Account Executive

Company: Great Gray
Location: Aliso Viejo
Posted on: January 14, 2026

Job Description:

Job Description Job 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 Aliso Viejo, CA 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 · 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* $90,000-$125,000 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 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 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 $300 billion in CIT assets under management, across more than 900 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 $28 billion and has completed over 150 platform investments. MDP invests across five dedicated industry verticals, including basic industries; business and government software and services; financial and transaction services; health care; and telecom, media, and technology services. Equal Employment Opportunity Policy Great Gray, 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

Keywords: Great Gray, Simi Valley , Account Executive, Sales , Aliso Viejo, California