About the role
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 Counsel – Investment Solutions to the Legal team. This attorney’s primary responsibility will be to advise and support our trust and administrative services businesses, at all levels of the organization, in a rapidly evolving, high-growth environment. The Senior Counsel will advise representatives of other functions on legal matters affecting Great Gray and partner with them to support Great Gray’s current and new business activities. The Senior Counsel will also help develop and execute plans, policies, and procedures for Great Gray’s Legal team and may represent the Legal team on various internal working groups and committees.
In addition, the Senior Counsel will (i) negotiate and prepare agreements with participating plans and subadvisors to Great Gray CITs, (ii) oversee the creation of new funds and draft related documents, including for innovative products such as CIT funds with private market exposure and lifetime income features, (iii) design and execute legal strategies for high-priority business projects, including large conversions of CIT assets from other trust companies and M&A activities, (iv) support Great Gray’s retirement policy and advocacy efforts, (v) partner with our Marketing team in preparing thought leadership and reviewing marketing collateral, (vi) oversee legal content on the RPAG platform, and (vii) serve as in-house benefits counsel for Great Gray Group’s own employee benefit plans.
The ideal candidate will have a mix of law firm and in-house legal experience, business acumen, a commitment to operational excellence, and strong technical, analytical and communication skills combined with the confidence and emotional intelligence needed to advance Great Gray priorities. In summary, we seek an experienced, strong, collaborative attorney, with integrity, who can work effectively across Great Gray. It is likely that the right candidate is currently with a financial services company or leading law firm.
Location
This position may work from any of the office locations listed below. For office based employees, Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.
- Boston, MA
- Wilmington, DE
- Las Vegas, NV
While we strongly prefer an in-office candidate, we would also consider highly qualified candidates for remote work in certain jurisdictions (Washington, DC, Miami, FL, Charlotte, NC, or the New York metro region).
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.
Aplyr's read
Great Gray is a specialized financial services firm focusing on trust and wealth management, attracting professionals in wealth management and fintech sales.
What's promising
- •Great Gray offers niche expertise in trust and wealth management, appealing to finance professionals.
- •Recent roles indicate growth in retirement planning and fintech sales.
- •The company provides opportunities for senior roles in investment solutions and technical leadership.
What to watch
- •Limited public information about Great Gray's company culture or employee satisfaction.
- •Potential candidates may face stiff competition due to specialized roles.
- •The firm's focus on niche markets may limit broader career opportunities.
Why Great Gray
- •Great Gray specializes in trust and wealth management, setting it apart from broader financial services firms.
- •The firm emphasizes retirement planning, a growing sector in financial services.
- •Great Gray's focus on CIT sales highlights its commitment to innovative investment solutions.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Great Gray
Great Gray Trust Company is a financial services firm specializing in trust and wealth management solutions for individuals and institutions.
