Implementation Solutions Project Manager

Lever, Inc.; Boston, Northern (MA, KY); On-site; USD 140,000 - 175,000; Full time

Benefits offered by this job

Competitive compensation

Group medical insurance

401(k) plan

Job summary

Great Gray is seeking an experienced Senior Implementation Solutions Project Manager to drive complex implementation projects in Boston, MA. This role involves leading projects related to mergers, private asset onboarding, and systems integrations while ensuring timely delivery.

The ideal candidate has a Bachelor's degree, over 7 years of project management experience, and a proven track record in asset management. The position offers a hybrid work model and competitive benefits.

Qualifications

• 7+ years of project management experience with large-scale implementations.
• Experience in mergers and acquisitions project management.
• Proficient in project management tools.

Responsibilities

• Lead end-to-end project management for complex implementations.
• Manage multiple concurrent projects while maintaining quality.
• Develop and maintain detailed project plans and status reports.

Skills

Project management

Communication skills

Organizational skills

Problem-solving

Vendor management

Education

Bachelor's degree

PMP certification

Tools

Smartsheet

Asana

MS Project

Job description

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

Great Gray is looking to add an experienced Senior Implementation Solutions Project Manager to our Implementation Solutions team. This individual will serve as a strategic driver of complex, high-stakes implementation projects including mergers and acquisitions, private asset onboarding, and systems integrations ensuring delivery on time, on scope, and aligned to client expectations. The role requires a polished communicator, a rigorous planner, and a steady leader who thrives in a fast-moving environment.

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

• 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 simultaneously while maintaining high standards of quality and client service.
• Partner with internal teams — legal, compliance, operations, technology, and client services — to ensure alignment and seamless execution.
• Drive project management activities supporting M&A 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 M&A 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 CIT structures.
• Oversee technology and systems implementation projects, managing vendor relationships, UAT 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.

Qualifications & Experience

• Bachelor's degree and 7+ years of project management experience, with a demonstrated track record of 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 (CITs), defined contribution plans, private asset strategies (interval funds, BDCs, 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, UAT, and deployment coordination.
• PMP, PgMP, or equivalent project management certification.
• Exceptional organizational skills with the ability to manage competing priorities across multiple workstreams simultaneously.
• Strong written and verbal communication skills; comfortable presenting to senior leadership and external clients.
• Proficiency in project management tools (e.g., Smartsheet, Asana, MS Project, or equivalent).
• Ability to thrive in a fast‑paced, dynamic environment and manage multiple priorities effectively.
• Comfortable navigating ambiguity.
• Entrepreneurial mindset to bring best practice ideas to the team.
• Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.

Base Pay Range*

$140,000-$175,000

*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, or that may warrant a provision for pay beyond 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 a high-growth organization!
• Competitive compensation package
• Group medical, dental and vision insurance
• Employer-paid life and disability insurance
• Annual well‑being stipend
• 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

Company Background

Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $370 billion in CIT assets under management, across more than 1,020 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 $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.

Equal Employment Opportunity Policy

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.

Accommodation Statement

Great Gray is committed to ensuring individuals with disabilities and/or those whohave 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: [e-mail]