Great Gray Trust Company

Paralegal

• Review, edit, draft the documents associated with our CITs, including fund declarations, sub-advisor agreements and amendments, participation agreements, and trust documents.
• Maintain accurate and complete records for our CITs and corporate entities.
• Prepare, make, support and track external filings required for our CITs and corporate entities.
• Provide both CIT-specific and general support to the Legal team. Assist as need be with information gathering, legal research and coordination with other teams.
• Collaborate with other teams to administer and continually improve our business practices and procedures.
• Assist with maintenance of a legal tracker for the purpose of tracking and assigning various legal tasks.
• Other legal work as required to support the goals of the Legal team and the firm.
• The role is a hands-on position. A successful candidate will be eager and able to move seamlessly between shifting priorities and partner with the other members of the Legal team and the business to manage and achieve expectations.
• Complete other related duties as assigned

Paralegal/Senior Paralegal

Business Development Rep

• Conduct outbound prospecting via email, phone, and social channels.
• Qualify inbound leads and schedule discovery meetings for sales executives.
• Understand and communicate the value of RPAG’s platform and services.
• Manage CRM data and maintain accurate records of outreach and engagement.
• Collaborate with marketing on lead generation campaigns and follow-up.
• Engage with leads from events such as webinars and industry conferences.
• Provide regular feedback to the team on lead quality and outreach performance.
• Research target markets and identify new outreach opportunities.
• Represent RPAG and Great Gray in a professional and client-focused manner.

Business Development Representative

Marketing

• Partners with the Director of Marketing to manage and grow the organization’s social media presence, with an emphasis driving LinkedIn and YouTube growth while exploring opportunities additional platforms such as Instagram and Twitter.
• Co-leads content planning from ideation to execution, including scheduling and performance tracking, with a focus on elevating engagement through strategic video content editing and podcast promotion, particularly to generate subscriber growth for the Gray to Great podcast series.
• Develops deep knowledge of the retirement plan advisory industry and serves as a market expert.
• Creates compelling, brand-aligned short-form content across channels including blog posts, social media, email campaigns, and web assets.
• Drives logistics and execution for high-impact industry events and company-sponsored activations.
• Contributes to the planning and rollout of multi-channel campaigns. Supports asset development, campaign scheduling, and project tracking to ensure timely and effective execution.
• Provides administrative support to the Marketing team by organizing files, scheduling meetings, preparing reports, and maintaining an updated list of project progress and due dates.
• Stays current on marketing trends, tools, and technologies, bringing fresh ideas to the team.
• Shares best practices and insights to help refine workflows and enhance team efficiency.
• Other related duties as assigned.

Brand Engagement Marketing Specialist

Product Manager

• Architect and execute on the product vision and roadmap for the RPAG member experience, aligning with Great Gray's mission to transform retirement planning
• Identify and prioritize opportunities to expand RPAG functionality and member value, making the product more effective
• Collaborate with engineering and design teams to deliver exceptional product experiences that solve real problems for financial advisors
• Gather and synthesize customer insights, market research, and data to make informed product decisions
• Manage the full product lifecycle from concept to launch, including defining requirements, conducting user testing, and measuring success
• Build strong relationships with stakeholders across the organization to ensure the RPAG member experience supports overall business objectives
• Champion the voice of RPAG members, ensuring their needs are represented in product design and development

Product Manager – FinTech

• Support up to four outside sales professionals by managing daily workflows, coordinating outreach, and ensuring timely follow-up with clients and prospects.
• Analyze fund lineups, product data, and market trends to provide actionable insights that support strategic sales decisions.
• Maintain and update a centralized product repository, ensuring the sales team has easy access to current product-level information, new CIT releases, and asset manager partnerships.
• Assist in prospecting and outreach to RIAs, broker-dealers, and aggregator channels, leveraging creative messaging and campaigns to optimize engagement.
• Collaborate with cross-functional teams including marketing, product, and sales operations to streamline processes and improve team efficiency.
• Develop and distribute reports, presentations, and other materials to support sales initiatives and client engagement.
• Track and manage multiple priorities while maintaining a high attention to detail, ensuring all team members have the information and tools needed to succeed.
• Complete other related duties as assigned

Business Development Representative – CIT Sales

DevOps Engineer

• Build and maintain self-service tools and automation that empower engineering teams to ship faster with confidence
• Design and implement standards, patterns, and best practices for containerized and traditional applications
• Create documentation and runbooks that enable teams to own their services
• Champion DevOps culture and practices across engineering teams
• Lead a migration from Azure DevOps to GitHub Actions, designing robust, scalable pipeline architectures
• Mature existing CI/CD pipelines with improved testing, security scanning, and deployment strategies
• Implement blue-green and canary deployment patterns
• Build reusable pipeline templates and shared workflows
• Manage and optimize our Azure Kubernetes Service (AKS) clusters
• Containerize legacy applications and design migration strategies from monoliths to microservices
• Work with Azure App Services, Virtual Machine Scale Sets, and networking infrastructure
• Implement and maintain service mesh patterns, monitoring, and observability
• Write and maintain Terraform modules for Azure infrastructure
• Automate infrastructure provisioning, configuration management, and scaling
• Modernize legacy infrastructure with Windows AD dependencies, SSRS, and SSIS workloads
• Design and implement auto-scaling strategies for applications currently lacking them
• Enhance monitoring and alerting using Application Insights, Azure Monitor, Prometheus/Grafana, Jaeger, and OpenTelemetry
• Build dashboards and SLO/SLI frameworks to measure system health
• Drive incident response processes and post-mortem culture
• Optimize application and infrastructure performance
• Complete other related duties as assigned

Paralegal/Senior Paralegal

Business Development Representative

Brand Engagement Marketing Specialist

Product Manager – FinTech

Business Development Representative – CIT Sales

Senior DevOps Engineer