Retirement Account Executive & Team Lead

Lawley Services Inc•Buffalo, NY

4d•$71,706 - $119,510•Hybrid

About The Position

This position manages a dedicated book of business of Lawley Retirement clients supporting retirement plan design, making recommendations, preparing proposals and facilitating presentations for clients / participants. It also monitors the retirement team's workflow, service delivery, follow-through, and client experience, identifying trends and implementing improvements to efficiency and productivity. The role involves leading the retirement team’s integration work for mergers and acquisitions, including onboarding acquired associates, clients, workflows, provider relationships, technology, and service practices. Additionally, the position coordinates with the Lawley Retirement Sales team to establish clear handoffs, effectively onboard new clients, and maintain consistent ongoing service support, while also reaching and maintaining a retention goal of 95% or greater. The role serves as an expert and mentor, actively coaching and developing team members in retirement topics. Attendance and participation in leadership programs, workshops, and training sessions are expected to build and maintain effective leadership skills, modeling professionalism and integrity while guiding the team toward shared goals. Consistent and dependable attendance, availability, and punctuality are required.

Requirements

3 years or more related experience within the retirement plan industry, which would include retirement plan client relationship management, retirement plan participant education experience, related corporate retirement plan experience or individual investment experience
Series 7 and 66 OR Series 65 required (or willingness to obtain in the first 120 days)
Computers skills are a must; expertise in Word, Excel, PowerPoint and Outlook required
Ability to work well independently and on a team
Incredible attention to detail and organizational skills
Positive attitude, even in a fast-paced environment
A passion to make customers and coworkers feel important and valued

Nice To Haves

Prior leadership experience in the retirement industry preferred
Bachelor’s Degree preferred
Industry knowledge required; Life, Accident and Health and SIE (Securities Industry Essentials) preferred
Successful completion of all necessary components in Lawley’s leadership development pathway
Open to continuing education, college 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 supporting retirement plan design, making recommendations, preparing proposals and facilitating presentations for clients / participants
Monitor retirement team work flow, service delivery, follow-through, and client experience; identifies trends and implements improvements to efficiency and productivity
Lead the retirement team’s integration work for mergers and acquisitions, including onboarding acquired associates, clients, workflows, provider relationships, technology, and service practices
Coordinate with Lawley Retirement Sales team to establish clear handoffs, effectively onboard new clients, and maintain consistent ongoing service support
Reach and maintain retention goal of 95% or greater
Serve as an expert and mentor, actively coach and develop team members in retirement topics including but not limited to retirement offerings, clients and systems
Attend and participate in all leadership programs, workshops and training sessions to build and maintain effective leadership skills; model professionalism and integrity while guiding the team toward shared goals
Maintain consistent and dependable attendance, availability, and punctuality as required to effectively perform the essential functions of the position
Support miscellaneous duties as requested