Account Executive
MentoSalary not specified
Full Time
Junior (1 to 2 years)
Managing Director - San Francisco at Brighton Jones
San Francisco, California, United States
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Wealth Management, Financial ServicesIndustries
Requirements
- Builder, coach, and strategic leader capable of shaping a high-performing advisory team
- Experience leading and overseeing teams of 25+ teammates
- Ability to manage financial performance, including shared ownership of P&L
- Skills in data-driven forecasting, people planning, and business strategy
- Expertise in monitoring key performance metrics across growth, service, and team health
- Ability to serve as primary liaison between local market and firmwide leadership
- Capacity to represent the firm in the local market, deepen relationships, and increase brand recognition
- Alignment with Brighton Jones values: Commitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Community
- Experience inspiring, coaching, and modeling #OneTeam approach for high-performing teams
- Skills in people management, including overseeing client service assignments, role clarity, capacity data usage, and strategic adjustments
Responsibilities
- Own local business performance, including oversight of 25+ teammates
- Manage the office’s financial performance, including shared ownership of the P&L
- Drive growth by optimizing team structure and using data-driven forecasting for people planning and business strategy
- Monitor key performance metrics across growth, service, and team health, taking action to improve delivery and efficiency
- Serve as the primary liaison between the local market and firmwide leadership
- Collaborate with market growth leaders to drive growth and brand recognition
- Represent Brighton Jones in the local market, deepening relationships and visibility in the community
- Inspire and coach high-performing growth and advisory teams
- Model Brighton Jones’ values and #OneTeam approach, ensuring teammates feel engaged, aligned, and supported
- Serve as the local culture carrier and first-line leader for the market
- Oversee client service assignments and role clarity to ensure balance, sustainability, and optimized client experience
- Use capacity data and advisor insights to make strategic client service assignments and adjustments
- Ensure teammates work in their highest and best use and that service loads align with business goals
- Partner with the General Manager and centralized teams
Skills
Wealth Management
Investment Advisory
Client Relationship Management
Team Leadership
Business Development
Strategic Planning
Talent Development
Financial Planning
RIA Operations
Market Expansion
Brighton Jones
Wealth management and financial planning services
About Brighton Jones
Brighton Jones provides wealth management services by acting as a Personal CFO for individuals and families. Their approach includes comprehensive financial planning and management, helping clients align their financial resources with their personal values and life goals. They serve a diverse range of clients, from those with less than $500,000 in assets to those with over $10,000,000, including savvy investors and families focused on financial education. Brighton Jones differentiates itself from competitors by emphasizing a holistic approach that considers both financial and emotional well-being, going beyond traditional fiduciary advice. Their goal is to help clients thrive by offering tailored financial strategies that integrate all aspects of their financial lives.
Seattle, WashingtonHeadquarters
1999Year Founded
VENTURE_UNKNOWNCompany Stage
Financial ServicesIndustries
201-500Employees