Product Manager (Fintech)

The Role

Great Gray is looking to add a Product Manager (Fintech) to our Technology Team. We provide innovative technology solutions that help investment professionals focus more on servicing their clients and less on tedious paperwork. Our growing Product team partners with our software development and business teams to align Great Gray’s offerings with the needs of leading retirement professionals.

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

At Great Gray, we're on a mission to revolutionize the retirement industry through technology. Our BoardingPass platform is central to this vision, and we're looking for a Product Manager to shape the future of our Advisor experience.

As a Product Manager at Great Gray, you'll execute on the Product vision, strategy, and roadmap for the Retirement Advisor user persona on our BoardingPass platform. You'll collaborate with engineers, designers, and operational stakeholders to create innovative solutions that transform how advisors serve clients planning for retirement.

What You'll Do

• Execute on the product vision and roadmap for the Advisor experience, aligning with Great Gray's mission to transform retirement planning
• Identify and prioritize opportunities to expand BoardingPass functionality, making the functionality more accessible and efficient
• Collaborate with engineering and design teams to deliver exceptional product experiences that solve real problems for financial advisors
• Gather and synthesize customer insights, market research, and data to make informed product decisions
• Manage the full product lifecycle from concept to launch, including defining requirements, conducting user testing, and measuring success
• Build strong relationships with stakeholders across the organization to ensure the Advisor experience supports overall business objectives
• Champion the voice of the Advisor, ensuring their needs are represented in product design and development

Qualifications & Experience

• 3+ years of product management experience, preferably with Fintech or SaaS products
• Strong understanding of user-centered design principles and ability to translate user needs into product requirements
• Excellent communication skills with the ability to clearly articulate product vision and strategy
• Data-driven approach to decision making, with experience using metrics to guide product development
• Collaborative mindset and ability to work effectively with cross-functional teams
• Passion for improving retirement planning through technology
• Experience in fintech or wealth management is a plus
• 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.
• Exhibits our Great Gray attributes: Results-Driven, Innovative, Resilient, and Decisive.

Benefits

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

• Be an integral part of an early-stage, high-growth organization!
• Hybrid work environment
• Competitive compensation package including 401(k) with elective and non-elective match opportunities
• Lifestyle spending allowance program
• Medical, Dental, Vision Insurance
• Employer-paid life and disability insurance
• Generous and well-deserved, paid time off program

Company Background

Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $210 billion in CIT assets undermanagement, across more than 780 funds. We proudly work with 75 subadvisors, including leading firms such as Alliance Bernstein, 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 401Ks. 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.