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Business Development Specialist

At Brighton Jones, we're not just looking for high performers—we're seeking outstanding collaborators who overachieve on curiosity and compassion. We offer the energy and opportunity of a high-growth organization, combined with the performance and vision of an industry leader. If you want to have an impact, we want to amplify it. 


Our mission goes beyond managing investments. We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their values and passions, empowering them to live more purposeful lives.  


This approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and advise over $26 billion in assets. Our 98% client retention rate reflects the fact that our growth has been intentional, sustainable, and 100% organic. 


At Brighton Jones, you'll be part of a culture that thinks big, cares deeply, and celebrates each other proudly. Our values—Commitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Community—drive every decision we make. We foster this by building meaningful relationships, working hard while having fun, and giving back to our community through our Compassion in Action initiatives. 


We've won numerous Best Places to Work awards, but what truly sets us apart is our investment in your growth. Through programs like MESI Training, teammate-led Giving, Richer Life Partners, and a path to ownership for EVERY team member, we empower you to develop both personally and professionally.  


Join our #OneTeam of 300+ passionate individuals who bring a "How can I help?" attitude to their work every day. Together, we'll amplify our impact and help more people live richer lives. 

  

We are looking for a highly motivated and experienced Business Development Specialist to join our team. In this pivotal role, you won’t just be tackling complex challenges—you’ll be driving meaningful growth and seeing the direct impact of your contributions on the company’s success. If you thrive in a collaborative environment, enjoy building relationships, and have a passion for strategic business development, we’d love to connect with you. 


As the Business Development Specialist, you must love working in a support role, facilitating the sales process and helping the team to achieve their annual new families helped/revenue goals.  

 

Take our Values in Action Self-Assessment to see how our values align! 


Your Role:
  • Own the prospect journey (eventually prequalifying prospects), pipeline integrity, assist the team with collection and entry of prospective client information, attach relevant notes, schedule meetings and assign tasks, and create service agreements, leveraging Salesforce. 
  • Create and update business development proposals and presentation materials.  
  • Provide calendar management and scheduling support as it relates to business development for the team. 
  • Provide recurring operations, sales support and analysis such as developing reports, dashboards and ad hoc sales reporting. 
  • Attend and participate in sales team meetings. 
  • Coordinate regular (weekly or monthly) reporting on performance against target as well as activity reports. 
  • Assist with the coordination and execution of business development events. 
  • Collaborate with Business Development team members across the country and share best practices with the local team.  
  • Collaborate with multiple departments for the creation of prospect-facing materials. 
  • Conduct prospect research using various sources (LinkedIn as an example).  
  • Assist in other special projects as needed.  


Your Experience:
  • Undergraduate degree required; Marketing or Business degree preferred. 
  • Minimum of 3 years professional experience; in sales, marketing and/or sales operations support preferred. 
  • Commitment to excellence, attention to detail, strong organizational and communication skills.  
  • Positive attitude, versatility and willingness to work within constantly changing priorities. 
  • Proven ability to handle multiple projects at the same time while meeting deadlines. 
  • Self-motivated / starter with the ability to work independently and inside of a team environment.  
  • Proficient in Excel, PowerPoint, Salesforce & MS Suite. 
  • Experience interacting with external prospects and supporting internal teammates.  
  • This role is a full-time and exempt position.
  • The application window will remain open until the role is filled.


Compensation:
  • Targeted base salary range is $70,000 - $100,000/year. Variable compensation is 2% of Regional or Team New Client Annualized Run Rate Revenues in each Business Development Year. Prorated based on start date. The business development year is defined as 10/1 to 9/30. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors.

  • Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional and personal wellbeing stipend, and other fringe benefits. Everyone in the organization has a clear path to ownership.


Our Company


At Brighton Jones, we're building a future for wealth management that's about more than managing wealth. Our #OneTeam is united by a shared commitment to our mission, vision, and values. We believe that when you thrive, we thrive, which is why we've created an environment where every team member can genuinely love their work and feel supported by colleagues.


Diversity enriches our lives and our work. We're committed to fostering an inclusive culture where all members of the Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential. This commitment is woven throughout our business and shapes how we hire, empower our teammates, create learning opportunities, and support our communities. 


