The Role
Great Gray is looking to add a Senior Investment Analyst to our Investment team. The Senior Investment Analyst will serve as a core member of the investment team, reporting directly to the Deputy Chief Investment Officer. This individual will support the full breadth of the team’s responsibilities—spanning portfolio management, manager research, content development, and internal and external client support—with particular emphasis on advanced Excel skills and working knowledge of private markets. The ideal candidate is analytically rigorous, comfortable managing multiple workstreams, and able to communicate complex investment concepts clearly to a range of audiences.
Location
This position will work from one of our office locations listed below. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.
Boston, MAWilmington, DEAliso Viejo, CAVisa 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.
Responsibilities
Lead the preparation and maintenance of complex, multi-tab Excel models supporting portfolio construction, quarterly rebalancing, de-risking processes, and target allocation analysis; advanced Excel proficiency is essential for this roleConduct ongoing manager research and due diligence across public and private market strategies, including participation in calls, meetings, and webinars, and support evaluation of private equity, private credit, and other alternative investmentsOversee investment commentary, asset class research, and client-facing content for use by sales and relationship management teamsSupport responses to investment-related inquiries from advisors, consultants, and institutional partners, including participation in prospect and client callsAssist with discretionary portfolio oversight, rebalancing execution, and coordination with investment operations to ensure accurate and timely trade implementationMaintain data integrity across investment reporting systems and platforms, and support quarterly and ad-hoc reporting needs for internal and external stakeholdersCollaborate cross-functionally with sales, operations, legal, and technology teams on investment-related projects, platform enhancements, and client deliverablesQualifications & Experience
Bachelor’s degree in Finance, Economics, Business, or a related field6+ years of experience in investment management, consulting, or financial servicesAdvanced Excel skills, including the ability to build, audit, and maintain complex models with linked formulas, scenario analysis, and multi-asset allocation logic—this is a critical requirement for the roleCFA designationExperience with defined contribution investment structures, including target-date strategies and stable valueFamiliarity with portfolio construction concepts including asset allocation, glidepath analysis, and rebalancing mechanicsExposure to private markets (private equity, private credit, real assets, or hedge funds) through prior professional experience, research, or advanced courseworkStrong written and verbal communication skills with the ability to produce clear, polished investment contentHigh attention to detail and ability to manage recurring deadlines across multiple concurrent workstreamsAbility to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.Comfortable navigating ambiguity.Entrepreneurial mindset to bring best practice ideas to the team.Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.Base Pay Range*
$100,000-$130,000
*This base pay range is subject to change and may be modified in the future.
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. Individual compensation within this range, or that may warrant a provision for pay beyond 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.
BenefitsWe have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:· Be an integral part of a high-growth organization!· Competitive compensation package· Group medical, dental and vision insurance· Employer-paid life and disability insurance· Annual well-being stipend· 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 Company Background Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $370 billion in CIT assets under management, across more than 1,020 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. CITs 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. 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. Madison 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. Investor Background 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. Equal Employment Opportunity PolicyGreat 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. Accommodation StatementGreat 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 Read LessThe Role
Great Gray is looking to add a Senior Investment Analyst to our Investment team. The Senior Investment Analyst will serve as a core member of the investment team, reporting directly to the Deputy Chief Investment Officer. This individual will support the full breadth of the team’s responsibilities—spanning portfolio management, manager research, content development, and internal and external client support—with particular emphasis on advanced Excel skills and working knowledge of private markets. The ideal candidate is analytically rigorous, comfortable managing multiple workstreams, and able to communicate complex investment concepts clearly to a range of audiences.
Location
This position will work from one of our office locations listed below. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.
Boston, MAWilmington, DEAliso Viejo, CAVisa 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.
