Director of Sales - Company Retirement Plans
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.
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