Director of Sales - Company Retirement Plans
Posted 17 days ago
brighton jonesSeattle (WA)
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelPortfolio Management and Investment Advice
SENIORITY
Manager
SALARY
$150 K – $350 K
About the role
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.
What You’ll Do
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
Qualifications
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.
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 plus 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 vesting
Visa Sponsorship
We are unable to provide visa sponsorship for the position offered and will not hire individuals who require employment visa sponsorship now or in the future.
Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and the 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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