Responsibilities
Lead the preparation and maintenance of complex, multi-tab Excel models supporting portfolio construction, quarterly rebalancing, de-risking processes, and target allocation analysis; advanced Excel proficiency is essential for this roleConduct ongoing manager research and due diligence across public and private market strategies, including participation in calls, meetings, and webinars, and support evaluation of private equity, private credit, and other alternative investmentsOversee investment commentary, asset class research, and client-facing content for use by sales and relationship management teamsSupport responses to investment-related inquiries from advisors, consultants, and institutional partners, including participation in prospect and client callsAssist with discretionary portfolio oversight, rebalancing execution, and coordination with investment operations to ensure accurate and timely trade implementationMaintain data integrity across investment reporting systems and platforms, and support quarterly and ad-hoc reporting needs for internal and external stakeholdersCollaborate cross-functionally with sales, operations, legal, and technology teams on investment-related projects, platform enhancements, and client deliverablesQualifications & Experience
Bachelor’s degree in Finance, Economics, Business, or a related field6+ years of experience in investment management, consulting, or financial servicesAdvanced Excel skills, including the ability to build, audit, and maintain complex models with linked formulas, scenario analysis, and multi-asset allocation logic—this is a critical requirement for the roleCFA designationExperience with defined contribution investment structures, including target-date strategies and stable valueFamiliarity with portfolio construction concepts including asset allocation, glidepath analysis, and rebalancing mechanicsExposure to private markets (private equity, private credit, real assets, or hedge funds) through prior professional experience, research, or advanced courseworkStrong written and verbal communication skills with the ability to produce clear, polished investment contentHigh attention to detail and ability to manage recurring deadlines across multiple concurrent workstreamsAbility to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.Comfortable navigating ambiguity.Entrepreneurial mindset to bring best practice ideas to the team.Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.Base Pay Range*
$100,000-$130,000
*This base pay range is subject to change and may be modified in the future.
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. Individual compensation within this range, or that may warrant a provision for pay beyond 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.
BenefitsWe have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:· Be an integral part of a high-growth organization!· Competitive compensation package· Group medical, dental and vision insurance· Employer-paid life and disability insurance· Annual well-being stipend· 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 Company Background Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $370 billion in CIT assets under management, across more than 1,020 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. CITs 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. 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. Madison 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. Investor Background 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. Equal Employment Opportunity PolicyGreat 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. Accommodation StatementGreat 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 Read LessThe Role
Great Gray is looking to add a Service Desk Technician to our Technology team. This role serves as the primary technical point of contact for employees in our Wilmington office, while also supporting others throughout the organization in a remote capacity.
Location
This position will work from our Wilmington, DE office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.
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.
Responsibilities
Technical Support:
Provide first-level IT support for hardware, software, and network issuesTroubleshoot and resolve technical problems in a timely mannerMaintain accurate documentation of support tickets and resolutionsEscalate complex issues to appropriate IT teams when necessaryExecutive Support:
Offer dedicated technical assistance to executive leadershipPrioritize and respond promptly to executive requestsEnsure executive technology needs are anticipated and addressedMaintain discretion when handling sensitive informationSales Team Assistance:
Support our Sales teams with technical issues both on-site and remotely in-the-fieldAssist with technical aspects of sales presentations and demonstrationsEnsure sales tools and applications are functioning optimallyProvide just-in-time technical support during client meetingsOnboarding:
Coordinate and execute technology onboarding for new employeesPrepare and configure hardware and software for new hiresDeliver initial training on company systems and toolsCreate and maintain onboarding documentation and checklistsGeneral Administration:
Manage inventory of IT equipment and suppliesAssist with implementing IT policies and proceduresContribute to continuous improvement of IT service deliveryParticipate in IT projects as neededComplete other related duties as assignedQualifications & Experience
Required:
2+ years of experience in IT help desk or technical support Strong knowledge of common business applications and operating systems Excellent customer service and communication skills Ability to explain technical concepts to non-technical users Experience with ticketing systems and IT service management Proven ability to prioritize tasks in a fast-paced environmentPreferred:
Technical certification (CompTIA A+, HDI, ITIL Foundation) Experience supporting executive-level staff Familiarity with onboarding processes Knowledge of sales tools and CRM systemsPersonal Attributes:
Exceptional problem-solving abilities Professional demeanor and presentation Adaptability to changing priorities Strong attention to detail Team-oriented with a collaborative approach Commitment to continuous learning Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.Comfortable navigating ambiguity.Entrepreneurial mindset to bring best practice ideas to the team.Exhibits our Great Gray attributes: Disciplined Curiosity, Growth Mindset, Results Ownership, Collaboration, GritBenefitsWe have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:· Be an integral part of a high-growth organization!· Competitive compensation package· Group medical, dental and vision insurance· Employer-paid life and disability insurance· Annual well-being stipend· 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 Company Background Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $370 billion in CIT assets under management, across more than 1,020 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. CITs 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. 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. Madison 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. Investor Background 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. Equal Employment Opportunity PolicyGreat 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. Accommodation StatementGreat 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 Read LessThe Role
Great Gray is looking to add a Senior Investment Analyst to our Investment team. The Senior Investment Analyst will serve as a core member of the investment team, reporting directly to the Deputy Chief Investment Officer. This individual will support the full breadth of the team’s responsibilities—spanning portfolio management, manager research, content development, and internal and external client support—with particular emphasis on advanced Excel skills and working knowledge of private markets. The ideal candidate is analytically rigorous, comfortable managing multiple workstreams, and able to communicate complex investment concepts clearly to a range of audiences.
