Job Overview
Employment Type
Full-time
Compensation
Type:
Salary
Rate:
Range $225,000.00 - $275,000.00
Work Schedule
Flexible
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Retirement Plan
Paid Time Off
Parental leave
transportation benefits
Volunteer time off
Wellbeing stipend
Job Description
Brighton Jones is a purpose-driven, client-focused registered investment advisor (RIA) who is dedicated to helping individuals live richer and more fulfilling lives. As one of the largest RIAs in the United States, Brighton Jones has earned a distinguished reputation through a culture centered on continuous growth, collaboration, and community. Their commitment to excellence is recognized with 15 consecutive "Best Places to Work" awards, including a prestigious listing on Inc.com’s 2025 list, highlighting the company’s dedication not only to its clients but also to its employees and the communities it serves. With over $30 billion in assets under advisement and a... Show More
Job Requirements
- 10+ years of experience in wealth management professional services or team-based advisory roles
- strong leadership skills and successful history of managing coaching and developing others
- demonstrated success in making strategic decisions around team structure and client alignment
- financial acumen and experience managing or contributing to a P&L
- clear and confident communicator who builds trust and drives alignment
- deep commitment to our mission helping people clients and teammates live richer lives
- this role is an in-office full-time and exempt position we are a work from office culture with a lot of flexibility
Job Qualifications
- 10+ years of relevant experience in wealth management or related advisory roles
- proven leadership ability in managing and coaching teams effectively
- track record of strategic business decision-making especially regarding team and client alignment
- financial management experience with P&L responsibility or contribution
- excellent communication skills with the ability to build trust and gain alignment
- strong commitment to client service and company mission
- ability to foster an inclusive and supportive team culture
Job Duties
- lead the local Brighton Jones business including oversight of 25+ teammates
- manage the office’s financial performance including shared ownership of the P&L
- drive growth by optimizing team structure and using data-driven forecasting to inform people planning and business strategy
- monitor key performance metrics across growth service and team health and take action to improve delivery and efficiency
- serve as the primary liaison between your market and firmwide leadership
- collaborate with market growth leaders to drive growth and brand recognition
- represent Brighton Jones in the local market deepening relationships and visibility in the community
- inspire and coach a high-performing growth and advisory teams
- model Brighton Jones’ values and #OneTeam approach ensuring teammates feel engaged aligned and supported
- serve as the local culture carrier and first-line leader for your market
- oversee client service assignments and role clarity to ensure balance sustainability and optimized client experience
- use capacity data and advisor insights to make strategic client service assignments and adjustments
- ensure teammates are working in their highest and best use and that service loads are aligned with business goals
- partner with the General Manager and centralized teams on workforce planning and resource decisions
- ensure consistent execution of firmwide best practices while tailoring where appropriate for local needs
- identify bottlenecks collaborate on and implement solutions that improve both teammate experience and service delivery
- lead local efforts to align with our scalable growth frameworks including growth modeling
Job Qualifications
Experience
Expert Level (7+ years)
Job Location
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