Manager of Platform Data Operations

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