Due to our internal growth and recent acquisitions, our Retirement team is adding a Retirement Account Executive/Team Lead to our Buffalo office! This role is responsible for leading, coaching, and supporting Lawley Retirement associates and managing a dedicated book of business of Lawley Retirement clients. The ideal candidate has at least three years of experience in a similar position, leadership experience, and a Series 7 and 66 OR Series 65 license or willingness to obtain within the first 90 days. This position also comes with a full package - great benefits, competitive PTO and holiday schedule, and the opportunity to work a remote/in-office hybrid schedule once fully trained. If you have retirement plan and leadership experience, and the desire to join one of the best places to work in insurance, please consider applying today! These are the fundamental responsibilities of the job: • Lead, coach, and support Lawley Retirement associates reinforcing clear expectations, accountability, collaboration, and consistent service standards. • 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. • Monitors 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. • Maintains consistent and dependable attendance, availability, and punctuality as required to effectively perform the essential functions of the position. Other functions of the job: • Expand and grow in your role when supporting miscellaneous duties as requested. Skills / Traits that we value for this role: • 3 years or more related experience within the retirement plan industry, which would include the following type of experience: retirement plan client relationship management, retirement plan participant education experience, related corporate retirement plan experience or individual investment experience. • 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. • 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. • Successful completion of all necessary components in Lawley's leadership development pathway. • Ability to work well independently and on a team. • Incredible attention to detail and organizational skills. • Open to continuing education, college degree preferred. • Positive attitude, even in a fast-paced environment. • A passion to make customers and coworkers feel important and valued The compensation range for this position takes many factors into consideration including but not limited to: years of experience/training, skill set, and licenses/designations. It is not typical for an individual to be hired near the top of the range for a position as circumstances and location can vary in every hiring situation. A reasonable estimate of the current range is $71,706.08 to $119,510.13.