Retirement Account Leader - Hybrid, Growth & Mentorship

Lawley; Buffalo (NY); Hybrid; USD 72,000 - 120,000; Full time

Benefits offered by this job

Competitive salary and referralBonuses

Expansive Benefits (Medical, Dental, V

3 weeks of PTO (prorated) and holidays

Cell Phone Allowance

401K from Day 1

Educational support and growth

Job security

Hybrid schedules

Volunteer Time Off

Career path opportunities

Job summary

Lawley is seeking a Retirement Account Executive/Team Lead in our Buffalo office to lead, coach, and support the Retirement associates and manage a client book. The ideal candidate has at least three years of related experience and leadership background, with a Series 7 and 66 OR Series 65 license (or willingness to obtain within the first 120 days).

The role offers a comprehensive benefits package, PTO and holidays, and a remote/in-office hybrid schedule after training, with business hours

Qualifications

• 3 years or more related experience within the retirement plan industry.
• Leadership experience in retirement preferred.
• Series 7 and 66 OR Series 65 (or willingness to obtain in 120 days).
• Bachelor’s Degree preferred.

Responsibilities

• Lead, coach, and support Lawley Retirement associates reinforcing clear expectations, accountability, collaboration, and consistent service standards.
• Manage a dedicated book of business of Lawley Retirement clients; support retirement plan design and present proposals to clients/participants.
• Monitor team workflow, service delivery, and client experience; identify trends and implement efficiency improvements.
• Lead retirement team integration work for mergers and acquisitions, onboarding acquired associates, clients, workflows, and provider relationships.
• Coordinate with Retirement Sales to onboard new clients and maintain ongoing service support.
• Reach and maintain a retention goal of 95% or greater.
• Mentor team members in retirement topics and related systems.
• Attend leadership programs and training to maintain professional skills and integrity.
• Maintain dependable attendance and punctuality as required.

Skills

Leadership experience

Client relations

Attention to detail

Team collaboration

Computers skills

Education

Bachelor’s Degree

Tools

Word

Excel

PowerPoint

Outlook

Job description

Lawley is seeking a Retirement Account Executive/Team Lead in our Buffalo office to lead, coach, and support the Retirement associates and manage a client book. The ideal candidate has at least three years of related experience and leadership background, with a Series 7 and 66 OR Series 65 license (or willingness to obtain within the first 120 days).

The role offers a comprehensive benefits package, PTO and holidays, and a remote/in-office hybrid schedule after training, with business hours