Jobs at Great Gray Trust Company

Temporary, part-time extern supporting Legal and Compliance teams during the Spring 2027 semester. Responsibilities include reviewing, drafting, revising, proofreading, organizing, and tracking governance and legal documents for collective investment funds; assisting with compliance projects; and collaborating with attorneys and business partners. The role is unpaid, requires academic credit, and offers exposure to fiduciary, regulatory, governance, and investment-management matters.

Leads day-to-day platform data operations, including partner file ingestion, PAL data integration, fund mapping, secure transfers, validation, quality metrics, issue resolution, and audit controls. Manages and develops the data operations team while driving automation, workflow improvement, documentation, and migration from legacy architecture. Partners with Product and Engineering, recordkeepers, advisors, and clients to improve data accuracy, scalability, security, and service delivery.

Designs, builds, and maintains automated test suites; integrates testing into CI/CD pipelines; develops testing strategies; performs functional, performance, load, security, and manual testing; troubleshoots defects; and collaborates with developers, product managers, and stakeholders in an agile environment.

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

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.

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.

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 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.

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.