team is another indication of plans to significantly grow these two divisions through acquisition. Earlier this year, Alera Wealth Services announced a brand update in conjunction with its growth strategy. Originally launched in 2017 as Alera Wealth Management, this division of Alera Group changed its name to better express the wide range of wealth-related expertise – such as personal insurance – offered, and to encompass expected further growth of these capabilities by future advisory teams.
About Alera Wealth Services
Alera Wealth Services, a division of Alera Group, is dedicated to enhancing the financial security of clients through a holistic suite of services to address the financial planning, investment and wealth management needs of individuals and families.
About Alera Retirement Plan Services
Alera Retirement Plan Services, a division of Alera Group, helps companies design retirement plans, including 401 (k)s, 403 (b)s and profit-sharing plans, that support their goals to recruit and retain top talent, and help existing employees build the resources they need to retire.
About Alera Group
Alera Group is an independent, national insurance and wealth management firm with more than $900 million in annual revenue, offering comprehensive employee benefits, property and casualty, retirement services and wealth management solutions to clients nationwide. By working collaboratively across specialties and geographies, Alera Group’s team of more than 3,000 professionals in more than 120 offices provides creative, competitive services that help ensure a client’s business and personal success. For more information, visit www.aleragroup.com or follow us on LinkedIn.