Location
This position will work from one of our office locations listed below. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.
Boston, MAWilmington, DEAliso Viejo, CAVisa 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.
Responsibilities
Lead the preparation and maintenance of complex, multi-tab Excel models supporting portfolio construction, quarterly rebalancing, de-risking processes, and target allocation analysis; advanced Excel proficiency is essential for this roleConduct ongoing manager research and due diligence across public and private market strategies, including participation in calls, meetings, and webinars, and support evaluation of private equity, private credit, and other alternative investmentsOversee investment commentary, asset class research, and client-facing content for use by sales and relationship management teamsSupport responses to investment-related inquiries from advisors, consultants, and institutional partners, including participation in prospect and client callsAssist with discretionary portfolio oversight, rebalancing execution, and coordination with investment operations to ensure accurate and timely trade implementationMaintain data integrity across investment reporting systems and platforms, and support quarterly and ad-hoc reporting needs for internal and external stakeholdersCollaborate cross-functionally with sales, operations, legal, and technology teams on investment-related projects, platform enhancements, and client deliverablesQualifications & Experience
Bachelor’s degree in Finance, Economics, Business, or a related field6+ years of experience in investment management, consulting, or financial servicesAdvanced Excel skills, including the ability to build, audit, and maintain complex models with linked formulas, scenario analysis, and multi-asset allocation logic—this is a critical requirement for the roleCFA designationExperience with defined contribution investment structures, including target-date strategies and stable valueFamiliarity with portfolio construction concepts including asset allocation, glidepath analysis, and rebalancing mechanicsExposure to private markets (private equity, private credit, real assets, or hedge funds) through prior professional experience, research, or advanced courseworkStrong written and verbal communication skills with the ability to produce clear, polished investment contentHigh attention to detail and ability to manage recurring deadlines across multiple concurrent workstreamsAbility to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.Comfortable navigating ambiguity.Entrepreneurial mindset to bring best practice ideas to the team.Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.Base Pay Range*
$100,000-$130,000
*This base pay range is subject to change and may be modified in the future.
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. Individual compensation within this range, or that may warrant a provision for pay beyond 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.
BenefitsWe have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:· Be an integral part of a high-growth organization!· Competitive compensation package· Group medical, dental and vision insurance· Employer-paid life and disability insurance· Annual well-being stipend· 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 Company Background Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $370 billion in CIT assets under management, across more than 1,020 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. CITs 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. 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. Madison 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. Investor Background 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. Equal Employment Opportunity PolicyGreat 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. Accommodation StatementGreat 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 Read LessThe Role
Great Gray is looking to add a Service Desk Technician to our Technology team. This role serves as the primary technical point of contact for employees in our Las Vegas office, while also supporting others throughout the organization in a remote capacity.
Location
This 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.
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.
