Managing Director of Growth - Retirement Plans

Position Overview

We are seeking a dynamic and results‑oriented Managing Director (MD) of Growth – Company Retirement Plans (for our Open Plan/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. The MD will partner closely with the Managing Director of Practice Management, the General Manager and other leadership to drive revenue, optimize operations, and position Open Plan as a category‑leading offering.

• 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 achieve 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

• 7+ years of experience in business development, growth strategy, or leadership roles within retirement plan advisory, institutional consulting, or related services to 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

• $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

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.

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.