The Brand Engagement Marketing Specialist will enhance brand engagement through social media strategy, content development, event coordination, and marketing campaigns, focusing primarily on the retirement advisory space.
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 Brand Engagement Marketing Specialist to our Marketing team. The Brand Engagement Marketing Specialist will support both Great Gray Trust Company and Retirement Plan Advisory Group (RPAG) businesses, with an emphasis on RPAG. This role will act as a community builder, shaping how our brands connect with financial advisors. The specialist will help the organization build engagement campaigns thoughtfully through digital content, social media, and events that reflect company values and stimulate the advisor community. From short-form video editing to national conference support, the specialist’s work will amplify the voices of our brands, strengthen advisor relationships, and share our culture in the market.
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
· Social Media Management & Strategy: Partners with the Director of Marketing to manage and grow the organization’s social media presence, with an emphasis driving LinkedIn and YouTube growth while exploring opportunities additional platforms such as Instagram and Twitter. Co-leads content planning from ideation to execution, including scheduling and performance tracking, with a focus on elevating engagement through strategic video content editing and podcast promotion, particularly to generate subscriber growth for the Gray to Great podcast series.
· Market Expertise: Develops deep knowledge of the retirement plan advisory industry and serves as a market expert.
· Content Development: Creates compelling, brand-aligned short-form content across channels including blog posts, social media, email campaigns, and web assets. Applies editorial judgment and marketing best practices to ensure consistency in tone, voice, and messaging.
· Event/Project Coordination: Drives logistics and execution for high-impact industry events and company-sponsored activations. Owns timelines, vendor coordination, and cross-functional collaboration to ensure seamless delivery of webinars, conferences, and customer-facing experiences. Proactively generates new ideas for experiences that increase share of wallet.
· Integrated Marketing Campaign Support: Contributes to the planning and rollout of multi-channel campaigns. Supports asset development, campaign scheduling, and project tracking to ensure timely and effective execution.
· Operational Support: Provides administrative support to the Marketing team by organizing files, scheduling meetings, preparing reports, and maintaining an updated list of project progress and due dates.
· Learning and Development: Stays current on marketing trends, tools, and technologies, bringing fresh ideas to the team. Actively seeks opportunities to expand skills through hands-on experience and team collaboration.
· Best Practices/Recommendations: Shares best practices and insights to help refine workflows and enhance team efficiency. Approaches project with an entrepreneurial mindset, making recommendations that elevate overall marketing impact.
· Other related duties as assigned.
Qualifications & Experience
· Bachelor’s degree in a relevant field and 1–2 years of professional or internship experience in marketing, digital content, or social media management. Experience with event management is preferred.
· Hands-on experience with video editing and design tools like Canva, CapCut, Riverside, or similar.
· Proficient with LinkedIn and YouTube platforms with an awareness of how to drive engagement, as well as social media such as Instagram and Twitter.
· Strong writing and communication skills with a keen editorial eye - particularly for brand voice.
· Curiosity about financial services, the retirement industry and a desire to build industry knowledge over time.
· Organization and reliability, with the ability to manage multiple projects and deadlines.
· A demonstrated willingness to go above and beyond, showing eagerness to learn, share ideas, and grow into greater responsibility.
· Familiarity with Microsoft Office and an openness to learning new marketing tools and analytics platforms.
· 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.
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: [email protected]
Top Skills
Canva
Capcut
MS Office
Riverside
Great Gray Trust Company Boston, Massachusetts, USA Office
53 State St, Boston, Massachusetts, United States, 02109
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