Senior Implementation Project Manager

at  Great Gray

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.

QUALIFICATIONS & EXPERIENCE

• Bachelor’s degree in accounting, finance, business or relevant field
• 7+ years experience in the financial services industry, preferably collective fund or mutual fund administration.
• Minimum 4 years project management experience.
• Strong verbal and written communication skills, particularly an ability to negotiate, influence, tell a story, bridge different vantage points and gain consensus with stakeholders at all organizational levels
• In-depth knowledge of project management methodology
• Strong interpersonal skills necessary for building relationships within and outside the company
• 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.
• Exhibits our Great Gray attributes: Results-Driven, Innovative, Resilient, and Decisive.

THE ROLE

Great Gray is looking to add a Sr Implementation Project Manager to our Operations Team.
The Implementation Solutions Team is tasked with the end-to-end solutioning and implementation of complex and critical fund launches, new share classes, and life-cycle events across all Great Gray collective investment funds.
The Sr Implementation Project Manager owns and manages large, complex collective investment fund conversions either as a start-up or transition from another provider. They may also manage other significant lifecycle events such as fund mergers and terminations. The Sr Implementation Project Manager is the primary point of contact for an implementation and will utilize forward-thinking solutions as well as their industry-leading expertise to represent Great Gray and confidently lead implementations.
The responsibilities include scoping implementation requirements and establishing detailed project plans that will be maintained, including documentation of meeting agendas, action items and status updates. They will then articulate the conversion or lifecycle event process and project plan to internal and external stakeholders.

RESPONSIBILITIES

• Oversees and may execute on the completion of implementation activities to ensure alignment with the timelines and goals of internal and external stakeholders.
• Managing internal and external stakeholder tasks throughout the implementation process to ensure implementations are completed within established expectations.
• Completion of committee governance materials, presentations, evaluations and approvals within procedural requirements and fiduciary standards.
• Partnering with legal and other stakeholders to manage production of all required legal documents.
• Evaluation and communication of business requirements to relevant internal and external parties.
• Establishment and maintenance of fund data and services with external service providers.
• Establishment and maintenance of fund data and workflows within internal applications and storage of legal documents within corporate guidelines.
• Responsible for the identification and implementation of the proper level of internal and external reporting for implementations, including key performance metrics, key risk indicator reporting to identify implementations at risk and project management reporting on fund conversions.
• Leads implementation communications, including collaboration and coordination across multiple internal cross-functional teams, service providers, sub-advisors and other external parties to ensure identification of implementation risks, proper resolution of open issues and questions, removal of barriers, and handling of general support inquiries.
• Identifies and executes on opportunities for process improvement and operational efficiency related to implementations. Ensure development and execution of workflow efficiencies that enhance productivity and reduce costs.
• All Great Gray employees are responsible for the identification, assessment and control of risks and risk events. Employees will maintain an understanding of applicable policies, procedures, risk appetites and tolerance relevant to their function and operational unit, and are expected to consider current and potential risks when making or informing business decisions. Employees are responsible for the accurate and timely escalation and recording of incidents associated to relevant risks.
• Complete other related duties as assigned