Director of Sales - Company Retirement Plans

@ Brighton Jones

Director of Sales - Company Retirement Plans

Posted 1 month ago

This job is still taking applications, but it's been up a while.

About the job

Brighton Jones is a purpose-driven, award-winning wealth management firm with over $30 billion AUM, focused on helping clients thrive through personalized financial guidance and a collaborative culture.

Requirements

7+ years in business development
Experience in retirement advisory
Strong leadership skills
Deep B2B sales understanding
Excellent communication skills

Qualifications

Bachelor’s degree required
MBA, JD preferred
Strategic thinker
Relationship builder
Execution-oriented mindset

Full job description

Ready to make a meaningful impact?

At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact.

We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam.

Our OpenPlan team provides financial guidance for companies, teams, and individuals. From entry-level to executive, we have a solution for clients. OpenPlan combines trusted investment expertise with personalized service to create retirement plans that employees truly value and engage with. Backed by Brighton Jones’ wealth management experience, we deliver expert investment guidance and personalized support that automated solutions can’t match.

We are seeking a dynamic and results-oriented Director of Sales - Company Retirement Plans (for our OpenPlan/Retirement Plan Advisory team), who will lead the next phase of expansion for our Retirement Plan Advisory (RPA) business. This individual will be a player coach, responsible for driving net new client acquisition, deepening strategic partnerships, and building scalable growth teams / engines that position the firm as a market leader in retirement plan advisory services. This is a leadership role for a growth-minded person who thrives at the intersection of strategy, business development, and execution. This person will partner closely with the Managing Director of Practice Management, the General Manager and other leadership to drive revenue, optimize operations, and position OpenPlan as a category‑leading offering.

Take our Values in Action Self-Assessment to see how our values align!

What you'll do:

Key Responsibilities:

Growth Strategy & Execution

Develop and execute a comprehensive growth strategy for the Retirement Plan Advisory business
Identify target markets, client segments, and priority growth channels
Establish measurable goals and KPIs aligned with firm-wide growth objectives
Continuously refine go-to-market strategies based on performance insights and market trends

Business Development

Lead direct business development efforts, including sourcing and closing new retirement plan clients
Cultivate relationships with key centers of influence (e.g., CPAs, attorneys, recordkeepers, consultants)
Partner with senior advisors to drive pipeline development and win rates
Represent the firm in industry events, conferences, and thought leadership forums

Team Leadership & Collaboration

Build, mentor, and lead a high-performing growth and business development team
Collaborate closely with marketing, advisory and client service teams to cross functional alignment
Foster a culture of accountability, innovation, and client-centricity

Marketing & Brand Positioning

Partner with marketing to develop targeted campaigns and content strategies
Strengthen the firm’s brand presence in the retirement plan advisory space
Leverage digital and data-driven marketing approaches to accelerate growth

Data & Performance Management

Implement and oversee CRM and pipeline management best practices
Analyze growth metrics and sales performance to inform decision-making
Report regularly to executive leadership on progress, opportunities, and challenges

Travel

Travel up to 25% may be required

Your Experience:

7+ years of experience in business development, growth strategy, or leadership roles within retirement plan advisory, institutional consulting, or related services to our target clients
Proven track record of driving significant revenue growth and closing business
Deep understanding of B2B sales
Preferred expertise in retirement plan landscape (e.g., 401(k), fiduciary advisory, plan design, vendor ecosystem)
Strong leadership and team-building capabilities
Exceptional communication, relationship-building, and influencing skills
Strategic thinker with a hands-on, execution-oriented mindset
Bachelor’s degree required; MBA, JD or other Graduate Degree preferred
This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.

Leadership Competencies

Entrepreneurial mindset comfortable operating in a fast‑paced, evolving business.
A builder who can create and scale growth engines—not just maintain them
A connector who thrives on relationships and partnerships
A leader who inspires teams and drives accountability
A strategist who translates vision into measurable results

Compensation:

$150K – $350K+ (base salary + variable compensation based on revenue growth)

Profit share: Additional opportunities fordiscretionary year-end profit sharing

Equity: Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.

Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.

To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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