[{"additionalPlain":"Benefits\nWe have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:\n·         Be an integral part of a high-growth organization!\n·         Competitive compensation package\n·         Group medical, dental and vision insurance\n·         Employer-paid life and disability insurance\n·         Annual well-being stipend\n·         Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement\n \nCompany Background \nGreat Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $315 billion in CIT assets under management, across more than 940 funds. We proudly work with more than 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James. \n \nCITs are more than just an investment vehicle. They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.\n \nGreat Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.\n \nMadison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023. As a result, Great Gray is an independent company owned by funds affiliated with MDP.\n \nInvestor Background \nMDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $37 billion and has completed over 160 platform investments across nine flagship funds. MDP invests across five dedicated industry verticals, including financial services, healthcare, technology and government services.\n \nEqual Employment Opportunity Policy\nGreat Gray Group, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.\n \nAccommodation Statement\nGreat Gray is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: TalentAcquisition@GreatGray.com\n","additional":"<div><strong>Benefits</strong></div>\n<div>We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Be an integral part of a high-growth organization!</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Competitive compensation package</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Group medical, dental and vision insurance</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Employer-paid life and disability insurance</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Annual well-being stipend</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement</div>\n<div>&nbsp;</div>\n<div><strong>Company Background&nbsp;</strong></div>\n<div>Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $315 billion in CIT assets under management, across more than 940 funds. We proudly work with more than 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James.&nbsp;</div>\n<div>&nbsp;</div>\n<div>CITs are more than just an investment vehicle.&nbsp;They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.</div>\n<div>&nbsp;</div>\n<div>Great Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.</div>\n<div>&nbsp;</div>\n<div>Madison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023.&nbsp;As a result, Great Gray is an independent company owned by funds affiliated with MDP.</div>\n<div>&nbsp;</div>\n<div><strong>Investor Background&nbsp;</strong></div>\n<div>MDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $37 billion and has completed over 160 platform investments across nine flagship funds. MDP invests across five dedicated industry verticals, including financial services, healthcare, technology and government services.</div>\n<div>&nbsp;</div>\n<div><strong>Equal Employment Opportunity Policy</strong></div>\n<div>Great Gray Group, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.</div>\n<div>&nbsp;</div>\n<div><strong>Accommodation Statement</strong></div>\n<div>Great Gray is committed to ensuring individuals with disabilities and/or those who&nbsp;have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: <a href=\"mailto:TalentAcquisition@GreatGray.com\">TalentAcquisition@GreatGray.com</a></div>","categories":{"commitment":"Full-time","location":"Las Vegas, NV","team":"RPAG - Retirement Plan Advisory Group (subsidiary of Great Gray)","allLocations":["Las Vegas, NV"]},"createdAt":1773098796891,"descriptionPlain":"Why Great Gray Group & RPAG?\nRPAG is a wholly owned subsidiary of Great Gray Group, LLC. Acquired in 2024, RPAG hosts the industry’s leading retirement plan practice management platform. Designed for elite advisors and institutions, our goal is to create successful outcomes by protecting plan fiduciaries and engaging plan participants. Our efficient and scalable technology platform provides our members with actionable insights, allowing them to make data-driven decisions for their retirement plan clients.\n \nAt Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. \n\n\nThe Role\nGreat Gray is looking to add an Account Executive to our RPAG team. The Account Executive will own the full sales cycle, developing and qualifying pipeline through outbound and inbound channels while positioning RPAG’s advisor and partner network. They will drive revenue by leading discovery, managing deals to close, and partnering with internal teams to ensure a seamless handoff and strong long-term client relationships.\n \nLocation\nThis position will work from our Las Vegas, NV office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.\n \nVisa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.\n \nResponsibilities \n·       Own the full sales cycle—from prospecting and initial outreach through qualification, discovery, solution positioning, and close.\n·       Develop and execute outbound prospecting strategies across email, phone, and social channels to build a strong pipeline of qualified opportunities.\n·       Respond to and qualify inbound leads, conducting tailored discovery conversations to understand prospect needs and align RPAG’s solutions.\n·       Clearly communicate the value of RPAG’s platform and services to a range of stakeholders and decision-makers.\n·       Manage and maintain accurate CRM records, ensuring all activities, forecasts, and deal stages are up to date and reliable.\n·       Partner with marketing on targeted campaigns, providing insights into messaging, audience segmentation, and follow-up strategies.\n·       Engage with leads generated from webinars, industry events, conferences, and partner channels, advancing them through the sales process.\n·       Provide regular feedback to leadership on market trends, competitor insights, lead quality, and overall pipeline health.\n·       Conduct research on target markets, identify new business opportunities, and develop tailored outreach strategies to penetrate key segments.\n·       Represent RPAG and Great Gray with professionalism and credibility in client meetings, presentations, demos, and industry events.\n·       Collaborate with internal teams (product, operations, client success) to ensure smooth handoff and long-term client satisfaction.\n \nQualifications & Experience \n·       Bachelor’s degree and 2–5 years of quota-carrying sales experience, preferably in financial services, fintech, retirement services, asset/investment management, or related markets.\n·       Proven track record of meeting or exceeding sales targets in a consultative, solution-based selling environment.\n·       Strong discovery, communication, and presentation skills with the ability to influence decision-makers.\n·       Experience with CRM platforms such as Salesforce and familiarity with sales engagement or prospecting tools.\n·       Knowledge of the retirement or financial services industry is a plus.\n·       Strong organizational skills and attention to detail.\n·       Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.\n·       Comfortable navigating ambiguity.\n·       Entrepreneurial mindset to bring best practice ideas to the team.\n·       Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results-Driven, Collaborative.\n","description":"<div><strong>Why Great Gray Group &amp; RPAG?</strong></div>\n<div>RPAG is a wholly owned subsidiary of Great Gray Group, LLC. Acquired in 2024, RPAG hosts the industry’s leading retirement plan practice management platform. Designed for elite advisors and institutions, our goal is to create successful outcomes by protecting plan fiduciaries and engaging plan participants. Our efficient and scalable technology platform provides our members with actionable insights, allowing them to make data-driven decisions for their retirement plan clients.</div>\n<div>&nbsp;</div>\n<div>At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.&nbsp;</div><div><br></div><div><strong>The Role</strong></div>\n<div>Great Gray is looking to add an <strong>Account Executive</strong> to our <strong>RPAG</strong> team. The Account Executive will own the full sales cycle, developing and qualifying pipeline through outbound and inbound channels while positioning RPAG’s advisor and partner network. They will drive revenue by leading discovery, managing deals to close, and partnering with internal teams to ensure a seamless handoff and strong long-term client relationships.</div>\n<div><strong>&nbsp;</strong></div>\n<div><strong>Location</strong></div>\n<div>This position will work from our <strong>Las Vegas, NV </strong>office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.</div>\n<div>&nbsp;</div>\n<div>Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.</div>\n<div>&nbsp;</div>\n<div><strong>Responsibilities&nbsp;</strong></div>\n<div>·<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Own the full sales cycle—from prospecting and initial outreach through qualification, discovery, solution positioning, and close.</div>\n<div><span style=\"font-size: 11pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Develop and execute outbound prospecting strategies across email, phone, and social channels to build a strong pipeline of qualified opportunities.</span></div>\n<div><span style=\"font-size: 11pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Respond to and qualify inbound leads, conducting tailored discovery conversations to understand prospect needs and align RPAG’s solutions.</span></div>\n<div><span style=\"font-size: 11pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Clearly communicate the value of RPAG’s platform and services to a range of stakeholders and decision-makers.</span></div>\n<div><span style=\"font-size: 11pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Manage and maintain accurate CRM records, ensuring all activities, forecasts, and deal stages are up to date and reliable.</span></div>\n<div><span style=\"font-size: 11pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Partner with marketing on targeted campaigns, providing insights into messaging, audience segmentation, and follow-up strategies.</span></div>\n<div><span style=\"font-size: 11pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Engage with leads generated from webinars, industry events, conferences, and partner channels, advancing them through the sales process.</span></div>\n<div><span style=\"font-size: 11pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Provide regular feedback to leadership on market trends, competitor insights, lead quality, and overall pipeline health.</span></div>\n<div><span style=\"font-size: 11pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Conduct research on target markets, identify new business opportunities, and develop tailored outreach strategies to penetrate key segments.</span></div>\n<div><span style=\"font-size: 11pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Represent RPAG and Great Gray with professionalism and credibility in client meetings, presentations, demos, and industry events.</span></div>\n<div><span style=\"font-size: 11pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Collaborate with internal teams (product, operations, client success) to ensure smooth handoff and long-term client satisfaction.</span></div>\n<div>&nbsp;</div>\n<div><strong>Qualifications &amp; Experience</strong>&nbsp;</div>\n<div><span style=\"font-size: 11pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Bachelor’s degree and 2–5 years of quota-carrying sales experience, preferably in financial services, fintech, retirement services, asset/investment management, or related markets.</span></div>\n<div><span style=\"font-size: 11pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Proven track record of meeting or exceeding sales targets in a consultative, solution-based selling environment.</span></div>\n<div><span style=\"font-size: 11pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Strong discovery, communication, and presentation skills with the ability to influence decision-makers.</span></div>\n<div><span style=\"font-size: 11pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Experience with CRM platforms such as Salesforce and familiarity with sales engagement or prospecting tools.</span></div>\n<div>·<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Knowledge of the retirement or financial services industry is a plus.</div>\n<div>·<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Strong organizational skills and attention to detail.</div>\n<div>·<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.</div>\n<div>·<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Comfortable navigating ambiguity.</div>\n<div>·<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Entrepreneurial mindset to bring best practice ideas to the team.</div>\n<div>·<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results-Driven, Collaborative.</div>","id":"23425bf1-7bb2-4770-bdd6-83eb2394e390","lists":[],"text":"Account Executive (Fintech Sales)","country":"US","workplaceType":"onsite","opening":"<div><strong>Why Great Gray Group &amp; RPAG?</strong></div>\n<div>RPAG is a wholly owned subsidiary of Great Gray Group, LLC. Acquired in 2024, RPAG hosts the industry&rsquo;s leading retirement plan practice management platform. Designed for elite advisors and institutions, our goal is to create successful outcomes by protecting plan fiduciaries and engaging plan participants. Our efficient and scalable technology platform provides our members with actionable insights, allowing them to make data-driven decisions for their retirement plan clients.</div>\n<div>&nbsp;</div>\n<div>At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.&nbsp;</div>","openingPlain":"Why Great Gray Group & RPAG?\nRPAG is a wholly owned subsidiary of Great Gray Group, LLC. Acquired in 2024, RPAG hosts the industry’s leading retirement plan practice management platform. Designed for elite advisors and institutions, our goal is to create successful outcomes by protecting plan fiduciaries and engaging plan participants. Our efficient and scalable technology platform provides our members with actionable insights, allowing them to make data-driven decisions for their retirement plan clients.\n \nAt Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. \n","descriptionBody":"<div><strong>The Role</strong></div>\n<div>Great Gray is looking to add an <strong>Account Executive</strong> to our <strong>RPAG</strong> team. The Account Executive will own the full sales cycle, developing and qualifying pipeline through outbound and inbound channels while positioning RPAG&rsquo;s advisor and partner network. They will drive revenue by leading discovery, managing deals to close, and partnering with internal teams to ensure a seamless handoff and strong long-term client relationships.</div>\n<div><strong>&nbsp;</strong></div>\n<div><strong>Location</strong></div>\n<div>This position will work from our <strong>Las Vegas, NV </strong>office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.</div>\n<div>&nbsp;</div>\n<div>Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.</div>\n<div>&nbsp;</div>\n<div><strong>Responsibilities&nbsp;</strong></div>\n<div>&middot;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Own the full sales cycle&mdash;from prospecting and initial outreach through qualification, discovery, solution positioning, and close.</div>\n<div><span style=\"font-size: 11pt;\">&middot;</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Develop and execute outbound prospecting strategies across email, phone, and social channels to build a strong pipeline of qualified opportunities.</span></div>\n<div><span style=\"font-size: 11pt;\">&middot;</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Respond to and qualify inbound leads, conducting tailored discovery conversations to understand prospect needs and align RPAG&rsquo;s solutions.</span></div>\n<div><span style=\"font-size: 11pt;\">&middot;</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Clearly communicate the value of RPAG&rsquo;s platform and services to a range of stakeholders and decision-makers.</span></div>\n<div><span style=\"font-size: 11pt;\">&middot;</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Manage and maintain accurate CRM records, ensuring all activities, forecasts, and deal stages are up to date and reliable.</span></div>\n<div><span style=\"font-size: 11pt;\">&middot;</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Partner with marketing on targeted campaigns, providing insights into messaging, audience segmentation, and follow-up strategies.</span></div>\n<div><span style=\"font-size: 11pt;\">&middot;</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Engage with leads generated from webinars, industry events, conferences, and partner channels, advancing them through the sales process.</span></div>\n<div><span style=\"font-size: 11pt;\">&middot;</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Provide regular feedback to leadership on market trends, competitor insights, lead quality, and overall pipeline health.</span></div>\n<div><span style=\"font-size: 11pt;\">&middot;</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Conduct research on target markets, identify new business opportunities, and develop tailored outreach strategies to penetrate key segments.</span></div>\n<div><span style=\"font-size: 11pt;\">&middot;</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Represent RPAG and Great Gray with professionalism and credibility in client meetings, presentations, demos, and industry events.</span></div>\n<div><span style=\"font-size: 11pt;\">&middot;</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Collaborate with internal teams (product, operations, client success) to ensure smooth handoff and long-term client satisfaction.</span></div>\n<div>&nbsp;</div>\n<div><strong>Qualifications &amp; Experience</strong>&nbsp;</div>\n<div><span style=\"font-size: 11pt;\">&middot;</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Bachelor&rsquo;s degree and 2&ndash;5 years of quota-carrying sales experience, preferably in financial services, fintech, retirement services, asset/investment management, or related markets.</span></div>\n<div><span style=\"font-size: 11pt;\">&middot;</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Proven track record of meeting or exceeding sales targets in a consultative, solution-based selling environment.</span></div>\n<div><span style=\"font-size: 11pt;\">&middot;</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Strong discovery, communication, and presentation skills with the ability to influence decision-makers.</span></div>\n<div><span style=\"font-size: 11pt;\">&middot;</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Experience with CRM platforms such as Salesforce and familiarity with sales engagement or prospecting tools.</span></div>\n<div>&middot;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Knowledge of the retirement or financial services industry is a plus.</div>\n<div>&middot;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Strong organizational skills and attention to detail.</div>\n<div>&middot;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.</div>\n<div>&middot;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Comfortable navigating ambiguity.</div>\n<div>&middot;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Entrepreneurial mindset to bring best practice ideas to the team.</div>\n<div>&middot;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results-Driven, Collaborative.</div>","descriptionBodyPlain":"The Role\nGreat Gray is looking to add an Account Executive to our RPAG team. The Account Executive will own the full sales cycle, developing and qualifying pipeline through outbound and inbound channels while positioning RPAG’s advisor and partner network. They will drive revenue by leading discovery, managing deals to close, and partnering with internal teams to ensure a seamless handoff and strong long-term client relationships.\n \nLocation\nThis position will work from our Las Vegas, NV office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.\n \nVisa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.\n \nResponsibilities \n·       Own the full sales cycle—from prospecting and initial outreach through qualification, discovery, solution positioning, and close.\n·       Develop and execute outbound prospecting strategies across email, phone, and social channels to build a strong pipeline of qualified opportunities.\n·       Respond to and qualify inbound leads, conducting tailored discovery conversations to understand prospect needs and align RPAG’s solutions.\n·       Clearly communicate the value of RPAG’s platform and services to a range of stakeholders and decision-makers.\n·       Manage and maintain accurate CRM records, ensuring all activities, forecasts, and deal stages are up to date and reliable.\n·       Partner with marketing on targeted campaigns, providing insights into messaging, audience segmentation, and follow-up strategies.\n·       Engage with leads generated from webinars, industry events, conferences, and partner channels, advancing them through the sales process.\n·       Provide regular feedback to leadership on market trends, competitor insights, lead quality, and overall pipeline health.\n·       Conduct research on target markets, identify new business opportunities, and develop tailored outreach strategies to penetrate key segments.\n·       Represent RPAG and Great Gray with professionalism and credibility in client meetings, presentations, demos, and industry events.