Jobs at Brighton Jones

Manage day-to-day client service teams, act as primary client contact, review portfolios, prepare deliverables (CNA, SAA, VFA), recommend strategies, approve trades and rebalances, execute post-meeting actions, coordinate with Tax/Investments/Estate Planning, mentor team members, and maintain CRM and Wealth Management Scorecard.

Manage client service team workflows and client communications; analyze portfolios and prepare comprehensive planning deliverables; recommend strategies, approve trades, execute implementations, mentor team members, and coordinate with tax, investment, and estate specialists.

Manage client service teams and serve as primary client contact; review portfolios and recommend strategies; prepare comprehensive financial planning deliverables; approve trades and oversee implementation; collaborate with tax, investments, and estate planning teams; mentor staff and ensure CRM and record-keeping accuracy.

Plan, produce, and edit video, photography, webinars, livestreams, and digital content to amplify firm and advisor storytelling. Manage production from capture through post, run live/hybrid events, publish and optimize across social platforms, repurpose assets, measure performance, and build scalable workflows using analytics and AI-enabled tools.

Lead client relationships as a Personal CFO, designing and managing comprehensive wealth plans covering investments, estate, tax, risk, and cash flow. Acquire and grow client relationships, collaborate with internal teams and external partners, lead a local service team, support business development, coach teammates, and represent the firm at events to drive retention and referral growth.

Support client onboarding, account maintenance, and money movement; manage CRM data integrity (Salesforce); monitor custodial alerts; research and resolve account/data discrepancies; follow workflows and document policies; partner with operations leadership on process improvements and provide timely support to Client Service teams.

The Engineering Manager will lead a software engineering team, make architecture decisions, drive delivery, and contribute hands-on to application builds while modernizing integrations and ensuring engineering standards.

The Lead Advisor will manage client relationships, implement wealth management plans, expand community outreach, and lead a local service team to ensure client satisfaction.

As a Lead Advisor, you will manage client relationships, develop wealth management plans, and lead a local service team to enhance client satisfaction. Qualifications include a degree, CFP® designation, and 6+ years of experience in financial planning.

The Business Development Specialist will support the sales process, manage client information, create proposals, and ensure performance reporting, driving company growth.

The Senior Software Engineer will design and deliver integrations, manage ETL pipelines, develop SQL models, and partner with business leaders to enhance operational efficiency.

The Lead Advisor acts as a personal CFO for clients, guiding them in wealth management, estate planning, and investment strategies while fostering community relationships and managing a local service team.

The Sr. Systems Engineer is responsible for developing and maintaining scalable, resilient infrastructure across hybrid IT environments, focusing on Azure, AWS, and M365 services while ensuring strong cybersecurity practices.

The Paralegal will support the Legal and Compliance team by managing contracts, preparing legal documents, ensuring regulatory compliance, assisting with corporate filings, and enhancing legal operations.

The Tax Senior Manager will build and maintain client relationships, oversee tax planning and compliance, and lead a tax client service team while coaching team members.

Lead budgeting, forecasting, and management reporting processes; build and maintain financial models and multi-year forecasts; partner with department leaders on assumptions and performance; prepare executive materials and compensation/equity analyses; identify process improvement and automation opportunities using Excel, DataRails, Power Query, Power BI, VBA, and AI tools.

Manage client service team workflows and provide analytical, operational, and administrative support for client acquisition, implementation, and retention. Execute time-sensitive requests (trades, wires), coordinate with custodians, maintain CRM data, prepare client deliverables and analyses, recommend portfolio adjustments with the team, support tax coordination, and assist with advanced financial analyses like tax-loss harvesting and equity compensation.

Lead and scale the firm's legal and compliance function, manage litigation and investigations, oversee corporate governance and entity management, run the insurance program, ensure regulatory compliance and supervisory frameworks, advise on complex commercial contracts, drive privacy and data protection (including AI governance), and provide cross-functional legal support for strategic transactions and growth initiatives.

The Advisor manages client service teams, oversees client portfolios, conducts financial analysis, and collaborates with team members to deliver comprehensive wealth management services.

The Lead Advisor will manage client relationships and financial plans, focusing on investment, estate, and tax planning, while cultivating community relationships and team collaboration.