Why Great Gray Group & RPAG?

RPAG is a wholly owned subsidiary of Great Gray Group, LLC. Acquired in 2024, RPAG hosts the industry’s leading retirement plan practice management platform. Designed for elite advisors and institutions, our goal is to create successful outcomes by protecting plan fiduciaries and engaging plan participants. Our efficient and scalable technology platform provides our members with actionable insights, allowing them to make data-driven decisions for their retirement plan clients.

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 dynamic and results-driven Enterprise Account Manager on our Account Management Team to manage and grow relationships with our largest and most strategic accounts. This role is pivotal in driving revenue growth, ensuring customer success, and fostering long-term partnerships with financial advisory firms specializing in retirement planning.

Location

This position will Work from our Las Vegas, NV 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

• Strategic Account Management: Develop and execute tailored account strategies to maximize engagement and revenue growth
• Client Relationship Building: Serve as a trusted advisor to key stakeholders, including C-suite executives, ensuring strong and lasting partnerships. Manage formal client outreach and QBRs
• Revenue Growth & Retention: Develop formal Account Plans. Identify upsell and cross-sell opportunities, drive renewals, and maintain high customer satisfaction
• Solution-Based Selling: Understand client needs and position our SaaS solutions to enhance their retirement planning services
• Cross-Functional Collaboration: Work closely with marketing, product, and customer success teams to deliver exceptional client experiences
• Performance Tracking: Monitor key metrics, analyze trends, and report on account performance to inform strategic decisions
• Ability to communicate with C-Level Executives
• Travel: approximately 25%
  
  
  
  

Qualifications & Experience

• Bachelor’s degree and 4+ years in account management, sales, or customer success within B2B SaaS, preferably in financial services
• Understanding of financial advisory services, retirement planning, and regulatory considerations
• Exceptional ability to engage and influence senior executives
• Familiarity with CRM tools (Salesforce), forecasting, and financial reporting
• Strong teamwork and collaboration skills
• Excellent verbal and written communication and interpersonal skills, with the ability to engage and motivate internal leaders/teams across functions
• Comfortable navigating ambiguity
• Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results-Driven, Collaborative
  
  
  
  

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, across more than 700 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.