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Brightonjones5mo ago

Business Development Manager: Strategic Accounts - Dallas

United StatesDallasFull-timemid
SalesBusiness Development ManagerStrategic Business Development Manager
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Quick Summary

Overview

Ready to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation,

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SalesBusiness Development ManagerStrategic Business Development Manager
Ready to make a meaningful impact?
 
At Brighton Jones, we’re a purpose-driven, 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. 
 
The WAS (Wealth Advisor Solutions) program is a national referral (prospective client referral) program from Fidelity Investments. As the Business Development Manager for the strategic Fidelity account, you will be responsible for owning all things related to WAS in your assigned territory.
 
The BDM will work with the national, regional, and local teams to maximize our WAS partnership in an assigned territory. This involves building strong relationships with Fidelity Branch Leaders and individual Financial Consultants and collaborating with local Brighton Jones client service teams to achieve our annual revenue goals.
 
Take our Values in Action Self-Assessment to see how our values align!
  • 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 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)
  • 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
  • This role includes a competitive base salary along with variable pay.
    •  
    Ownership & Financial Wellbeing
  • Fully paid medical, dental, and vision coverage for employees
  • 401(k) with 100% match up to 3% of annual compensation
  • Equity ownership opportunities for every employee
  • New Business Incentive Program
  • Generous employee referral bonus
  • Cell phone data reimbursement
  • Financial planning services discount for employees and immediate family members
    •  
    Time & Flexibility
  • Minimum 3 weeks PTO starting Day 1
  • Winter Break, Summer Friday flex-days, and 10 paid holidays
  • Unlimited Volunteer Time Off plus company grant matching
  • Heavily subsidized transit
    •  
    Growth & Development
  • 100% reimbursement for required training, certifications, licensing, and dues
  • Personal career development plans
  • Richer Life Business Partner (coaching for all employees)
  • Mindful Emotional & Social Intelligence training
  • Annual professional & personal wellbeing stipend
    •  
    Connection & Community
  • Quarterly team-building events
  • Regular social events
  • Employee-led book clubs, committees, and affinity groups
    •  
    Family & Milestones
  • Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
  • Adoption benefits
  • Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years

    • Listing Details

    Posted
    November 22, 2025
    First seen
    March 26, 2026
    Last seen
    April 24, 2026

    Posting Health

    Days active
    28
    Repost count
    0
    Trust Level
    23%
    Scored at
    April 24, 2026

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