Jobs at Great Gray Trust Company

Lead complex implementation projects across M&A, private asset onboarding, and technology integrations. Responsibilities include project planning, scope and resource management, risk mitigation, data migration, systems implementation, vendor coordination, UAT, go-live planning, stakeholder communication, executive reporting, and post-close stabilization. The role partners with legal, compliance, operations, technology, clients, and external partners while managing multiple concurrent workstreams.

Develop and maintain scalable frontend solutions using JavaScript, Angular, and React. Collaborate with cross-functional teams, contribute to architecture, conduct code reviews, uphold security and performance standards, and support cloud-based platforms. Diagnose technical issues, improve system reliability, mentor teammates, and promote DevOps, continuous delivery, design patterns, and software engineering best practices.

Supports senior relationship managers serving institutional asset manager and consultant clients. Develops client profiles, dashboards, reporting, quarterly business review materials, and analysis of sales activity, fund flows, market trends, and partnership health. Tracks pipeline priorities and follow-through, supports client communications, coordinates with cross-functional teams, and translates reporting needs into CRM and technology enhancements. The role also contributes to process improvements, data quality, business planning, and internal team coordination.

Supports senior relationship managers serving institutional asset manager and consultant clients. Responsibilities include developing client profiles, reporting and dashboards, quarterly business review materials, pipeline tracking, client communications, CRM enhancements, cross-functional collaboration, and process improvements. The role uses relationship intelligence, business analytics, fund flow analysis, and market trends to support institutional business growth and improve client engagement.

Manages and grows a portfolio of high-value institutional consultant and asset manager relationships within the company’s collective investment trust business. Serves as the primary client contact, develops account plans, leads strategic reviews, builds executive relationships, identifies expansion opportunities, monitors account health, and coordinates cross-functional teams to deliver client solutions. The role requires expertise in defined contribution plans, institutional investments, consultant and asset manager networks, and senior stakeholder engagement, with national travel as needed.

Own product strategy and roadmap for a retirement investment ecosystem segment while leading a product sub-team and executing strategic initiatives hands-on. Responsibilities include shaping data and integration solutions, managing external partnerships, improving data quality, defining success metrics, guiding engineering and design collaboration, and representing product strategy to executives and partners. The role requires strong product leadership, technical fluency in APIs and data systems, metrics-driven decision-making, and retirement or wealth management industry familiarity.

Serve as a strategic HR partner to the Go-to-Market organization, advising leaders and employees on onboarding, performance management, employee relations, engagement, recognition, and manager development. Facilitate training, support talent acquisition, coordinate Las Vegas office operations, manage vendors, and conduct investigations. The role is based in Las Vegas with a hybrid schedule and regular travel to Aliso Viejo, California.

Leads complex, customized SaaS customer implementations from scoping through delivery. Owns project plans, customer communications, stakeholder alignment, risk management, reporting, and Statement of Work delivery. Coordinates Product, Technology, Marketing, Onboarding, customers, and partners to ensure timely, high-quality outcomes. Reviews technical specifications, challenges delivery approaches, resolves barriers, and improves implementation processes to create repeatable practices. The role is based in Boston with a hybrid schedule and travel as needed.

Lead RPAGmarketing P&L and full-funnel growth from acquisition to closed booking. Own advisor acquisition, member engagement, cross-sell/upsell, CRO and experimentation. Jointly manage martech and marketing operations (Salesforce, Pardot, HubSpot), build pipeline analytics and attribution, and coordinate advisor channel strategy to drive revenue and expansion.

Lead product marketing strategy and execution across Great Gray and RPAG brands. Own positioning, competitive intelligence, GTM playbooks, launch messaging, sales enablement, and proposal narratives while partnering closely with sales, content, brand, and growth teams to drive differentiation and support revenue motion.

Lead UX for a B2B retirement investment platform: conduct user research, design information architectures, user flows, wireframes and hi‑fi prototypes, partner with product and engineering to ship solutions, present findings to stakeholders, and build/scale design systems and accessibility standards.

The Account Executive will manage the full sales cycle, develop prospects, lead discovery, and maintain client relationships while partnering with internal teams.

Serve as a core investment team member supporting portfolio management, manager research, private markets evaluation, client-facing content, reporting, and rebalancing. Lead complex multi-tab Excel modeling, maintain data integrity across reporting platforms, support discretionary oversight and trade coordination, and collaborate cross-functionally on investment projects and client deliverables.