The Role
The Regional Fidelity Channel Manager will drive sales of Brighton Jones's Retirement Plan Advisory Services by building relationships, managing referrals, and collaborating with teams to achieve revenue goals.
Summary Generated by Built In
Ready to make a meaningful impact?
At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact.
We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam.
We’re adding a talented B2B sales expert who is motivated to sell Brighton Jones’s Retirement Plan Advisory Services to companies and organizations.
Who is our ideal candidate? A savvy hunter who comes from a background in retirement plan, payroll, finance, benefits, or other high-level business to business sales. A motivated, proven salesperson who sees the big picture and understands what it takes to prospect, drive the sales process, and be an individual contributor. You work directly with CFOs, COOs, Presidents, and VPs of HR and understand the sophisticated, sometimes complex, nature of the sales process and sales cycle. Above all else, you believe in collaboration and team selling.
Take our Values in Action Self-Assessment to see how our values align!
Key Responsibilities:
- Deliver measurable results by proactively identifying opportunities to meet and exceed referral revenue goals
- Cultivate a strong presence within your territory, building visibility, deep local insights, and trusted community relationships
- Develop meaningful connections with referral sources, earning trust quickly and inspiring Fidelity partners to confidently advocate for Brighton Jones
- Collaborate with national, regional, and local teams to design and execute thoughtful strategies that drive high-quality lead generation from Fidelity retail branches
- Build and nurture strategic relationships with Fidelity Branch Leaders and Financial Consultants to strengthen our partnership and expand our reach
- Serve as the primary point of contact for relationship development, referral introductions, and engaging branch presentations
- Stay attuned to local market trends, anticipating risks and opportunities that inform and enhance the effectiveness of the WAS program
- Manage the referral pipeline with intention, partnering closely with local client service teams to ensure a seamless and client-centered sales experience
- Host, network, and engage with Fidelity branch teams to deepen collaboration and foster a culture of partnership
- Confidently articulate the Brighton Jones service model—our philosophy, our approach, and what makes us different—in both virtual and in-person settings
- Provide clear, timely, and supportive communication to prospective clients throughout their decision-making journey
- Represent Brighton Jones with professionalism, warmth, and enthusiasm at community and industry events
- Lead ongoing account and relationship management to ensure long-term partnership success
- Consistently achieve quarterly and annual referral revenue goals
Other duties may be assigned, as assigned such as:
- Periodically conducting research and competitive analysis to stay on top of current market changes and competitive trends
- Identifying possible opportunities across all other Brighton Jones services 401(K) Advisory, Tax, OpenPlan, Legal and Real Estate
- Helping to identify and develop additional Centers of Influence (COI) in assigned territory
- Travel as necessary (up to 50%+ or as needed)
Your Experience:
- Four-year college degree required (preferably in Finance, Business or Economics)
- 3-5 years of experience in a channel - account management / sales related role, preferably in financial services
- Time and territory management skills
- Excellent written and verbal communication skills
- Strong organizational, analytical, and interpersonal skills
- Ability to excel in a fast-paced, team-oriented environment
- Proficiency in Microsoft Office ® applications required
- Knowledge of Salesforce and Fidelity Wealth Advisor Solutions a plus
- This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility
Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.
Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.
To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
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.
Top Skills
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The Company
What We Do
Whether you want to save for the future or celebrate today, give back to the community or explore the globe, your values are every bit as unique as your fingerprints. The challenge is aligning your time and resources to those values, so you can go after the things you truly care about.
For us, protecting and growing your wealth is a foundational part of that journey. But our goal is bigger than your financial peace of mind—it’s your happiness. We want to be the partner that helps you align your wealth, your passions, and your purpose, so you can pursue the life that truly fulfills you—your richer life.
