Jobs at Great Gray Trust Company

Lead strategy and execution for a segment of the retirement investment platform. Own end-to-end initiatives from problem framing to instrumentation, partner with engineering/design/data, synthesize customer and market insights, build stakeholder relationships, define success metrics, and drive measurable product outcomes.

Lead UX for a B2B retirement investment platform: conduct user research, design information architectures, user flows, wireframes and hi‑fi prototypes, partner with product and engineering to ship solutions, present findings to stakeholders, and build/scale design systems and accessibility standards.

The Account Executive will manage the full sales cycle, develop prospects, lead discovery, and maintain client relationships while partnering with internal teams.

Serve as a core investment team member supporting portfolio management, manager research, private markets evaluation, client-facing content, reporting, and rebalancing. Lead complex multi-tab Excel modeling, maintain data integrity across reporting platforms, support discretionary oversight and trade coordination, and collaborate cross-functionally on investment projects and client deliverables.

Support FP&A for a private equity-backed portfolio company: lead budgeting and forecasting, variance analysis, financial reporting (US GAAP), build models for initiatives and M&A, analyze cash flow and KPIs, provide insights to leadership and investors, and collaborate cross-functionally to drive value and process improvements.

Lead product marketing strategy and execution across Great Gray and RPAG brands. Own positioning, competitive intelligence, GTM playbooks, launch messaging, sales enablement, and proposal narratives while partnering closely with sales, content, brand, and growth teams to drive differentiation and support revenue motion.

Lead RPAGmarketing P&L and full-funnel growth from acquisition to closed booking. Own advisor acquisition, member engagement, cross-sell/upsell, CRO and experimentation. Jointly manage martech and marketing operations (Salesforce, Pardot, HubSpot), build pipeline analytics and attribution, and coordinate advisor channel strategy to drive revenue and expansion.