The Sales Support Associate facilitates the sales process by managing workflows, analyzing market trends, coordinating outreach, and ensuring timely client follow-up for a team of sales professionals.
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 Sales Support Associate to our Sales team. The Sales Support Associate enables a team of outside sales professionals by expediting administrative tasks, prospecting for new clients, coordinating outreach, and streamlining processes to maximize sales efficiency and effectiveness.
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
· Support up to four outside sales professionals by managing daily workflows, coordinating outreach, and ensuring timely follow-up with clients and prospects.
· Analyze fund lineups, product data, and market trends to provide actionable insights that support strategic sales decisions.
· Maintain and update a centralized product repository, ensuring the sales team has easy access to current product-level information, new CIT releases, and asset manager partnerships.
· Assist in prospecting and outreach to RIAs, broker-dealers, and aggregator channels, leveraging creative messaging and campaigns to optimize engagement.
· Collaborate with cross-functional teams including marketing, product, and sales operations to streamline processes and improve team efficiency.
· Develop and distribute reports, presentations, and other materials to support sales initiatives and client engagement.
· Track and manage multiple priorities while maintaining a high attention to detail, ensuring all team members have the information and tools needed to succeed.
· Complete other related duties as assigned
Qualifications & Experience
· Bachelor’s Degree in business or a related field with at least 1-2 years of sales or business development experience.
· Proven success in prospecting new relationships in investments or other similar industries.
· Skilled in developing creative campaigns, messaging, and materials to drive client outreach and engagement.
· Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
· Excellent communication, interpersonal, and emotional intelligence skills; able to build strong relationships internally and externally.
· Collaborative mindset with experience supporting cross-functional teams across sales, marketing, and product.
· 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 $240 billion in CIT assets under management, across more than 800 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 $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]
Great Gray Trust Company Boston, Massachusetts, USA Office
53 State St, Boston, Massachusetts, United States, 02109
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