Great Gray Trust Company
Join to apply for the
Account Executive
role at
Great Gray Trust Company . The position was published 2 days ago.
Pay Range Base pay: $90,000 – $125,000 per year. Additional compensation: commission. Your final pay may vary based on experience and performance.
Why Great Gray Group & RPAG? RPAG is a wholly‑owned subsidiary of Great Gray Group, LLC. Acquired in 2024, RPAG hosts the industry’s leading retirement plan practice management platform. Designed for elite advisors and institutions, our goal is to create successful outcomes by protecting plan fiduciaries and engaging plan participants. Our efficient and scalable technology platform provides our members with actionable insights, allowing them to make data‑driven decisions for their retirement plan clients. At Great Gray Group, we strive to set the bar for the retirement services industry by delivering advanced retirement solutions that combine core fiduciary services with robust investment options, innovative technology, and dedicated client service.
The Role Great Gray is looking to add an
Account Executive
to our
RPAG
team. The Account Executive will own the full sales cycle, developing and qualifying pipeline through outbound and inbound channels while positioning RPAG’s advisor and partner network. They will drive revenue by leading discovery, managing deals to close, and partnering with internal teams to ensure a seamless handoff and strong long‑term client relationships.
Location
Las Vegas, NV
Aliso Viejo, CA
Great Gray currently supports a hybrid work model with 4 days onsite and 1 day remote.
Visa Sponsorship 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
Own the full sales cycle—from prospecting and initial outreach through qualification, discovery, solution positioning, and close.
Develop and execute outbound prospecting strategies across email, phone, and social channels to build a strong pipeline of qualified opportunities.
Respond to and qualify inbound leads, conducting tailored discovery conversations to understand prospect needs and align RPAG’s solutions.
Clearly communicate the value of RPAG’s platform and services to a range of stakeholders and decision‑makers.
Manage and maintain accurate CRM records, ensuring all activities, forecasts, and deal stages are up to date and reliable.
Partner with marketing on targeted campaigns, providing insights into messaging, audience segmentation, and follow‑up strategies.
Engage with leads generated from webinars, industry events, conferences, and partner channels, advancing them through the sales process.
Provide regular feedback to leadership on market trends, competitor insights, lead quality, and overall pipeline health.
Conduct research on target markets, identify new business opportunities, and develop tailored outreach strategies to penetrate key segments.
Represent RPAG and Great Gray with professionalism and credibility in client meetings, presentations, demos, and industry events.
Collaborate with internal teams (product, operations, client success) to ensure smooth handoff and long‑term client satisfaction.
Qualifications & Experience
Bachelor’s degree and 2–5 years of quota‑carrying sales experience, preferably in financial services, fintech, retirement services, asset/investment management, or related markets.
Proven track record of meeting or exceeding sales targets in a consultative, solution‑based selling environment.
Strong discovery, communication, and presentation skills with the ability to influence decision‑makers.
Experience with CRM platforms such as Salesforce and familiarity with sales engagement or prospecting tools.
Knowledge of the retirement or financial services industry is a plus.
Strong organizational skills and attention to detail.
Ability to thrive in a fast‑paced, dynamic environment and manage multiple priorities effectively.
Comfortable navigating ambiguity.
Entrepreneurial mindset to bring best‑practice ideas to the team.
Standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results‑Driven, Collaborative.
Benefits
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
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. 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.
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 any other non‑merit factor.
Accommodation Statement Great Gray is committed to ensuring individuals with disabilities and/or special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you need assistance completing the application process or requesting an accommodation, please contact TalentAcquisition@GreatGray.com.
Seniority level Mid‑Senior level
Employment type Full‑time
#J-18808-Ljbffr
Account Executive
role at
Great Gray Trust Company . The position was published 2 days ago.
Pay Range Base pay: $90,000 – $125,000 per year. Additional compensation: commission. Your final pay may vary based on experience and performance.
Why Great Gray Group & RPAG? RPAG is a wholly‑owned subsidiary of Great Gray Group, LLC. Acquired in 2024, RPAG hosts the industry’s leading retirement plan practice management platform. Designed for elite advisors and institutions, our goal is to create successful outcomes by protecting plan fiduciaries and engaging plan participants. Our efficient and scalable technology platform provides our members with actionable insights, allowing them to make data‑driven decisions for their retirement plan clients. At Great Gray Group, we strive to set the bar for the retirement services industry by delivering advanced retirement solutions that combine core fiduciary services with robust investment options, innovative technology, and dedicated client service.
The Role Great Gray is looking to add an
Account Executive
to our
RPAG
team. The Account Executive will own the full sales cycle, developing and qualifying pipeline through outbound and inbound channels while positioning RPAG’s advisor and partner network. They will drive revenue by leading discovery, managing deals to close, and partnering with internal teams to ensure a seamless handoff and strong long‑term client relationships.
Location
Las Vegas, NV
Aliso Viejo, CA
Great Gray currently supports a hybrid work model with 4 days onsite and 1 day remote.
Visa Sponsorship 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
Own the full sales cycle—from prospecting and initial outreach through qualification, discovery, solution positioning, and close.
Develop and execute outbound prospecting strategies across email, phone, and social channels to build a strong pipeline of qualified opportunities.
Respond to and qualify inbound leads, conducting tailored discovery conversations to understand prospect needs and align RPAG’s solutions.
Clearly communicate the value of RPAG’s platform and services to a range of stakeholders and decision‑makers.
Manage and maintain accurate CRM records, ensuring all activities, forecasts, and deal stages are up to date and reliable.
Partner with marketing on targeted campaigns, providing insights into messaging, audience segmentation, and follow‑up strategies.
Engage with leads generated from webinars, industry events, conferences, and partner channels, advancing them through the sales process.
Provide regular feedback to leadership on market trends, competitor insights, lead quality, and overall pipeline health.
Conduct research on target markets, identify new business opportunities, and develop tailored outreach strategies to penetrate key segments.
Represent RPAG and Great Gray with professionalism and credibility in client meetings, presentations, demos, and industry events.
Collaborate with internal teams (product, operations, client success) to ensure smooth handoff and long‑term client satisfaction.
Qualifications & Experience
Bachelor’s degree and 2–5 years of quota‑carrying sales experience, preferably in financial services, fintech, retirement services, asset/investment management, or related markets.
Proven track record of meeting or exceeding sales targets in a consultative, solution‑based selling environment.
Strong discovery, communication, and presentation skills with the ability to influence decision‑makers.
Experience with CRM platforms such as Salesforce and familiarity with sales engagement or prospecting tools.
Knowledge of the retirement or financial services industry is a plus.
Strong organizational skills and attention to detail.
Ability to thrive in a fast‑paced, dynamic environment and manage multiple priorities effectively.
Comfortable navigating ambiguity.
Entrepreneurial mindset to bring best‑practice ideas to the team.
Standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results‑Driven, Collaborative.
Benefits
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
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. 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.
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 any other non‑merit factor.
Accommodation Statement Great Gray is committed to ensuring individuals with disabilities and/or special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you need assistance completing the application process or requesting an accommodation, please contact TalentAcquisition@GreatGray.com.
Seniority level Mid‑Senior level
Employment type Full‑time
#J-18808-Ljbffr