Senior Counsel – Investment Solutions

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 Senior Counsel – Investment Solutions to the Legal team. This attorney’s primary responsibility will be to advise and support our trust and administrative services businesses, at all levels of the organization, in a rapidly evolving, high-growth environment.  The Senior Counsel will advise representatives of other functions on legal matters affecting Great Gray and partner with them to support Great Gray’s current and new business activities. The Senior Counsel will also help develop and execute plans, policies, and procedures for Great Gray’s Legal team and may represent the Legal team on various internal working groups and committees.
 
In addition, the Senior Counsel will (i) negotiate and prepare agreements with participating plans and subadvisors to Great Gray CITs, (ii) oversee the creation of new funds and draft related documents, including for innovative products such as CIT funds with private market exposure and lifetime income features, (iii) design and execute legal strategies for high-priority business projects, including large conversions of CIT assets from other trust companies and M&A activities, (iv) support Great Gray’s retirement policy and advocacy efforts, (v) partner with our Marketing team in preparing thought leadership and reviewing marketing collateral, (vi) oversee legal content on the RPAG platform, and (vii) serve as in-house benefits counsel...