Senior Institutional Client Associate

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 Institutional Client Associate to our Asset Manager & Consultant Relations Team. This is a critical member of the Asset Manager & Consultant Relations team, supporting Senior Relationship Managers and the business leveraging thoughtful analysis of relationship dynamics, business activity, fund flows and market trends into actionable insights, with the goal of bringing continuous improvement to the quality of our client engagement. The role is ideal for a highly analytical, organized, and commercially minded professional who can connect data, relationship intelligence, and business strategy to support growth across Great Gray’s institutional and asset manager partnerships.

Location

This position will work from our Wilmington, DE office. Great Gray currently supports a hybrid work model with 4 days onsite in the office 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 

• Develop, maintain and evolve comprehensive client profiles to reflect enterprise characteristics, business priorities and scope of relationship
• Develop recurring reporting, dashboards, and commentary that help leadership understand asset manager trends, product performance, partnership health, and strategic priorities.
• Develop quarterly business review materials to support Senior Relationship Managers’ client reviews, including analytics on sales and client engagement metrics and milestones
• Support Senior Relationship Managers on institutional client calls and direct communications
• Collaborate cross-functionally with sales, operations, legal, compliance, finance and implementation teams on a regular basis.
• Partner with technology and operations to represent and translate the team’s reporting needs to technology/CRM enhancements 
• Track institutional pipeline activity and relationship-development priorities, helping ensure follow-through on opportunities, risks, next steps, and internal ownership.
• Contribute to process improvements that enhance relationship intelligence, data quality, reporting discipline, knowledge sharing and institutional business planning.
• Maintain agenda for internal team calls
• Complete other related duties as assigned

Qualifications & Experience

• Bachelor’s degree in Finance, Business or a related field and a minimum of 5 years of relevant industry experience in institutional asset management, ideally for an asset manager, or experience supporting institutional sales or relationship management teams
• Experience in the Defined Contribution market is a plus
• Demonstrated proficiency with Salesforce CRM
• Proficient with business analytics and leveraging AI to create efficiencies, including Claude or a similar tool
• Microsoft Office 365 skills, including advanced proficiency in Excel creating reporting, tables and visuals
• Strong communication and interpersonal skills, with the ability to problem-solve and navigate complex business conversations
• Exceptional project management skills, including business/technical writing
• 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 Ownership, Collaboration.