Responsibilities
Technical Support:
Provide first-level IT support for hardware, software, and network issuesTroubleshoot and resolve technical problems in a timely mannerMaintain accurate documentation of support tickets and resolutionsEscalate complex issues to appropriate IT teams when necessaryExecutive Support:
Offer dedicated technical assistance to executive leadershipPrioritize and respond promptly to executive requestsEnsure executive technology needs are anticipated and addressedMaintain discretion when handling sensitive informationSales Team Assistance:
Support our Sales teams with technical issues both on-site and remotely in-the-fieldAssist with technical aspects of sales presentations and demonstrationsEnsure sales tools and applications are functioning optimallyProvide just-in-time technical support during client meetingsOnboarding:
Coordinate and execute technology onboarding for new employeesPrepare and configure hardware and software for new hiresDeliver initial training on company systems and toolsCreate and maintain onboarding documentation and checklistsGeneral Administration:
Manage inventory of IT equipment and suppliesAssist with implementing IT policies and proceduresContribute to continuous improvement of IT service deliveryParticipate in IT projects as neededComplete other related duties as assignedQualifications & Experience
Required:
2+ years of experience in IT help desk or technical support Strong knowledge of common business applications and operating systems Excellent customer service and communication skills Ability to explain technical concepts to non-technical users Experience with ticketing systems and IT service management Proven ability to prioritize tasks in a fast-paced environmentPreferred:
Technical certification (CompTIA A+, HDI, ITIL Foundation) Experience supporting executive-level staff Familiarity with onboarding processes Knowledge of sales tools and CRM systemsPersonal Attributes:
Exceptional problem-solving abilities Professional demeanor and presentation Adaptability to changing priorities Strong attention to detail Team-oriented with a collaborative approach Commitment to continuous learning Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.Comfortable navigating ambiguity.Entrepreneurial mindset to bring best practice ideas to the team.Exhibits our Great Gray attributes: Disciplined Curiosity, Growth Mindset, Results Ownership, Collaboration, GritBenefitsWe have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:· Be an integral part of a high-growth organization!· Competitive compensation package· Group medical, dental and vision insurance· Employer-paid life and disability insurance· Annual well-being stipend· 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 Company Background Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $370 billion in CIT assets under management, across more than 1,020 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. CITs 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. 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. Madison 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. Investor Background 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. Equal Employment Opportunity PolicyGreat 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. Accommodation StatementGreat 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 Read LessBase Pay Range*
$85,000-$125,000
*This base pay range is subject to change and may be modified in the future.
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. 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.
BenefitsWe have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:· Be an integral part of a high-growth organization!· Competitive compensation package· Group medical, dental and vision insurance· Employer-paid life and disability insurance· Annual well-being stipend· 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 Company Background Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $370 billion in CIT assets under management, across more than 1,020 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. CITs 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. 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. Madison 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. Investor Background 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. Equal Employment Opportunity PolicyGreat 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. Accommodation StatementGreat 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 Read LessBase Pay Range*
$85,000-$125,000
*This base pay range is subject to change and may be modified in the future.
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. 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.
BenefitsWe have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:· Be an integral part of a high-growth organization!· Competitive compensation package· Group medical, dental and vision insurance· Employer-paid life and disability insurance· Annual well-being stipend· 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 Company Background Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $370 billion in CIT assets under management, across more than 1,020 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. CITs 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. 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. Madison 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. Investor Background 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. Equal Employment Opportunity PolicyGreat 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. Accommodation StatementGreat 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 Read LessThe Role
Great Gray is looking to add a Retirement Plan Specialist to our Sales 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.
Location
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.
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.
