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Great Gray

Provides fiduciary management for retirement CITs

Senior Implementation Solutions Project Manager

Project ManagementUpdated on Nov 10
Full-timeBoston, MA, USA

About the Job

Requirements

  • A bachelor's degree and 7 or more years of project management experience, with a demonstrated track record managing large-scale, complex implementations.
  • Background in an implementation, operations, or solutions role within a trust company, recordkeeper, or asset manager, with strong working knowledge of trust, retirement, and institutional investment products, including Collective Investment Trusts, defined contribution plans, private asset strategies such as interval funds, BDCs, and private credit, and 3(38) investment management structures.
  • Direct experience managing projects within mergers and acquisitions, including due diligence, integration planning, and post-close execution.
  • Hands-on experience leading technology or systems implementation projects, including vendor management, user acceptance testing, and deployment coordination.
  • PMP, PgMP, or equivalent project management certification.
  • Ability to manage competing priorities across multiple workstreams simultaneously.
  • Strong written and verbal communication skills, including presenting to senior leadership and external clients.
  • Proficiency in project management tools such as Smartsheet, Asana, or Microsoft Project, or equivalent.
  • Ability to manage multiple priorities in a fast-paced, dynamic environment.
  • Comfort navigating ambiguity.

Responsibilities

  • Lead end-to-end project management for complex implementation engagements, including full project lifecycle planning, scope definition, resource coordination, and risk management.
  • Develop and maintain detailed project plans, status reports, RAID logs, and executive dashboards; proactively surface issues and drive resolution.
  • Manage multiple concurrent projects while maintaining high standards of quality and client service.
  • Partner with internal legal, compliance, operations, technology, and client services teams to ensure alignment and seamless execution.
  • Drive project management activities supporting mergers and acquisitions transactions, including due diligence coordination, integration planning, data migration, and Day 1 readiness.
  • Coordinate across workstreams to track milestones, manage dependencies, and ensure integration activities are completed within defined timelines.
  • Develop communication plans, cutover playbooks, and transition documentation to support mergers and acquisitions events from announcement through stabilization.
  • Manage implementation projects related to private asset strategies, including onboarding interval funds, BDCs, and private credit vehicles into trust and Collective Investment Trust structures.
  • Oversee technology and systems implementation projects, managing vendor relationships, user acceptance testing coordination, and go-live planning.
  • Translate complex operational and technical requirements into structured project plans with clear accountability.
  • Serve as the primary point of contact for key project stakeholders; facilitate steering committee meetings, working sessions, and executive briefings.
  • Build trusted relationships with clients, plan sponsors, and external partners throughout the implementation lifecycle.
  • Escalate risks and issues appropriately and communicate status with clarity and transparency at all levels of the organization.
  • Complete other related duties as assigned.

Desired Qualifications

  • 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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