Managing Director of Growth - Company Retirement Plans
About The Position
Brighton Jones is seeking a dynamic and results-oriented Managing Director (MD) of Growth - Company Retirement Plans for their OpenPlan/Retirement Plan Advisory team. This individual will lead the expansion of the Retirement Plan Advisory (RPA) business, acting as a player-coach responsible for driving net new client acquisition, deepening strategic partnerships, and building scalable growth teams. The role requires a growth-minded individual who thrives at the intersection of strategy, business development, and execution. The MD will collaborate with the Managing Director of Practice Management, the General Manager, and other leadership to drive revenue, optimize operations, and establish OpenPlan as a category-leading offering in retirement plan advisory services. The company emphasizes a purpose-driven, client-focused culture, recognized for its continuous growth, collaboration, community impact, and being a great place to work.
Requirements
- 7+ years of experience in business development, growth strategy, or leadership roles within retirement plan advisory, institutional consulting, or related services to our target clients.
- Proven track record of driving significant revenue growth and closing business.
- Deep understanding of B2B sales.
- Strong leadership and team-building capabilities.
- Exceptional communication, relationship-building, and influencing skills.
- Strategic thinker with a hands-on, execution-oriented mindset.
- Bachelor’s degree required.
Nice To Haves
- Preferred expertise in retirement plan landscape (e.g., 401(k), fiduciary advisory, plan design, vendor ecosystem).
- MBA, JD or other Graduate Degree preferred.
Responsibilities
- Develop and execute a comprehensive growth strategy for the Retirement Plan Advisory business.
- Identify target markets, client segments, and priority growth channels.
- Establish measurable goals and KPIs aligned with firm-wide growth objectives.
- Continuously refine go-to-market strategies based on performance insights and market trends.
- Lead direct business development efforts, including sourcing and closing new retirement plan clients.
- Cultivate relationships with key centers of influence (e.g., CPAs, attorneys, recordkeepers, consultants).
- Partner with senior advisors to drive pipeline development and win rates.
- Represent the firm in industry events, conferences, and thought leadership forums.
- Build, mentor, and lead a high-performing growth and business development team.
- Collaborate closely with marketing, advisory, and client service teams for cross-functional alignment.
- Foster a culture of accountability, innovation, and client-centricity.
- Partner with marketing to develop targeted campaigns and content strategies.
- Strengthen the firm’s brand presence in the retirement plan advisory space.
- Leverage digital and data-driven marketing approaches to accelerate growth.
- Implement and oversee CRM and pipeline management best practices.
- Analyze growth metrics and sales performance to inform decision-making.
- Report regularly to executive leadership on progress, opportunities, and challenges.
Benefits
- Competitive compensation
- Robust benefits package
- Profit share
- Restricted Equity Units granted at hire
- Expedited opportunity to convert to Partner status at vest
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What This Job Offers
Job Type
Full-time
Career Level
Manager
