Product Manager (Fintech)

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. 

The Role

Great Gray is looking to add a Product Manager (Fintech) to our Technology Team. We provide innovative technology solutions that help investment professionals focus more on servicing their clients and less on tedious paperwork. Our growing Product team partners with our software development and business teams to align Great Gray’s offerings with the needs of leading retirement professionals.

Location

This position will work from our Boston, MA office. 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 

At Great Gray, we're on a mission to revolutionize the retirement industry through technology. Our BoardingPass platform is central to this vision, and we're looking for a Product Manager to shape the future of our Advisor experience.

As a Product Manager at Great Gray, you'll execute on the Product vision, strategy, and roadmap for the Retirement Advisor user persona on our BoardingPass platform. You'll collaborate with engineers, designers, and operational stakeholders to create innovative solutions that transform how advisors serve clients planning for retirement.

What You'll Do

·       Execute on the product vision and roadmap for the Advisor experience, aligning with Great Gray's mission to transform retirement planning

·       Identify and prioritize opportunities to expand BoardingPass functionality, making the functionality more accessible and efficient

·       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 Advisor experience supports overall business objectives

·       Champion the voice of the Advisor, ensuring their needs are represented in product design and development

Qualifications & Experience

·       3+ years of product management experience, preferably with Fintech or SaaS products

·       Strong understanding of user-centered design principles and ability to translate user needs into product requirements

·       Excellent communication skills with the ability to clearly articulate product vision and strategy

·       Data-driven approach to decision making, with experience using metrics to guide product development

·       Collaborative mindset and ability to work effectively with cross-functional teams

·       Passion for improving retirement planning through technology

·       Experience in fintech or wealth management is a plus

·       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.

Benefits

We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:

·       Be an integral part of an early-stage, high-growth organization!

·       Hybrid work environment

·       Competitive compensation package including 401(k) with elective and non-elective match opportunities

·       Lifestyle spending allowance program

·       Medical, Dental, Vision Insurance

·       Employer-paid life and disability insurance

·       Generous paid time off program

Company Background 

Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $200 billion in CIT assets under management, across more than 780 funds. We proudly work with 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James. 

CITs are more than just an investment vehicle. They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.

Great Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.

Madison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023. As a result, Great Gray is an independent company owned by funds affiliated with MDP.

Investor Background 

MDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $28 billion and has completed over 150 platform investments. MDP invests across five dedicated industry verticals, including basic industries; business and government software and services; financial and transaction services; health care; and telecom, media, and technology services.

Equal Employment Opportunity Policy

Great Gray, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.