Director of Sales - Company Retirement Plans
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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 ’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
- 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
- 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
- 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
- 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 up to 25% may be required
Business Development
Team Leadership & Collaboration
Marketing & Brand Positioning
Data & Performance Management
Travel
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 for discretionary 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.
Skills
As published by lever · 27 questions · 8 written answers
Basics
Resume/CV, Full name, Pronouns, Email, Phone, Current location, Current company, LinkedIn URL, Other website
Short answers (4)
- If 'other', please explain optional
- If referral, who can we thank? optional
- If so, when, what location, and for what role? optional
- If so, when, what location, and for what role? optional
Pick from a list (12)
- How did you hear about this job? (click all that apply) optional
- Have you ever applied to this company?
- Have you ever been employed by this company?
- Have you ever been terminated or asked to resign from any job?
- I am not bound by any agreements that would limit my ability to work for Brighton Jones.
- I have signed a non-competition, non-disclosure, or non-solicitation agreement that I am bound by now or for a predetermined amount of time in the future.
- Are you currently, or have you ever been licensed or registered in the securities industry?
- Have you ever been disciplined by a regulatory authority, or had a license suspended, denied or revoked?
- Do you have any current or pending disclosures on your U4? If yes, please share details of those circumstances.
- Do you currently hold any professional designations or certifications (CFP, CFA, CRPC, ChFC, etc.)?
- In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. 1. Are you legally authorized to work in the United States?
- 2. Do you now, or will you in the future, require immigration sponsorship for work authorization in the United States (e.g. H-1B status)? optional
Written answers (8)
- Desired Compensation Range
- Please explain any gaps in your employment history in excess of one month to help us understand your professional transitions. Please also generally explain the reason for each professional transition you've made to date.
- If you answered "yes" to any of the above questions, please explain the circumstances of each occasion. optional
- If yes, please explain: optional
- If yes, please explain: optional
- If yes, please explain: optional
- Why this opportunity? Why Brighton Jones?
- Please provide two professional references. (Include name, company, relationship, dates worked together and phone and email information. These will not be contacted without your approval and would occur later in the interview process). optional
Attachments (3)
- Please upload your completed Values in Action Self-Assessment here. (See job description for the link to download and complete).
- Please upload your cover letter here.
- If true, please provide additional details via document upload. optional