Retirement Plan Specialist - Recordkeeper Team

Great Gray • Boston, MA

5d • $80,000 - $100,000 • Hybrid

About The Position

Great Gray is looking to add a Retirement Plan Specialist on our Sales team. This is a hybrid role responsible for driving distribution, growth, and velocity of Great Gray’s co-manufactured Target Date CIT solutions with all recordkeeper partners within a defined territory. The Retirement Plan Specialist serves as a primary point of contact for recordkeepers, focusing on Relationship Managers — within a defined territory, driving adoption and integration of Great Gray’s CIT solutions while identifying opportunities to deepen relationships and grow platform presence. This role partners closely with CIT sales, fostering bilateral relationships with sales partners through active lead sharing and collaboration, and works cross-functionally with CIT Sales, Investments and Client Service. The Specialist leverages CRM tools and data to manage activity within a results-oriented book of business. The Specialist role carries the same sales activity expectations and skillset as our Retirement Plan Consultant, with responsibility scoped to a smaller, more-concentrated geographic territory.

Requirements

• Bachelor's Degree required; concentration in Finance, Business, or a related field preferred. In lieu of a degree, a combined minimum 4 years' higher education and/or relevant work experience will be considered.
• A minimum of 2–4 years of experience in recordkeeping, retirement plan administration, internal wholesaling, or a client-facing business development role within financial services or a related field is preferred.
• Demonstrated track record of meeting or exceeding sales activity KPIs and revenue targets in a high-outreach, territory-based environment
• Working knowledge of the defined contribution / 401(k) marketplace, including familiarity with recordkeeping platforms, CITs, Target Date Funds, and retirement plan structures preferred; comprehensive knowledge of co-manufactured TD CIT solutions and the ability to present features and benefits in an expert manner is a strong plus
• Familiarity with the RK Relationship Manager landscape, including how to engage and enable RM partners to drive advisor-level opportunities is a strong plus
• Experience with Salesforce or similar CRM platform; demonstrated ability to leverage CRM data to manage pipeline and prioritize outreach
• Strong verbal and written communication skills, with the ability to articulate complex investment and operational concepts clearly to multiple audiences
• High degree of self-motivation, competitive drive, and results orientation; a proven self-starter who thrives in a metrics-driven environment
• Ability to work collaboratively with external wholesalers, investment, and client service teams in a fast-paced, team-oriented culture
• Comfortable navigating ambiguity
• Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.

Responsibilities

• Execute outbound telephone and digital outreach to existing and prospective recordkeeper and plan administrator contacts within an assigned territory to promote, position, and expand availability of Great Gray’s co-manufactured Target Date CIT solutions on recordkeeping platforms
• Own and manage relationships with recordkeeper contacts and RK Relationship Managers within a defined territory, serving as their primary go-to resource for education and training on co-manufactured TDF solutions, operational questions, and business development activity, including providing comparisons and talking points, participating in advisor and plan sponsor conversations.
• Develop a deep understanding of RK Relationship Managers’ goals, books of business, pain points, and needs—and the relative strength and scale of RK partners—to uncover and prioritize co-manufactured TDF opportunities within the territory
• Identify existing co-manufactured TDF opportunities by working with RK RMs to map advisor relationships: determine where the Great Gray team has existing connections to facilitate introductions, and where the RM can help initiate new ones
• Proactively enable RK RMs by developing outreach templates, marketing materials, comparison collateral, and talking points to support confident advisor conversations; join RM-led calls with advisors alongside an external team member as needed
• Coordinate and present at regional RK team calls and meetings to drive awareness and adoption of co-manufactured TDF solutions
• Meet or exceed established activity KPIs, including daily outbound call targets, scheduled meetings, new platform activations, and pipeline contribution metrics
• Own full pipeline management from discovery through final sale, identifying and advancing larger platform expansion opportunities within the territory in partnership with senior external wholesalers
• Handle inbound calls and inquiries from recordkeeper contacts, providing timely and knowledgeable responses on Great Gray’s product lineup, fund structures, and value proposition
• Prepare and deliver compelling proposals, presentations, and investment-related materials tailored to recordkeeper and plan administrator needs
• Maintain accurate, up-to-date records of all client interactions, pipeline activity, and relationship progression in Salesforce or the designated CRM system
• Travel as needed to attend client events, industry conferences, and territory meetings alongside external sales team members
• Stay current on recordkeeping platform trends, competitive landscape, and Great Gray’s evolving product and service offerings to credibly represent the firm in recordkeeper conversations
• Proactively identify new prospecting approaches and platform opportunities to maximize co-manufactured Target Date CIT adoption and revenue within the territory
• Complete other related duties as assigned

Benefits

• Competitive compensation package
• Group medical, dental and vision insurance
• Employer-paid life and disability insurance
• Annual well-being stipend
• Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1-10 employees