The Role
The Business Development Representative will generate leads, support sales, manage CRM data, and represent RPAG professionally while engaging clients.
Summary Generated by Built In
Why Great Gray Group & RPAG?
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.
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.
The Role
Great Gray is looking to add a Business Development Representative to our RPAG team. The Business Development Representative will be responsible for generating qualified leads and expanding RPAG’s advisor and partner network. This individual will serve as the first point of contact for prospective clients and will support the sales team by identifying, qualifying, and scheduling new business opportunities.
Please note - this role works a Mon-Fri shift from 7:30AM PT - 4:30PM PT
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
· Conduct outbound prospecting via email, phone, and social channels.
· Qualify inbound leads and schedule discovery meetings for sales executives.
· Understand and communicate the value of RPAG’s platform and services.
· Manage CRM data and maintain accurate records of outreach and engagement.
· Collaborate with marketing on lead generation campaigns and follow-up.
· Engage with leads from events such as webinars and industry conferences.
· Provide regular feedback to the team on lead quality and outreach performance.
· Research target markets and identify new outreach opportunities.
· Represent RPAG and Great Gray in a professional and client-focused manner.
Qualifications & Experience
· Bachelors degree and 1 to 3 years of experience in sales, business development, client engagement asset/investment management, or retirement services.
· Strong communication and interpersonal skills.
· Experience using CRM platforms such as Salesforce.
· Self-motivated and comfortable working independently and in a fast-paced environment.
· Knowledge of the retirement or financial services industry is a plus.
· Strong organizational skills and attention to detail.
· 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.
· Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results-Driven, Collaborative.
Benefits
We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:
· Be an integral part of an early-stage, high-growth organization!
· Hybrid work environment
· Competitive compensation package including 401(k) with elective and non-elective match opportunities
· Lifestyle spending allowance program
· Medical, Dental, Vision Insurance
· Employer-paid life and disability insurance
· Generous paid time off program
Company Background
Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $240 billion in CIT assets under management, across more than 800 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 $28 billion and has completed over 150 platform investments. MDP invests across five dedicated industry verticals, including basic industries; business and government software and services; financial and transaction services; health care; and telecom, media, and technology services.
Equal Employment Opportunity Policy
Great Gray, 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 Statement
Great 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: [email protected]
Top Skills
Salesforce
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
At Great Gray® we believe in – and are driven by – growth. In continually expanding and transforming retirement solutions through technology that streamlines, innovation that unlocks potential, and a mindset that reaches far beyond the status quo.
Growth that brings new efficiencies, new possibilities, new goals to our customers.
And to their customers.
From acting as a trustee for CITs, where we transcend oversight by working to ensure assets are not just managed but maximized, to delivering modern approaches like our onboarding tool boardingpass™, we never stop looking for smart ways to innovate and grow our industry. And ultimately, bring greater value to those we serve.
Always listening, learning, applying new concepts on top of a long-standing reputation for fiduciary strength and expertise. Creating what’s next from a critical foundation of discipline and trust.
Empowering our industry, customers, and ourselves to grow confidently.
