Regional Business Development Manager
1 week ago
Haverhill Management is seeking a seasoned Estate Planning Attorney to join our team as a Regional Partner. As a key member of our leadership team, you will have the opportunity to work in a leadership role, training and overseeing the work of attorneys who provide legal representation to our clients.
Key Responsibilities:- Business Operations Oversight: Oversee the local office business operations, communicating and enforcing team values, and contributing to regional business decisions to achieve our overall firm goals.
- Productivity and Quality Evaluation: Evaluate productivity and quality of service, making recommendations for improvement to ensure the local office achieves its short-term and long-term goals and client satisfaction.
- Leadership and Collaboration: Participate as part of the firm's management team, ensuring delivery of excellence with leadership, fellow Regional Partners, and Managing Attorneys.
- Hiring and Training: Assist in hiring and training process of Managing Attorneys on the basics of Estate Planning, complimentary consultation, sales, design meeting, and signings.
- Performance Evaluations: Conduct timely and constructive performance evaluations.
- Case Quality Assurance: Ensure the quality of all Managing Attorneys cases in the region.
- Drafting Estate Planning Documents: Draft estate planning documents, including wills, revocable trusts, irrevocable Medicaid trusts, powers of attorney, and advanced directives for health care.
- Client Meetings: Attend client meetings on more sophisticated client matters.
- Training and Mentoring: Responsible for ongoing legal training and career mentoring of Managing Attorneys.
- Document Drafting: Responsible for drafting all Estate Planning and Probate documents for assigned jurisdiction.
- Technical Skills: Knowledge of Clio, WealthCounsel, or similar platforms.
- Education: Juris Doctor degree.
- Professional Licenses: Admitted to practice in Florida (in good standing).
- Experience: Minimum 10 years of practice in Estate Planning area.
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Business Development Manager
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Regional Sales Manager
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Regional Operations Manager
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