Retirement Plan Specialist - Recordkeeper Team

Job description

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. The Role: 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 bi...