Retirement Plan Consultant @ Great Gray

Sales & Account Management (3)
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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

The Retirement Plan Consultant (Hybrid Wholesaler) on the Sales Team is responsible for actively engaging with existing and prospective clients through outbound calls to promote and sell Great Gray solutions, while also managing existing client relationships. This role offers the opportunity to enhance sales through uncovering larger opportunities in collaboration with external sales team members, attending client events, and leveraging CRM tools to track and develop client relationships. The flexibility to travel and innovate on sales strategies is essential for success in this dynamic and client-focused position

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

Initiate outbound telephone calls to existing and prospective clients to position, promote, sell Great Gray solutions as well as communicate ongoing updates in an effort to develop future business
Own relationships with advisor clients within defined territory/geography
Opportunity to sell through uncovering larger opportunities and partnering with an external sales team member
Answer inbound calls, discuss solutions, and identify selling opportunities
Open to travel with external sales team members
Opportunity to attend and support client events or conferences as a representative of the company
The flexibility to promote your own sales ideas and identify new opportunities/methodologies to maximize sales
Utilize client relationship management (CRM) database software applications and other departmental databases to track client interactions and progression of client relationships
Complete other related duties as assigned

Qualifications & Experience

Bachelor's degree and 1-3 years’ sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 4 years’ higher education and/or work experience
Strong problem-solving skills and effective listening skills
Strong verbal and written communication skills
Strong interpersonal skills
Intermediate computer skills including familiarity with Microsoft products and CRM database software applications
High degree of ambition, motivation, and self-determination; self-starter/go-getter
Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively
Comfortable navigating ambiguity
Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration

Base Pay Range*

$80,000-$110,000

*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 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.

Benefits

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

·Be an integral part of an early-stage, high-growth organization!

·Hybrid work environment

·Competitive compensation package including 401(k) with elective and non-elective match opportunities

·Lifestyle spending allowance program

·Medical, Dental, Vision Insurance

·Employer-paid life and disability insurance

·Generous paid time off program

Company Background

Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $240 billion in CIT assets under management, across more than 800 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 $28 billion and has completed over 150 platform investments. MDP invests across five dedicated industry verticals, including basic industries; business and government software and services; financial and transaction services; health care; and telecom, media, and technology services.

Equal Employment Opportunity Policy

Great Gray, 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: [email protected]

Retirement Plan Consultant

CIT Sales

Great Gray

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