Senior specialist

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 Senior RFP Specialist to our Marketing team. The Senior RFP Specialist plays a critical role in driving new business by delivering high-quality, strategic responses to RFPs, RFIs, and DDQs from institutional investors and intermediaries. This position partners across investment, sales, product, compliance, and operations teams to showcase the firm’s capabilities and competitive strengths, ensuring proposals are accurate, compelling, and aligned with client needs.

Location

This position will work from our Boston, MA or Wilmington, DE offices. 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

• Deliver on-time, high-quality responses to inbound Requests for Information (RFIs), Requests for Proposal (RFPs), and Due Diligence Questionnaires (DDQs) - both seasonal cycles and ad-hoc requests from institutional investors, consultants, and intermediaries
• Coordinate SMEs, Reporting, Legal/Compliance and Relationship teams to gather inputs, performance data, and approvals that align to the objectives of each opportunity to ensure accurate and timely responses
• Editorialize and format documents so they’re accurate, compliant, on-brand, and client-ready (strong MS Office skills required)
• Maintain and continuously improve the proposal content library with current data, disclosures, and positioning statements to support speed and accuracy of response
• Interpret complex client requirements and develop strategic response frameworks that maximize competitiveness and reflect a deep understanding of institutional sales channels
• Track RFP activity, outcomes, and client feedback; provide reporting and insights that inform pipeline management and sales strategy
• Ensure all deliverables meet compliance and regulatory standards, and adhere to brand and messaging guidelines
• Complete other related duties as assigned
  
  

Qualifications & Experience

• Bachelor’s degree in finance, business, economics, communications, or a related field
• 5+ years of experience in RFP or proposal management within asset management, investment management, or financial services
• Strong understanding of institutional investment products (e.g., mutual funds, collective investment trusts, SMAs, alternatives) and distribution channels (RIAs, consultants, broker-dealers, pensions, endowments, etc.)
• Exceptional writing and editing skills with the ability to distill technical investment concepts into clear, client-focused messaging
• Proven success managing multiple complex RFPs under tight deadlines with a high degree of accuracy and quality
• Proficiency with proposal management platforms (Loopio, RFPIO, Qvidian, etc.) and Microsoft Office Suite
• Solid grasp of compliance considerations, disclosure requirements, and regulatory frameworks in investment management
• Strong interpersonal skills with the ability to work effectively across investment, operations, legal, compliance, and sales teams
• Demonstrated ability to think strategically, anticipate client needs, and contribute to positioning the firm for new business opportunities
• Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively
• Comfortable navigating ambiguity
• 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 an early-stage, high-growth organization!
• Hybrid work environment
• Competitive compensation package including 401(k) with elective and non-elective match opportunities
• Lifestyle spending allowance program
• Medical, Dental, Vision Insurance
• Employer-paid life and disability insurance
• Generous paid time off program
  
  

Company Background
Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $240 billion in CIT assets under management, across more than 800 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 $28 billion and has completed over 150 platform investments. MDP invests across five dedicated industry verticals, including basic industries; business and government software and services; financial and transaction services; health care; and telecom, media, and technology services.

Equal Employment Opportunity Policy

Great Gray, 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: [email protected]