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