Great Gray Trust Company · 3 weeks ago
Senior Counsel – Investment Solutions (ERISA)
United States
Full-time
Remote
Senior Level
$225K/yr - $250K/yr
5+ years expGreat Gray Group is a leading independent provider of trustee and administrative services to Collective Investment Trusts. They are seeking a Senior Counsel – Investment Solutions to advise and support their trust and administrative services businesses, negotiate agreements, and develop legal strategies in a high-growth environment.
FinanceWellnessAsset ManagementFinancial ServicesRetirement
No H1B
Responsibilities
Advise and support the trust and administrative services business, counsel various internal working groups and committees and employees at all levels of Great Gray
Support for our trust business will focus primarily on CIT matters such as eligibility and investment questions, applications for IRS determination letters of tax-exempt status, securities and commodities law exemptions, as well as negotiating and drafting agreements with subadvisors, insurance companies, trading platforms, custodians, recordkeepers and other administrative service providers
Oversee, draft, and negotiate fund formation documents, including funds with innovative strategies (e.g., private market exposure, lifetime income)
Establish and execute legal strategies for high-priority business projects, conversion of CIT assets from other trust companies, and M&A activities
Support for our administrative services business will focus primarily on CITs trusteed by other banks and other collective investment products
Support Great Gray retirement policy and advocacy aligned with the overarching goal of putting more money in Americans’ retirement accounts
Partner with Marketing team on campaigns educating the retirement marketplace about CITs and advancing Great Gray’s retirement policy thought leadership
Oversee, draft, and revise content used by subscribers to the RPAG platform to advise retirement plans
Serve as legal adviser to 401(k) Plan Committee and in-house counsel for HR department on employee benefits issues
Serve as a subject matter expert on various legal and regulatory matters affecting the business, including asset management, capital markets, distribution, ERISA and state law matters
Provide legal support for special projects, such as (i) new services, products, and partnerships, (ii) M&A, (iii) reviewing, rationalizing, and updating template contracts and administrative forms and related workflows used by the businesses, and (iv) defining requirements for and implementing technology solutions to enhance efficiency
Represent the company in external engagements with various parties, including clients, business partners, regulators, trade associations and outside counsel
Stay abreast of new laws, regulations, and industry trends, and recommend responses
Review and negotiate a wide range of legal agreements and other documents essential to the operation of the business
Partner with compliance, risk, marketing, sales, and audit groups as appropriate
The Senior Counsel role is a hands-on position. A successful candidate will be eager and able to move seamlessly between advising on strategic issues and doing the legal work required to support the commercial business
Complete other related duties as assigned
Qualification
Required
JD from an accredited law school
Admission to a state bar
In-depth experience drafting, reviewing and negotiating a wide range of contracts
Ability to identify legal issues, evaluate legal risks, and offer constructive solutions
Strong interpersonal, organizational, and negotiation skills
Strong analytical and decision-making skills
Excellent written and verbal communication skills and the ability to communicate effectively with all levels of Great Gray and with external stakeholders
Excited to work in a high growth, dynamic, and sometimes uncertain environment
Exhibits our Great Gray attributes: Results-Driven, Innovative, Resilient and Decisive
Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration
Preferred
Minimum of 5 years of experience as an attorney, with a combination of experience in a large law firm and a corporate legal department preferred
Significant experience in financial services, with asset management and ERISA subject matter expertise strongly preferred
New product/service development, private market fund formation, and M&A experience preferred
Benefits
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
Great Gray Trust Company
Great Gray Trust Company offers Collective Investment Trusts focused on retirement investments and acts as trustee for Great Gray Funds. It is a sub-organization of Great Gray Trust Company.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Rob Barnett
President & Chief Executive Officer
Recent News
PitchBook Data, Inc.
2026-03-25
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