The Role
Great Gray is looking to add an experienced Senior Implementation Solutions Project Manager to our Implementation Solutions team. This individual will serve as a strategic driver of complex, high-stakes implementation projects including mergers and acquisitions, private asset onboarding, and systems integrations ensuring delivery on time, on scope, and aligned to client expectations. The role requires a polished communicator, a rigorous planner, and a steady leader who thrives in a fast-moving environment.
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
- Lead end-to-end project management for complex implementation engagements, including full project lifecycle planning, scope definition, resource coordination, and risk management.
- Develop and maintain detailed project plans, status reports, RAID logs, and executive dashboards; proactively surface issues and drive resolution.
- Manage multiple concurrent projects simultaneously while maintaining high standards of quality and client service.
- Partner with internal teams — legal, compliance, operations, technology, and client services — to ensure alignment and seamless execution.
- Drive project management activities supporting M&A transactions, including due diligence coordination, integration planning, data migration, and Day 1 readiness.
- Coordinate across workstreams to track milestones, manage dependencies, and ensure integration activities are completed within defined timelines.
- Develop communication plans, cutover playbooks, and transition documentation to support M&A events from announcement through stabilization.
- Manage implementation projects related to private asset strategies, including onboarding interval funds, BDCs, and private credit vehicles into trust and CIT structures.
- Oversee technology and systems implementation projects, managing vendor relationships, UAT coordination, and go-live planning.
- Translate complex operational and technical requirements into structured project plans with clear accountability.
- Serve as the primary point of contact for key project stakeholders; facilitate steering committee meetings, working sessions, and executive briefings.
- Build trusted relationships with clients, plan sponsors, and external partners throughout the implementation lifecycle.
- Escalate risks and issues appropriately and communicate status with clarity and transparency at all levels of the organization.
- Complete other related duties as assigned.
Qualifications & Experience
- Bachelor's degree and 7+ years of project management experience, with a demonstrated track record of managing large-scale, complex implementations.
- Background in an implementation, operations, or solutions role within a trust company, recordkeeper, or asset manager, with strong working knowledge of trust, retirement, and institutional investment products — including Collective Investment Trusts (CITs), defined contribution plans, private asset strategies (interval funds, BDCs, private credit), and 3(38) investment management structures.
- Direct experience managing projects within mergers and acquisitions, including due diligence, integration planning, and post-close execution.
- Hands-on experience leading technology or systems implementation projects, including vendor management, UAT, and deployment coordination.
- PMP, PgMP, or equivalent project management certification.
- Exceptional organizational skills with the ability to manage competing priorities across multiple workstreams simultaneously.
- Strong written and verbal communication skills; comfortable presenting to senior leadership and external clients.
- Proficiency in project management tools (e.g., Smartsheet, Asana, MS Project, or equivalent).
- 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 Ownership, Collaboration.
Base Pay Range*
$140,000-$175,000
*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.
Skills Required
- Bachelor's degree
- 7+ years of project management experience
- Experience managing large-scale, complex implementations
- Background in an implementation, operations, or solutions role within a trust company, recordkeeper, or asset manager
- Working knowledge of trust, retirement, and institutional investment products, including CITs, defined contribution plans, private asset strategies, and 3(38) investment management structures
- Direct experience managing M&A projects, including due diligence, integration planning, and post-close execution
- Experience leading technology or systems implementation projects
- Experience with vendor management, UAT, and deployment coordination
- PMP, PgMP, or equivalent project management certification
- Exceptional organizational skills and ability to manage multiple concurrent workstreams
- Strong written and verbal communication skills, including presentation to senior leadership and external clients
- Proficiency in project management tools such as Smartsheet, Asana, MS Project, or equivalent
- Ability to thrive in a fast-paced, dynamic environment and manage competing priorities
- Comfort navigating ambiguity
- Entrepreneurial mindset and ability to contribute best-practice ideas
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.









