Qualified Plan Strategist (CIT Sales)
Qualified Plan Strategist (CIT Sales)
Posted on :
24-07-2025
Employer Active
1 Vacancy
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Job Description
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 isnt 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
The Qualified Plan Strategist (Hybrid Wholesaler) on the Sales Team is responsible for actively engaging with existing and prospective clients through outbound calls to promote and sell Great Gray solutions while also managing existing client relationships. This role offers the opportunity to enhance sales through uncovering larger opportunities in collaboration with external sales team members attending client events and leveraging CRM tools to track and develop client relationships. The flexibility to travel and innovate on sales strategies is essential for success in this dynamic and client-focused position
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
- Initiate outbound telephone calls to existing and prospective clients to position promote sell Great Gray solutions as well as communicate ongoing updates in an effort to develop future business
- Own relationships with advisor clients within defined territory/geography
- Opportunity to sell through uncovering larger opportunities and partnering with an external sales team member
- Answer inbound calls discuss solutions and identify selling opportunities
- Open to travel with external sales team members
- Opportunity to attend and support client events or conferences as a representative of the company
- The flexibility to promote your own sales ideas and identify new opportunities/methodologies to maximize sales
- Utilize client relationship management (CRM) database software applications and other departmental databases to track client interactions and progression of client relationships
- Complete other related duties as assigned
Qualifications & Experience
- Bachelors degree and 1-3 years sales experience in the financial services industry or in lieu of a degree a combined minimum of 4 years higher education and/or work experience
- Strong problem-solving skills and effective listening skills
- Strong verbal and written communication skills
- Strong interpersonal skills
- Intermediate computer skills including familiarity with Microsoft products and CRM database software applications
- High degree of ambition motivation and self-determination; self-starter/go-getter
- 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 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 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 MDPs 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 whohave 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:
Employment Type
Full-Time
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