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Great Gray

Provides fiduciary management for retirement CITs

Technology Operations Lead

Program ManagementUpdated on Nov 10
Full-timeRemote in USANo salary listed

About the Job

Requirements

  • A bachelor's degree and 7+ years of experience in operations, delivery management, or program management, including 2+ years in a lead role.
  • Hands-on experience with Jira workflows, boards, and reporting, and Salesforce or a comparable case management tool, plus a track record of defining and enforcing standard operating procedures.
  • Experience defining, negotiating, and tracking service-level agreements with customers, vendors, and internal stakeholders.
  • Experience with monitoring and observability tools and defining meaningful alerts and service-level agreements.
  • Working familiarity with a major cloud platform: AWS, Azure, or Google Cloud Platform.
  • Clear written and verbal communication with engineers and non-technical stakeholders.
  • Sound judgment under pressure and the ability to prioritize competing demands.

Responsibilities

  • Define and maintain standard operating procedures for Agile methodology, Jira usage, refinement, and stand-ups across Engineering teams, and drive adoption.
  • Track product requirements documents, technical requirements documents, Jira epics and stories, story points, and due dates across Engineering, and surface blockers and risks early.
  • Participate in weekly delivery check-ins and hold Engineering and Product accountable to their commitments.
  • Own the escalation path for customer-reported issues so that triage in Salesforce and Jira is consistent, ownership is clear, and every ticket receives a written update.
  • Maintain a live known-issues view and brief support and relationship teams after each release so they know what changed before customers call.
  • Manage data service-level agreements with key clients, third-party vendors, and internal stakeholders, monitoring delivery against agreed timelines and quality expectations.
  • Report regularly on delivery performance, resolution times, service-level agreement performance, and enhancement requests routed to Product.
  • Complete other related duties as assigned.

About the Company

Great Gray

Provides fiduciary management for retirement CITs

What does Great Gray do? It operates in the retirement investment space, offering Collective Investment Trusts (CITs) to provide tax-exempt retirement investment solutions for financial advisors and retirement planners. It acts as a trustee or administrator for pooled funds and manages about $209.8 billion in assets, with 14% in fund-of-fund structures. How does its product work? The firm handles fiduciary management and the onboarding of clients, delivering an accessible, stewardship-focused experience. Revenue comes from management fees and strategic partnerships tied to fund administration and trust services. How is it different from competitors? It emphasizes fiduciary oversight, easy onboarding, and industry-leading fund management expertise within the CIT and tax-exempt pooled-fund space, serving a broad advisor audience. What is the goal? To help retirees grow confidently into the future by providing clear, trusted, forward-looking investment solutions.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Nevada, United States
Founded
2023

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