Qureos Mentor

Great Gray Trust Company

<div><div><b>Why Great Gray?</b></div>
<div>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.</div><div></div><div><p><b><br>
The Role</b></p>
<p>
Great Gray is looking to add an <b>Implementation Solutions Associate </b>to our <b>Implementation Solutions</b> team, a core function of our broader Operations organization.</p>
<p>
The Implementation Solutions Team oversees the full lifecycle of Great Gray&rsquo;s Collective Investment Funds&mdash;from launching new strategies and target-date vintages to executing fund conversions and transfers, implementing subadvisor changes, introducing new fee classes, and managing fund restructurings or closures. The team ensures that each product initiative aligns with our investment standards, fiduciary responsibilities, and the needs of plan sponsors and asset management partners.</p>
<p>
The Implementation Solutions Associate will support the team in managing the administrative and operational tasks that keep fund lifecycle events on track. This is a highly detail-oriented role that offers early-career exposure to the mechanics of the CIT industry&mdash;including how retirement assets move between funds, how fund launches are structured and documented, and how cross-functional teams coordinate to bring product changes to market. The right candidate brings strong organizational instincts, a curiosity for how financial products work, and a genuine desire to build expertise in retirement services operations.</p>
<p><b>
Location</b></p>
<p>
This position will work from our <b>Boston, MA</b> or <b>Wilmington, DE</b> office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.</p>
<p>
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.</p>
<p><b>
Responsibilities</b></p>
<ul>
<li>Support the end-to-end administration of fund lifecycle events, including fund conversions, asset transfers, new fund launches, fee class additions, subadvisor changes, and fund closures.</li>
<li>Assist in coordinating the conversion of retirement assets from external funds into Great Gray CITs&mdash;tracking the movement of assets, monitoring transfer timelines, and flagging discrepancies or delays to senior team members.</li>
<li>Help maintain fund data accuracy across internal systems (e.g., FactSet) and with external data services (e.g., CUSIP bureau, NSCC), ensuring records reflect current fund structures and event statuses.</li>
<li>Assist in the preparation and review of governance materials, ensuring required approvals are documented and organized before project phases advance.</li>
<li>Support the production, tracking, and filing of legal and operational documents associated with fund events, working under the direction of senior consultants and legal team members.</li>
<li>Maintain organized records of event timelines, deliverable checklists, and stakeholder action items to support project tracking in systems such as Jira.</li>
<li>Provide timely updates on assigned tasks within event tracking systems so that project status remains current and visible to team leadership.</li>
<li>Communicate clearly and professionally with internal stakeholders across investment, legal, operational, and distribution teams regarding task status and upcoming needs.</li>
<li>Assist in identifying and escalating issues or risks that could impact fund conversion timelines or data integrity, escalating to senior team members as appropriate.</li>
<li>Support document management and change management hygiene across active events, helping ensure that version control and filing practices meet team standards.</li>
<li>Complete other related duties as assigned.</li>
</ul>
<p><b>Qualifications &amp; Experience</b></p>
<ul>
<li>Bachelor&rsquo;s degree required; coursework or concentration in finance, accounting, economics, or a related field preferred.</li>
<li>1&ndash;3 years of professional experience in financial services, operations, or a related field; strong internship experience in financial services will be considered.</li>
<li>Foundational understanding of investment vehicles&mdash;such as mutual funds, ETFs, CITs, or similar pooled structures&mdash;and an eagerness to build deeper expertise in the CIT and retirement services space.</li>
<li>Detail-oriented with strong organizational skills and the ability to track multiple concurrent workstreams without losing accuracy or follow-through.</li>
<li>Clear written and verbal communication skills; able to interact professionally with colleagues across teams and levels.</li>
<li>Proficiency in Microsoft Office, with particular comfort in Excel; experience working with tables, data organization, and basic formulas is expected.</li>
<li>Ability to learn and navigate internal systems (e.g., project tracking tools, fund data platforms) with appropriate guidance and training.</li>
<li>Comfortable working in a fast-paced, process-driven environment where attention to detail and timely execution matter.</li>
<li>Curiosity about the retirement services industry and motivation to grow within a high-performing operations team.</li>
<li>Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.</li>
<li>Comfortable navigating ambiguity.</li>
<li>Entrepreneurial mindset to bring best practice ideas to the team.</li>
<li>Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.</li>
</ul>
<p><b>Base Pay Range*</b></p>
<p>
$60,000-75,000</p>
<ul><li>This base pay range is subject to change and may be modified in the future.</li></ul>
<p>
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, or that may warrant a provision for pay beyond this range, depends on multiple factors, including, but not limited to, candidate&rsquo;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 <b>annual incentive bonus plan</b> for this position which is not included in the &lsquo;Base Pay Range&rsquo; noted above.</p>
</div>
<div><b>Benefits</b></div>
<div>We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:</div>
<ul><li> Be an integral part of a high-growth organization!</li></ul>
<ul><li> Competitive compensation package</li></ul>
<ul><li> Group medical, dental and vision insurance</li></ul>
<ul><li> Employer-paid life and disability insurance</li></ul>
<ul><li> Annual well-being stipend</li></ul>
<ul><li> 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</li></ul>
<div></div>
<div><b>Company Background</b></div>
<div>Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (&ldquo;CITs&rdquo;), 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.</div>
<div></div>
<div>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.</div>
<div></div>
<div>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.</div>
<div></div>
<div>Madison Dearborn Partners (&ldquo;MDP&rdquo;) purchased Great Gray from Wilmington Trust in April 2023. As a result, Great Gray is an independent company owned by funds affiliated with MDP.</div>
<div></div>
<div><b>Investor Background</b></div>
<div>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.</div>
<div></div>
<div><b>Equal Employment Opportunity Policy</b></div>
<div>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.</div>
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<div><b>Accommodation Statement</b></div>
<div>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</div></div>

Implementation Solutions Associate

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Great Gray Trust Company

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Implementation Solutions Associate