About the role

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. 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 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

This position will work from our Las Vegas, NV or Boston, MA 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

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.
Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results-Driven, Collaborative.

Base Pay Range*

$85,000-$125,000

*This base pay range is subject to change and may be modified in the future.

The pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting. Individual compensation within this range depends on multiple factors, including, but not limited to, candidate’s prior education and relevant work experience and training as well as position location and local market demands. Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the ‘Base Pay Range’ noted above.

Skills & Tags

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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.
Synthesized from recent postings & public sources

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?