Senior Implementation Solutions Consultant

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.

Responsibilities

The Senior Implementation Solutions Consultant will own the events within her or his portfolio and will ensure successful and complete closure of all events to the satisfaction of team leadership, stakeholders, and partners. This includes:

• Scoping all events, formulating a timeline, communicating with impacted parties, and managing the expectations of all internal and external participants.
• Holds participants accountable for task completion
• Ensures governance materials are in good order and approvals secured before initiating engagement on subsequent project phases.
• Partners with legal team members and other stakeholders to manage the production or revision of requisite legal artifacts.
• Maintains fund data quality in internal systems (for example, FactSet) and with external services (for example, CUSIP bureau and NSCC)
• Ensures good “change-management” and “document-management” hygiene
• Providing timely updates, as required in event tracking systems (for example, Jira) so that Implementation Solutions Team programs, projects, and events can be tracked and prioritized according to organizational objectives and goals.
• Communicating effectively and appropriately with all stakeholders so that expectations are met and changes to expectations are negotiated in a manner consistent with organizational goals.
• Identifying, assessing, and controlling risks and risk events; maintaining an understanding of applicable policies, procedures, risk appetites, and tolerances relevant to the role, the team, and the organization. Making, informing, or recommending business decisions while considering current and potential risks. Escalating and recording incidents, associated to relevant risks, in a timely and accurate manner.
• Complete other related duties as assigned.

Qualifications & Experience

• Bachelor’s degree and 5+ years of experience in the financial services industry, with a fundamental understanding of collective investment vehicles in any form (funds, ETFs, or trusts, for instance), under any regulatory framework. Importantly, you understand how the different actors (investors, advisors, managers, sub-advisors, and custodians, for example) come together to bring a collective investment product to market.
• Capacity to think strategically, analyze critically, plan methodically, and act decisively.
• Deftly persuasive and influential with expertise in oral and written communication; comfortable interacting with C-level professionals, inside and outside of the organization.
• Organized and detail-oriented with advanced project-management skills.
• Capacity to build collaborative relationships, credibly navigate ambiguity, and manage expectations in a way that advances organizational goals.
• Fluency with financial concepts and ability to apply such in support of business-case recommendations.
• Comprehensive knowledge of MS Office Products with a focus on Excel; comfort with formula development, table analysis, and simple financial modeling is a requirement.
• Familiarity with fund and related legal documents will be as asset.
• Ability to thrive in a fast-paced, dynamic environment while managing multiple priorities with minimal direction.
• Entrepreneurial spirit with a keen desire to optimize processes, improve outcomes, and drive efficiency within the team and throughout the organization.
• Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.