\n·       Collaborate with internal teams (product, operations, client success) to ensure smooth handoff and long-term client satisfaction.\n \nQualifications & Experience \n·       Bachelor’s degree and 2–5 years of quota-carrying sales experience, preferably in financial services, fintech, retirement services, asset/investment management, or related markets.\n·       Proven track record of meeting or exceeding sales targets in a consultative, solution-based selling environment.\n·       Strong discovery, communication, and presentation skills with the ability to influence decision-makers.\n·       Experience with CRM platforms such as Salesforce and familiarity with sales engagement or prospecting tools.\n·       Knowledge of the retirement or financial services industry is a plus.\n·       Strong organizational skills and attention to detail.\n·       Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.\n·       Comfortable navigating ambiguity.\n·       Entrepreneurial mindset to bring best practice ideas to the team.\n·       Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results-Driven, Collaborative.\n","hostedUrl":"https://jobs.lever.co/great-gray-group/23425bf1-7bb2-4770-bdd6-83eb2394e390","applyUrl":"https://jobs.lever.co/great-gray-group/23425bf1-7bb2-4770-bdd6-83eb2394e390/apply"},{"additionalPlain":"Benefits\nWe have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:\n·         Be an integral part of a high-growth organization!\n·         Competitive compensation package\n·         Group medical, dental and vision insurance\n·         Employer-paid life and disability insurance\n·         Annual well-being stipend\n·         Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement\n \nCompany Background \nGreat Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $315 billion in CIT assets under management, across more than 940 funds. We proudly work with more than 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James. \n \nCITs are more than just an investment vehicle. They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.\n \nGreat Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.\n \nMadison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023. As a result, Great Gray is an independent company owned by funds affiliated with MDP.\n \nInvestor Background \nMDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $37 billion and has completed over 160 platform investments across nine flagship funds. MDP invests across five dedicated industry verticals, including financial services, healthcare, technology and government services.\n \nEqual Employment Opportunity Policy\nGreat Gray Group, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.\n \nAccommodation Statement\nGreat Gray is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: TalentAcquisition@GreatGray.com\n","additional":"<div><strong>Benefits</strong></div>\n<div>We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Be an integral part of a high-growth organization!</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Competitive compensation package</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Group medical, dental and vision insurance</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Employer-paid life and disability insurance</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Annual well-being stipend</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement</div>\n<div>&nbsp;</div>\n<div><strong>Company Background&nbsp;</strong></div>\n<div>Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $315 billion in CIT assets under management, across more than 940 funds. We proudly work with more than 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James.&nbsp;</div>\n<div>&nbsp;</div>\n<div>CITs are more than just an investment vehicle.&nbsp;They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.</div>\n<div>&nbsp;</div>\n<div>Great Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.</div>\n<div>&nbsp;</div>\n<div>Madison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023.&nbsp;As a result, Great Gray is an independent company owned by funds affiliated with MDP.</div>\n<div>&nbsp;</div>\n<div><strong>Investor Background&nbsp;</strong></div>\n<div>MDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $37 billion and has completed over 160 platform investments across nine flagship funds. MDP invests across five dedicated industry verticals, including financial services, healthcare, technology and government services.</div>\n<div>&nbsp;</div>\n<div><strong>Equal Employment Opportunity Policy</strong></div>\n<div>Great Gray Group, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.</div>\n<div>&nbsp;</div>\n<div><strong>Accommodation Statement</strong></div>\n<div>Great Gray is committed to ensuring individuals with disabilities and/or those who&nbsp;have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: <a href=\"mailto:TalentAcquisition@GreatGray.com\">TalentAcquisition@GreatGray.com</a></div>","categories":{"commitment":"Full-time","location":"Las Vegas, NV","team":"RPAG - Retirement Plan Advisory Group (subsidiary of Great Gray)","allLocations":["Las Vegas, NV","Boston, MA"]},"createdAt":1779214822301,"descriptionPlain":"Why Great Gray Group & RPAG?\nRPAG is a wholly owned subsidiary of Great Gray Group, LLC. Acquired in 2024, RPAG hosts the industry’s leading retirement plan practice management platform. Designed for elite advisors and institutions, our goal is to create successful outcomes by protecting plan fiduciaries and engaging plan participants. Our efficient and scalable technology platform provides our members with actionable insights, allowing them to make data-driven decisions for their retirement plan clients.\n \nAt Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. \n\n\nThe Role\nGreat Gray is looking to add an Account Executive to our RPAG team. The Account Executive will own the full sales cycle, developing and qualifying pipeline through outbound and inbound channels while positioning RPAG’s advisor and partner network. They will drive revenue by leading discovery, managing deals to close, and partnering with internal teams to ensure a seamless handoff and strong long-term client relationships.\n \nLocation\nThis position will work from our Las Vegas, NV office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.\n \nVisa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.\n \nResponsibilities \n·       Own the full sales cycle—from prospecting and initial outreach through qualification, discovery, solution positioning, and close.\n·       Develop and execute outbound prospecting strategies across email, phone, and social channels to build a strong pipeline of qualified opportunities.\n·       Respond to and qualify inbound leads, conducting tailored discovery conversations to understand prospect needs and align RPAG’s solutions.\n·       Clearly communicate the value of RPAG’s platform and services to a range of stakeholders and decision-makers.\n·       Manage and maintain accurate CRM records, ensuring all activities, forecasts, and deal stages are up to date and reliable.\n·       Partner with marketing on targeted campaigns, providing insights into messaging, audience segmentation, and follow-up strategies.\n·       Engage with leads generated from webinars, industry events, conferences, and partner channels, advancing them through the sales process.\n·       Provide regular feedback to leadership on market trends, competitor insights, lead quality, and overall pipeline health.\n·       Conduct research on target markets, identify new business opportunities, and develop tailored outreach strategies to penetrate key segments.\n·       Represent RPAG and Great Gray with professionalism and credibility in client meetings, presentations, demos, and industry events.\n·       Collaborate with internal teams (product, operations, client success) to ensure smooth handoff and long-term client satisfaction.\n \nQualifications & Experience \n·       Bachelor’s degree and 2–5 years of quota-carrying sales experience, preferably in financial services, fintech, retirement services, asset/investment management, or related markets.\n·       Proven track record of meeting or exceeding sales targets in a consultative, solution-based selling environment.\n·       Strong discovery, communication, and presentation skills with the ability to influence decision-makers.\n·       Experience with CRM platforms such as Salesforce and familiarity with sales engagement or prospecting tools.\n·       Knowledge of the retirement or financial services industry is a plus.\n·       Strong organizational skills and attention to detail.\n·       Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.\n·       Comfortable navigating ambiguity.\n·       Entrepreneurial mindset to bring best practice ideas to the team.\n·       Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results-Driven, Collaborative.\n","description":"<div><strong>Why Great Gray Group &amp; RPAG?</strong></div>\n<div>RPAG is a wholly owned subsidiary of Great Gray Group, LLC. Acquired in 2024, RPAG hosts the industry’s leading retirement plan practice management platform. Designed for elite advisors and institutions, our goal is to create successful outcomes by protecting plan fiduciaries and engaging plan participants. Our efficient and scalable technology platform provides our members with actionable insights, allowing them to make data-driven decisions for their retirement plan clients.</div>\n<div>&nbsp;</div>\n<div>At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.&nbsp;</div><div><br></div><div><strong>The Role</strong></div>\n<div>Great Gray is looking to add an <strong>Account Executive</strong> to our <strong>RPAG</strong> team. The Account Executive will own the full sales cycle, developing and qualifying pipeline through outbound and inbound channels while positioning RPAG’s advisor and partner network. They will drive revenue by leading discovery, managing deals to close, and partnering with internal teams to ensure a seamless handoff and strong long-term client relationships.</div>\n<div><strong>&nbsp;</strong></div>\n<div><strong>Location</strong></div>\n<div>This position will work from our <strong>Las Vegas, NV</strong> or<strong> Boston, MA </strong>offices. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.</div>\n<div>&nbsp;</div>\n<div>Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.</div>\n<div>&nbsp;</div>\n<div><strong>Responsibilities&nbsp;</strong></div>\n<ul>\n<li>Own the full sales cycle—from prospecting and initial outreach through qualification, discovery, solution positioning, and close.</li>\n<li><span style=\"font-size: 11pt;\">Develop and execute outbound prospecting strategies across email, phone, and social channels to build a strong pipeline of qualified opportunities.</span></li>\n<li><span style=\"font-size: 11pt;\">Respond to and qualify inbound leads, conducting tailored discovery conversations to understand prospect needs and align RPAG’s solutions.</span></li>\n<li><span style=\"font-size: 11pt;\">Clearly communicate the value of RPAG’s platform and services to a range of stakeholders and decision-makers.</span></li>\n<li><span style=\"font-size: 11pt;\">Manage and maintain accurate CRM records, ensuring all activities, forecasts, and deal stages are up to date and reliable.</span></li>\n<li><span style=\"font-size: 11pt;\">Partner with marketing on targeted campaigns, providing insights into messaging, audience segmentation, and follow-up strategies.</span></li>\n<li><span style=\"font-size: 11pt;\">Engage with leads generated from webinars, industry events, conferences, and partner channels, advancing them through the sales process.</span></li>\n<li><span style=\"font-size: 11pt;\">Provide regular feedback to leadership on market trends, competitor insights, lead quality, and overall pipeline health.</span></li>\n<li><span style=\"font-size: 11pt;\">Conduct research on target markets, identify new business opportunities, and develop tailored outreach strategies to penetrate key segments.</span></li>\n<li><span style=\"font-size: 11pt;\">Represent RPAG and Great Gray with professionalism and credibility in client meetings, presentations, demos, and industry events.</span></li>\n<li><span style=\"font-size: 11pt;\">Collaborate with internal teams (product, operations, client success) to ensure smooth handoff and long-term client satisfaction.</span></li>\n</ul>\n<div>&nbsp;</div>\n<div><strong>Qualifications &amp; Experience</strong>&nbsp;</div>\n<ul>\n<li><span style=\"font-size: 11pt;\">Bachelor’s degree and 2–5 years of quota-carrying sales experience, preferably in financial services, fintech, retirement services, asset/investment management, or related markets.</span></li>\n<li><span style=\"font-size: 11pt;\">Proven track record of meeting or exceeding sales targets in a consultative, solution-based selling environment.</span></li>\n<li><span style=\"font-size: 11pt;\">Strong discovery, communication, and presentation skills with the ability to influence decision-makers.</span></li>\n<li><span style=\"font-size: 11pt;\">Experience with CRM platforms such as Salesforce and familiarity with sales engagement or prospecting tools.</span></li>\n<li>Knowledge of the retirement or financial services industry is a plus.</li>\n<li>Strong organizational skills and attention to detail.</li>\n<li>Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.</li>\n<li>Comfortable navigating ambiguity.</li>\n<li>Entrepreneurial mindset to bring best practice ideas to the team.</li>\n<li>Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results-Driven, Collaborative.</li>\n</ul>\n<div>\n<p><strong>Base Pay Range*</strong></p>\n<p>$85,000-$125,000</p>\n<p>*This base pay range is subject to change and may be modified in the future.</p>\n<p>The pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting.&nbsp; Individual compensation within this range depends on multiple factors, including, but not limited to, candidate’s prior education and relevant work experience and training as well as position location and local market demands.&nbsp; Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the ‘Base Pay Range’ noted above.</p>\n</div>","id":"42ca0c3e-5d51-4e2c-aaa6-0de88594d2a8","lists":[],"text":"Account Executive (Fintech Sales)","country":"US","workplaceType":"onsite","opening":"<div><strong>Why Great Gray Group &amp; RPAG?</strong></div>\n<div>RPAG is a wholly owned subsidiary of Great Gray Group, LLC. Acquired in 2024, RPAG hosts the industry&rsquo;s leading retirement plan practice management platform. Designed for elite advisors and institutions, our goal is to create successful outcomes by protecting plan fiduciaries and engaging plan participants. Our efficient and scalable technology platform provides our members with actionable insights, allowing them to make data-driven decisions for their retirement plan clients.</div>\n<div>&nbsp;</div>\n<div>At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.&nbsp;</div>","openingPlain":"Why Great Gray Group & RPAG?\nRPAG is a wholly owned subsidiary of Great Gray Group, LLC. Acquired in 2024, RPAG hosts the industry’s leading retirement plan practice management platform. Designed for elite advisors and institutions, our goal is to create successful outcomes by protecting plan fiduciaries and engaging plan participants. Our efficient and scalable technology platform provides our members with actionable insights, allowing them to make data-driven decisions for their retirement plan clients.\n \nAt Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. \n","descriptionBody":"<div><strong>The Role</strong></div>\n<div>Great Gray is looking to add an <strong>Account Executive</strong> to our <strong>RPAG</strong> team. The Account Executive will own the full sales cycle, developing and qualifying pipeline through outbound and inbound channels while positioning RPAG&rsquo;s advisor and partner network. They will drive revenue by leading discovery, managing deals to close, and partnering with internal teams to ensure a seamless handoff and strong long-term client relationships.</div>\n<div><strong>&nbsp;</strong></div>\n<div><strong>Location</strong></div>\n<div>This position will work from our <strong>Las Vegas, NV</strong> or<strong> Boston, MA </strong>offices. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.</div>\n<div>&nbsp;</div>\n<div>Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.</div>\n<div>&nbsp;</div>\n<div><strong>Responsibilities&nbsp;</strong></div>\n<ul>\n<li>Own the full sales cycle&mdash;from prospecting and initial outreach through qualification, discovery, solution positioning, and close.</li>\n<li><span style=\"font-size: 11pt;\">Develop and execute outbound prospecting strategies across email, phone, and social channels to build a strong pipeline of qualified opportunities.</span></li>\n<li><span style=\"font-size: 11pt;\">Respond to and qualify inbound leads, conducting tailored discovery conversations to understand prospect needs and align RPAG&rsquo;s solutions.</span></li>\n<li><span style=\"font-size: 11pt;\">Clearly communicate the value of RPAG&rsquo;s platform and services to a range of stakeholders and decision-makers.</span></li>\n<li><span style=\"font-size: 11pt;\">Manage and maintain accurate CRM records, ensuring all activities, forecasts, and deal stages are up to date and reliable.</span></li>\n<li><span style=\"font-size: 11pt;\">Partner with marketing on targeted campaigns, providing insights into messaging, audience segmentation, and follow-up strategies.</span></li>\n<li><span style=\"font-size: 11pt;\">Engage with leads generated from webinars, industry events, conferences, and partner channels, advancing them through the sales process.</span></li>\n<li><span style=\"font-size: 11pt;\">Provide regular feedback to leadership on market trends, competitor insights, lead quality, and overall pipeline health.</span></li>\n<li><span style=\"font-size: 11pt;\">Conduct research on target markets, identify new business opportunities, and develop tailored outreach strategies to penetrate key segments.</span></li>\n<li><span style=\"font-size: 11pt;\">Represent RPAG and Great Gray with professionalism and credibility in client meetings, presentations, demos, and industry events.</span></li>\n<li><span style=\"font-size: 11pt;\">Collaborate with internal teams (product, operations, client success) to ensure smooth handoff and long-term client satisfaction.</span></li>\n</ul>\n<div>&nbsp;</div>\n<div><strong>Qualifications &amp; Experience</strong>&nbsp;</div>\n<ul>\n<li><span style=\"font-size: 11pt;\">Bachelor&rsquo;s degree and 2&ndash;5 years of quota-carrying sales experience, preferably in financial services, fintech, retirement services, asset/investment management, or related markets.</span></li>\n<li><span style=\"font-size: 11pt;\">Proven track record of meeting or exceeding sales targets in a consultative, solution-based selling environment.</span></li>\n<li><span style=\"font-size: 11pt;\">Strong discovery, communication, and presentation skills with the ability to influence decision-makers.</span></li>\n<li><span style=\"font-size: 11pt;\">Experience with CRM platforms such as Salesforce and familiarity with sales engagement or prospecting tools.</span></li>\n<li>Knowledge of the retirement or financial services industry is a plus.</li>\n<li>Strong organizational skills and attention to detail.</li>\n<li>Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.</li>\n<li>Comfortable navigating ambiguity.</li>\n<li>Entrepreneurial mindset to bring best practice ideas to the team.</li>\n<li>Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results-Driven, Collaborative.</li>\n</ul>\n<div>\n<p><strong>Base Pay Range*</strong></p>\n<p>$85,000-$125,000</p>\n<p>*This base pay range is subject to change and may be modified in the future.</p>\n<p>The pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting.&nbsp; Individual compensation within this range depends on multiple factors, including, but not limited to, candidate&rsquo;s prior education and relevant work experience and training as well as position location and local market demands.&nbsp; Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the &lsquo;Base Pay Range&rsquo; noted above.</p>\n</div>","descriptionBodyPlain":"The Role\nGreat Gray is looking to add an Account Executive to our RPAG team. The Account Executive will own the full sales cycle, developing and qualifying pipeline through outbound and inbound channels while positioning RPAG’s advisor and partner network. They will drive revenue by leading discovery, managing deals to close, and partnering with internal teams to ensure a seamless handoff and strong long-term client relationships.\n \nLocation\nThis position will work from our Las Vegas, NV office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.\n \nVisa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.\n \nResponsibilities \n·       Own the full sales cycle—from prospecting and initial outreach through qualification, discovery, solution positioning, and close.\n·       Develop and execute outbound prospecting strategies across email, phone, and social channels to build a strong pipeline of qualified opportunities.\n·       Respond to and qualify inbound leads, conducting tailored discovery conversations to understand prospect needs and align RPAG’s solutions.\n·       Clearly communicate the value of RPAG’s platform and services to a range of stakeholders and decision-makers.\n·       Manage and maintain accurate CRM records, ensuring all activities, forecasts, and deal stages are up to date and reliable.\n·       Partner with marketing on targeted campaigns, providing insights into messaging, audience segmentation, and follow-up strategies.\n·       Engage with leads generated from webinars, industry events, conferences, and partner channels, advancing them through the sales process.