Great Gray

Technical Lead

7+ years software development; 5+ years in a compiled language; experience with RESTful APIs, microservices, SQL databases; front-end using Angular/React; cloud Azure; AI tools familiarity.

Great-gray-group

Growth Marketing Manager

4-6 years growth marketing, B2B, hands-on with Clay or similar, marketing automation/CRM, analytics; strong written/verbal communication.

Senior QA Automation Engineer

5+ years in testing and automation; UI automation; API testing; SQL querying; CI/CD; cloud; strong quality mindset and collaboration.

Retirement Plan Specialist - Recordkeeper Team

Retirement Plan Specialist

2-4 years in recordkeeping/retirement plan business development; Bachelor's degree required or 4+ years combined experience; strong sales, CRM, and relationship-building skills.

Senior Implementation Solutions Consultant

Bachelor’s degree with 5+ years in financial services; strong project management, communication, and analytical skills; knowledge of collective investment vehicles.

Great Gray Trust Company

Senior Relationship Success Manager

Relationship Manager

Bachelor’s degree plus 7+ years in financial services; asset manager/record-keeper experience; CRM/Salesforce proficiency; strong communication; project management; multi-account handling.

Senior Compliance Analyst (Marketing & Sales Content)

Senior Compliance Analyst

SeniorComplianceAnalyst with 5-7 years in compliance, securities/regulatory review of marketing materials; finance/business background; FINRA exams beneficial; strong communication and risk judgment.

Advisor Services Trainer

Bachelor's degree; 3+ years in financial services retirement industry; strong client service; advisor business knowledge; ability to coach and train advisors; travel minimal.

Advisor Service Associate - Team Lead

Advisor Service Associate

Bachelor's degree; 3-6 years in financial services/retirement planning; strong communication; leadership; client service; ability to manage multiple projects.

Bachelor’s degree; 1-3 years in financial services or retirement/investment planning; strong communication and customer service skills.

Senior Project Manager

Senior Project Manager with 6-10 years business experience and 4+ years PM experience; Bachelor's in business; PMP/Agile a plus; strong communication; Smartsheet experience; Boston or Las Vegas; visa not sponsored.

Qualified Plan Strategist (Sales Executive)

Qualified Plan Strategist

Bachelor's degree and 0-1 years of sales experience in financial services; strong communication, problem-solving, and CRM skills.

Title	Location	Date
Technical Lead Full Time · $150K-$185K · 7+ YOE United States · Remote	United States Remote	Apr 29, 2026
Growth Marketing Manager Full Time · $100K-$135K · 4+ YOE Boston, Massachusetts, United States · Hybrid	Boston, Massachusetts, United States Hybrid	Apr 20, 2026
Senior QA Automation Engineer Full Time · $120K-$160K · 5+ YOE Boston, Massachusetts, United States · Hybrid	Boston, Massachusetts, United States Hybrid	Apr 16, 2026
Retirement Plan Specialist - Recordkeeper Team Full Time · $80K-$100K · 2+ YOE Boston, Massachusetts, United States · Hybrid	Boston, Massachusetts, United States Hybrid	Apr 13, 2026
Senior Implementation Solutions Consultant Full Time · 5+ YOE Wilmington or Boston · Hybrid	Wilmington or Boston Hybrid	Mar 27, 2026
Senior Relationship Success Manager Full Time · 7+ YOE Wilmington, Delaware, United States · Hybrid	Wilmington, Delaware, United States Hybrid	Dec 20, 2024
Senior Compliance Analyst (Marketing & Sales Content) Full Time · 5+ YOE Las Vegas or Boston or Wilmington · Hybrid	Las Vegas or Boston or Wilmington Hybrid	Dec 20, 2024
Advisor Services Trainer Full Time · 3+ YOE Las Vegas, Nevada, United States · Hybrid	Las Vegas, Nevada, United States Hybrid	Dec 18, 2024
Advisor Service Associate - Team Lead Full Time · 3+ YOE Las Vegas, Nevada, United States · Hybrid	Las Vegas, Nevada, United States Hybrid	Dec 18, 2024
Advisor Service Associate Full Time · 1+ YOE Las Vegas, Nevada, United States · Hybrid	Las Vegas, Nevada, United States Hybrid	Dec 16, 2024
Senior Project Manager Full Time · 4+ YOE Las Vegas or Boston · Hybrid	Las Vegas or Boston Hybrid	Dec 4, 2024
Qualified Plan Strategist (Sales Executive) Full Time · 0+ YOE Las Vegas or Boston or Boston or Wilmington · Hybrid	Las Vegas or Boston or Boston or Wilmington Hybrid	Nov 25, 2024

Activities	Trustee servicesCIT administrationRetirement plan softwareFiduciary oversightInvestment management
Headquarters	US
Industries	Financial ServicesRetirement Planning
Name	Great Gray
Employees	114
Type	Private
Parent Company	Madison Dearborn Partners
Subsidiaries	Retirement Plan Advisory Group
Tagline	Provides trustee and administrative services for collective investment trusts.
Founded	2,023
Website	greatgray.com
Latest Funding Round	Private Equity
Latest Funding Year	2,023
Latest Funding Amount	328,000,000
Latest Investors	Madison Dearborn Partners

Great Gray

About Great Gray