Retirement Plan Leader & Team Coach

Lawley Services Inc; Buffalo (NY); Hybrid; USD 7,100 - 120,000; Full time

Benefits offered by this job

Hybrid schedules

3 weeks PTO (prorated)

401K starting Day 1

Educational support and growth

Job summary

Lawley Services Inc. is seeking a senior leader to guide the Retirement team in designing client retirement plans, presenting proposals, and delivering superior service. You will mentor staff, monitor workflows, and drive retention across a growing book of business.

The role emphasizes leadership presence, strong knowledge of retirement offerings, and compliance with securities licensing requirements. Hybrid work options and comprehensive benefits are provided.

Qualifications

• 3+ years of related experience in the retirement plan industry
• Leadership experience in retirement industry preferred
• Series 7 and 66 or Series 65 (or willingness to obtain in 120 days)

Responsibilities

• Lead, coach, and support Lawley Retirement associates reinforcing clear expectations, accountability, collaboration, and service standards
• Manage a dedicated book of business of Lawley Retirement clients; design retirement plans, make recommendations, prepare proposals, and facilitate client presentations
• Monitor workflow and service delivery; identify trends and implement efficiency improvements
• Lead retirement team integration work for mergers and acquisitions including onboarding, workflows, and provider relationships
• Coordinate with Retirement Sales to onboard new clients and provide ongoing service support
• Achieve retention goal of 95% or greater
• Mentor team members in retirement topics and systems
• Attend leadership programs and training to model professionalism and integrity
• Maintain consistent attendance and punctuality

Skills

Leadership experience

Retirement plan knowledge

Client relationship management

Series 7 & 66

Attention to detail

Education

Bachelor’s Degree

Tools

Microsoft Office

Job description

Lawley Services Inc. is seeking a senior leader to guide the Retirement team in designing client retirement plans, presenting proposals, and delivering superior service. You will mentor staff, monitor workflows, and drive retention across a growing book of business.

The role emphasizes leadership presence, strong knowledge of retirement offerings, and compliance with securities licensing requirements. Hybrid work options and comprehensive benefits are provided.