\n·       Provide regular feedback to leadership on market trends, competitor insights, lead quality, and overall pipeline health.\n·       Conduct research on target markets, identify new business opportunities, and develop tailored outreach strategies to penetrate key segments.\n·       Represent RPAG and Great Gray with professionalism and credibility in client meetings, presentations, demos, and industry events.\n·       Collaborate with internal teams (product, operations, client success) to ensure smooth handoff and long-term client satisfaction.\n \nQualifications & Experience \n·       Bachelor’s degree and 2–5 years of quota-carrying sales experience, preferably in financial services, fintech, retirement services, asset/investment management, or related markets.\n·       Proven track record of meeting or exceeding sales targets in a consultative, solution-based selling environment.\n·       Strong discovery, communication, and presentation skills with the ability to influence decision-makers.\n·       Experience with CRM platforms such as Salesforce and familiarity with sales engagement or prospecting tools.\n·       Knowledge of the retirement or financial services industry is a plus.\n·       Strong organizational skills and attention to detail.\n·       Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.\n·       Comfortable navigating ambiguity.\n·       Entrepreneurial mindset to bring best practice ideas to the team.\n·       Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results-Driven, Collaborative.\n","hostedUrl":"https://jobs.lever.co/great-gray-group/42ca0c3e-5d51-4e2c-aaa6-0de88594d2a8","applyUrl":"https://jobs.lever.co/great-gray-group/42ca0c3e-5d51-4e2c-aaa6-0de88594d2a8/apply"},{"additionalPlain":"Benefits\nWe have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:\n·         Be an integral part of a high-growth organization!\n·         Competitive compensation package\n·         Group medical, dental and vision insurance\n·         Employer-paid life and disability insurance\n·         Annual well-being stipend\n·         Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement\n \nCompany Background \nGreat Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $315 billion in CIT assets under management, across more than 940 funds. We proudly work with more than 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James. \n \nCITs are more than just an investment vehicle. They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.\n \nGreat Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.\n \nMadison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023. As a result, Great Gray is an independent company owned by funds affiliated with MDP.\n \nInvestor Background \nMDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $37 billion and has completed over 160 platform investments across nine flagship funds. MDP invests across five dedicated industry verticals, including financial services, healthcare, technology and government services.\n \nEqual Employment Opportunity Policy\nGreat Gray Group, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.\n \nAccommodation Statement\nGreat Gray is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: TalentAcquisition@GreatGray.com\n","additional":"<div><strong>Benefits</strong></div>\n<div>We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Be an integral part of a high-growth organization!</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Competitive compensation package</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Group medical, dental and vision insurance</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Employer-paid life and disability insurance</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Annual well-being stipend</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement</div>\n<div>&nbsp;</div>\n<div><strong>Company Background&nbsp;</strong></div>\n<div>Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $315 billion in CIT assets under management, across more than 940 funds. We proudly work with more than 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James.&nbsp;</div>\n<div>&nbsp;</div>\n<div>CITs are more than just an investment vehicle.&nbsp;They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.</div>\n<div>&nbsp;</div>\n<div>Great Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.</div>\n<div>&nbsp;</div>\n<div>Madison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023.&nbsp;As a result, Great Gray is an independent company owned by funds affiliated with MDP.</div>\n<div>&nbsp;</div>\n<div><strong>Investor Background&nbsp;</strong></div>\n<div>MDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $37 billion and has completed over 160 platform investments across nine flagship funds. MDP invests across five dedicated industry verticals, including financial services, healthcare, technology and government services.</div>\n<div>&nbsp;</div>\n<div><strong>Equal Employment Opportunity Policy</strong></div>\n<div>Great Gray Group, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.</div>\n<div>&nbsp;</div>\n<div><strong>Accommodation Statement</strong></div>\n<div>Great Gray is committed to ensuring individuals with disabilities and/or those who&nbsp;have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: <a href=\"mailto:TalentAcquisition@GreatGray.com\">TalentAcquisition@GreatGray.com</a></div>","categories":{"commitment":"Full-time","location":"Boston, MA","team":"Marketing","allLocations":["Boston, MA"]},"createdAt":1776694599524,"descriptionPlain":"Why Great Gray?\nAt Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. \n\n\nThe Role\nGreat Gray is looking to add a Growth Marketing Manager to own top-of-funnel pipeline generation and marketing performance. This is a hands-on, high-impact role for someone who lives at the intersection of strategy and execution — equally comfortable building a demand gen campaign as they are digging into analytics to understand what’s actually working.\nYou will be the engine behind our outbound and inbound marketing motion, leveraging modern tooling — including Clay, AI-assisted workflows, and marketing automation — to drive qualified pipeline at scale.\nLocation\nThis position will work from our Boston, MA office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.\nVisa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.\nResponsibilities \nOwn top-of-funnel demand generation — build, launch, and optimize campaigns across email, paid, and digital channels that drive qualified pipeline\nBuild and manage data-driven outbound sequences using Clay and email automation tools; leverage AI-assisted enrichment and personalization at scale\nDevelop and execute multi-channel digital marketing campaigns across email, paid media, LinkedIn, and display advertising using marketing automation platforms (e.g., HubSpot, Marketo, Salesforce Marketing Cloud), including audience segmentation, A/B testing, and performance analysis\nOwn marketing analytics end-to-end: track, report, and optimize across pipeline metrics, conversion rates, CAC, and campaign ROI\nBuild and maintain marketing automation workflows and lead nurturing programs that accelerate prospects through the funnel\nPartner closely with sales and revenue operations to ensure tight lead handoff, pipeline alignment, and feedback loops\nManage and grow the marketing database — segmentation, list hygiene, and compliance with CAN-SPAM and applicable regulations\nContribute to SEO/SEM strategy and coordinate with external agencies or vendors as needed\nStay current on growth marketing tools, tactics, and trends — bring new ideas to the table and test them quickly\nComplete other related duties as assigned\nQualifications & Experience\nBachelor’s degree in Marketing, Business, Communications, or a related field required\n4-6 years of experience in growth marketing, demand generation, or digital marketing in a B2B environment\nHands-on experience with Clay or similar data enrichment/outbound automation platforms\nProficiency with marketing automation and CRM platforms (HubSpot, Salesforce Marketing Cloud, Marketo, or equivalent)\nStrong command of marketing analytics — you know how to build a dashboard, interpret the data, and turn it into a decision\nExperience running email automation programs, including segmentation, A/B testing, deliverability optimization, and performance reporting\nFamiliarity with paid digital advertising across Google Ads, LinkedIn, and display platforms\nComfort working with AI-assisted marketing tools and a willingness to build workflows that use them effectively\nExperience in fintech, payments, financial services, or B2B SaaS is a strong plus\nHighly organized, self-directed, and able to manage multiple projects in a fast-moving environment\nYour standards reflect our values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration\nBase Pay Range*\n$100,000-$145,000\n*This base pay range is subject to change and may be modified in the future.\nThe pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting.  Individual compensation within this range depends on multiple factors, including, but not limited to, candidate’s prior education and relevant work experience and training as well as position location and local market demands.  Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the ‘Base Pay Range’ noted above.\n","description":"<div><strong>Why Great Gray?</strong></div>\n<div>At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.&nbsp;</div><div><br></div><div>\n<p><strong>The Role</strong></p>\n<p>Great Gray is looking to add a <strong>Growth Marketing Manager </strong>to own top-of-funnel pipeline generation and marketing performance. This is a hands-on, high-impact role for someone who lives at the intersection of strategy and execution — equally comfortable building a demand gen campaign as they are digging into analytics to understand what’s actually working.</p>\n<p>You will be the engine behind our outbound and inbound marketing motion, leveraging modern tooling — including Clay, AI-assisted workflows, and marketing automation — to drive qualified pipeline at scale.</p>\n<p><strong>Location</strong></p>\n<p>This position will work from our <strong>Boston, MA</strong> office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.</p>\n<p>Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.</p>\n<p><strong>Responsibilities&nbsp;</strong></p>\n<ul>\n<li>Own top-of-funnel demand generation — build, launch, and optimize campaigns across email, paid, and digital channels that drive qualified pipeline</li>\n<li>Build and manage data-driven outbound sequences using Clay and email automation tools; leverage AI-assisted enrichment and personalization at scale</li>\n<li>Develop and execute multi-channel digital marketing campaigns across email, paid media, LinkedIn, and display advertising using marketing automation platforms (e.g., HubSpot, Marketo, Salesforce Marketing Cloud), including audience segmentation, A/B testing, and performance analysis</li>\n<li>Own marketing analytics end-to-end: track, report, and optimize across pipeline metrics, conversion rates, CAC, and campaign ROI</li>\n<li>Build and maintain marketing automation workflows and lead nurturing programs that accelerate prospects through the funnel</li>\n<li>Partner closely with sales and revenue operations to ensure tight lead handoff, pipeline alignment, and feedback loops</li>\n<li>Manage and grow the marketing database — segmentation, list hygiene, and compliance with CAN-SPAM and applicable regulations</li>\n<li>Contribute to SEO/SEM strategy and coordinate with external agencies or vendors as needed</li>\n<li>Stay current on growth marketing tools, tactics, and trends — bring new ideas to the table and test them quickly</li>\n<li>Complete other related duties as assigned</li>\n</ul>\n<p><strong>Qualifications &amp; Experience</strong></p>\n<ul>\n<li>Bachelor’s degree in Marketing, Business, Communications, or a related field required</li>\n<li>4-6 years of experience in growth marketing, demand generation, or digital marketing in a B2B environment</li>\n<li>Hands-on experience with Clay or similar data enrichment/outbound automation platforms</li>\n<li>Proficiency with marketing automation and CRM platforms (HubSpot, Salesforce Marketing Cloud, Marketo, or equivalent)</li>\n<li>Strong command of marketing analytics — you know how to build a dashboard, interpret the data, and turn it into a decision</li>\n<li>Experience running email automation programs, including segmentation, A/B testing, deliverability optimization, and performance reporting</li>\n<li>Familiarity with paid digital advertising across Google Ads, LinkedIn, and display platforms</li>\n<li>Comfort working with AI-assisted marketing tools and a willingness to build workflows that use them effectively</li>\n<li>Experience in fintech, payments, financial services, or B2B SaaS is a strong plus</li>\n<li>Highly organized, self-directed, and able to manage multiple projects in a fast-moving environment</li>\n<li>Your standards reflect our values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration</li>\n</ul>\n<p><strong>Base Pay Range*</strong></p>\n<p>$100,000-$145,000</p>\n<p>*This base pay range is subject to change and may be modified in the future.</p>\n<p>The pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting.&nbsp; Individual compensation within this range depends on multiple factors, including, but not limited to, candidate’s prior education and relevant work experience and training as well as position location and local market demands.&nbsp; Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the ‘Base Pay Range’ noted above.</p>\n</div>","id":"b607eeb0-1c9b-46b6-9893-95b9325db85e","lists":[],"text":"Growth Marketing Manager","country":"US","workplaceType":"onsite","opening":"<div><strong>Why Great Gray?</strong></div>\n<div>At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.&nbsp;</div>","openingPlain":"Why Great Gray?\nAt Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. \n","descriptionBody":"<div>\n<p><strong>The Role</strong></p>\n<p>Great Gray is looking to add a <strong>Growth Marketing Manager </strong>to own top-of-funnel pipeline generation and marketing performance. This is a hands-on, high-impact role for someone who lives at the intersection of strategy and execution &mdash; equally comfortable building a demand gen campaign as they are digging into analytics to understand what&rsquo;s actually working.</p>\n<p>You will be the engine behind our outbound and inbound marketing motion, leveraging modern tooling &mdash; including Clay, AI-assisted workflows, and marketing automation &mdash; to drive qualified pipeline at scale.</p>\n<p><strong>Location</strong></p>\n<p>This position will work from our <strong>Boston, MA</strong> office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.</p>\n<p>Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.</p>\n<p><strong>Responsibilities&nbsp;</strong></p>\n<ul>\n<li>Own top-of-funnel demand generation &mdash; build, launch, and optimize campaigns across email, paid, and digital channels that drive qualified pipeline</li>\n<li>Build and manage data-driven outbound sequences using Clay and email automation tools; leverage AI-assisted enrichment and personalization at scale</li>\n<li>Develop and execute multi-channel digital marketing campaigns across email, paid media, LinkedIn, and display advertising using marketing automation platforms (e.g., HubSpot, Marketo, Salesforce Marketing Cloud), including audience segmentation, A/B testing, and performance analysis</li>\n<li>Own marketing analytics end-to-end: track, report, and optimize across pipeline metrics, conversion rates, CAC, and campaign ROI</li>\n<li>Build and maintain marketing automation workflows and lead nurturing programs that accelerate prospects through the funnel</li>\n<li>Partner closely with sales and revenue operations to ensure tight lead handoff, pipeline alignment, and feedback loops</li>\n<li>Manage and grow the marketing database &mdash; segmentation, list hygiene, and compliance with CAN-SPAM and applicable regulations</li>\n<li>Contribute to SEO/SEM strategy and coordinate with external agencies or vendors as needed</li>\n<li>Stay current on growth marketing tools, tactics, and trends &mdash; bring new ideas to the table and test them quickly</li>\n<li>Complete other related duties as assigned</li>\n</ul>\n<p><strong>Qualifications &amp; Experience</strong></p>\n<ul>\n<li>Bachelor&rsquo;s degree in Marketing, Business, Communications, or a related field required</li>\n<li>4-6 years of experience in growth marketing, demand generation, or digital marketing in a B2B environment</li>\n<li>Hands-on experience with Clay or similar data enrichment/outbound automation platforms</li>\n<li>Proficiency with marketing automation and CRM platforms (HubSpot, Salesforce Marketing Cloud, Marketo, or equivalent)</li>\n<li>Strong command of marketing analytics &mdash; you know how to build a dashboard, interpret the data, and turn it into a decision</li>\n<li>Experience running email automation programs, including segmentation, A/B testing, deliverability optimization, and performance reporting</li>\n<li>Familiarity with paid digital advertising across Google Ads, LinkedIn, and display platforms</li>\n<li>Comfort working with AI-assisted marketing tools and a willingness to build workflows that use them effectively</li>\n<li>Experience in fintech, payments, financial services, or B2B SaaS is a strong plus</li>\n<li>Highly organized, self-directed, and able to manage multiple projects in a fast-moving environment</li>\n<li>Your standards reflect our values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration</li>\n</ul>\n<p><strong>Base Pay Range*</strong></p>\n<p>$100,000-$145,000</p>\n<p>*This base pay range is subject to change and may be modified in the future.</p>\n<p>The pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting.&nbsp; Individual compensation within this range depends on multiple factors, including, but not limited to, candidate&rsquo;s prior education and relevant work experience and training as well as position location and local market demands.&nbsp; Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the &lsquo;Base Pay Range&rsquo; noted above.</p>\n</div>","descriptionBodyPlain":"The Role\nGreat Gray is looking to add a Growth Marketing Manager to own top-of-funnel pipeline generation and marketing performance. This is a hands-on, high-impact role for someone who lives at the intersection of strategy and execution — equally comfortable building a demand gen campaign as they are digging into analytics to understand what’s actually working.\nYou will be the engine behind our outbound and inbound marketing motion, leveraging modern tooling — including Clay, AI-assisted workflows, and marketing automation — to drive qualified pipeline at scale.\nLocation\nThis position will work from our Boston, MA office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.\nVisa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.\nResponsibilities \nOwn top-of-funnel demand generation — build, launch, and optimize campaigns across email, paid, and digital channels that drive qualified pipeline\nBuild and manage data-driven outbound sequences using Clay and email automation tools; leverage AI-assisted enrichment and personalization at scale\nDevelop and execute multi-channel digital marketing campaigns across email, paid media, LinkedIn, and display advertising using marketing automation platforms (e.g., HubSpot, Marketo, Salesforce Marketing Cloud), including audience segmentation, A/B testing, and performance analysis\nOwn marketing analytics end-to-end: track, report, and optimize across pipeline metrics, conversion rates, CAC, and campaign ROI\nBuild and maintain marketing automation workflows and lead nurturing programs that accelerate prospects through the funnel\nPartner closely with sales and revenue operations to ensure tight lead handoff, pipeline alignment, and feedback loops\nManage and grow the marketing database — segmentation, list hygiene, and compliance with CAN-SPAM and applicable regulations\nContribute to SEO/SEM strategy and coordinate with external agencies or vendors as needed\nStay current on growth marketing tools, tactics, and trends — bring new ideas to the table and test them quickly\nComplete other related duties as assigned\nQualifications & Experience\nBachelor’s degree in Marketing, Business, Communications, or a related field required\n4-6 years of experience in growth marketing, demand generation, or digital marketing in a B2B environment\nHands-on experience with Clay or similar data enrichment/outbound automation platforms\nProficiency with marketing automation and CRM platforms (HubSpot, Salesforce Marketing Cloud, Marketo, or equivalent)\nStrong command of marketing analytics — you know how to build a dashboard, interpret the data, and turn it into a decision\nExperience running email automation programs, including segmentation, A/B testing, deliverability optimization, and performance reporting\nFamiliarity with paid digital advertising across Google Ads, LinkedIn, and display platforms\nComfort working with AI-assisted marketing tools and a willingness to build workflows that use them effectively\nExperience in fintech, payments, financial services, or B2B SaaS is a strong plus\nHighly organized, self-directed, and able to manage multiple projects in a fast-moving environment\nYour standards reflect our values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration\nBase Pay Range*\n$100,000-$145,000\n*This base pay range is subject to change and may be modified in the future.\nThe pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting.  Individual compensation within this range depends on multiple factors, including, but not limited to, candidate’s prior education and relevant work experience and training as well as position location and local market demands.  Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the ‘Base Pay Range’ noted above.\n","hostedUrl":"https://jobs.lever.co/great-gray-group/b607eeb0-1c9b-46b6-9893-95b9325db85e","applyUrl":"https://jobs.lever.co/great-gray-group/b607eeb0-1c9b-46b6-9893-95b9325db85e/apply"},{"additionalPlain":"Benefits\nWe have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:\n·         Be an integral part of a high-growth organization!\n·         Competitive compensation package\n·         Group medical, dental and vision insurance\n·         Employer-paid life and disability insurance\n·         Annual well-being stipend\n·         Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement\n \nCompany Background \nGreat Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $315 billion in CIT assets under management, across more than 940 funds. We proudly work with more than 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James. \n \nCITs are more than just an investment vehicle. They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.\n \nGreat Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.\n \nMadison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023. As a result, Great Gray is an independent company owned by funds affiliated with MDP.\n \nInvestor Background \nMDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $37 billion and has completed over 160 platform investments across nine flagship funds. MDP invests across five dedicated industry verticals, including financial services, healthcare, technology and government services.\n \nEqual Employment Opportunity Policy\nGreat Gray Group, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.\n \nAccommodation Statement\nGreat Gray is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: TalentAcquisition@GreatGray.com\n","additional":"<div><strong>Benefits</strong></div>\n<div>We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Be an integral part of a high-growth organization!</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Competitive compensation package</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Group medical, dental and vision insurance</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Employer-paid life and disability insurance</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Annual well-being stipend</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement</div>\n<div>&nbsp;</div>\n<div><strong>Company Background&nbsp;</strong></div>\n<div>Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $315 billion in CIT assets under management, across more than 940 funds. We proudly work with more than 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James.&nbsp;</div>\n<div>&nbsp;</div>\n<div>CITs are more than just an investment vehicle.&nbsp;They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.</div>\n<div>&nbsp;</div>\n<div>Great Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.</div>\n<div>&nbsp;</div>\n<div>Madison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023.&nbsp;As a result, Great Gray is an independent company owned by funds affiliated with MDP.</div>\n<div>&nbsp;</div>\n<div><strong>Investor Background&nbsp;</strong></div>\n<div>MDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $37 billion and has completed over 160 platform investments across nine flagship funds. MDP invests across five dedicated industry verticals, including financial services, healthcare, technology and government services.</div>\n<div>&nbsp;</div>\n<div><strong>Equal Employment Opportunity Policy</strong></div>\n<div>Great Gray Group, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.</div>\n<div>&nbsp;</div>\n<div><strong>Accommodation Statement</strong></div>\n<div>Great Gray is committed to ensuring individuals with disabilities and/or those who&nbsp;have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: <a href=\"mailto:TalentAcquisition@GreatGray.com\">TalentAcquisition@GreatGray.com</a></div>","categories":{"commitment":"Full-time","location":"Boston, MA","team":"Sales","allLocations":["Boston, MA"]},"createdAt":1777903620235,"descriptionPlain":"Why Great Gray?\nAt Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. \n\n\nThe Role\nGreat Gray is looking to add a Retirement Plan Consultant to our Sales team. This is a hybrid wholesaler role responsible for actively engaging existing and prospective advisor clients through outbound sales activity, relationship management, and strategic territory development. The Retirement Plan Consultant serves as a primary point of contact for advisors within an assigned territory, driving sales of Great Gray’s CIT solutions while identifying opportunities to deepen relationships and expand wallet share. This role partners closely with sales leadership, collaborates cross-functionally with Investments and Client Service, and leverages CRM tools and data to manage a high-activity, results-oriented book of business.\nLocation\nThis position will work from our Boston, MA office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.\nVisa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.\nResponsibilities \nExecute a high volume of outbound telephone and digital outreach to existing and prospective advisor clients within an assigned territory to promote, position, and sell Great Gray’s CIT solutions\nOwn and manage advisor relationships within a defined territory, serving as a trusted point of contact for day-to-day questions, solutions updates, and business development activity\nMeet or exceed established activity KPIs, including daily outbound call targets, scheduled meetings, new advisor activations, and pipeline contribution metrics\nIdentify and uncover larger sales opportunities within the territory, partnering with external wholesalers to develop and execute a coordinated territory strategy\nHandle inbound calls and inquiries from advisors and home office contacts, providing timely and knowledgeable responses on Great Gray’s product lineup and value proposition\nPrepare and deliver compelling proposals, presentations, and investment-related materials tailored to advisor and plan sponsor needs\nMaintain accurate, up-to-date records of all client interactions, pipeline activity, and relationship progression in Salesforce or the designated CRM system\nTravel as needed to attend client events, industry conferences, and territory meetings alongside external sales team members\nStay current on CIT market trends, competitive landscape, and Great Gray’s evolving product and service offerings to credibly represent the firm in advisor conversations\nProactively identify new sales methodologies, prospecting approaches, and market opportunities to maximize territory revenue\nComplete other related duties as assigned\nQualifications & Experience\nBachelor’s degree required; concentration in Finance, Business, or a related field preferred\n3–5 years of experience in internal or hybrid wholesaling, financial services sales, or a client-facing business development role\nDemonstrated track record of meeting or exceeding sales activity KPIs and revenue targets in a high-outreach, territory-based sales environment\nWorking knowledge of the defined contribution / 401(k) marketplace, including familiarity with CITs, mutual funds, and retirement plan structures preferred\nExperience with Salesforce or similar CRM platform; demonstrated ability to leverage CRM data to manage pipeline and prioritize outreach\nSeries 6 or Series 7 license, or willingness to obtain licensure within a defined period\nStrong verbal and written communication skills, with the ability to articulate complex investment concepts clearly to advisor audiences\nHigh degree of self-motivation, competitive drive, and results orientation; a proven self-starter who thrives in a metrics-driven environment\nAbility to work collaboratively with external wholesalers, investment, and client service teams in a fast-paced, team-oriented culture\nYour standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration\nBase Pay Range*\n$110,000-$130,000\n*This base pay range is subject to change and may be modified in the future.\nThe pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting.  Individual compensation within this range depends on multiple factors, including, but not limited to, candidate’s prior education and relevant work experience and training as well as position location and local market demands.  Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the ‘Base Pay Range’ noted above.\n","description":"<div><strong>Why Great Gray?</strong></div>\n<div>At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.&nbsp;</div><div><br></div><div>\n<p><strong>The Role</strong></p>\n<p>Great Gray is looking to add a <strong>Retirement Plan Consultant </strong>to our <strong>Sales</strong> team. This is a hybrid wholesaler role responsible for actively engaging existing and prospective advisor clients through outbound sales activity, relationship management, and strategic territory development. The Retirement Plan Consultant serves as a primary point of contact for advisors within an assigned territory, driving sales of Great Gray’s CIT solutions while identifying opportunities to deepen relationships and expand wallet share. This role partners closely with sales leadership, collaborates cross-functionally with Investments and Client Service, and leverages CRM tools and data to manage a high-activity, results-oriented book of business.</p>\n<p><strong>Location</strong></p>\n<p>This position will work from our <strong>Boston, MA</strong> office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.</p>\n<p>Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.</p>\n<p><strong>Responsibilities&nbsp;</strong></p>\n<ul>\n<li>Execute a high volume of outbound telephone and digital outreach to existing and prospective advisor clients within an assigned territory to promote, position, and sell Great Gray’s CIT solutions</li>\n<li>Own and manage advisor relationships within a defined territory, serving as a trusted point of contact for day-to-day questions, solutions updates, and business development activity</li>\n<li>Meet or exceed established activity KPIs, including daily outbound call targets, scheduled meetings, new advisor activations, and pipeline contribution metrics</li>\n<li>Identify and uncover larger sales opportunities within the territory, partnering with external wholesalers to develop and execute a coordinated territory strategy</li>\n<li>Handle inbound calls and inquiries from advisors and home office contacts, providing timely and knowledgeable responses on Great Gray’s product lineup and value proposition</li>\n<li>Prepare and deliver compelling proposals, presentations, and investment-related materials tailored to advisor and plan sponsor needs</li>\n<li>Maintain accurate, up-to-date records of all client interactions, pipeline activity, and relationship progression in Salesforce or the designated CRM system</li>\n<li>Travel as needed to attend client events, industry conferences, and territory meetings alongside external sales team members</li>\n<li>Stay current on CIT market trends, competitive landscape, and Great Gray’s evolving product and service offerings to credibly represent the firm in advisor conversations</li>\n<li>Proactively identify new sales methodologies, prospecting approaches, and market opportunities to maximize territory revenue</li>\n<li>Complete other related duties as assigned</li>\n</ul>\n<p><strong>Qualifications &amp; Experience</strong></p>\n<ul>\n<li>Bachelor’s degree required; concentration in Finance, Business, or a related field preferred</li>\n<li>3–5 years of experience in internal or hybrid wholesaling, financial services sales, or a client-facing business development role</li>\n<li>Demonstrated track record of meeting or exceeding sales activity KPIs and revenue targets in a high-outreach, territory-based sales environment</li>\n<li>Working knowledge of the defined contribution / 401(k) marketplace, including familiarity with CITs, mutual funds, and retirement plan structures preferred</li>\n<li>Experience with Salesforce or similar CRM platform; demonstrated ability to leverage CRM data to manage pipeline and prioritize outreach</li>\n<li>Series 6 or Series 7 license, or willingness to obtain licensure within a defined period</li>\n<li>Strong verbal and written communication skills, with the ability to articulate complex investment concepts clearly to advisor audiences</li>\n<li>High degree of self-motivation, competitive drive, and results orientation; a proven self-starter who thrives in a metrics-driven environment</li>\n<li>Ability to work collaboratively with external wholesalers, investment, and client service teams in a fast-paced, team-oriented culture</li>\n<li>Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration</li>\n</ul>\n<p><strong>Base Pay Range*</strong></p>\n<p>$110,000-$130,000</p>\n<p>*This base pay range is subject to change and may be modified in the future.</p>\n<p>The pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting.&nbsp; Individual compensation within this range depends on multiple factors, including, but not limited to, candidate’s prior education and relevant work experience and training as well as position location and local market demands.&nbsp; Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the ‘Base Pay Range’ noted above.</p>\n</div>","id":"019e9835-d1b7-4895-b211-79838fe7a049","lists":[],"salaryDescription":"<div>\n<p><strong>The Role</strong></p>\n<p>Great Gray is looking to add a <strong>Retirement Plan Consultant </strong>to our <strong>Sales</strong> team. This is a hybrid wholesaler role responsible for actively engaging existing and prospective advisor clients through outbound sales activity, relationship management, and strategic territory development. The Retirement Plan Consultant serves as a primary point of contact for advisors within an assigned territory, driving sales of Great Gray’s CIT solutions while identifying opportunities to deepen relationships and expand wallet share. This role partners closely with sales leadership, collaborates cross-functionally with Investments and Client Service, and leverages CRM tools and data to manage a high-activity, results-oriented book of business.</p>\n<p><strong>Location</strong></p>\n<p>This position will work from our <strong>Boston, MA</strong> office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.</p>\n<p>Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.</p>\n<p><strong>Responsibilities&nbsp;</strong></p>\n<ul>\n<li>Execute a high volume of outbound telephone and digital outreach to existing and prospective advisor clients within an assigned territory to promote, position, and sell Great Gray’s CIT solutions</li>\n<li>Own and manage advisor relationships within a defined territory, serving as a trusted point of contact for day-to-day questions, solutions updates, and business development activity</li>\n<li>Meet or exceed established activity KPIs, including daily outbound call targets, scheduled meetings, new advisor activations, and pipeline contribution metrics</li>\n<li>Identify and uncover larger sales opportunities within the territory, partnering with external wholesalers to develop and execute a coordinated territory strategy</li>\n<li>Handle inbound calls and inquiries from advisors and home office contacts, providing timely and knowledgeable responses on Great Gray’s product lineup and value proposition</li>\n<li>Prepare and deliver compelling proposals, presentations, and investment-related materials tailored to advisor and plan sponsor needs</li>\n<li>Maintain accurate, up-to-date records of all client interactions, pipeline activity, and relationship progression in Salesforce or the designated CRM system</li>\n<li>Travel as needed to attend client events, industry conferences, and territory meetings alongside external sales team members</li>\n<li>Stay current on CIT market trends, competitive landscape, and Great Gray’s evolving product and service offerings to credibly represent the firm in advisor conversations</li>\n<li>Proactively identify new sales methodologies, prospecting approaches, and market opportunities to maximize territory revenue</li>\n<li>Complete other related duties as assigned</li>\n</ul>\n<p><strong>Qualifications &amp; Experience</strong></p>\n<ul>\n<li>Bachelor’s degree required; concentration in Finance, Business, or a related field preferred</li>\n<li>3–5 years of experience in internal or hybrid wholesaling, financial services sales, or a client-facing business development role</li>\n<li>Demonstrated track record of meeting or exceeding sales activity KPIs and revenue targets in a high-outreach, territory-based sales environment</li>\n<li>Working knowledge of the defined contribution / 401(k) marketplace, including familiarity with CITs, mutual funds, and retirement plan structures preferred</li>\n<li>Experience with Salesforce or similar CRM platform; demonstrated ability to leverage CRM data to manage pipeline and prioritize outreach</li>\n<li>Series 6 or Series 7 license, or willingness to obtain licensure within a defined period</li>\n<li>Strong verbal and written communication skills, with the ability to articulate complex investment concepts clearly to advisor audiences</li>\n<li>High degree of self-motivation, competitive drive, and results orientation; a proven self-starter who thrives in a metrics-driven environment</li>\n<li>Ability to work collaboratively with external wholesalers, investment, and client service teams in a fast-paced, team-oriented culture</li>\n<li>Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration</li>\n</ul>\n<p><strong>Base Pay Range*</strong></p>\n<p>$110,000-$130,000</p>\n<p>*This base pay range is subject to change and may be modified in the future.</p>\n<p>The pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting.&nbsp; Individual compensation within this range depends on multiple factors, including, but not limited to, candidate’s prior education and relevant work experience and training as well as position location and local market demands.&nbsp; Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the ‘Base Pay Range’ noted above.</p>\n</div>","salaryDescriptionPlain":"The Role\nGreat Gray is looking to add a Retirement Plan Consultant to our Sales team. This is a hybrid wholesaler role responsible for actively engaging existing and prospective advisor clients through outbound sales activity, relationship management, and strategic territory development. The Retirement Plan Consultant serves as a primary point of contact for advisors within an assigned territory, driving sales of Great Gray’s CIT solutions while identifying opportunities to deepen relationships and expand wallet share. This role partners closely with sales leadership, collaborates cross-functionally with Investments and Client Service, and leverages CRM tools and data to manage a high-activity, results-oriented book of business.\nLocation\nThis position will work from our Boston, MA office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.\nVisa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.\nResponsibilities \nExecute a high volume of outbound telephone and digital outreach to existing and prospective advisor clients within an assigned territory to promote, position, and sell Great Gray’s CIT solutions\nOwn and manage advisor relationships within a defined territory, serving as a trusted point of contact for day-to-day questions, solutions updates, and business development activity\nMeet or exceed established activity KPIs, including daily outbound call targets, scheduled meetings, new advisor activations, and pipeline contribution metrics\nIdentify and uncover larger sales opportunities within the territory, partnering with external wholesalers to develop and execute a coordinated territory strategy\nHandle inbound calls and inquiries from advisors and home office contacts, providing timely and knowledgeable responses on Great Gray’s product lineup and value proposition\nPrepare and deliver compelling proposals, presentations, and investment-related materials tailored to advisor and plan sponsor needs\nMaintain accurate, up-to-date records of all client interactions, pipeline activity, and relationship progression in Salesforce or the designated CRM system\nTravel as needed to attend client events, industry conferences, and territory meetings alongside external sales team members\nStay current on CIT market trends, competitive landscape, and Great Gray’s evolving product and service offerings to credibly represent the firm in advisor conversations\nProactively identify new sales methodologies, prospecting approaches, and market opportunities to maximize territory revenue\nComplete other related duties as assigned\nQualifications & Experience\nBachelor’s degree required; concentration in Finance, Business, or a related field preferred\n3–5 years of experience in internal or hybrid wholesaling, financial services sales, or a client-facing business development role\nDemonstrated track record of meeting or exceeding sales activity KPIs and revenue targets in a high-outreach, territory-based sales environment\nWorking knowledge of the defined contribution / 401(k) marketplace, including familiarity with CITs, mutual funds, and retirement plan structures preferred\nExperience with Salesforce or similar CRM platform; demonstrated ability to leverage CRM data to manage pipeline and prioritize outreach\nSeries 6 or Series 7 license, or willingness to obtain licensure within a defined period\nStrong verbal and written communication skills, with the ability to articulate complex investment concepts clearly to advisor audiences\nHigh degree of self-motivation, competitive drive, and results orientation; a proven self-starter who thrives in a metrics-driven environment\nAbility to work collaboratively with external wholesalers, investment, and client service teams in a fast-paced, team-oriented culture\nYour standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration\nBase Pay Range*\n$110,000-$130,000\n*This base pay range is subject to change and may be modified in the future.