Regional Fidelity Channel Manager - Tampa at Brighton Jones

Florida, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Retirement PlansIndustries

Requirements

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
Background in retirement plan, payroll, finance, benefits, or other high-level B2B sales
Proven salesperson with prospecting, sales process driving, and individual contributor experience
Experience working directly with CFOs, COOs, Presidents, and VPs of HR
Time and territory management skills
Excellent written and verbal communication skills
Willingness to travel as necessary (up to 50%+ or as needed)

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
Periodically conduct research and competitive analysis to stay on top of current market changes and competitive trends
Identify possible opportunities across all other Brighton Jones services (401(K) Advisory, Tax, OpenPlan, Legal and Real Estate)
Help to identify and develop additional Centers of Influence (COI) in assigned territory
Other duties as assigned

Skills

Key technologies and capabilities for this role

B2B SalesProspectingSales ProcessRelationship BuildingTerritory ManagementRetirement Plan AdvisoryTeam Selling

Questions & Answers

Common questions about this position

What is the work arrangement or location for this Regional Fidelity Channel Manager role?

This information is not specified in the job description.

What salary or compensation is offered for this position?

This information is not specified in the job description.

What skills and experience are required for this role?

The ideal candidate has a background in retirement plan, payroll, finance, benefits, or other high-level B2B sales, with proven sales experience prospecting and driving the sales process, especially with executives like CFOs and COOs. Strong collaboration skills and a team-selling approach are essential.

What is the company culture like at Brighton Jones?

Brighton Jones has a purpose-driven, client-focused culture emphasizing continuous growth, collaboration, community, and a dynamic team-based approach, recognized with 15 consecutive 'Best Places to Work' awards.

What makes a strong candidate for this Regional Fidelity Channel Manager position?

A strong candidate is a driven B2B sales expert and savvy hunter with experience in retirement plans or related fields, skilled at building relationships with executives and Fidelity partners, and committed to collaboration and team selling.

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

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Paid Vacation

Paid Holidays

Parental Leave

Commuter Benefits

Wellness Program

Risks

Robo-advisors' low-cost services may attract Brighton Jones' tech-savvy clients.

DIY financial planning tools could reduce demand for traditional advisory services.

Investments in volatile sectors expose Brighton Jones to significant market risks.

Differentiation

Brighton Jones acts as a Personal CFO, offering comprehensive financial planning services.

They emphasize a holistic approach, integrating personal values with financial goals.

Their client-centric model serves a diverse clientele, from small investors to high-net-worth individuals.

Upsides

Growing demand for ESG investing aligns with Brighton Jones' holistic approach.

Aging population increases demand for retirement planning, benefiting Brighton Jones' services.

AI integration in wealth management enhances personalized client experiences, a strength for Brighton Jones.

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