Qualified Plan Strategist

Great Gray Group.; Boston (MA); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Great Gray Group is seeking a Qualified Plan Strategist to join their Sales team in Boston. This role focuses on engaging clients and promoting innovative retirement solutions, requiring strong sales skills and a Bachelor's degree. Ideal candidates are self-starters thriving in a dynamic environment.

Benefits

Hybrid work environment

401(k) with match opportunities

Comprehensive benefits package

Generous paid time off program

Qualifications

• 1-3 years’ sales experience in financial services preferred.
• Familiarity with CRM software and Microsoft products.
• Strong communication skills and problem-solving abilities.

Responsibilities

• Engage with clients through outbound calls to promote solutions.
• Manage relationships with advisor clients.
• Attend client events and conferences.

Skills

Problem-solving

Communication

Interpersonal skills

Education

Bachelor's degree

Tools

CRM database software

Microsoft products

Job description

Join to apply for the Qualified Plan Strategist (CIT Sales) role at Great Gray Trust Company

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Join to apply for the Qualified Plan Strategist (CIT Sales) role at Great Gray Trust Company

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.

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 Qualified Plan Strategist (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
  
  
  
  

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 $200 billion in CIT assets under management, across more than 780 funds. We proudly work with 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.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Hospitality, Food and Beverage Services, and Retail

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