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 Sales Associate to our Sales team. We are launching a Sales Academy designed for early-career sellers ready to fast-track their career growth. Academy members will start in a cohort with a 4-week intensive training program before moving into rotational selling sprints across 3 distinct sales teams spanning fintech and retirement investment solutions. This includes roles across the SaaS and CIT businesses. Over the course of 4 to 6 months, you’ll develop full-cycle selling skills with a focus on business development and high-velocity selling, before being placed with one of our 3 teams upon successful completion of the program.

This is not a BDR role -- You won't be discovering opportunities only to hand them off to someone else: you will own the sale through close and be compensated for revenue generated. This is a true selling position that compresses what would otherwise be 2+ years of career-building into a single accelerated program.

Location

This position will work from our Las Vegas, NV office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote. Regular working hours will be 7:30am-4:30pm Pacific Time. This role requires availability during extended business hours to support clients across U.S. time zones, including early morning and evening coverage. Specific scheduling requirements will be discussed during the interview process.

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

Build product knowledge and develop selling expertise across fintech and retirement investment products, with a focus on shorter selling cycles
Prospect and develop new business through outbound calls, emails, messaging, and meetings
Manage pipeline and sales activity within Salesforce
Meet and exceed KPIs including outbound call volume and meetings scheduled
Collaborate with team members and sales leadership across lines of business
Complete other related duties as assigned

Qualifications & Experience

Bachelor's degree in Business, Finance, Marketing, Professional Selling, or a related field
1-2 years of sales experience, including at least one sales internship or other hands-on exposure to B2B sales
Experience with or willingness to learn Salesforce CRM
Strong drive and self-motivation with a competitive, goal-oriented mindset
Excellent communication and interpersonal skills
Ability to handle rejection and maintain persistence in a fast-paced sales environment
Eagerness to learn, grow, and take direction from sales leadership and training staff
Comfortable navigating ambiguity.
Entrepreneurial mindset to bring best practice ideas to the team.
Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
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 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

Company Background

Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $370 billion in CIT assets under management, across more than 1,020 funds. We proudly work with more than 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 $37 billion and has completed over 160 platform investments across nine flagship funds. MDP invests across five dedicated industry verticals, including financial services, healthcare, technology and government services.

Equal Employment Opportunity Policy

Great Gray Group, 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.

Accommodation Statement

Great Gray is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: TalentAcquisition@GreatGray.com

Sales Associate

Key skills

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