Full-Time
Business Development Specialist
Brighton Jones
201-500 employees
Wealth management with Personal CFO guidance
Compensation Overview
$70k - $100k/yr
No H1B Sponsorship
Boston, MA, USA
In Person
Office-based in Boston, MA; on-site required; full-time in-office role.
Bachelor's
 Business & Strategy (1) |
|---|
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- Undergraduate degree required; Marketing or Business degree preferred.
- Minimum of 3 years professional experience; in sales, marketing and/or sales operations support preferred.
- Commitment to excellence, attention to detail, strong organizational and communication skills.
- Positive attitude, versatility and willingness to work within constantly changing priorities.
- Proven ability to handle multiple projects at the same time while meeting deadlines.
- Self-motivated / starter with the ability to work independently and inside of a team environment.
- Proficient in Excel, PowerPoint, Salesforce & MS Suite.
- Experience interacting with external prospects and supporting internal teammates.
- This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.
- As the Business Development Specialist, you must love working in a support role, facilitating the sales process and helping the team to achieve their annual new families helped/revenue goals.
- Own the prospect journey (eventually prequalifying prospects), pipeline integrity, assist the team with collection and entry of prospective client information, attach relevant notes, schedule meetings and assign tasks, and create service agreements, leveraging Salesforce.
- Create and update business development proposals and presentation materials.
- Provide calendar management and scheduling support as it relates to business development for the team.
- Provide recurring operations, sales support and analysis such as developing reports, dashboards and ad hoc sales reporting.
- Attend and participate in sales team meetings.
- Coordinate regular (weekly or monthly) reporting on performance against target as well as activity reports.
- Collaborate with Business Development team members across the country and share best practices with the local team.
- Collaborate with multiple departments for the creation of prospect-facing materials.
- Conduct prospect research using various sources (LinkedIn as an example).
- Assist in other special projects as needed.
Brighton Jones provides wealth management services with a Personal CFO approach aimed at individuals and families. It delivers comprehensive financial planning and ongoing management across areas such as investment management, retirement planning, tax strategies, and estate planning, with a focus on aligning financial resources with personal values and life goals. How it works: clients pay advisory fees—either a percentage of assets under management, fixed fees, or a mix—and receive tailored advice and coordination across all financial aspects, guided by a holistic, fiduciary standard. How it differs from competitors: the firm emphasizes a holistic, person-centered process that integrates emotional well-being and values with financial planning, offering deeply customized planning and proactive coordination beyond traditional fiduciary advice. Goals: help clients thrive by turning complex finances into clear plans that support their life goals and family legacy.
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
Seattle, Washington
Founded
1999
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Simplify's Take
What believers are saying
- July 2026 brought Stamford and Detroit offices, extending coverage into the Northeast and Midwest.
- May 2026 Cleveland opened, and Brighton Jones now operates in 24 cities.
- As of March 31, 2026, assets under advisement exceeded $30 billion across 5,500 clients.
What critics are saying
- Organic growth depends on advisor hiring; every new office needs rainmakers who leave competitors.
- If advisor-led growth slows, the employee-owned model loses its main acquisition engine.
- AUA is not SEC-defined, so marketing can outrun earnings quality.
What makes Brighton Jones unique
- Brighton Jones pairs planning, tax, estate, insurance, and philanthropy through one Personal CFO team.
- Its 100% employee-owned model aligns advisor retention with client service and recruiting.
- Lenora Family Office serves ultra-high-net-worth families with multigenerational governance and impact planning.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
Paid Vacation
Paid Holidays
Parental Leave
Commuter Benefits
Wellness Program
Company News
Brighton Jones has opened two new offices in Stamford, Connecticut, and Detroit, Michigan, as part of its national expansion. The wealth management firm appointed Robert Bennett Jr., CFP, to lead the Stamford office and Michael Kreza, CFP, to oversee the Detroit location. Bennett joins from Round Rock Advisors, where he created financial plans for high-net-worth clients. Kreza previously served as assistant vice president and private client adviser at North Coast Asset Management. The firm manages over $30 billion in assets under advisement for more than 5,500 clients as of 1 April 2026. Brighton Jones uses a Personal CFO approach that aims to align clients' wealth with their values and goals. The expansion reflects the firm's employee ownership model and focus on organic growth.
