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Brighton Jones

Wealth management with Personal CFO guidance

Head of Impact

Business OperationsConfirmed live in the last 24 hours
Full-timeSeattle, WA, USA

About the Job

Requirements

  • 10+ years of experience in philanthropy, impact investing, wealth management, family office services, foundation leadership, corporate impact, social enterprise, or a related field.
  • Experience building, scaling, or leading a business line, platform, advisory practice, or client offering.
  • Strong strategic planning and business leadership skills.
  • Experience leading cross-functional initiatives and influencing senior stakeholders.

Responsibilities

  • Develop and execute Brighton Jones' long-term Impact strategy in partnership with firm leadership.
  • Manage the Impact business, including budgeting, planning, prioritization, and performance measurement.
  • Lead and develop a high-performing Impact team while fostering collaboration, accountability, and innovation.
  • Establish operating processes, success metrics, and reporting frameworks that support the continued growth of the Impact platform.
  • Drive adoption and engagement with Impact across the Family Office and Personal CFO business lines.
  • Partner with wealth management advisors and service teams to develop insights, frameworks, and product innovations informed by Impact advising efforts.
  • Oversee the continued evolution of Brighton Jones’ Strategic Impact Planning methodology and advisory offering.
  • Support advisors and service teams in helping clients integrate impact into their broader financial planning goals.
  • Oversee the development, growth, and ongoing evolution of Impact programs, including charitable giving, impact investing, client experiences, and future offerings.
  • Develop relationships with nonprofits, impact investment managers, and other strategic partners to facilitate the growth and execution of the Impact platform.
  • Identify opportunities to expand and improve Impact-related products, services, experiences, and partnerships.
  • Partner with Marketing and other internal teams to support thought leadership, education, and awareness of Impact offerings.
  • Lead the continued development of Brighton Jones’ corporate impact strategy, including teammate engagement, volunteerism, community investment, charitable initiatives, and strategic partnerships.
  • Partner with leaders across the firm to ensure corporate impact efforts align with the mission, values, and broader business strategy.
  • Oversee key corporate impact initiatives, including Compassion in Action, the 1-2-100 program, and B-Corp certification efforts.
  • Develop goals and measurement frameworks to evaluate the effectiveness and long-term impact of corporate impact efforts.
  • Occasionally participate in client conversations and serve as a thought partner on complex engagements.

Desired Qualifications

  • College degree preferred.

About the Company

Brighton Jones

Wealth management with Personal CFO guidance

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
Not listed
Total funding
Not listed
Headquarters
Seattle, WA
Founded
1999

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