Account Executive (Fintech Sales)
Posted Updated 10
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Description
Why Great Gray Group & RPAG?
RPAG is a wholly owned subsidiary of Great Gray Group, LLC. Acquired in 2024, RPAG hosts the industry’s leading retirement plan practice management platform. Designed for elite advisors and institutions, our goal is to create successful outcomes by protecting plan fiduciaries and engaging plan participants. Our efficient and scalable technology platform provides our members with actionable insights, allowing them to make data-driven decisions for their retirement plan clients.
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 an Account Executive to our RPAG team. The Account Executive will own the full sales cycle, developing and qualifying pipeline through outbound and inbound channels while positioning RPAG’s advisor and partner network. They will drive revenue by leading discovery, managing deals to close, and partnering with internal teams to ensure a seamless handoff and strong long-term client relationships.
Location
This position will work from our Las Vegas, NV or Boston, MA offices. 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
- Own the full sales cycle—from prospecting and initial outreach through qualification, discovery, solution positioning, and close.
- Develop and execute outbound prospecting strategies across email, phone, and social channels to build a strong pipeline of qualified opportunities.
- Respond to and qualify inbound leads, conducting tailored discovery conversations to understand prospect needs and align RPAG’s solutions.
- Clearly communicate the value of RPAG’s platform and services to a range of stakeholders and decision-makers.
- Manage and maintain accurate CRM records, ensuring all activities, forecasts, and deal stages are up to date and reliable.
- Partner with marketing on targeted campaigns, providing insights into messaging, audience segmentation, and follow-up strategies.
- Engage with leads generated from webinars, industry events, conferences, and partner channels, advancing them through the sales process.
- Provide regular feedback to leadership on market trends, competitor insights, lead quality, and overall pipeline health.
- Conduct research on target markets, identify new business opportunities, and develop tailored outreach strategies to penetrate key segments.
- Represent RPAG and Great Gray with professionalism and credibility in client meetings, presentations, demos, and industry events.
- Collaborate with internal teams (product, operations, client success) to ensure smooth handoff and long-term client satisfaction.
Qualifications & Experience
- Bachelor’s degree and 2–5 years of quota-carrying sales experience, preferably in financial services, fintech, retirement services, asset/investment management, or related markets.
- Proven track record of meeting or exceeding sales targets in a consultative, solution-based selling environment.
- Strong discovery, communication, and presentation skills with the ability to influence decision-makers.
- Experience with CRM platforms such as Salesforce and familiarity with sales engagement or prospecting tools.
- Knowledge of the retirement or financial services industry is a plus.
- Strong organizational skills and attention to detail.
- 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-Driven, Collaborative.
Base Pay Range*
$85,000-$125,000 base salary plus commission
*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 $385 billion in CIT assets under management, across more than 1,045 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
Skills
As published by lever · 13 questions · 2 written answers
Basics
Which location are you applying for?, Resume/CV, Full name, Email, Phone, Current location, Current company, LinkedIn URL, Other (e.g. portfolio, etc.) URL
Short answers (6)
- Full Legal Name
- Preferred Name optional
- What are your salary expectations for this position?
- Are you subject to any restrictive covenants that would preclude you from fully performing your work with another employer?
- When are you available to start a new position?
- Were you referred for this opportunity by a current employee at the organization? If yes, which employee? optional
Pick from a list (5)
- Are you legally authorized to work in the country you are applying to?
- Do you now or will you in the future require visa sponsorship or transfer of visa sponsorship (e.g., H-1B, O-1, TN, E-3) from another employer to maintain work authorization in the United States?
- Are you currently located within commuting distance to the assigned office location for this role?
- Great Gray's Hybrid Work Policy, which currently requires in-office attendance four (4) days per week, applies to this position. Please indicate your understanding of and ability to comply with this requirement below. optional
- By checking the box below, I certify that I have read and understand the applicant instructions included with this application and that the answers given by me to the foregoing questions and statements made by me are complete and true to the best of my knowledge and belief. I understand that any false information, omissions or misrepresentations of facts called for in this application, whether on this document or not, may result in rejection of my application or discharge at any time during my employment. I understand that this application form is intended for use in evaluating my qualifications for employment and that this application is not an offer of employment. I further understand that if hired, my employment will be considered "at-will" and that my employment may be terminated for any reason, with or without cause or notice, at any time by me or the Company and that this application is not intended to constitute a contract of continued employment. optional
Written answers (2)
- Address
- If no, what is your anticipated timeline for relocating? optional