Senior Implementation Solutions Consultant (CIT Funds)

Great Gray Trust Company; Wilmington (DE); Hybrid; USD 95,000 - 135,000; Full time

Benefits offered by this job

Competitive compensation package

Group medical, dental, and vision insurance

Employer‑paid life and disability insurance

401(k) plan

Paid maternity and paternity leave

Job summary

A leading financial services firm is looking for a Senior Implementation Solutions Consultant to join their Implementation Solutions Team. This role involves managing complex events related to investment funds and requires excellent project management, communication, and analytical skills. The position supports a hybrid work model, based in Wilmington, DE, with a salary range of $95,000 to $135,000. Applicants should have a Bachelor's degree and at least 5 years of relevant experience.

Qualifications

• 5+ years of experience in the financial services industry.
• Understanding of collective investment vehicles.
• Capacity to build collaborative relationships.

Responsibilities

• Scope all events and manage expectations of participants.
• Hold participants accountable for task completion.
• Partner with legal team members to manage legal artifacts.

Skills

Project management skills

Communication skills

Analytical skills

Negotiation skills

Strategic thinking

Education

Bachelor’s degree

Tools

MS Office (Excel)

Job description

Senior Implementation Solutions Consultant (CIT Funds)

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.

The Role

Great Gray is looking to add a Senior Implementation Solutions Consultant to our Implementation Solutions Team, a critical component of the Operations organization.

The Implementation Solutions Team owns the end‑to‑end product development and management lifecycle for all Great Gray Collective Investment Funds – including target‑date series launches, sub‑advisor changes, fee class additions, fund closures, and related complex events.

In conjunction with team leadership, the Senior Implementation Solutions Consultant is responsible for coordinating resources, collaborating with stakeholders, controlling event timing, and executing flawlessly. Flawless execution requires excellent communication, negotiation, risk management, project management, and analytical acumen.

Location

This position may work from our Wilmington, DE or Boston, MA office. Great Gray currently supports a hybrid work model with four days onsite and one 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

• Scope all events, formulate a timeline, communicate with impacted parties, and manage the expectations of all internal and external participants.
• Hold participants accountable for task completion.
• Ensure governance materials are in good order and approvals secured before initiating subsequent project phases.
• Partner with legal team members and other stakeholders to manage the production or revision of requisite legal artifacts.
• Maintain fund data quality in internal systems (e.g., FactSet) and with external services (e.g., CUSIP bureau and NSCC).
• Ensure good “change‑management” and “document‑management” hygiene.
• Provide timely updates in event tracking systems (e.g., Jira) so that Implementation Solutions Team programs, projects, and events can be tracked and prioritized according to organizational objectives and goals.
• Communicate effectively and appropriately with all stakeholders to meet expectations and negotiate changes in a manner consistent with organizational goals.
• Identify, assess, and control risks and risk events; maintain an understanding of applicable policies, procedures, risk appetites, and tolerances relevant to the role, team, and organization. Make, inform, or recommend business decisions while considering current and potential risks, and record incidents associated with relevant risks in a timely and accurate manner.
• Complete other related duties as assigned.

Qualifications & Experience

• Bachelor’s degree and 5+ years of experience in the financial services industry, with a fundamental understanding of collective investment vehicles in any form (funds, ETFs, trusts, etc.).
• Capacity to think strategically, analyze critically, plan methodically, and act decisively.
• Deftly persuasive and influential with expertise in oral and written communication; comfortable interacting with C‑level professionals.
• Organized and detail‑oriented with advanced project‑management skills.
• Capacity to build collaborative relationships, credibly navigate ambiguity, and manage expectations in a way that advances organizational goals.
• Fluency with financial concepts and ability to apply them in support of business‑case recommendations.
• Comprehensive knowledge of MS Office products with a focus on Excel; comfort with formula development, table analysis, and simple financial modeling is required.
• Familiarity with fund and related legal documents is an asset.
• Ability to thrive in a fast‑paced, dynamic environment while managing multiple priorities with minimal direction.
• Entrepreneurial spirit with a keen desire to optimize processes, improve outcomes, and drive efficiency within the team and throughout the organization.
• Standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.

Base Pay Range

$95,000 – $135,000

Benefits

• Competitive compensation package
• Group medical, dental, and vision insurance
• Employer‑paid life and disability insurance
• 401(k) plan with an advantageous employer contribution model
• Paid maternity and paternity leave

Company Background

Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $240 billion in CIT assets under management across more than 800 funds. We proudly work with over 80 sub‑advisors, including Alliance Bernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO, and Raymond James.

CITs are a forward‑thinking approach to retirement planning, offering tax‑exempt pooled investment vehicles for employer‑sponsored retirement plans. Great Gray has consistently delivered growth above market rates and is investing in the continued development of its core CIT business as well as complementary services and technology solutions.

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.

Accommodation Statement

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: [e-mail].