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Senior Implementation Solutions Consultant

External
great-gray-group logoGreat-gray- · Wilmington, DE
Full-timeOn-site3mo ago
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Requirements

  • 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.

Benefits

We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:Be an integral part of a high-growth organization!Competitive compensation packageGroup medical, dental and vision insuranceEmployer-paid life and disability insuranceAnnual well-being stipendEligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirementCompany BackgroundGreat 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 BackgroundEqual Employment Opportunity PolicyAccommodation Statement

Additional Information

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.

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