\nThe pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting.  Individual compensation within this range depends on multiple factors, including, but not limited to, candidate’s prior education and relevant work experience and training as well as position location and local market demands.  Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the ‘Base Pay Range’ noted above.\n","text":"Retirement Plan Consultant (CIT Sales)","country":"US","workplaceType":"onsite","opening":"<div><strong>Why Great Gray?</strong></div>\n<div>At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.&nbsp;</div>","openingPlain":"Why Great Gray?\nAt Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. \n","descriptionBody":"<div>\n<p><strong>The Role</strong></p>\n<p>Great Gray is looking to add a <strong>Retirement Plan Consultant </strong>to our <strong>Sales</strong> team. This is a hybrid wholesaler role responsible for actively engaging existing and prospective advisor clients through outbound sales activity, relationship management, and strategic territory development. The Retirement Plan Consultant serves as a primary point of contact for advisors within an assigned territory, driving sales of Great Gray&rsquo;s CIT solutions while identifying opportunities to deepen relationships and expand wallet share. This role partners closely with sales leadership, collaborates cross-functionally with Investments and Client Service, and leverages CRM tools and data to manage a high-activity, results-oriented book of business.</p>\n<p><strong>Location</strong></p>\n<p>This position will work from our <strong>Boston, MA</strong> office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.</p>\n<p>Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.</p>\n<p><strong>Responsibilities&nbsp;</strong></p>\n<ul>\n<li>Execute a high volume of outbound telephone and digital outreach to existing and prospective advisor clients within an assigned territory to promote, position, and sell Great Gray&rsquo;s CIT solutions</li>\n<li>Own and manage advisor relationships within a defined territory, serving as a trusted point of contact for day-to-day questions, solutions updates, and business development activity</li>\n<li>Meet or exceed established activity KPIs, including daily outbound call targets, scheduled meetings, new advisor activations, and pipeline contribution metrics</li>\n<li>Identify and uncover larger sales opportunities within the territory, partnering with external wholesalers to develop and execute a coordinated territory strategy</li>\n<li>Handle inbound calls and inquiries from advisors and home office contacts, providing timely and knowledgeable responses on Great Gray&rsquo;s product lineup and value proposition</li>\n<li>Prepare and deliver compelling proposals, presentations, and investment-related materials tailored to advisor and plan sponsor needs</li>\n<li>Maintain accurate, up-to-date records of all client interactions, pipeline activity, and relationship progression in Salesforce or the designated CRM system</li>\n<li>Travel as needed to attend client events, industry conferences, and territory meetings alongside external sales team members</li>\n<li>Stay current on CIT market trends, competitive landscape, and Great Gray&rsquo;s evolving product and service offerings to credibly represent the firm in advisor conversations</li>\n<li>Proactively identify new sales methodologies, prospecting approaches, and market opportunities to maximize territory revenue</li>\n<li>Complete other related duties as assigned</li>\n</ul>\n<p><strong>Qualifications &amp; Experience</strong></p>\n<ul>\n<li>Bachelor&rsquo;s degree required; concentration in Finance, Business, or a related field preferred</li>\n<li>3&ndash;5 years of experience in internal or hybrid wholesaling, financial services sales, or a client-facing business development role</li>\n<li>Demonstrated track record of meeting or exceeding sales activity KPIs and revenue targets in a high-outreach, territory-based sales environment</li>\n<li>Working knowledge of the defined contribution / 401(k) marketplace, including familiarity with CITs, mutual funds, and retirement plan structures preferred</li>\n<li>Experience with Salesforce or similar CRM platform; demonstrated ability to leverage CRM data to manage pipeline and prioritize outreach</li>\n<li>Series 6 or Series 7 license, or willingness to obtain licensure within a defined period</li>\n<li>Strong verbal and written communication skills, with the ability to articulate complex investment concepts clearly to advisor audiences</li>\n<li>High degree of self-motivation, competitive drive, and results orientation; a proven self-starter who thrives in a metrics-driven environment</li>\n<li>Ability to work collaboratively with external wholesalers, investment, and client service teams in a fast-paced, team-oriented culture</li>\n<li>Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration</li>\n</ul>\n<p><strong>Base Pay Range*</strong></p>\n<p>$110,000-$130,000</p>\n<p>*This base pay range is subject to change and may be modified in the future.</p>\n<p>The pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting.&nbsp; Individual compensation within this range depends on multiple factors, including, but not limited to, candidate&rsquo;s prior education and relevant work experience and training as well as position location and local market demands.&nbsp; Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the &lsquo;Base Pay Range&rsquo; noted above.</p>\n</div>","descriptionBodyPlain":"The Role\nGreat Gray is looking to add a Retirement Plan Consultant to our Sales team. This is a hybrid wholesaler role responsible for actively engaging existing and prospective advisor clients through outbound sales activity, relationship management, and strategic territory development. The Retirement Plan Consultant serves as a primary point of contact for advisors within an assigned territory, driving sales of Great Gray’s CIT solutions while identifying opportunities to deepen relationships and expand wallet share. This role partners closely with sales leadership, collaborates cross-functionally with Investments and Client Service, and leverages CRM tools and data to manage a high-activity, results-oriented book of business.\nLocation\nThis position will work from our Boston, MA office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.\nVisa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.\nResponsibilities \nExecute a high volume of outbound telephone and digital outreach to existing and prospective advisor clients within an assigned territory to promote, position, and sell Great Gray’s CIT solutions\nOwn and manage advisor relationships within a defined territory, serving as a trusted point of contact for day-to-day questions, solutions updates, and business development activity\nMeet or exceed established activity KPIs, including daily outbound call targets, scheduled meetings, new advisor activations, and pipeline contribution metrics\nIdentify and uncover larger sales opportunities within the territory, partnering with external wholesalers to develop and execute a coordinated territory strategy\nHandle inbound calls and inquiries from advisors and home office contacts, providing timely and knowledgeable responses on Great Gray’s product lineup and value proposition\nPrepare and deliver compelling proposals, presentations, and investment-related materials tailored to advisor and plan sponsor needs\nMaintain accurate, up-to-date records of all client interactions, pipeline activity, and relationship progression in Salesforce or the designated CRM system\nTravel as needed to attend client events, industry conferences, and territory meetings alongside external sales team members\nStay current on CIT market trends, competitive landscape, and Great Gray’s evolving product and service offerings to credibly represent the firm in advisor conversations\nProactively identify new sales methodologies, prospecting approaches, and market opportunities to maximize territory revenue\nComplete other related duties as assigned\nQualifications & Experience\nBachelor’s degree required; concentration in Finance, Business, or a related field preferred\n3–5 years of experience in internal or hybrid wholesaling, financial services sales, or a client-facing business development role\nDemonstrated track record of meeting or exceeding sales activity KPIs and revenue targets in a high-outreach, territory-based sales environment\nWorking knowledge of the defined contribution / 401(k) marketplace, including familiarity with CITs, mutual funds, and retirement plan structures preferred\nExperience with Salesforce or similar CRM platform; demonstrated ability to leverage CRM data to manage pipeline and prioritize outreach\nSeries 6 or Series 7 license, or willingness to obtain licensure within a defined period\nStrong verbal and written communication skills, with the ability to articulate complex investment concepts clearly to advisor audiences\nHigh degree of self-motivation, competitive drive, and results orientation; a proven self-starter who thrives in a metrics-driven environment\nAbility to work collaboratively with external wholesalers, investment, and client service teams in a fast-paced, team-oriented culture\nYour standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration\nBase Pay Range*\n$110,000-$130,000\n*This base pay range is subject to change and may be modified in the future.\nThe pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting.  Individual compensation within this range depends on multiple factors, including, but not limited to, candidate’s prior education and relevant work experience and training as well as position location and local market demands.  Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the ‘Base Pay Range’ noted above.\n","hostedUrl":"https://jobs.lever.co/great-gray-group/019e9835-d1b7-4895-b211-79838fe7a049","applyUrl":"https://jobs.lever.co/great-gray-group/019e9835-d1b7-4895-b211-79838fe7a049/apply"},{"additionalPlain":"Benefits\nWe have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:\n·         Be an integral part of a high-growth organization!\n·         Competitive compensation package\n·         Group medical, dental and vision insurance\n·         Employer-paid life and disability insurance\n·         Annual well-being stipend\n·         Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement\n \nCompany Background \nGreat Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $315 billion in CIT assets under management, across more than 940 funds. We proudly work with more than 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James. \n \nCITs are more than just an investment vehicle. They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.\n \nGreat Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.\n \nMadison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023. As a result, Great Gray is an independent company owned by funds affiliated with MDP.\n \nInvestor Background \nMDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $37 billion and has completed over 160 platform investments across nine flagship funds. MDP invests across five dedicated industry verticals, including financial services, healthcare, technology and government services.\n \nEqual Employment Opportunity Policy\nGreat Gray Group, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.\n \nAccommodation Statement\nGreat Gray is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: TalentAcquisition@GreatGray.com\n","additional":"<div><strong>Benefits</strong></div>\n<div>We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Be an integral part of a high-growth organization!</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Competitive compensation package</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Group medical, dental and vision insurance</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Employer-paid life and disability insurance</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Annual well-being stipend</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement</div>\n<div>&nbsp;</div>\n<div><strong>Company Background&nbsp;</strong></div>\n<div>Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $315 billion in CIT assets under management, across more than 940 funds. We proudly work with more than 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James.&nbsp;</div>\n<div>&nbsp;</div>\n<div>CITs are more than just an investment vehicle.&nbsp;They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.</div>\n<div>&nbsp;</div>\n<div>Great Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.</div>\n<div>&nbsp;</div>\n<div>Madison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023.&nbsp;As a result, Great Gray is an independent company owned by funds affiliated with MDP.</div>\n<div>&nbsp;</div>\n<div><strong>Investor Background&nbsp;</strong></div>\n<div>MDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $37 billion and has completed over 160 platform investments across nine flagship funds. MDP invests across five dedicated industry verticals, including financial services, healthcare, technology and government services.</div>\n<div>&nbsp;</div>\n<div><strong>Equal Employment Opportunity Policy</strong></div>\n<div>Great Gray Group, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.</div>\n<div>&nbsp;</div>\n<div><strong>Accommodation Statement</strong></div>\n<div>Great Gray is committed to ensuring individuals with disabilities and/or those who&nbsp;have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: <a href=\"mailto:TalentAcquisition@GreatGray.com\">TalentAcquisition@GreatGray.com</a></div>","categories":{"commitment":"Full-time","location":"Boston, MA","team":"Sales","allLocations":["Boston, MA"]},"createdAt":1777903813722,"descriptionPlain":"Why Great Gray?\nAt Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. \n","description":"<div><strong>Why Great Gray?</strong></div>\n<div>At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.&nbsp;</div><div><br></div><div>\n<p><strong>The Role</strong></p>\n<p>Great Gray is looking to add a <strong>Retirement Plan Specialist</strong> to our <strong>Sales</strong> team. This is a hybrid wholesaler role responsible for engaging existing and prospective advisor clients through outbound sales activity, relationship management, and targeted territory development. The Retirement Plan Specialist serves as a primary point of contact for advisors within a defined, focused territory, driving sales of Great Gray’s CIT solutions while identifying opportunities to deepen relationships and grow wallet share. This role partners closely with sales leadership, collaborates cross-functionally with Investments and Client Service, and leverages CRM tools and data to manage a high-activity, results-oriented book of business. The Specialist role carries the same sales activity expectations and skillset as our Retirement Plan Consultant, with responsibility scoped to a smaller, more concentrated geographic territory.</p>\n<p><strong>Location</strong></p>\n<p>This position will work from our <strong>Boston, MA</strong> office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.</p>\n<p>Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.</p>\n<p><strong>Responsibilities&nbsp;</strong></p>\n<ul>\n<li>Execute a high volume of outbound telephone and digital outreach to existing and prospective advisor clients within an assigned territory to promote, position, and sell Great Gray’s CIT solutions</li>\n<li>Own and manage advisor relationships within a defined, concentrated territory, serving as a trusted point of contact for day-to-day questions, solutions updates, and business development activity</li>\n<li>Meet or exceed established activity KPIs, including daily outbound call targets, scheduled meetings, new advisor activations, and pipeline contribution metrics</li>\n<li>Identify and uncover larger sales opportunities within the territory, partnering with senior external wholesalers to develop and execute a coordinated territory strategy</li>\n<li>Handle inbound calls and inquiries from advisors and home office contacts, providing timely and knowledgeable responses on Great Gray’s product lineup and value proposition</li>\n<li>Prepare and deliver compelling proposals, presentations, and investment-related materials tailored to advisor and plan sponsor needs</li>\n<li>Maintain accurate, up-to-date records of all client interactions, pipeline activity, and relationship progression in Salesforce or the designated CRM system</li>\n<li>Travel as needed to attend client events, industry conferences, and territory meetings alongside external sales team members</li>\n<li>Stay current on CIT market trends, competitive landscape, and Great Gray’s evolving product and service offerings to credibly represent the firm in advisor conversations</li>\n<li>Proactively identify new prospecting approaches and market opportunities to maximize revenue within the territory</li>\n<li>Complete other related duties as assigned</li>\n</ul>\n<p><strong>Qualifications &amp; Experience</strong></p>\n<ul>\n<li>Bachelor’s degree required; concentration in Finance, Business, or a related field preferred</li>\n<li>2+ years of experience in internal or hybrid wholesaling, financial services sales, or a client-facing business development role</li>\n<li>Demonstrated track record of meeting or exceeding sales activity KPIs and revenue targets in a high-outreach, territory-based sales environment</li>\n<li>Working knowledge of the defined contribution / 401(k) marketplace, including familiarity with CITs, mutual funds, and retirement plan structures preferred</li>\n<li>Experience with Salesforce or similar CRM platform; demonstrated ability to leverage CRM data to manage pipeline and prioritize outreach</li>\n<li>Series 6 or Series 7 license, or willingness to obtain licensure within a defined period</li>\n<li>Strong verbal and written communication skills, with the ability to articulate complex investment concepts clearly to advisor audiences</li>\n<li>High degree of self-motivation, competitive drive, and results orientation; a proven self-starter who thrives in a metrics-driven environment</li>\n<li>Ability to work collaboratively with external wholesalers, investment, and client service teams in a fast-paced, team-oriented culture</li>\n<li>Comfortable navigating ambiguity.</li>\n<li>Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.</li>\n</ul>\n<p><strong>Base Pay Range*</strong></p>\n<p>$75,000-$85,000</p>\n<p>*This base pay range is subject to change and may be modified in the future.</p>\n<p>The pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting.&nbsp; Individual compensation within this range depends on multiple factors, including, but not limited to, candidate’s prior education and relevant work experience and training as well as position location and local market demands.&nbsp; Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the ‘Base Pay Range’ noted above.</p>\n</div>","id":"e749e41d-c1e4-46db-8a02-9997b929b8aa","lists":[],"text":"Retirement Plan Specialist (CIT Sales)","country":"US","workplaceType":"onsite","opening":"<div><strong>Why Great Gray?</strong></div>\n<div>At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.&nbsp;</div>","openingPlain":"Why Great Gray?\nAt Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. \n","descriptionBody":"<div>\n<p><strong>The Role</strong></p>\n<p>Great Gray is looking to add a <strong>Retirement Plan Specialist</strong> to our <strong>Sales</strong> team. This is a hybrid wholesaler role responsible for engaging existing and prospective advisor clients through outbound sales activity, relationship management, and targeted territory development. The Retirement Plan Specialist serves as a primary point of contact for advisors within a defined, focused territory, driving sales of Great Gray&rsquo;s CIT solutions while identifying opportunities to deepen relationships and grow wallet share. This role partners closely with sales leadership, collaborates cross-functionally with Investments and Client Service, and leverages CRM tools and data to manage a high-activity, results-oriented book of business. The Specialist role carries the same sales activity expectations and skillset as our Retirement Plan Consultant, with responsibility scoped to a smaller, more concentrated geographic territory.</p>\n<p><strong>Location</strong></p>\n<p>This position will work from our <strong>Boston, MA</strong> office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.</p>\n<p>Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.