Retirement Plan Specialist (CIT Sales)
Great Gray Group · Boston, MA
Posted about 3 months ago · $75,000-$85,000
or apply directly on Great Gray Group's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 81 days Great Gray Group's roles stay open a median of 80 days
- Reposted
- No
- Salary listed
- Yes 83% of Great Gray Group's roles list one
- Ghost-job risk at Great Gray Group
- high 16 stale, 0 reposted of 18 open
- Hiring momentum
- 23 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-10-25
Measured from postings appearing on and disappearing from Great Gray Group's own lever board since 2026-08-04. Full hiring picture for Great Gray Group.
About this role
The Retirement Plan Specialist at Great Gray Group will engage with existing and prospective advisor clients through outbound sales activities and relationship management within a defined territory. This hybrid wholesaler role involves driving sales of Collective Investment Trust (CIT) solutions, managing advisor relationships, and collaborating with sales leadership and other teams to achieve sales targets. The position requires a high volume of outreach and the ability to articulate investment concepts clearly to clients.
- benefits
- 3/5
- freshness
- 1/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 5/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Great Gray Group as an employer.
What you need
- Bachelor's degree
- 2+ years of experience in internal or hybrid wholesaling, financial services sales, or a client-facing business development role
- Demonstrated track record of meeting or exceeding sales activity KPIs and revenue targets
- Working knowledge of the defined contribution / 401(k) marketplace
- Experience with Salesforce or similar CRM platform
- Series 6 or Series 7 license, or willingness to obtain licensure
Nice to have
- Concentration in Finance, Business, or a related field preferred
- Familiarity with CITs, mutual funds, and retirement plan structures preferred
What you get
- Competitive compensation package
- Group medical, dental and vision insurance
- Employer-paid life and disability insurance
- Annual well-being stipend
- 401(k) plan with advantageous employer contribution model
Worth weighing
- 4 days onsite, 1 day remote work model
- No visa sponsorship available
- Base pay range is subject to change and may be modified in the future
- Participation in an annual incentive bonus plan is mentioned but not detailed
Summarised from Great Gray Group's posting. Read the full original.
Listed by Great Gray Group on their lever job board, last confirmed open on 2026-10-25. PitchMeAI is not the employer.
More roles at Great Gray Group
- Sales AssociateBoston, MA
- Account Executive (Fintech Sales)Las Vegas, NV
- Head of Product MarketingBoston, MA
- Head of Growth Marketing, RPAGBoston, MA
- Senior Investment Analyst (CFA required)Aliso Viejo, CA
- Advisor Service Associate (Customer Success/Customer Support)Las Vegas, NV
- Senior UX DesignerBoston, MA
- Senior HR Business PartnerLas Vegas, NV