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 Solutions Consultant to work closely with the RPAG Sales and Product teams to provide technical and domain expertise, solution demonstrations, and consultative guidance to potential clients. This role requires a deep understanding of RPAG’s products, the retirement investment practice, and client needs to effectively position solutions and drive business growth.

Location

This position will Work from our Las Vegas, NV or Aliso Viejo, CA 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

• Conduct engaging product demonstrations tailored to client needs, showcasing RPAG’s capabilities
• Provide in-depth knowledge of RPAG’s solutions, answering technical questions and addressing concerns
• Understand client challenges and recommend appropriate solutions to meet their business objectives
• Assist in creating compelling proposals and presentations that highlight RPAG’s value proposition
• Work closely with sales, marketing, and product teams to refine messaging and improve client engagement
• Stay updated on industry trends, competitor offerings, and regulatory changes to enhance sales strategies
• Act as a trusted advisor, guiding clients through the evaluation process and ensuring a seamless transition to implementation
• Ability to work in high-pressure environments and manage multiple priorities
• Ability to communicate with C-Level Executives
• Travel: approximately 5%
  
  
  
  

Qualifications & Experience

• Bachelor’s degree and 2+ years experience in account management, sales, or customer success within B2B SaaS, preferably in financial services and the retirement investment space
• Understanding of financial advisory services, retirement planning, and regulatory considerations
• Familiarity with RPAG’s tools and retirement plan consulting solutions
• Strong presentation, negotiation, and interpersonal skills
• Ability to analyze client needs and provide tailored solutions
• Collaborative mindset with a proactive approach to sales and client engagement
• Excellent communication and collaboration skills
• Familiarity with RPAG’s platform and services required
• 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-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.