</p>\n<p><strong>Responsibilities&nbsp;</strong></p>\n<ul>\n<li>Execute a high volume of outbound telephone and digital outreach to existing and prospective advisor clients within an assigned territory to promote, position, and sell Great Gray&rsquo;s CIT solutions</li>\n<li>Own and manage advisor relationships within a defined, concentrated territory, serving as a trusted point of contact for day-to-day questions, solutions updates, and business development activity</li>\n<li>Meet or exceed established activity KPIs, including daily outbound call targets, scheduled meetings, new advisor activations, and pipeline contribution metrics</li>\n<li>Identify and uncover larger sales opportunities within the territory, partnering with senior external wholesalers to develop and execute a coordinated territory strategy</li>\n<li>Handle inbound calls and inquiries from advisors and home office contacts, providing timely and knowledgeable responses on Great Gray&rsquo;s product lineup and value proposition</li>\n<li>Prepare and deliver compelling proposals, presentations, and investment-related materials tailored to advisor and plan sponsor needs</li>\n<li>Maintain accurate, up-to-date records of all client interactions, pipeline activity, and relationship progression in Salesforce or the designated CRM system</li>\n<li>Travel as needed to attend client events, industry conferences, and territory meetings alongside external sales team members</li>\n<li>Stay current on CIT market trends, competitive landscape, and Great Gray&rsquo;s evolving product and service offerings to credibly represent the firm in advisor conversations</li>\n<li>Proactively identify new prospecting approaches and market opportunities to maximize revenue within the territory</li>\n<li>Complete other related duties as assigned</li>\n</ul>\n<p><strong>Qualifications &amp; Experience</strong></p>\n<ul>\n<li>Bachelor&rsquo;s degree required; concentration in Finance, Business, or a related field preferred</li>\n<li>2+ years of experience in internal or hybrid wholesaling, financial services sales, or a client-facing business development role</li>\n<li>Demonstrated track record of meeting or exceeding sales activity KPIs and revenue targets in a high-outreach, territory-based sales environment</li>\n<li>Working knowledge of the defined contribution / 401(k) marketplace, including familiarity with CITs, mutual funds, and retirement plan structures preferred</li>\n<li>Experience with Salesforce or similar CRM platform; demonstrated ability to leverage CRM data to manage pipeline and prioritize outreach</li>\n<li>Series 6 or Series 7 license, or willingness to obtain licensure within a defined period</li>\n<li>Strong verbal and written communication skills, with the ability to articulate complex investment concepts clearly to advisor audiences</li>\n<li>High degree of self-motivation, competitive drive, and results orientation; a proven self-starter who thrives in a metrics-driven environment</li>\n<li>Ability to work collaboratively with external wholesalers, investment, and client service teams in a fast-paced, team-oriented culture</li>\n<li>Comfortable navigating ambiguity.</li>\n<li>Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.</li>\n</ul>\n<p><strong>Base Pay Range*</strong></p>\n<p>$75,000-$85,000</p>\n<p>*This base pay range is subject to change and may be modified in the future.</p>\n<p>The pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting.&nbsp; Individual compensation within this range depends on multiple factors, including, but not limited to, candidate&rsquo;s prior education and relevant work experience and training as well as position location and local market demands.&nbsp; Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the &lsquo;Base Pay Range&rsquo; noted above.</p>\n</div>","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/great-gray-group/e749e41d-c1e4-46db-8a02-9997b929b8aa","applyUrl":"https://jobs.lever.co/great-gray-group/e749e41d-c1e4-46db-8a02-9997b929b8aa/apply"},{"additionalPlain":"Benefits\nWe have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:\n·         Be an integral part of a high-growth organization!\n·         Competitive compensation package\n·         Group medical, dental and vision insurance\n·         Employer-paid life and disability insurance\n·         Annual well-being stipend\n·         Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement\n \nCompany Background \nGreat Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $315 billion in CIT assets under management, across more than 940 funds. We proudly work with more than 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James. \n \nCITs are more than just an investment vehicle. They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.\n \nGreat Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.\n \nMadison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023. As a result, Great Gray is an independent company owned by funds affiliated with MDP.\n \nInvestor Background \nMDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $37 billion and has completed over 160 platform investments across nine flagship funds. MDP invests across five dedicated industry verticals, including financial services, healthcare, technology and government services.\n \nEqual Employment Opportunity Policy\nGreat Gray Group, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.\n \nAccommodation Statement\nGreat Gray is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: TalentAcquisition@GreatGray.com\n","additional":"<div><strong>Benefits</strong></div>\n<div>We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Be an integral part of a high-growth organization!</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Competitive compensation package</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Group medical, dental and vision insurance</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Employer-paid life and disability insurance</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Annual well-being stipend</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement</div>\n<div>&nbsp;</div>\n<div><strong>Company Background&nbsp;</strong></div>\n<div>Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $315 billion in CIT assets under management, across more than 940 funds. We proudly work with more than 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James.&nbsp;</div>\n<div>&nbsp;</div>\n<div>CITs are more than just an investment vehicle.&nbsp;They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.</div>\n<div>&nbsp;</div>\n<div>Great Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.</div>\n<div>&nbsp;</div>\n<div>Madison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023.&nbsp;As a result, Great Gray is an independent company owned by funds affiliated with MDP.</div>\n<div>&nbsp;</div>\n<div><strong>Investor Background&nbsp;</strong></div>\n<div>MDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $37 billion and has completed over 160 platform investments across nine flagship funds. MDP invests across five dedicated industry verticals, including financial services, healthcare, technology and government services.</div>\n<div>&nbsp;</div>\n<div><strong>Equal Employment Opportunity Policy</strong></div>\n<div>Great Gray Group, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.</div>\n<div>&nbsp;</div>\n<div><strong>Accommodation Statement</strong></div>\n<div>Great Gray is committed to ensuring individuals with disabilities and/or those who&nbsp;have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: <a href=\"mailto:TalentAcquisition@GreatGray.com\">TalentAcquisition@GreatGray.com</a></div>","categories":{"location":"Boston, MA","team":"Marketing","allLocations":["Boston, MA"]},"createdAt":1780489206166,"descriptionPlain":"Why Great Gray?\nAt Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. \n","description":"<div><strong>Why Great Gray?</strong></div>\n<div>At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.&nbsp;</div><div><br></div><p><strong>The Role</strong></p>\n<p>Great Gray is looking to add a <strong>Senior</strong> <strong>Content Manager</strong> to our Marketing team. In this role, you will own the production and management of content for the Great Gray Trust Company (GGTC) brand - our institutional CIT trustee platform. You will build and execute against defined content pillars spanning CIT education, TDF thought leadership, and emerging retirement strategies. Strong content is also the foundation of our earned media and communications work, and this role will contribute directly to that pipeline. This is a high-impact role that sits at the intersection of editorial quality, institutional credibility, and category authority in the retirement services space.</p>\n<p><strong>Location</strong></p>\n<p>This position will work from our Boston, MA office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.</p>\n<p>Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.</p>\n<p><strong>Responsibilities&nbsp;</strong></p>\n<ul>\n<li>Execute content production for the Great Gray Trust Company brand across our strategic content pillars. Formats include thought leadership articles, whitepapers, primers, distributor briefs, email sequences, executive blog posts, and sales enablement materials</li>\n<li>Manage the end-to-end content workflow from brief through publication: draft, SME review, compliance approval, design handoff, and distribution</li>\n<li>Partner closely with senior leaders in compliance and legal to conduct thorough reviews of content for adherence to applicable laws, regulations, and industry best practices, ensuring all published materials meet regulatory standards</li>\n<li>Write and edit high-quality content aligned to Great Gray’s content pillars, ICPs across advisors, institutional buyers, asset managers, and recordkeepers, and brand voice standards (authoritative, institutional, precise).</li>\n<li>Apply the atomization content model to repurpose core assets into multiple formats (e.g., whitepaper: blog posts, email sequence, LinkedIn series, sales forwardable)</li>\n<li>Partner with subject matter experts, product marketing, demand generation, and compliance to ensure content accuracy, regulatory soundness, and brand consistency</li>\n<li>Support SEO and AEO content production, including keyword-informed blog posts, FAQ schema, author markup, and structured data for organic discoverability</li>\n<li>Maintain and organize the central content asset library with accurate metadata tagging (brand, pillar, ICP, funnel stage, format, lifecycle status)</li>\n<li>Track content performance using established measurement frameworks (attention, engagement, commercial impact) and contribute insights to weekly and monthly performance reviews</li>\n<li>Manage the quarterly editorial calendar for Great Gray Trust Company, maintaining the planned monthly rhythm: one thought leadership article or whitepaper, one distributor brief or case study, one earned media or event feature, one executive blog post, and one newsletter issue</li>\n<li>Collaborate with design and digital teams to bring content to life across owned, earned, sales-led and earned channels. Strong content is the raw material for earned media and PR — this role will feed pitch-ready ideas, executive perspectives, and data-driven narratives to support media and analyst engagement</li>\n<li>Complete other related duties as assigned</li>\n</ul>\n<p><strong>Qualifications &amp; Experience</strong></p>\n<ul>\n<li>Bachelor's degree in communications, marketing, journalism, or a related field</li>\n<li>10+ years of content marketing or editorial experience in financial services, B2B fintech, or a similarly regulated industry</li>\n<li>Experience writing for institutional audiences -- plan sponsors, RIAs, broker-dealers, or asset managers</li>\n<li>Demonstrated ability to write clearly and compellingly across formats — long-form thought leadership, short-form blog, email, and social — with an adaptable voice</li>\n<li>Familiarity with content operations: editorial calendars, production workflows, review/approval processes, and asset management</li>\n<li>Experience working with or alongside compliance and legal review processes is a strong plus</li>\n<li>Working knowledge of SEO best practices, including keyword research, content structuring, and metadata; experience with tools such as Semrush, Ahrefs, or similar</li>\n<li>Strong project management and organizational skills; comfortable managing multiple concurrent deliverables and deadlines</li>\n<li>Experience with sales enablement content and an understanding of how content supports pipeline and buyer journeys</li>\n<li>Fluency with AI-assisted content production tools, with a clear understanding of where AI helps (research, first drafts, repurposing, SEO) and where human judgment is non-negotiable (market thesis, SME expertise, compliance accuracy, brand voice, and final editorial sign-off). We operate a “humans author, AI assists” model</li>\n<li>Experience in asset management, retirement services, CITs, TDFs, or ERISA-governed financial content is a meaningful advantage. Familiarity with earned media, media relations, or PR content pipelines is a plus — strong content in this role will feed directly into media and analyst engagement</li>\n<li>Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.</li>\n<li>Comfortable navigating ambiguity.</li>\n<li>Entrepreneurial mindset to bring best practice ideas to the team.</li>\n<li>Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.</li>\n</ul>\n<p><strong>Base Pay Range*</strong></p>\n<p>$130,000-$155,000</p>\n<p>*This base pay range is subject to change and may be modified in the future.</p>\n<p>The pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting.&nbsp; Individual compensation within this range depends on multiple factors, including, but not limited to, candidate’s prior education and relevant work experience and training as well as position location and local market demands.&nbsp; Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the ‘Base Pay Range’ noted above.</p>\n<div>&nbsp;</div>","id":"6271baf9-392c-4816-a263-e84502b8495f","lists":[],"text":"Senior Content Manager","country":"US","workplaceType":"onsite","opening":"<div><strong>Why Great Gray?</strong></div>\n<div>At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.&nbsp;</div>","openingPlain":"Why Great Gray?\nAt Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. \n","descriptionBody":"<p><strong>The Role</strong></p>\n<p>Great Gray is looking to add a <strong>Senior</strong> <strong>Content Manager</strong> to our Marketing team. In this role, you will own the production and management of content for the Great Gray Trust Company (GGTC) brand - our institutional CIT trustee platform. You will build and execute against defined content pillars spanning CIT education, TDF thought leadership, and emerging retirement strategies. Strong content is also the foundation of our earned media and communications work, and this role will contribute directly to that pipeline. This is a high-impact role that sits at the intersection of editorial quality, institutional credibility, and category authority in the retirement services space.</p>\n<p><strong>Location</strong></p>\n<p>This position will work from our Boston, MA office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.</p>\n<p>Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.</p>\n<p><strong>Responsibilities&nbsp;</strong></p>\n<ul>\n<li>Execute content production for the Great Gray Trust Company brand across our strategic content pillars. Formats include thought leadership articles, whitepapers, primers, distributor briefs, email sequences, executive blog posts, and sales enablement materials</li>\n<li>Manage the end-to-end content workflow from brief through publication: draft, SME review, compliance approval, design handoff, and distribution</li>\n<li>Partner closely with senior leaders in compliance and legal to conduct thorough reviews of content for adherence to applicable laws, regulations, and industry best practices, ensuring all published materials meet regulatory standards</li>\n<li>Write and edit high-quality content aligned to Great Gray&rsquo;s content pillars, ICPs across advisors, institutional buyers, asset managers, and recordkeepers, and brand voice standards (authoritative, institutional, precise).</li>\n<li>Apply the atomization content model to repurpose core assets into multiple formats (e.g., whitepaper: blog posts, email sequence, LinkedIn series, sales forwardable)</li>\n<li>Partner with subject matter experts, product marketing, demand generation, and compliance to ensure content accuracy, regulatory soundness, and brand consistency</li>\n<li>Support SEO and AEO content production, including keyword-informed blog posts, FAQ schema, author markup, and structured data for organic discoverability</li>\n<li>Maintain and organize the central content asset library with accurate metadata tagging (brand, pillar, ICP, funnel stage, format, lifecycle status)</li>\n<li>Track content performance using established measurement frameworks (attention, engagement, commercial impact) and contribute insights to weekly and monthly performance reviews</li>\n<li>Manage the quarterly editorial calendar for Great Gray Trust Company, maintaining the planned monthly rhythm: one thought leadership article or whitepaper, one distributor brief or case study, one earned media or event feature, one executive blog post, and one newsletter issue</li>\n<li>Collaborate with design and digital teams to bring content to life across owned, earned, sales-led and earned channels. Strong content is the raw material for earned media and PR &mdash; this role will feed pitch-ready ideas, executive perspectives, and data-driven narratives to support media and analyst engagement</li>\n<li>Complete other related duties as assigned</li>\n</ul>\n<p><strong>Qualifications &amp; Experience</strong></p>\n<ul>\n<li>Bachelor's degree in communications, marketing, journalism, or a related field</li>\n<li>10+ years of content marketing or editorial experience in financial services, B2B fintech, or a similarly regulated industry</li>\n<li>Experience writing for institutional audiences -- plan sponsors, RIAs, broker-dealers, or asset managers</li>\n<li>Demonstrated ability to write clearly and compellingly across formats &mdash; long-form thought leadership, short-form blog, email, and social &mdash; with an adaptable voice</li>\n<li>Familiarity with content operations: editorial calendars, production workflows, review/approval processes, and asset management</li>\n<li>Experience working with or alongside compliance and legal review processes is a strong plus</li>\n<li>Working knowledge of SEO best practices, including keyword research, content structuring, and metadata; experience with tools such as Semrush, Ahrefs, or similar</li>\n<li>Strong project management and organizational skills; comfortable managing multiple concurrent deliverables and deadlines</li>\n<li>Experience with sales enablement content and an understanding of how content supports pipeline and buyer journeys</li>\n<li>Fluency with AI-assisted content production tools, with a clear understanding of where AI helps (research, first drafts, repurposing, SEO) and where human judgment is non-negotiable (market thesis, SME expertise, compliance accuracy, brand voice, and final editorial sign-off). We operate a &ldquo;humans author, AI assists&rdquo; model</li>\n<li>Experience in asset management, retirement services, CITs, TDFs, or ERISA-governed financial content is a meaningful advantage. Familiarity with earned media, media relations, or PR content pipelines is a plus &mdash; strong content in this role will feed directly into media and analyst engagement</li>\n<li>Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.</li>\n<li>Comfortable navigating ambiguity.</li>\n<li>Entrepreneurial mindset to bring best practice ideas to the team.</li>\n<li>Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.</li>\n</ul>\n<p><strong>Base Pay Range*</strong></p>\n<p>$130,000-$155,000</p>\n<p>*This base pay range is subject to change and may be modified in the future.</p>\n<p>The pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting.&nbsp; Individual compensation within this range depends on multiple factors, including, but not limited to, candidate&rsquo;s prior education and relevant work experience and training as well as position location and local market demands.&nbsp; Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the &lsquo;Base Pay Range&rsquo; noted above.</p>\n<div>&nbsp;</div>","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/great-gray-group/6271baf9-392c-4816-a263-e84502b8495f","applyUrl":"https://jobs.lever.co/great-gray-group/6271baf9-392c-4816-a263-e84502b8495f/apply"},{"additionalPlain":"Base Pay Range*\n$225,000-$250,000\n \n*This base pay range is subject to change and may be modified in the future.\nThe pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting.  Individual compensation within this range depends on multiple factors, including, but not limited to, candidate’s prior education and relevant work experience and training as well as position location and local market demands.  Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the ‘Base Pay Range’ noted above.\n\n\nBenefits\nWe have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:\n·         Be an integral part of a high-growth organization!\n·         Competitive compensation package\n·         Group medical, dental and vision insurance\n·         Employer-paid life and disability insurance\n·         Annual well-being stipend\n·         Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement\n \nCompany Background \nGreat Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $315 billion in CIT assets under management, across more than 940 funds. We proudly work with more than 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James. \n \nCITs are more than just an investment vehicle. They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.\n \nGreat Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.\n \nMadison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023. As a result, Great Gray is an independent company owned by funds affiliated with MDP.\n \nInvestor Background \nMDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $37 billion and has completed over 160 platform investments across nine flagship funds. MDP invests across five dedicated industry verticals, including financial services, healthcare, technology and government services.\n \nEqual Employment Opportunity Policy\nGreat Gray Group, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.\n \nAccommodation Statement\nGreat Gray is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: TalentAcquisition@GreatGray.com\n","additional":"<div><strong>Base Pay Range*</strong></div>\n<div><span style=\"font-size: 11pt;\">$225,000-$250,000</span></div>\n<div>&nbsp;</div>\n<div><span style=\"font-size: 11pt;\">*This base pay range is subject to change and may be modified in the future.