Full-Time

Managing Director

Posted on 10/31/2025

Brighton Jones

Brighton Jones

201-500 employees

Wealth management with Personal CFO guidance

Compensation Overview

$225k - $275k/yr

+ Pay + Benefits

San Francisco, CA, USA

In Person

Category
Business & Strategy (2)
,
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
Responsibilities
  • 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

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

Simplify Jobs

Simplify's Take

What believers are saying

  • Organic growth to 22 offices, including Atlanta in 2025, boosts AUM to $30B.
  • Jessica Andrews appointed General Manager of Lenora in 2025 strengthens UHNW services.
  • Portfolio diversification into 1031 stocks valued at $4.1B as of September 2025.

What critics are saying

  • Tech concentration in Amazon, Microsoft, Apple triggers 20%+ drawdowns from AI bust.
  • Wealth Enhancement Group acquires Atlanta RIAs, capturing mid-tier clients in 6-18 months.
  • SEC scrutiny on Lenora private investments causes fines and outflows in 18-24 months.

What makes Brighton Jones unique

  • Personal CFO approach aligns wealth with clients' values and passions.
  • Lenora Family Office serves ultra-high-net-worth families with private investments.
  • Employee-owned RIA emphasizes holistic planning beyond traditional advice.

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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

CityBiz
Oct 22nd, 2025
Brighton Jones Appoints Jessica Andrews As General Manager

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.

ETF Daily News
Sep 25th, 2025
SPDR Portfolio Emerging Markets ETF $SPEM Shares Purchased by Sowell Financial Services LLC

Brighton Jones LLC acquired a new stake in SPDR Portfolio Emerging Markets ETF in the fourth quarter worth about $289,000.

ETF Daily News
Sep 21st, 2025
Wealth Enhancement Advisory Services LLC Has $23.43 Million Stock Position in Cheniere Energy, Inc. $LNG

Brighton Jones LLC acquired a new stake in Cheniere Energy in the fourth quarter worth about $335,000.

ETF Daily News
Sep 7th, 2025
Raymond James Financial Inc. Decreases Position in iShares Core U.S. REIT ETF $USRT

Brighton Jones LLC acquired a new stake in iShares Core U.S. REIT ETF in the 4th quarter worth about $660,000.

ETF Daily News
Aug 23rd, 2025
Cresset Asset Management LLC Grows Stock Position in Trimble Inc. $TRMB

Brighton Jones LLC purchased a new stake in Trimble in the fourth quarter worth $211,000.

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