Senior Implementation Solutions Consultant

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Why Great Gray?

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 Senior Implementation Solutions Consultant to our Implementation Solutions Team, a critical component of the Operations organization.

The Implementation Solutions Team owns the end-to-end product development and management lifecycle for all Great Gray Collective Investment Funds – including target-date series launches, sub-advisor changes, fee class additions, fund closures, and related complex events.

In conjunction with team leadership, the Senior Implementation Solutions Consultant is responsible to coordinate resources, collaborate with stakeholders, control the timing of events, and execute flawlessly.  Flawless execution will require excellent communication, negotiation, risk management, project management, and analytical acumen.

Location

This position may work from our Wilmington, DE or 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

• The Senior Implementation Solutions Consultant will own the events within her or his portfolio and will ensure successful and complete closure of all events to the satisfaction of team leadership, stakeholders, and partners. This includes:
• 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.

Benefits

We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:

·         Be an integral part of a high-growth organization!

·         Competitive compensation package

·         Group medical, dental and vision insurance

·         Employer-paid life and disability insurance

·         Annual well-being stipend

·         Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement

Company Background

Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $315 billion in CIT assets under management, across more than 940 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 $37 billion and has completed over 160 platform investments across nine flagship funds. MDP invests across five dedicated industry verticals, including financial services, healthcare, technology and government services.

Equal Employment Opportunity Policy

Great Gray Group, 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: TalentAcquisition@GreatGray.com