Institutional Relationship Manager

🏢 Great Gray · 📍 Boston, MA · 💼 onsite · ⏰ Full-time

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Position Summary & Responsibilities

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 an Institutional Relationship Manager on our Relationship Management team.

This role is responsible for managing and growing a portfolio of high-value institutional relationships within Great Gray's CIT business, serving as the primary point of contact for enterprise-level accounts with a focus on institutional consultants and asset managers. This role partners closely with internal teams across Sales, Implementation, Product, and Operations to deliver a seamless client experience while identifying opportunities to deepen engagement and expand the utilization of Great Gray's CIT offerings.

Location

This position will work from our Boston, MA 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

Serve as the primary accountable relationship owner for a portfolio of institutional consultant and/or asset management firms engaged with Great Gray's CIT offerings
Develop and execute comprehensive account plans for each assigned relationship, identifying opportunities to deepen engagement, expand product utilization, and drive measurable growth within the existing book
Conduct regular strategic business reviews with senior client stakeholders to uncover evolving needs, growth opportunities and emerging risks, and to build alignment between Great Gray and client objectives
Build and maintain multi-threaded relationships across client organizatio

🎯 Candidate Preparation Guide For Great Gray Applicants

Key Role Competencies & Evaluation Highlights

Key Role Focus:

Evaluating institutional fiduciary responsibility, advanced financial risk management, and strategic asset allocation acumen.

📋 Preparation Priorities (Key Areas to Clarify):

1. Proposing high-risk, uncalculated financial strategies or ignoring compliance mandates.
2. Exhibiting poor analytical rigor or sloppy modeling capabilities.
3. Lacking the gravitas required to advise institutional stakeholders or high-net-worth clients.

✨ Recommended Role Alignment Hook:

I combine rigorous fiduciary oversight with strategic financial stewardship to protect and grow institutional capital across economic cycles.

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