Implementation Solutions Associate

About the role

Great Gray is looking to add an Implementation Solutions Associate to our Implementation Solutions team, a core function of our broader Operations organization. The Implementation Solutions Team oversees the full lifecycle of Great Gray's Collective Investment Funds-from launching new strategies and target-date vintages to executing fund conversions and transfers, implementing subadvisor changes, introducing new fee classes, and managing fund restructurings or closures. The team ensures that each product initiative aligns with our investment standards, fiduciary responsibilities, and the needs of plan sponsors and asset management partners. The Implementation Solutions Associate will support the team in managing the administrative and operational tasks that keep fund lifecycle events on track. This is a highly detail-oriented role that offers early-career exposure to the mechanics of the CIT industry-including how retirement assets move between funds, how fund launches are structured and documented, and how cross-functional teams coordinate to bring product changes to market. The right candidate brings strong organizational instincts, a curiosity for how financial products work, and a genuine desire to build expertise in retirement services operations. Location This position will work from our Boston, MA or Wilmington, DE 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

• Support the end-to-end administration of fund lifecycle events, including fund conversions, asset transfers, new fund launches, fee class additions, subadvisor changes, and fund closures.
• Assist in coordinating the conversion of retirement assets from external funds into Great Gray CITs-tracking the movement of assets, monitoring transfer timelines, and flagging discrepancies or delays to senior team members.
• Help maintain fund data accuracy across internal systems (e.g., FactSet) and with external data services (e.g., CUSIP bureau, NSCC), ensuring records reflect current fund structures and event statuses.
• Assist in the preparation and review of governance materials, ensuring required approvals are documented and organized before project phases advance.
• Support the production, tracking, and filing of legal and operational documents associated with fund events, working under the direction of senior consultants and legal team members.
• Maintain organized records of event timelines, deliverable checklists, and stakeholder action items to support project tracking in systems such as Jira.
• Provide timely updates on assigned tasks within event tracking systems so that project status remains current and visible to team leadership.
• Communicate clearly and professionally with internal stakeholders across investment, legal, operational, and distribution teams regarding task status and upcoming needs.
• Assist in identifying and escalating issues or risks that could impact fund conversion timelines or data integrity, escalating to senior team members as appropriate.
• Support document management and change management hygiene across active events, helping ensure that version control and filing practices meet team standards.
• Complete other related duties as assigned.
• Qualifications & Experience
• Bachelor's degree required; coursework or concentration in finance, accounting, economics, or a related field preferred.
• 1-3 years of professional experience in financial services, operations, or a related field; strong internship experience in financial services will be considered.
• Foundational understanding of investment vehicles-such as mutual funds, ETFs, CITs, or similar pooled structures-and an eagerness to build deeper expertise in the CIT and retirement services space.
• Detail-oriented with strong organizational skills and the ability to track multiple concurrent workstreams without losing accuracy or follow-through.
• Clear written and verbal communication skills; able to interact professionally with colleagues across teams and levels.
• Proficiency in Microsoft Office, with particular comfort in Excel; experience working with tables, data organization, and basic formulas is expected.
• Ability to learn and navigate internal systems (e.g.,

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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