Responsibilities
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 solutionsOwn 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 activityMeet or exceed established activity KPIs, including daily outbound call targets, scheduled meetings, new advisor activations, and pipeline contribution metricsIdentify and uncover larger sales opportunities within the territory, partnering with senior external wholesalers to develop and execute a coordinated territory strategyHandle inbound calls and inquiries from advisors and home office contacts, providing timely and knowledgeable responses on Great Gray’s product lineup and value propositionPrepare and deliver compelling proposals, presentations, and investment-related materials tailored to advisor and plan sponsor needsMaintain accurate, up-to-date records of all client interactions, pipeline activity, and relationship progression in Salesforce or the designated CRM systemTravel as needed to attend client events, industry conferences, and territory meetings alongside external sales team membersStay current on CIT market trends, competitive landscape, and Great Gray’s evolving product and service offerings to credibly represent the firm in advisor conversationsProactively identify new prospecting approaches and market opportunities to maximize revenue within the territoryComplete other related duties as assignedQualifications & Experience
Bachelor’s degree required; concentration in Finance, Business, or a related field preferred2+ years of experience in internal or hybrid wholesaling, financial services sales, or a client-facing business development roleDemonstrated track record of meeting or exceeding sales activity KPIs and revenue targets in a high-outreach, territory-based sales environmentWorking knowledge of the defined contribution / 401(k) marketplace, including familiarity with CITs, mutual funds, and retirement plan structures preferredExperience with Salesforce or similar CRM platform; demonstrated ability to leverage CRM data to manage pipeline and prioritize outreachSeries 6 or Series 7 license, or willingness to obtain licensure within a defined periodStrong verbal and written communication skills, with the ability to articulate complex investment concepts clearly to advisor audiencesHigh degree of self-motivation, competitive drive, and results orientation; a proven self-starter who thrives in a metrics-driven environmentAbility to work collaboratively with external wholesalers, investment, and client service teams in a fast-paced, team-oriented cultureComfortable navigating ambiguity.Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.Base Pay Range*
$75,000-$85,000
*This base pay range is subject to change and may be modified in the future.
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. 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.
BenefitsWe have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:· Be an integral part of a high-growth organization!· Competitive compensation package· Group medical, dental and vision insurance· Employer-paid life and disability insurance· Annual well-being stipend· 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 Company Background Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $370 billion in CIT assets under management, across more than 1,020 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. CITs 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. 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. Madison 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. Investor Background 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. Equal Employment Opportunity PolicyGreat 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. Accommodation StatementGreat 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 Read LessLocation
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.
Boston, MAWilmington, DELas Vegas, NVWhile 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). 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.ResponsibilitiesAdvise and support the trust and administrative services business, counsel various internal working groups and committees and employees at all levels of Great Gray.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.Oversee, draft, and negotiate fund formation documents, including funds with innovative strategies (e.g., private market exposure, lifetime income)Establish and execute legal strategies for high-priority business projects, conversion of CIT assets from other trust companies, and M&A activities.Support for our administrative services business will focus primarily on CITs trusteed by other banks and other collective investment products.Support Great Gray retirement policy and advocacy aligned with the overarching goal of putting more money in Americans’ retirement accounts.Partner with Marketing team on campaigns educating the retirement marketplace about CITs and advancing Great Gray’s retirement policy thought leadership.Oversee, draft, and revise content used by subscribers to the RPAG platform to advise retirement plans.Serve as legal adviser to 401(k) Plan Committee and in-house counsel for HR department on employee benefits issues.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.Provide legal support for special projects, such as (i) new services, products, and partnerships, (ii) M&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.Represent the company in external engagements with various parties, including clients, business partners, regulators, trade associations and outside counsel.Stay abreast of new laws, regulations, and industry trends, and recommend responses.Review and negotiate a wide range of legal agreements and other documents essential to the operation of the business.Partner with compliance, risk, marketing, sales, and audit groups as appropriate.The Senior Counsel role is a hands-on position. 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.Complete other related duties as assignedQualifications & ExperienceJD from an accredited law schoolMinimum of 5 years of experience as an attorney, with a combination of experience in a large law firm and a corporate legal department preferred.Admission to a state barSignificant 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 CodeIn-depth experience drafting, reviewing and negotiating a wide range of contracts.New product/service development, private market fund formation, and M&A experience preferred.Ability to identify legal issues, evaluate legal risks, and offer constructive solutions.Strong interpersonal, organizational, and negotiation skills.Strong analytical and decision-making skills.Excellent written and verbal communication skills and the ability to communicate effectively with all levels of Great Gray and with external stakeholders.Excited to work in a high growth, dynamic, and sometimes uncertain environment. Exhibits our Great Gray attributes: Results-Driven, Innovative, Resilient and Decisive. Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.Base Pay Range*$225,000-$250,000 *This base pay range is subject to change and may be modified in the future.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. 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.