The Role
Great Gray is looking to add a Senior Institutional Client Associate to our Asset Manager & Consultant Relations Team. This is a critical member of the Asset Manager & Consultant Relations team, supporting Senior Relationship Managers and the business leveraging thoughtful analysis of relationship dynamics, business activity, fund flows and market trends into actionable insights, with the goal of bringing continuous improvement to the quality of our client engagement. The role is ideal for a highly analytical, organized, and commercially minded professional who can connect data, relationship intelligence, and business strategy to support growth across Great Gray’s institutional and asset manager partnerships.
Location
This position will work from our Boston, MA office. Great Gray currently supports a hybrid work model with 4 days onsite in the office 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
- Develop, maintain and evolve comprehensive client profiles to reflect enterprise characteristics, business priorities and scope of relationship
- Develop recurring reporting, dashboards, and commentary that help leadership understand asset manager trends, product performance, partnership health, and strategic priorities.
- Develop quarterly business review materials to support Senior Relationship Managers’ client reviews, including analytics on sales and client engagement metrics and milestones
- Support Senior Relationship Managers on institutional client calls and direct communications
- Collaborate cross-functionally with sales, operations, legal, compliance, finance and implementation teams on a regular basis.
- Partner with technology and operations to represent and translate the team’s reporting needs to technology/CRM enhancements
- Track institutional pipeline activity and relationship-development priorities, helping ensure follow-through on opportunities, risks, next steps, and internal ownership.
- Contribute to process improvements that enhance relationship intelligence, data quality, reporting discipline, knowledge sharing and institutional business planning.
- Maintain agenda for internal team calls
- Complete other related duties as assigned
Qualifications & Experience
- Bachelor’s degree in Finance, Business or a related field and a minimum of 5 years of relevant industry experience in institutional asset management, ideally for an asset manager, or experience supporting institutional sales or relationship management teams
- Experience in the Defined Contribution market is a plus
- Demonstrated proficiency with Salesforce CRM
- Proficient with business analytics and leveraging AI to create efficiencies, including Claude or a similar tool
- Microsoft Office 365 skills, including advanced proficiency in Excel creating reporting, tables and visuals
- Strong communication and interpersonal skills, with the ability to problem-solve and navigate complex business conversations
- Exceptional project management skills, including business/technical writing
- 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*
$90,000-$115,000
*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 in Finance, Business, or a related field
- Minimum of 5 years of relevant industry experience in institutional asset management or supporting institutional sales or relationship management teams
- Experience in the Defined Contribution market
- Demonstrated proficiency with Salesforce CRM
- Proficiency with business analytics and leveraging AI tools, including Claude or a similar tool
- Microsoft Office 365 skills, including advanced Excel proficiency for creating reporting, tables, and visuals
- Strong communication and interpersonal skills
- Ability to problem-solve and navigate complex business conversations
- Exceptional project management skills, including business and technical writing
- Ability to manage multiple priorities in a fast-paced, dynamic environment
- 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.