</span></div>\n<div><span style=\"font-size: 11pt;\">The pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting.&nbsp; Individual compensation within this range depends on multiple factors, including, but not limited to, candidate’s prior education and relevant work experience and training as well as position location and local market demands.&nbsp; Our pay-for-performance culture also includes participation in an </span><strong style=\"font-size: 11pt;\">annual incentive bonus plan</strong><span style=\"font-size: 11pt;\"> for this position which is not included in the ‘Base Pay Range’ noted above.</span></div><div><br></div><div><strong>Benefits</strong></div>\n<div>We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Be an integral part of a high-growth organization!</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Competitive compensation package</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Group medical, dental and vision insurance</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Employer-paid life and disability insurance</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Annual well-being stipend</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement</div>\n<div>&nbsp;</div>\n<div><strong>Company Background&nbsp;</strong></div>\n<div>Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $315 billion in CIT assets under management, across more than 940 funds. We proudly work with more than 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James.&nbsp;</div>\n<div>&nbsp;</div>\n<div>CITs are more than just an investment vehicle.&nbsp;They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.</div>\n<div>&nbsp;</div>\n<div>Great Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.</div>\n<div>&nbsp;</div>\n<div>Madison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023.&nbsp;As a result, Great Gray is an independent company owned by funds affiliated with MDP.</div>\n<div>&nbsp;</div>\n<div><strong>Investor Background&nbsp;</strong></div>\n<div>MDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $37 billion and has completed over 160 platform investments across nine flagship funds. MDP invests across five dedicated industry verticals, including financial services, healthcare, technology and government services.</div>\n<div>&nbsp;</div>\n<div><strong>Equal Employment Opportunity Policy</strong></div>\n<div>Great Gray Group, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.</div>\n<div>&nbsp;</div>\n<div><strong>Accommodation Statement</strong></div>\n<div>Great Gray is committed to ensuring individuals with disabilities and/or those who&nbsp;have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: <a href=\"mailto:TalentAcquisition@GreatGray.com\">TalentAcquisition@GreatGray.com</a></div>","categories":{"commitment":"Full-time","location":"Boston, MA","team":"Legal/Compliance","allLocations":["Boston, MA","Wilmington, DE","Las Vegas, NV","Remote, USA"]},"createdAt":1772808821258,"descriptionPlain":"Why Great Gray?\nAt Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. \n\n\nThe Role\nGreat Gray is looking to add a Senior Counsel – Investment Solutions to the Legal team. This attorney’s primary responsibility will be to advise and support our trust and administrative services businesses, at all levels of the organization, in a rapidly evolving, high-growth environment.  The Senior Counsel will advise representatives of other functions on legal matters affecting Great Gray and partner with them to support Great Gray’s current and new business activities. The Senior Counsel will also help develop and execute plans, policies, and procedures for Great Gray’s Legal team and may represent the Legal team on various internal working groups and committees.\n \nIn addition, the Senior Counsel will (i) negotiate and prepare agreements with participating plans and subadvisors to Great Gray CITs, (ii) oversee the creation of new funds and draft related documents, including for innovative products such as CIT funds with private market exposure and lifetime income features, (iii) design and execute legal strategies for high-priority business projects, including large conversions of CIT assets from other trust companies and M&A activities, (iv) support Great Gray’s retirement policy and advocacy efforts, (v) partner with our Marketing team in preparing thought leadership and reviewing marketing collateral, (vi) oversee legal content on the RPAG platform, and (vii) serve as in-house benefits counsel for Great Gray Group’s own employee benefit plans.\n \nThe ideal candidate will have a mix of law firm and in-house legal experience, business acumen, a commitment to operational excellence, and strong technical, analytical and communication skills combined with the confidence and emotional intelligence needed to advance Great Gray priorities. In summary, we seek an experienced, strong, collaborative attorney, with integrity, who can work effectively across Great Gray.  It is likely that the right candidate is currently with a financial services company or leading law firm.\n \nLocation\nThis position may work from any of the office locations listed below. For office based employees, Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote. \nBoston, MA\nWilmington, DE\nLas Vegas, NV\nWhile we strongly prefer an in-office candidate, we would also consider highly qualified candidates for remote work in certain jurisdictions (Washington, DC, Miami, FL, Charlotte, NC, or the New York metro region).\n \nVisa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.\n","description":"<div><strong>Why Great Gray?</strong></div>\n<div>At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.&nbsp;</div><div><br></div><div><strong>The Role</strong></div>\n<div>Great Gray is looking to add a <strong>Senior Counsel – Investment Solutions</strong> to the <strong>Legal team</strong>. This attorney’s primary responsibility will be to advise and support our trust and administrative services businesses, at all levels of the organization, in a rapidly evolving, high-growth environment.&nbsp; The Senior Counsel will advise representatives of other functions on legal matters affecting Great Gray and partner with them to support Great Gray’s current and new business activities. The Senior Counsel will also help develop and execute plans, policies, and procedures for Great Gray’s Legal team and may represent the Legal team on various internal working groups and committees.</div>\n<div>&nbsp;</div>\n<div>In addition, the Senior Counsel will (i) negotiate and prepare agreements with participating plans and subadvisors to Great Gray CITs, (ii) oversee the creation of new funds and draft related documents, including for innovative products such as CIT funds with private market exposure and lifetime income features, (iii) design and execute legal strategies for high-priority business projects, including large conversions of CIT assets from other trust companies and M&amp;A activities, (iv) support Great Gray’s retirement policy and advocacy efforts, (v) partner with our Marketing team in preparing thought leadership and reviewing marketing collateral, (vi) oversee legal content on the RPAG platform, and (vii) serve as in-house benefits counsel for Great Gray Group’s own employee benefit plans.</div>\n<div>&nbsp;</div>\n<div><span style=\"font-size: 12pt;\">The ideal candidate will have a mix of law firm and in-house legal experience, business acumen, a commitment to operational excellence, and strong technical, analytical and communication skills combined with the confidence and emotional intelligence needed to advance Great Gray priorities. In summary, we seek an experienced, strong, collaborative attorney, with integrity, who can work effectively across Great Gray.&nbsp; It is likely that the right candidate is currently with a financial services company or leading law firm.</span></div>\n<div>&nbsp;</div>\n<div>\n<p><strong>Location</strong></p>\n<p>This position may work from any of the office locations listed below. For office based employees, Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.&nbsp;</p>\n<ul>\n<li><strong>Boston,&nbsp;MA</strong></li>\n<li><strong>Wilmington,&nbsp;DE</strong></li>\n<li><strong>Las&nbsp;Vegas,&nbsp;NV</strong></li>\n</ul>\n</div>\n<div><span data-teams=\"true\">While we strongly prefer an in-office candidate, we would also consider highly qualified candidates for remote work in certain jurisdictions (Washington, DC, Miami, FL, Charlotte, NC, or the New York metro region).</span></div>\n<div>&nbsp;</div>\n<div><span style=\"font-size: 12pt;\">Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.</span></div>","id":"1a337805-2433-4b41-9ece-3ef5706f6a66","lists":[{"text":"Responsibilities","content":"\n<li>Advise and support the trust and administrative services business, counsel various internal working groups and committees and employees at all levels of Great Gray.</li>\n<li>Support for our trust business will focus primarily on CIT matters such as eligibility and investment questions, applications for IRS determination letters of tax-exempt status, securities and commodities law exemptions, as well as negotiating and drafting agreements with subadvisors, insurance companies, trading platforms, custodians, recordkeepers and other administrative service providers.</li>\n<li>Oversee, draft, and negotiate fund formation documents, including funds with innovative strategies (e.g., private market exposure, lifetime income)</li>\n<li>Establish and execute legal strategies for high-priority business projects, conversion of CIT assets from other trust companies, and M&amp;A activities.</li>\n<li>Support for our administrative services business will focus primarily on CITs trusteed by other banks and other collective investment products.</li>\n<li>Support Great Gray retirement policy and advocacy aligned with the overarching goal of putting more money in Americans’ retirement accounts.</li>\n<li>Partner with Marketing team on campaigns educating the retirement marketplace about CITs and advancing Great Gray’s retirement policy thought leadership.</li>\n<li>Oversee, draft, and revise content used by subscribers to the RPAG platform to advise retirement plans.</li>\n<li>Serve as legal adviser to 401(k) Plan Committee and in-house counsel for HR department on employee benefits issues.</li>\n<li>Serve as a subject matter expert on various legal and regulatory matters affecting the business, including asset management, capital markets, distribution, ERISA and state law matters.</li>\n<li>Provide legal support for special projects, such as (i) new services, products, and partnerships, (ii) M&amp;A, (iii) reviewing, rationalizing, and updating template contracts and administrative forms and related workflows used by the businesses, and (iv) defining requirements for and implementing technology solutions to enhance efficiency.</li>\n<li>Represent the company in external engagements with various parties, including clients, business partners, regulators, trade associations and outside counsel.</li>\n<li>Stay abreast of new laws, regulations, and industry trends, and recommend responses.</li>\n<li>Review and negotiate a wide range of legal agreements and other documents essential to the operation of the business.</li>\n<li>Partner with compliance, risk, marketing, sales, and audit groups as appropriate.</li>\n<li>The Senior Counsel role is a hands-on position.&nbsp; A successful candidate will be eager and able to move seamlessly between advising on strategic issues and doing the legal work required to support the commercial business.</li>\n<li>Complete other related duties as assigned</li>\n"},{"text":"Qualifications & Experience","content":"\n<li>JD from an accredited law school</li>\n<li>Minimum of 5 years of experience as an attorney, with a combination of experience in a large law firm and a corporate legal department preferred.</li>\n<li>Admission to a state bar</li>\n<li>Significant experience in financial services, with asset management and ERISA subject matter expertise strongly preferred. Experience advising on transactions involving plan assets subject to ERISA and the Internal Revenue Code</li>\n<li>In-depth experience drafting, reviewing and negotiating a wide range of contracts.</li>\n<li>New product/service development, private market fund formation, and M&amp;A experience preferred.</li>\n<li>Ability to identify legal issues, evaluate legal risks, and offer constructive solutions.</li>\n<li>Strong interpersonal, organizational, and negotiation skills.</li>\n<li>Strong analytical and decision-making skills.</li>\n<li>Excellent written and verbal communication skills and the ability to communicate effectively with all levels of Great Gray and with external stakeholders.</li>\n<li>Excited to work in a high growth, dynamic, and sometimes uncertain environment.&nbsp;&nbsp;</li>\n<li>Exhibits our Great Gray attributes: Results-Driven, Innovative, Resilient and Decisive.&nbsp;</li>\n<li>Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.</li>\n"}],"text":"Senior Counsel – Investment Solutions (ERISA)","country":"US","workplaceType":"onsite","opening":"<div><strong>Why Great Gray?</strong></div>\n<div>At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.&nbsp;</div>","openingPlain":"Why Great Gray?\nAt Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. \n","descriptionBody":"<div><strong>The Role</strong></div>\n<div>Great Gray is looking to add a <strong>Senior Counsel &ndash; Investment Solutions</strong> to the <strong>Legal team</strong>. This attorney&rsquo;s primary responsibility will be to advise and support our trust and administrative services businesses, at all levels of the organization, in a rapidly evolving, high-growth environment.&nbsp; The Senior Counsel will advise representatives of other functions on legal matters affecting Great Gray and partner with them to support Great Gray&rsquo;s current and new business activities. The Senior Counsel will also help develop and execute plans, policies, and procedures for Great Gray&rsquo;s Legal team and may represent the Legal team on various internal working groups and committees.</div>\n<div>&nbsp;</div>\n<div>In addition, the Senior Counsel will (i) negotiate and prepare agreements with participating plans and subadvisors to Great Gray CITs, (ii) oversee the creation of new funds and draft related documents, including for innovative products such as CIT funds with private market exposure and lifetime income features, (iii) design and execute legal strategies for high-priority business projects, including large conversions of CIT assets from other trust companies and M&amp;A activities, (iv) support Great Gray&rsquo;s retirement policy and advocacy efforts, (v) partner with our Marketing team in preparing thought leadership and reviewing marketing collateral, (vi) oversee legal content on the RPAG platform, and (vii) serve as in-house benefits counsel for Great Gray Group&rsquo;s own employee benefit plans.</div>\n<div>&nbsp;</div>\n<div><span style=\"font-size: 12pt;\">The ideal candidate will have a mix of law firm and in-house legal experience, business acumen, a commitment to operational excellence, and strong technical, analytical and communication skills combined with the confidence and emotional intelligence needed to advance Great Gray priorities. In summary, we seek an experienced, strong, collaborative attorney, with integrity, who can work effectively across Great Gray.&nbsp; It is likely that the right candidate is currently with a financial services company or leading law firm.</span></div>\n<div>&nbsp;</div>\n<div>\n<p><strong>Location</strong></p>\n<p>This position may work from any of the office locations listed below. For office based employees, Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.&nbsp;</p>\n<ul>\n<li><strong>Boston,&nbsp;MA</strong></li>\n<li><strong>Wilmington,&nbsp;DE</strong></li>\n<li><strong>Las&nbsp;Vegas,&nbsp;NV</strong></li>\n</ul>\n</div>\n<div><span data-teams=\"true\">While we strongly prefer an in-office candidate, we would also consider highly qualified candidates for remote work in certain jurisdictions (Washington, DC, Miami, FL, Charlotte, NC, or the New York metro region).</span></div>\n<div>&nbsp;</div>\n<div><span style=\"font-size: 12pt;\">Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.</span></div>","descriptionBodyPlain":"The Role\nGreat Gray is looking to add a Senior Counsel – Investment Solutions to the Legal team. This attorney’s primary responsibility will be to advise and support our trust and administrative services businesses, at all levels of the organization, in a rapidly evolving, high-growth environment.  The Senior Counsel will advise representatives of other functions on legal matters affecting Great Gray and partner with them to support Great Gray’s current and new business activities. The Senior Counsel will also help develop and execute plans, policies, and procedures for Great Gray’s Legal team and may represent the Legal team on various internal working groups and committees.\n \nIn addition, the Senior Counsel will (i) negotiate and prepare agreements with participating plans and subadvisors to Great Gray CITs, (ii) oversee the creation of new funds and draft related documents, including for innovative products such as CIT funds with private market exposure and lifetime income features, (iii) design and execute legal strategies for high-priority business projects, including large conversions of CIT assets from other trust companies and M&A activities, (iv) support Great Gray’s retirement policy and advocacy efforts, (v) partner with our Marketing team in preparing thought leadership and reviewing marketing collateral, (vi) oversee legal content on the RPAG platform, and (vii) serve as in-house benefits counsel for Great Gray Group’s own employee benefit plans.\n \nThe ideal candidate will have a mix of law firm and in-house legal experience, business acumen, a commitment to operational excellence, and strong technical, analytical and communication skills combined with the confidence and emotional intelligence needed to advance Great Gray priorities. In summary, we seek an experienced, strong, collaborative attorney, with integrity, who can work effectively across Great Gray.  It is likely that the right candidate is currently with a financial services company or leading law firm.\n \nLocation\nThis position may work from any of the office locations listed below. For office based employees, Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote. \nBoston, MA\nWilmington, DE\nLas Vegas, NV\nWhile we strongly prefer an in-office candidate, we would also consider highly qualified candidates for remote work in certain jurisdictions (Washington, DC, Miami, FL, Charlotte, NC, or the New York metro region).\n \nVisa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.\n","hostedUrl":"https://jobs.lever.co/great-gray-group/1a337805-2433-4b41-9ece-3ef5706f6a66","applyUrl":"https://jobs.lever.co/great-gray-group/1a337805-2433-4b41-9ece-3ef5706f6a66/apply"},{"additionalPlain":"Benefits\nWe have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:\n·         Be an integral part of a high-growth organization!\n·         Competitive compensation package\n·         Group medical, dental and vision insurance\n·         Employer-paid life and disability insurance\n·         Annual well-being stipend\n·         Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement\n \nCompany Background \nGreat Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $315 billion in CIT assets under management, across more than 940 funds. We proudly work with more than 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James. \n \nCITs are more than just an investment vehicle. They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.\n \nGreat Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.\n \nMadison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023. As a result, Great Gray is an independent company owned by funds affiliated with MDP.\n \nInvestor Background \nMDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $37 billion and has completed over 160 platform investments across nine flagship funds. MDP invests across five dedicated industry verticals, including financial services, healthcare, technology and government services.\n \nEqual Employment Opportunity Policy\nGreat Gray Group, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.\n \nAccommodation Statement\nGreat Gray is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: TalentAcquisition@GreatGray.com\n","additional":"<div><strong>Benefits</strong></div>\n<div>We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Be an integral part of a high-growth organization!</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Competitive compensation package</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Group medical, dental and vision insurance</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Employer-paid life and disability insurance</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Annual well-being stipend</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement</div>\n<div>&nbsp;</div>\n<div><strong>Company Background&nbsp;</strong></div>\n<div>Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $315 billion in CIT assets under management, across more than 940 funds. We proudly work with more than 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James.&nbsp;</div>\n<div>&nbsp;</div>\n<div>CITs are more than just an investment vehicle.&nbsp;They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.</div>\n<div>&nbsp;</div>\n<div>Great Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.</div>\n<div>&nbsp;</div>\n<div>Madison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023.&nbsp;As a result, Great Gray is an independent company owned by funds affiliated with MDP.