Retirement Plan Leader & Team Coach
lawleyBuffalo, NY
Retirement Plan Leader & Team Coach
lawleyBuffalo, NY
today
Industries
Pension FundsPortfolio Management and Investment AdviceAll Other Insurance Related ActivitiesAbout the role
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.
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JOB OVERVIEW
Experience level
Senior
Location
Buffalo, NY
Occupation
Personal Financial Advisors
Industry
Pension Funds
Posted
today
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