Managing Director of Growth - Company Retirement Plans
Quick Summary
Growth Strategy & Execution Develop and execute a comprehensive growth strategy for the Retirement Plan Advisory business Identify target markets, client segments,
Our OpenPlan team provides financial guidance for companies, teams, and individuals. From entry-level to executive, we have a solution for clients. OpenPlan combines trusted investment expertise with personalized service to create retirement plans that employees truly value and engage with. Backed by Brighton Jones’ wealth management experience, we deliver expert investment guidance and personalized support that automated solutions can’t match.
We are seeking a dynamic and results-oriented Managing Director (MD) of Growth - Company Retirement Plans (for our OpenPlan/Retirement Plan Advisory team), who will lead the next phase of expansion for our Retirement Plan Advisory (RPA) business. This individual will be a player coach, responsible for driving net new client acquisition, deepening strategic partnerships, and building scalable growth teams / engines that position the firm as a market leader in retirement plan advisory services. This is a leadership role for a growth-minded person who thrives at the intersection of strategy, business development, and execution. The MD will partner closely with Managing Director of Practice Management, the General Manager and other leadership to drive revenue, optimize operations, and position OpenPlan as a category‑leading offering.
- 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 to 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
- Travel up to 25% may be required
Location & Eligibility
Listing Details
- Posted
- May 25, 2026
- First seen
- May 25, 2026
- Last seen
- May 27, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 60%
- Scored at
- May 25, 2026
Signal breakdown
Please let Brightonjones know you found this job on Jobera.
3 other jobs at Brightonjones
View all →Explore open roles at Brightonjones.
Stay ahead of the market
Get the latest job openings, salary trends, and hiring insights delivered to your inbox every week.
No spam. Unsubscribe at any time.