Great Gray Trust Company

Data Scientist

• Build, train, and deploy machine learning models and data pipelines using Python, pandas, NumPy, and scikit-learn, ensuring scalability and reliability in production.
• Design, implement, and continuously improve LLM-powered applications and Retrieval-Augmented Generation (RAG) pipelines, including prompt engineering, embedding strategies, vector store integration, and evaluation frameworks.
• Build and iterate on agentic AI systems that leverage tool use, multi-step reasoning, and orchestration frameworks to automate complex workflows and decision-making processes.
• Conduct exploratory data analysis (EDA) to uncover trends, patterns, and anomalies that inform business decisions and product strategy.
• Design and build data visualizations and dashboards that communicate key metrics and insights to both technical and non-technical stakeholders.
• Diagnose and resolve complex data and model issues, minimizing drift and continuously improving pipeline efficiency and model accuracy.
• Drive technical excellence through rigorous model evaluation, identifying opportunities for improvement, and enforcing best practices in code quality, experiment tracking, and reproducibility.
• Collaborate closely with cross-functional teams to translate business requirements into data-driven insights, models, and high-quality analytical solutions.

IT Support

• Lead and direct complex, cross-functional technology projects ensuring familiarity with scope, objectives and technical dependencies.
• Partner closely with the Technology team as the primary project driver while maintaining alignment with Business Transformation standards and governance practices
• Establish and document clear roles and responsibilities for project team members across technology and business functions.
• Develop and update project plans including tasks, milestones, responsibilities, dependencies, timeline, and status.
• Communicate project plans to affected parties to ensure a common understanding, set proper expectations, and align technical and non-technical stakeholders.
• Manage projects in Smartsheet, the Enterprise Project Management Software, ensuring consistent use of shared tools and templates across enterprise projects
• Facilitate project meetings and create & publish all project and meeting materials, including technology summaries accessible to non-technical audiences.
• Identify, capture and escalate any project issues, risks, actions, and blockers, including those with technical complexity or cross-functional impact.
• Monitor project work and execute change control where necessary.
• Manage project budget, including vendor and licensing costs, where applicable.
• Develop and execute change management plans to support technology adoption across impacted teams and business units
• Coordinate the integration of new technologies, platforms, systems into the Great Gray environment
• Identify risk-related issues needing escalation to executive management.
• Interact with employees at all levels of the organization as well as external technology vendors and partners involved in projects.
• Manage changes to project scope and schedule.
• Complete other related duties as assigned.

Senior IT Project Manager

Onboarding Specialist

• Own the end-to-end onboarding experience for complex, high-priority, or enterprise-level advisor clients, from kickoff through full platform activation.
• Design, deliver, and continuously refine structured onboarding programs, training curricula, and client-facing resources.
• Act as a senior platform subject matter expert, providing in-depth guidance on RPAG features, workflows, and best practices.
• Develop a deep understanding of each client’s business model and goals, and tailor the onboarding experience accordingly to drive meaningful adoption.
• Monitor and analyze client adoption and engagement data; proactively identify risk and develop mitigation strategies to ensure successful platform utilization.
• Mentor and support junior Onboarding Specialists, serving as a resource for escalated questions and providing coaching on best practices.
• Lead the development and maintenance of onboarding playbooks, scalable training materials, and knowledge base content.
• Collaborate cross-functionally with Sales, Product, Marketing, and Customer Support to align on client messaging, drive feedback loops, and improve the overall client experience.
• Represent the onboarding team in product roadmap discussions, contributing the client perspective to feature prioritization.
• Maintain accurate and detailed records of client engagement and onboarding progress in Salesforce.
• Travel to client sites, company events, and industry conferences to deliver training and deepen relationships (travel expected approximately 4–6 weeks per year).
• Complete other related duties as assigned

Data Scientist

Senior IT Project Manager

Senior Onboarding Specialist