Apply on Employer Site

Great Gray Trust Company · 2 weeks ago

Senior Implementation Solutions Consultant (CIT Funds)

Boston, MA

Full-time

Hybrid

Mid, Senior Level

$95K/yr - $135K/yr

5+ years exp

Great Gray Trust Company is a leading independent provider of trustee and administrative services to Collective Investment Trusts. They are seeking a Senior Implementation Solutions Consultant to coordinate resources, collaborate with stakeholders, and ensure flawless execution of events related to their investment funds.

Asset ManagementFinancial ServicesRetirement

No H1B

Hiring Manager

Jenny Johnson, MBA, PHR

Responsibilities

Scoping all events, formulating a timeline, communicating with impacted parties, and managing the expectations of all internal and external participants

Holds participants accountable for task completion

Ensures governance materials are in good order and approvals secured before initiating engagement on subsequent project phases

Partners with legal team members and other stakeholders to manage the production or revision of requisite legal artifacts

Maintains fund data quality in internal systems (for example, FactSet) and with external services (for example, CUSIP bureau and NSCC)

Ensures good “change-management” and “document-management” hygiene

Providing timely updates, as required in event tracking systems (for example, Jira) so that Implementation Solutions Team programs, projects, and events can be tracked and prioritized according to organizational objectives and goals

Communicating effectively and appropriately with all stakeholders so that expectations are met and changes to expectations are negotiated in a manner consistent with organizational goals

Identifying, assessing, and controlling risks and risk events; maintaining an understanding of applicable policies, procedures, risk appetites, and tolerances relevant to the role, the team, and the organization. Making, informing, or recommending business decisions while considering current and potential risks. Escalating and recording incidents, associated to relevant risks, in a timely and accurate manner

Complete other related duties as assigned

Qualification

Financial services experienceAnalytical acumenProject management skillsMS Office proficiencyCommunication skillsRisk managementCollaborative relationshipsChange managementNegotiation skillsDetail-oriented

Required

Bachelor's degree and 5+ years of experience in the financial services industry, with a fundamental understanding of collective investment vehicles in any form (funds, ETFs, or trusts, for instance), under any regulatory framework

Capacity to think strategically, analyze critically, plan methodically, and act decisively

Deftly persuasive and influential with expertise in oral and written communication; comfortable interacting with C-level professionals, inside and outside of the organization

Organized and detail-oriented with advanced project-management skills

Capacity to build collaborative relationships, credibly navigate ambiguity, and manage expectations in a way that advances organizational goals

Fluency with financial concepts and ability to apply such in support of business-case recommendations

Comprehensive knowledge of MS Office Products with a focus on Excel; comfort with formula development, table analysis, and simple financial modeling is a requirement

Ability to thrive in a fast-paced, dynamic environment while managing multiple priorities with minimal direction

Entrepreneurial spirit with a keen desire to optimize processes, improve outcomes, and drive efficiency within the team and throughout the organization

Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration