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Great Gray

Provides fiduciary management for retirement CITs

Head of Product Marketing

Product MarketingUpdated on Nov 10
Full-timeBoston, MA, USA

About the Job

Requirements

  • A bachelor's degree is required.
  • At least 10 years of B2B product marketing experience in fast-paced, highly competitive technology markets.
  • Ability to build and maintain a structured competitive intelligence program.
  • Experience developing differentiated positioning for multiple buyer types, including institutional, channel, and independent advisor audiences.
  • Ability to partner directly with the Chief Revenue Officer and sales leadership on sales enablement.
  • Experience with sales enablement, proposal development, or strategic content supporting the sales cycle.
  • Ability to manage multiple priorities in a fast-paced, dynamic environment.
  • Ability to navigate ambiguity.

Responsibilities

  • Own positioning and messaging by channel, developing differentiated stories for Advisors, Broker Dealers, Recordkeepers, Asset Managers, TPAs, and Sponsors.
  • Define and refine ideal customer profiles and advisor segmentation, including Emerging, Established, and Institutional advisor tiers and channel-specific buyer personas.
  • Maintain a competitive intelligence program, including battlecards, a competitive analysis cadence, platform and investment product competitive tools, and ongoing market monitoring.
  • Build and maintain go-to-market playbooks for each Recordkeeper partner and Asset Manager tier, tailored to personas, platform capabilities, internal concerns, and plan types.
  • Lead launch messaging and go-to-market coordination for RPAG platform and feature releases across both brands, including BoardingPass as the technology that drives collective investment trust adoption.
  • Produce sales enablement materials, including pitch decks, talk tracks, one-pagers, and enablement kits for major campaigns.
  • Lead RPAG’s platform positioning strategy and drive campaign series reinforcing its differentiation as the advisor technology platform in the ecosystem.
  • Provide Content with positioning direction, including competitive angle, audience-specific framing, and key proof points, and partner with Demand Generation and the Head of Growth on messaging frameworks.
  • Brief Brand and Design on messaging direction and visual approach to align creative with positioning strategy.
  • Complete other related duties as assigned.

Desired Qualifications

  • An advanced degree is a plus.
  • Experience in financial services, asset management, or advisor technology is a plus.
  • An entrepreneurial mindset for bringing best-practice ideas to the team.

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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