Manager of Platform Data Operations

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 a Manager, Platform Data Operations to our RPAG team. This leader owns all business-as-usual data operations that keep the RPAG platform accurate, current, and trusted by our retirement plan advisors and data provider partners. That includes Plan Asset Link (PAL) data integration, fund mapping, secure file transfers and ongoing data quality. Just as importantly, this is a builder and change-leader role. You will bring a clear point of view on what great looks like in a data operations function, lead and develop your team, and evaluate processes into scalable, automated, and well-documented workflows.

Location

This position will work from our Las Vegas, NV 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

Data Operations Ownership

• Own end-to-end, day-to-day data operations for the RPAG platform, ensuring data utilized by customers is accurate, complete, and refreshed on schedule.
• Oversee the preparation, formatting, validation, and loading of Plan Asset Link (PAL) and other inbound partner files, ensuring data integrity and system compatibility.
• Define and track service levels and data quality metrics (timeliness, accuracy, completeness, exceptions) and report on performance.
• Oversee data operations ticket handling from customers and data providers. Identify root causes and trends and identify ways to prevent recurring issues
• Establish and maintain documented procedures, controls, and audit trails for all recurring data processes.

Process Improvement

• Assess current data workflows, quantify manual effort and risk, and build a prioritized roadmap for automation and process improvement.
• Partner with the Product, Engineering and other cross-functional teams to automate file ingestion, validation, mapping, and exception handling, and to integrate new data points and file formats.
• Introduce and apply modern tools and techniques (e.g., SQL, scripting, ETL/integration tooling) to shift team effort from manual execution to exception-based review and analysis.
• Measure and communicate the impact of improvements, such as hours saved, error reduction, and turnaround time.
• Serve as the operational voice of change for the new PAL Management Dashboard and Feed Management tools: represent how the team works and document the business rules for matching, mapping and approving provider data

Team Leadership & Development

• Lead, coach, and hold accountable a team of data operations specialists, setting clear goals, expectations, and performance standards.
• Lead training and knowledge transfer, and build cross-training and documentation to create scale and redundancy.
• Lead training and adoption so the team moves from manual execution to exception-based review
• Support retirement of the legacy PAL schema and the move to the new architecture.

Partner & Customer Engagement

• Coordinate with recordkeepers to establish and maintain secure file transfers for new data files and to implement updates when transfer protocols or details change.
• Engage with institutional advisors, broker-dealers, and registered investment advisors (RIAs) to ensure full and accurate capture of their entire book of business.
• Serve as the subject matter expert and escalation point for team members and advisor service associates, and communicate with institutional clients to resolve inquiries and issues.
• Ensure data handling and file transfers adhere to Great Gray’s information security and compliance standards.

Required Qualifications & Experience

• Bachelor’s degree in Business, Finance, Information Systems, Data/Computer Science, or a related field (or equivalent experience)
• 7+ years of experience in data operations, data management, or financial services operations, including 3+ years leading teams
• Demonstrated track record of replacing manual processes with automated or streamlined workflows, with measurable results
• Hands-on proficiency with SQL and advanced Excel, plus working knowledge of scripting or automation/ETL tools (e.g., Python, Power Query, SSIS, or similar)
• Strong understanding of data integrity, data quality, file transfer protocols (e.g., SFTP), and system compatibility concepts
• Proven people leader with experience in coaching, performance management, and development, including assessing talent and making difficult staffing decisions
• Ability to define and document processes, controls, and KPIs, and to transfer knowledge effectively through training
• Excellent communication and problem-solving skills, with the ability to work with technical and non-technical audiences, clients, and cross-functional partners
• Comfort leading change and building structure where it does not yet exist, in a fast-paced environment with multiple priorities
• Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.

Preferred Qualifications & Experience

• Familiarity with retirement plan data, recordkeeping systems, or institutional financial operations
• Experience with data integration and ingestion platforms or API-based data exchange
• Experience in a private equity-backed or high-growth environment
• Experience managing data operations across multiple applications or business lines

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 three dedicated industry verticals, including financial services, healthcare, and technology & 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