The Role
Great Gray is looking to add a Senior Implementation Solutions Consultant to our Implementation Solutions team to support the development and evolution of our investment product line, a core function of our broader Operations team.
The Implementation Solutions Team oversees the full lifecycle of Great Gray’s Collective Investment Funds—from launching new strategies and target‑date vintages to implementing sub‑advisor changes, introducing new fee classes, and managing fund restructurings or closures. The team ensures that each product initiative aligns with our investment standards, fiduciary responsibilities, and the needs of plan sponsors and asset management partners.
Working closely with team leadership, the Senior Implementation Solutions Consultant plays a critical role in driving investment product initiatives from concept through completion. The role requires the ability to coordinate across investment, legal, operational, and distribution stakeholders; guide the timing and sequencing of key deliverables; and steward changes that affect the structure, positioning, or market readiness of our funds. Success depends on strong communication, sound judgment, an understanding of the investment ecosystem, and the ability to navigate complex product events with precision and professionalism.
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
- Scoping all events, formulating a timeline, communicating with impacted parties, and managing the expectations of all internal and external participants.
- Holds participants accountable for task completion
- Ensures governance materials are in good order and approvals secured before initiating engagement on subsequent project phases.
- Partners with legal team members and other stakeholders to manage the production or revision of requisite legal artifacts.
- Maintains fund data quality in internal systems (for example, FactSet) and with external services (for example, CUSIP bureau and NSCC)
- Ensures good “change-management” and “document-management” hygiene
- Providing timely updates, as required in event tracking systems (for example, Jira) so that Implementation Solutions Team programs, projects, and events can be tracked and prioritized according to organizational objectives and goals.
- Communicating effectively and appropriately with all stakeholders so that expectations are met and changes to expectations are negotiated in a manner consistent with organizational goals.
- Identifying, assessing, and controlling risks and risk events; maintaining an understanding of applicable policies, procedures, risk appetites, and tolerances relevant to the role, the team, and the organization. Making, informing, or recommending business decisions while considering current and potential risks. Escalating and recording incidents, associated to relevant risks, in a timely and accurate manner.
- Complete other related duties as assigned.
Qualifications & Experience
- Bachelor’s degree and 5+ years of experience in the financial services industry, with a fundamental understanding of collective investment vehicles in any form (funds, ETFs, or trusts, for instance), under any regulatory framework. Importantly, you understand how the different actors (investors, advisors, managers, sub-advisors, and custodians, for example) come together to bring a collective investment product to market.
- Capacity to think strategically, analyze critically, plan methodically, and act decisively.
- Deftly persuasive and influential with expertise in oral and written communication; comfortable interacting with C-level professionals, inside and outside of the organization.
- Organized and detail-oriented with advanced project-management skills.
- Capacity to build collaborative relationships, credibly navigate ambiguity, and manage expectations in a way that advances organizational goals.
- Fluency with financial concepts and ability to apply such in support of business-case recommendations.
- Comprehensive knowledge of MS Office Products with a focus on Excel; comfort with formula development, table analysis, and simple financial modeling is a requirement.
- Familiarity with fund and related legal documents will be as asset.
- Ability to thrive in a fast-paced, dynamic environment while managing multiple priorities with minimal direction.
- Entrepreneurial spirit with a keen desire to optimize processes, improve outcomes, and drive efficiency within the team and throughout the organization.
- Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.
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.
