Director of Sales - Retirement Plans
Listed on 2026-07-21
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Sales
Client Relationship Manager, Business Development
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 #One Team.
Our Open Plan team provides financial guidance for companies, teams, and individuals. From entry-level to executive, we have a solution for clients. Open Plan 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 Open Plan/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
- 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
- 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
- $150K – $350K+ (base salary plus variable compensation based on revenue growth)
- Profit share:
Additional…
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