</div>\n<div>&nbsp;</div>\n<div><strong>Investor Background&nbsp;</strong></div>\n<div>MDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $37 billion and has completed over 160 platform investments across nine flagship funds. MDP invests across five dedicated industry verticals, including financial services, healthcare, technology and government services.</div>\n<div>&nbsp;</div>\n<div><strong>Equal Employment Opportunity Policy</strong></div>\n<div>Great Gray Group, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.</div>\n<div>&nbsp;</div>\n<div><strong>Accommodation Statement</strong></div>\n<div>Great Gray is committed to ensuring individuals with disabilities and/or those who&nbsp;have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: <a href=\"mailto:TalentAcquisition@GreatGray.com\">TalentAcquisition@GreatGray.com</a></div>","categories":{"commitment":"Full-time","location":"Wilmington, DE","team":"Operations","allLocations":["Wilmington, DE","Boston, MA"]},"createdAt":1774632299181,"descriptionPlain":"Why Great Gray?\nAt Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. \n","description":"<div><strong>Why Great Gray?</strong></div>\n<div>At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.&nbsp;</div>","id":"6a96a485-447d-4acc-8bff-58dae92503b7","lists":[{"text":"Responsibilities ","content":"<div>The Senior Implementation Solutions Consultant will own the events within her or his portfolio and will ensure successful and complete closure of all events to the satisfaction of team leadership, stakeholders, and partners. This includes:</div>\n\n<li>Scoping all events, formulating a timeline, communicating with impacted parties, and managing the expectations of all internal and external participants.</li>\n<li>Holds participants accountable for task completion</li>\n<li>Ensures governance materials are in good order and approvals secured before initiating engagement on subsequent project phases.</li>\n<li>Partners with legal team members and other stakeholders to manage the production or revision of requisite legal artifacts.</li>\n<li>Maintains fund data quality in internal systems (for example, FactSet) and with external services (for example, CUSIP bureau and NSCC)</li>\n<li>Ensures good “change-management” and “document-management” hygiene</li>\n<li>Providing timely updates, as required in event tracking systems (for example, Jira) so that Implementation Solutions Team programs, projects, and events can be tracked and prioritized according to organizational objectives and goals.</li>\n<li>Communicating effectively and appropriately with all stakeholders so that expectations are met and changes to expectations are negotiated in a manner consistent with organizational goals.</li>\n<li>Identifying, assessing, and controlling risks and risk events; maintaining an understanding of applicable policies, procedures, risk appetites, and tolerances relevant to the role, the team, and the organization.&nbsp; Making, informing, or recommending business decisions while considering current and potential risks.&nbsp; Escalating and recording incidents, associated to relevant risks, in a timely and accurate manner.</li>\n<li>Complete other related duties as assigned.</li>\n"},{"text":"Qualifications & Experience","content":"\n<li>Bachelor’s degree and 5+ years of experience in the financial services industry, with a fundamental understanding of collective investment vehicles in any form (funds, ETFs, or trusts, for instance), under any regulatory framework.&nbsp; Importantly, you understand how the different actors (investors, advisors, managers, sub-advisors, and custodians, for example) come together to bring a collective investment product to market.&nbsp;</li>\n<li>Capacity to think strategically, analyze critically, plan methodically, and act decisively.</li>\n<li>Deftly persuasive and influential with expertise in oral and written communication; comfortable interacting with C-level professionals, inside and outside of the organization.</li>\n<li>Organized and detail-oriented with advanced project-management skills.</li>\n<li>Capacity to build collaborative relationships, credibly navigate ambiguity, and manage expectations in a way that advances organizational goals.</li>\n<li>Fluency with financial concepts and ability to apply such in support of business-case recommendations.</li>\n<li>Comprehensive knowledge of MS Office Products with a focus on Excel; comfort with formula development, table analysis, and simple financial modeling is a requirement.</li>\n<li>Familiarity with fund and related legal documents will be as asset.</li>\n<li>Ability to thrive in a fast-paced, dynamic environment while managing multiple priorities with minimal direction.</li>\n<li>Entrepreneurial spirit with a keen desire to optimize processes, improve outcomes, and drive efficiency within the team and throughout the organization.</li>\n<li>Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.</li>\n"}],"text":"Senior Implementation Solutions Consultant","country":"US","workplaceType":"onsite","opening":"<div><strong>Why Great Gray?</strong></div>\n<div>At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.&nbsp;</div>","openingPlain":"Why Great Gray?\nAt Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. \n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/great-gray-group/6a96a485-447d-4acc-8bff-58dae92503b7","applyUrl":"https://jobs.lever.co/great-gray-group/6a96a485-447d-4acc-8bff-58dae92503b7/apply"},{"additionalPlain":"Tech Stack\nOur current tech stack is a blend of existing and next-gen tools/languages, and like our company itself, our software is always evolving. \n·       Frontend: Angular, React\n·       Backend: C# .NET\n·       Data Layer: MSSQL, Python, Postgres, Databricks\n·       Infrastructure: Azure cloud\n·       Tooling: Cypress, Docker, GitHub, Cursor, SonarQube\n \nBase Pay Range*\n$150,000-$185,000\n*This base pay range is subject to change and may be modified in the future.\n \nThe pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting.  Individual compensation within this range depends on multiple factors, including, but not limited to, candidate’s prior education and relevant work experience and training as well as position location and local market demands.  Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the ‘Base Pay Range’ noted above.\n\n\nBenefits\nWe have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:\n·         Be an integral part of a high-growth organization!\n·         Competitive compensation package\n·         Group medical, dental and vision insurance\n·         Employer-paid life and disability insurance\n·         Annual well-being stipend\n·         Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement\n \nCompany Background \nGreat Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $315 billion in CIT assets under management, across more than 940 funds. We proudly work with more than 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James. \n \nCITs are more than just an investment vehicle. They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.\n \nGreat Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.\n \nMadison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023. As a result, Great Gray is an independent company owned by funds affiliated with MDP.\n \nInvestor Background \nMDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $37 billion and has completed over 160 platform investments across nine flagship funds. MDP invests across five dedicated industry verticals, including financial services, healthcare, technology and government services.\n \nEqual Employment Opportunity Policy\nGreat Gray Group, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.\n \nAccommodation Statement\nGreat Gray is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: TalentAcquisition@GreatGray.com\n","additional":"<div><strong>Tech Stack</strong></div>\n<div><span style=\"font-size: 11pt;\">Our current tech stack is a blend of existing and next-gen tools/languages, and like our company itself, our software is always evolving. </span></div>\n<div><span style=\"font-size: 11pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Frontend: Angular, React</span></div>\n<div><span style=\"font-size: 11pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Backend: C# .NET</span></div>\n<div><span style=\"font-size: 11pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Data Layer: MSSQL, Python, Postgres, Databricks</span></div>\n<div><span style=\"font-size: 11pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Infrastructure: Azure cloud</span></div>\n<div><span style=\"font-size: 11pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style=\"font-size: 11pt;\">Tooling: Cypress, Docker, GitHub, Cursor, SonarQube</span></div>\n<div>&nbsp;</div>\n<div><strong>Base Pay Range*</strong></div>\n<div><span style=\"font-size: 11pt;\">$150,000-$185,000</span></div>\n<div><span style=\"font-size: 11pt;\">*This base pay range is subject to change and may be modified in the future.</span></div>\n<div>&nbsp;</div>\n<div><span style=\"font-size: 11pt;\">The pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting.&nbsp; Individual compensation within this range depends on multiple factors, including, but not limited to, candidate’s prior education and relevant work experience and training as well as position location and local market demands.&nbsp; Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the ‘Base Pay Range’ noted above.</span></div><div><br></div><div><strong>Benefits</strong></div>\n<div>We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Be an integral part of a high-growth organization!</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Competitive compensation package</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Group medical, dental and vision insurance</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Employer-paid life and disability insurance</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Annual well-being stipend</div>\n<div><span style=\"font-size: 10pt;\">·</span><span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement</div>\n<div>&nbsp;</div>\n<div><strong>Company Background&nbsp;</strong></div>\n<div>Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $315 billion in CIT assets under management, across more than 940 funds. We proudly work with more than 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James.&nbsp;</div>\n<div>&nbsp;</div>\n<div>CITs are more than just an investment vehicle.&nbsp;They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.</div>\n<div>&nbsp;</div>\n<div>Great Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.</div>\n<div>&nbsp;</div>\n<div>Madison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023.&nbsp;As a result, Great Gray is an independent company owned by funds affiliated with MDP.</div>\n<div>&nbsp;</div>\n<div><strong>Investor Background&nbsp;</strong></div>\n<div>MDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $37 billion and has completed over 160 platform investments across nine flagship funds. MDP invests across five dedicated industry verticals, including financial services, healthcare, technology and government services.</div>\n<div>&nbsp;</div>\n<div><strong>Equal Employment Opportunity Policy</strong></div>\n<div>Great Gray Group, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.</div>\n<div>&nbsp;</div>\n<div><strong>Accommodation Statement</strong></div>\n<div>Great Gray is committed to ensuring individuals with disabilities and/or those who&nbsp;have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: <a href=\"mailto:TalentAcquisition@GreatGray.com\">TalentAcquisition@GreatGray.com</a></div>","categories":{"commitment":"Full-time","location":"Remote, USA","team":"Technology","allLocations":["Remote, USA"]},"createdAt":1777487352790,"descriptionPlain":"Why Great Gray?\nAt Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. \n\n\nThe Role\nGreat Gray is looking to add a Technical Lead on our Technology team. As a hands-on leader with solid experience in building web applications using the latest AI development tools, you will guide an agile development team, influence architectural decisions and champion best practices in software development, driving innovation and delivering high-impact features for our industry-leading retirement platform.\n \nIf you believe in using the latest AI tools to build software, value continuous delivery, and understand that quality is a shared responsibility you will do well here. Our team members are expected to take full ownership of our products as well as embrace efficiency and continuous improvement. We are not looking for a few rock stars, but rather very strong team players that wish to collaborate to create fantastic software.\n \nThis is an exciting opportunity to grow alongside Great Gray as we expand, integrate, and build cutting-edge solutions for the retirement services industry. Your ability to mentor, solve complex technical challenges, and drive results will multiply the effectiveness of your team and shape the future of our technology\n \nLocation\nThis position will work remote. Candidate must be located in the Eastern Time Zone within the United States.\n \nPlease note that employment in this role is restricted to candidates residing in states where Great Gray is currently registered as an employer. These states are limited to: CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX and VA.\n \nVisa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.\n","description":"<div><strong>Why Great Gray?</strong></div>\n<div>At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.&nbsp;</div><div><br></div><div><strong>The Role</strong></div>\n<div>Great Gray is looking to add a <strong>Technical Lead </strong>on our <strong>Technology</strong> team. As a hands-on leader with solid experience in building web applications using the latest AI development tools, you will guide an agile development team, influence architectural decisions and champion best practices in software development, driving innovation and delivering high-impact features for our industry-leading retirement platform.</div>\n<div>&nbsp;</div>\n<div>If you believe in using the latest AI tools to build software, value continuous delivery, and understand that quality is a shared responsibility you will do well here. Our team members are expected to take full ownership of our products as well as embrace efficiency and continuous improvement. We are not looking for a few rock stars, but rather very strong team players that wish to collaborate to create fantastic software.</div>\n<div>&nbsp;</div>\n<div>This is an exciting opportunity to grow alongside Great Gray as we expand, integrate, and build cutting-edge solutions for the retirement services industry. Your ability to mentor, solve complex technical challenges, and drive results will multiply the effectiveness of your team and shape the future of our technology</div>\n<div><strong>&nbsp;</strong></div>\n<div><strong>Location</strong></div>\n<div>This position will work remote. Candidate must be located in the Eastern Time Zone within the United States.</div>\n<div>&nbsp;</div>\n<div><span data-teams=\"true\">Please note that employment in this role is restricted to candidates residing in states where Great Gray is currently registered as an employer. These states are limited to: CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX and VA.</span></div>\n<div>&nbsp;</div>\n<div>Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.</div>","id":"125f9a9b-2670-4023-b533-382b6ca5b4ea","lists":[{"text":"Responsibilities","content":"\n<li>Architect, design, and implement scalable, cost-effective cloud solutions in a microservices environment using the latest AI technologies</li>\n<li>Lead and mentor a team of engineers, driving technical excellence through guidance and best practices.</li>\n<li>Champion continuous improvement by optimizing processes, ensuring quality standards, and enhancing system performance.</li>\n<li>Conduct code reviews to uphold security, maintainability, and performance standards.</li>\n<li>Collaborate with leadership to align technical decisions with business goals and deliver outstanding customer value.</li>\n<li>Maintain and monitor business-critical platforms, proactively troubleshooting issues to ensure seamless operation.</li>\n<li>Complete other related duties as assigned</li>\n"},{"text":"Required Qualifications & Experience","content":"\n<li>Exhibits our Great Gray values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration</li>\n<li>7+ years of software development experience, with 5+ years of expertise in a complied language (ex. .NET Core, Java), and versed in using the latest AI technologies to build software systems</li>\n<li>Deep knowledge of RESTful APIs, microservices architecture, and event-driven systems</li>\n<li>Strong proficiency in SQL Server, PostgreSQL, or MySQL</li>\n<li>Experience with front-end technologies like Angular, React, or Next.js</li>\n"},{"text":"Preferred Qualifications & Experience","content":"\n<li>Strong collaboration skills, fostering an environment of shared learning and innovation.</li>\n<li>Ability to articulate and implement best practices, design patterns, and software architecture.</li>\n<li>A growth mindset with an eagerness to learn new technologies and adapt to evolving challenges.</li>\n<li>A problem-solving mindset and the ability to lead technical discussions.</li>\n<li>A passion for best practices, design patterns, and driving excellence in development.</li>\n<li>The ability to balance multiple priorities while maintaining high-quality outcomes.</li>\n<li>Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.</li>\n<li>Comfortable navigating ambiguity.</li>\n<li>Entrepreneurial mindset to bring best practice ideas to the team.</li>\n<li>Hands-on experience with Azure and designing scalable, cost-effective cloud solutions.</li>\n"}],"text":"Technical Lead","country":"US","workplaceType":"remote","opening":"<div><strong>Why Great Gray?</strong></div>\n<div>At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.&nbsp;</div>","openingPlain":"Why Great Gray?\nAt Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. \n","descriptionBody":"<div><strong>The Role</strong></div>\n<div>Great Gray is looking to add a <strong>Technical Lead </strong>on our <strong>Technology</strong> team. As a hands-on leader with solid experience in building web applications using the latest AI development tools, you will guide an agile development team, influence architectural decisions and champion best practices in software development, driving innovation and delivering high-impact features for our industry-leading retirement platform.</div>\n<div>&nbsp;</div>\n<div>If you believe in using the latest AI tools to build software, value continuous delivery, and understand that quality is a shared responsibility you will do well here. Our team members are expected to take full ownership of our products as well as embrace efficiency and continuous improvement. We are not looking for a few rock stars, but rather very strong team players that wish to collaborate to create fantastic software.</div>\n<div>&nbsp;</div>\n<div>This is an exciting opportunity to grow alongside Great Gray as we expand, integrate, and build cutting-edge solutions for the retirement services industry. Your ability to mentor, solve complex technical challenges, and drive results will multiply the effectiveness of your team and shape the future of our technology</div>\n<div><strong>&nbsp;</strong></div>\n<div><strong>Location</strong></div>\n<div>This position will work remote. Candidate must be located in the Eastern Time Zone within the United States.</div>\n<div>&nbsp;</div>\n<div><span data-teams=\"true\">Please note that employment in this role is restricted to candidates residing in states where Great Gray is currently registered as an employer. These states are limited to: CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX and VA.</span></div>\n<div>&nbsp;</div>\n<div>Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.</div>","descriptionBodyPlain":"The Role\nGreat Gray is looking to add a Technical Lead on our Technology team. As a hands-on leader with solid experience in building web applications using the latest AI development tools, you will guide an agile development team, influence architectural decisions and champion best practices in software development, driving innovation and delivering high-impact features for our industry-leading retirement platform.\n \nIf you believe in using the latest AI tools to build software, value continuous delivery, and understand that quality is a shared responsibility you will do well here. Our team members are expected to take full ownership of our products as well as embrace efficiency and continuous improvement. We are not looking for a few rock stars, but rather very strong team players that wish to collaborate to create fantastic software.\n \nThis is an exciting opportunity to grow alongside Great Gray as we expand, integrate, and build cutting-edge solutions for the retirement services industry. Your ability to mentor, solve complex technical challenges, and drive results will multiply the effectiveness of your team and shape the future of our technology\n \nLocation\nThis position will work remote. Candidate must be located in the Eastern Time Zone within the United States.\n \nPlease note that employment in this role is restricted to candidates residing in states where Great Gray is currently registered as an employer. These states are limited to: CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX and VA.\n \nVisa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.\n","hostedUrl":"https://jobs.lever.co/great-gray-group/125f9a9b-2670-4023-b533-382b6ca5b4ea","applyUrl":"https://jobs.lever.co/great-gray-group/125f9a9b-2670-4023-b533-382b6ca5b4ea/apply"}]