Are you ready to make a positive impact on clients, colleagues, and the global community? Do you value commitment, curiosity, continuous growth, compassion, community, and collaboration?
Join us at Brighton Jones; our purpose is to make the world a better place through our clients living richer lives. We are the largest RIA in the Pacific Northwest, headquartered in Seattle, with offices nationwide. From the very start, we have been an award-winning organization, from countless Best Places to Work awards — including Seattle Business Magazine’s Best Companies to Work for 15 years in a row — to national and regional Community Impact awards, we pride ourselves in our culture and giving back to our community. We are industry leaders, pioneering the next change in the wealth management industry with our focus on aligning our clients’ money with what matters to them through MESI (Mindfulness, Emotional and Social Intelligence). This allows us to help our clients align their resources with their values, passions, and purpose so they live happier, healthier lives.
Our team-based, client-centric approach has fueled our growth over the last 20+ years, and we’re now 250 teammates strong and growing, serving more than 4,000 clients, and advising on over $19 billion+ in assets. Every teammate has a path to ownership in the firm. We’re looking for driven individuals who bring a "How can I help?" attitude to their work and are passionate about contributing to and celebrating the success of both clients and colleagues. Join our #OneTeam and be part of an industry leader committed to creating an incredible culture where every teammate can thrive.
Your Role:
- 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.
- Assist with the coordination and execution of business development events.
- 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.
- This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility.
Your Experience:
- 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 & MS Suite.
- Experience interacting with external prospects and supporting internal teammates.
Compensation:
- Pay: $70,000 - $100,000 per year + a percentage of new client annualized run rate revenues on assigned team.
- Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits.
Our Company
Our #OneTeam feels a sense of connection, pride, and ownership with our mission, vision, values, and objectives. We are committed to building a business where 100% of our team members genuinely love where they work and are supported by their colleagues. We do this through building authentic relationships with one another, supporting each other to continuously learn and grow, working hard while having lots of fun, and giving back to our community.
We are a team founded on equity and respect, and we’re on a mission to help our clients, teammates, and global community thrive. Brighton Jones is committed to building a team comprised of diverse backgrounds, ideas, and experiences. We actively foster a compassionate and inclusive culture, one in which all members of the greater Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential.
To the right individual, we offer very competitive compensation, benefits package, and rewarding career opportunities. If you’ve been reading this job description thinking to yourself, this is the place for me, include in your cover letter why you’re excited to join our growing #OneTeam and be sure to describe how the opportunity aligns with your career objectives.
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.
What To Expect In The Hiring Process
1. Values in Action Self-Assessment - At Brighton Jones we don’t just talk about our values, we live by them! We’ve operationalized our values into behaviors and part of the application process includes completing a
brief self-assessment on our Values in Action. 2. Initial Interview - This 30-min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company.
3. Role Alignment - Next you’ll meet with the hiring manager and a peer (virtual or in-person) to dive deeper into the role, responsibilities, and your transferrable experiences.
4. Full Loop - You’ll meet the team in two, back-to-back interviews with team members you’re likely to work with. During these conversations, we’ll be listening for examples of your technical skills as well as how core values show up in your experience. There may also be a writing sample, role play, hiring, or technical assessment depending on the position.
5. Personal Reference Calls - In this final step in the hiring process, you will be asked to arrange 1-2 personal reference calls with past managers of our choosing.
What’s Next - Interviewing is time consuming and stressful, and we appreciate you taking the time to get to know us. Whatever the final decision, we’ll let you know our decision as quickly as we can. If this role isn’t a good fit, we invite you to stay connected and apply again.
