Job Description

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 Marketing Specialist to our Marketing team. In this role, you will be responsible for developing and executing email marketing campaigns and broader digital marketing initiatives that drive brand awareness, client engagement, and lead generation. You will work cross-functionally with Sales, Product, and Client Service teams to create compelling content and data-driven campaigns that support Great Gray’s continued growth in the retirement services industry.

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

• Design, build, and deploy email marketing campaigns using marketing automation platforms (e.g., HubSpot, Marketo, Salesforce Marketing Cloud), including audience segmentation, A/B testing, and performance analysis
• Develop and manage multi-channel digital marketing campaigns across email, paid media, social media, and display advertising to drive engagement and lead generation
• Collaborate with content and design teams to create compelling marketing assets, including landing pages, email templates, digital ads, and promotional materials
• Monitor, analyze, and report on campaign performance metrics (open rates, click-through rates, conversions, pipeline influence), using data insights to continuously optimize campaign effectiveness
• Maintain and grow the marketing database, ensuring list hygiene, accurate segmentation, and compliance with CAN-SPAM and other applicable regulations
• Support the development of marketing automation workflows and lead nurturing programs to move prospects through the sales funnel
• Partner with Sales Operations and Revenue Operations teams to align marketing campaigns with pipeline goals and ensure seamless lead handoff processes
• Contribute to SEO/SEM strategies and coordinate with external agencies or vendors as needed to execute digital advertising campaigns
• Stay current on digital marketing trends, tools, and best practices, particularly within financial services and B2B marketing
• Complete other related duties as assigned

Qualifications & Experience

• Bachelor’s degree in Marketing, Communications, Business, or a related field required
• 3-5 years of experience in digital marketing, with a strong emphasis on email marketing campaign development and execution
• Demonstrated proficiency with marketing automation and CRM platforms, preferably Salesforce Marketing Cloud (MCAE Certification a plus)
• Hands-on experience with email campaign management, including list segmentation, workflow automation, A/B testing, and performance reporting
• Experience managing paid digital campaigns across Google Ads, LinkedIn, or other digital advertising platforms
• Strong analytical skills with the ability to interpret campaign data, identify trends, and translate insights into actionable optimizations
• Familiarity with HTML/CSS for email template editing and basic web content management systems (CMS)
• Knowledge of CAN-SPAM, GDPR, and email marketing compliance requirements
• Experience working in a B2B environment, preferably within financial services, fintech, or a technology company serving institutional clients
• Excellent written and verbal communication skills with the ability to craft clear, compelling marketing copy
• Proven ability to manage multiple projects simultaneously in a fast-paced environment and meet deadlines
• Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration

Base Pay Range*

$65,000-$90,000

• This base pay range is subject to change and may be modified in the future.

The pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting. Individual compensation within this range depends on multiple factors, including, but not limited to, candidate’s prior education and relevant work experience and training as well as position location and local market demands. Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the ‘Base Pay Range’ noted above.

Benefits

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

• Be an integral part of a high-growth organization!

• Competitive compensation package

• Group medical, dental and vision insurance

• Employer-paid life and disability insurance

• Annual well-being stipend

• Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement

Company Background

Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $315 billion in CIT assets under management, across more than 940 funds. We proudly work with more than 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 $37 billion and has completed over 160 platform investments across nine flagship funds. MDP invests across five dedicated industry verticals, including financial services, healthcare, technology and government services.

Equal Employment Opportunity Policy

Great Gray Group, 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.

Accommodation Statement

Great Gray is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: TalentAcquisition@GreatGray.com

Job Tags

Full time, Work experience placement, Work at office, Local area, Remote work, Visa sponsorship

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