Brighton Jones continues national expansion with new offices and lead advisors in Connecticut and Michigan. PR Newswire SEATTLE, July 22, 2026 /PRNewswire/ - Brighton Jones, a wealth management firm dedicated to aligning clients' wealth with their values and passions, has announced the opening of two new offices in Connecticut and Michigan, each managed by a new Lead Advisor. Robert Bennett Jr., CFP(R) and Michael Kreza, CFP(R) will be responsible for delivering the firm's comprehensive Personal CFO approach to families and individuals in these markets. Bennett will lead the new office in Stamford, Connecticut, and will be responsible for integrating Brighton Jones' proven approach to wealth management into the local market. He joins from Round Rock Advisors, where he created and executed financial plans for high-net-worth individuals and families. He began his career at New York Life Insurance Company, where he served as an insurance sales agent, before securing his CFP and transitioning to holistic wealth management. Kreza will oversee the Detroit, Michigan market, and will utilize his familiarity with the region to provide personalized financial planning and wealth management services to local families and individuals. He served as an Assistant Vice President and Private Client Advisor for North Coast Asset Management for the last two years, and previously spent five years as a Wealth Advisor at Polaris Wealth Advisory Group. "Bobby and Mike are solid, growth-oriented additions to our team, and their client-first mentality aligns closely with our firm's core values. As we grow, we remain deeply committed to aligning clients' investments, plans, and finances with what matters most to them," said Carley Dillon, General Manager of Personal CFO and Chief Experience Officer at Brighton Jones. "Our dedication to organic growth and our employee ownership model continue to attract new advisors to our firm," added Mark Jones, Chief Growth Officer at Brighton Jones. "We're eager to continue expanding our geographic reach and providing high-net-worth individuals and families with our exceptional client service, investment management and wealth alignment capabilities." The new Stamford office will be located at 700 Canal Street, 1st Floor, Stamford, CT. The new Detroit office will be located at 755 W. Big Beaver Road Suite 2020, Troy, MI. About Brighton Jones Brighton Jones is a leading national wealth management firm, with more than 5,500 clients and over $30 billion in assets under advisement as of April 1, 2026. The firm has pioneered a comprehensive Personal CFO approach that partners with clients across their entire balance sheet and beyond to align their resources with their values, passions, and purpose. By transcending traditional financial planning, Brighton Jones empowers every client to pursue a thriving and impactful life - their richer life. Learn more at brightonjones.com.
Brighton Jones, a $30 billion wealth management firm, has expanded into Ohio with a new Cleveland office led by Mitchell Kotheimer as Lead Advisor. The firm now operates in 24 cities following this sixth office opening in two years. Kotheimer joins from Independence Wealth Advisors, where he served as Senior Financial Planner, having worked with over 350 families throughout his career. He will serve as Personal CFO for clients, managing investments, tax and estate plans, philanthropic efforts and wealth strategies using Brighton Jones' holistic approach. The employee-owned firm serves over 5,500 clients and plans further expansion into Detroit, Fort Lauderdale, Raleigh-Durham, Salt Lake City, San Diego, St Louis and Stamford. The Cleveland office is located in the One Chagrin Highlands building in Beachwood.
Brighton Jones appoints Jessica Andrews as General Manager. Jessica Andrews Brighton Jones, an independent wealth management firm dedicated to aligning clients' wealth with their values and passions, today announced the appointment of Jessica Andrews as General Manager of Lenora Family Office, Multi-Family Office and Impact. In this role, Jessica will lead Lenora, the Brighton Jones offering for ultra-high-net-worth families whose wealth and purpose are deeply intertwined. Under her leadership, Lenora aims to help families strengthen communication, steward wealth across generations, and drive impact initiatives to make the world a better place. Jessica has spent two decades advising some of the Pacific Northwest's most accomplished families, helping them integrate wealth planning with next-gen education, family alignment, and trust and estate planning. She has served as President and founding executive of a multi-family office and regulated trust company, and as Senior Vice President at Merrill Gardens, a national, family-owned senior housing company. She is also the co-founder of Self Space Seattle, a leading mental health practice built around the belief that meaningful lives are grounded in emotional well-being. Her work across both finance and mental health reflects her long-standing commitment to helping individuals and families thrive in all dimensions of their lives. "Jessica is an emotionally intelligent leader whose experience working closely with some of Seattle's most prominent families makes her a tremendous asset to our team," says Jon Jones, CEO of Brighton Jones. "Ultra-high-net-worth clients require specific services in order to pursue their financial and philanthropic aspirations, and as this segment of our business grows, Jessica's understanding of the challenges and opportunities facing generational and emergent wealth will be invaluable." In 2021, Jessica was recognized on the Puget Sound Business Journal's 40 Under 40 list. She has dedicated her career to preparing the next generation for thoughtful wealth stewardship, designing programs and curriculum that strengthen family unity, and helping family-owned businesses achieve long term success. Adds Andrews, "I am thrilled to join Brighton Jones. The firm's compassion and care for clients and employees, focus on mental well-being, appreciation for clients' lives beyond the balance sheet, and employee-owned business model is a key differentiator. Brighton Jones has a long history of serving ultra-high-net-worth families with exceptional care and insight. I'm excited to join this incredible team and help evolve the offering to anticipate and support the goals of these dynamic families and their next generation." Andrews is based in the firm's Seattle office. She reports to Jones, who previously oversaw this part of the business. About Brighton Jones Brighton Jones is a leading national wealth management firm, with over 5,500 clients and over $30 billion in assets under advisement. They have pioneered a comprehensive Personal CFO approach that partners with clients across their entire balance sheet and beyond to align their resources with their values, passions, and purpose. By transcending traditional financial planning, Brighton Jones empowers every client to pursue a thriving and impactful life - their richer life. Learn more at brightonjones.com. About Lenora Family Office Lenora Family Office, the ultra-high-net-worth offering from Brighton Jones, helps families manage the full complexity of wealth so they can live with greater purpose and clarity. The multi-disciplinary Lenora team builds personalized family office structures tailored to each client's values, needs, and passions, while providing expertise across balance sheet management, tax strategy, liquidity, wealth transfer, and next-gen engagement. Through this work, Brighton Jones enables families to design and carry out Richer Life Legacy Plans that embody and sustain their values for generations to come.
Brighton Jones LLC acquired a new stake in SPDR Portfolio Emerging Markets ETF in the fourth quarter worth about $289,000.