At Brighton Jones, you'll have the freedom to be yourself and the support to be your best. If you're excited about redefining wealth management and making a positive impact, we want to meet you. We offer you competitive compensation, excellent (and unique!) benefits, and rewarding career opportunities—including a path to ownership for every teammate. 


In your application, tell us why you're eager to join our growing #OneTeam and how this opportunity aligns with your career objectives and personal values. 


What to Expect in the Hiring Process


1. Values in Action Self-Assessment - At Brighton Jones we don’t just talk about our values, we live by them! We’ve operationalized our values into observable behaviors and part of the application process includes completing a brief self-assessment on our Values in Action. 


2. Initial Interview - This 30-min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company. 


3. Role Alignment - Next you’ll meet with the hiring manager and a peer (virtual or in-person) to dive deeper into the role, responsibilities, and your transferrable experiences. 


4. Full Loop - You’ll meet the team in two, back-to-back interviews with team members you’re likely to work with. During these conversations, we’ll be listening to examples of your technical skills as well as how core values show up in your experience. There may also be a writing sample, role play, hiring, or technical assessment depending on the position. 


5. Personal Reference Calls - In this final step in the hiring process, you will be asked to arrange 1-2 personal reference calls with past managers of our choosing. 


6. What’s Next - Interviewing is time-consuming and stressful, and we appreciate you taking the time to get to know us. Whatever the final decision, we’ll let you know our decision as quickly as we can. If this role isn’t a good fit, we invite you to stay connected and apply again. 


Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. 

Average salary estimate

$85000 / YEARLY (est.)
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$70000K
$100000K

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What You Should Know About Business Development Specialist, Brighton Jones

At Brighton Jones, we’re not just any company; we’re a dynamic team looking for a highly motivated and experienced Business Development Specialist to join us in our Dallas, TX office. In this pivotal role, you won’t just be a cog in the wheel; you’ll be driving meaningful growth and making a direct impact on our success. Here, your journey begins with owning the prospect lifecycle, from prequalifying prospects to ensuring pipeline integrity using Salesforce. You’ll create compelling business development proposals and presentation materials, all while juggling calendar management to keep our sales team on point. But it doesn't stop there! You’ll also be diving into operations, providing vital support and analysis, and participating in team meetings to brainstorm exciting new strategies. Your expertise will also help shape how we present ourselves to prospective clients, so that they can see the Brighton Jones difference right from the start. This collaborative environment values curiosity and compassion, which means you’ll have the opportunity to cultivate meaningful relationships and truly flourish both personally and professionally. Your experience in sales, marketing, or sales operations will be critical as we help more families align their wealth with their values. Plus, our commitment to your growth means you'll have access to exclusive training programs and a clear path to ownership in the company. If you’re curious about how you can amplify your impact while contributing to our mission, let’s talk!

Frequently Asked Questions (FAQs) for Business Development Specialist Role at Brighton Jones
What are the responsibilities of a Business Development Specialist at Brighton Jones?

As a Business Development Specialist at Brighton Jones, you'll be essential in managing the prospect journey, from prequalifying leads to ensuring accurate pipeline integrity. Your role includes scheduling meetings, creating service agreements, and supporting the sales process through detailed proposals and presentation materials. By collaborating with team members and other departments, you'll help coordinate business development events and conduct prospect research, contributing significantly to our mission of helping clients achieve their wealth alignment goals.

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What qualifications do I need to apply for the Business Development Specialist position at Brighton Jones?

To be a successful candidate for the Business Development Specialist role at Brighton Jones, you’ll need a minimum of an undergraduate degree, preferably in Marketing or Business. At least 3 years of professional experience in sales, marketing, or sales operations support is required. Plus, strong organizational skills, a positive attitude, and proficiency in tools like Salesforce, Excel, and PowerPoint will greatly enhance your application.

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What skills are essential for a Business Development Specialist at Brighton Jones?

A successful Business Development Specialist at Brighton Jones should possess excellent communication skills, be detail-oriented, and demonstrate strong organizational abilities. The ability to manage multiple projects while meeting deadlines is crucial, along with a self-motivated attitude that allows you to thrive both independently and within a team. Familiarity with Salesforce and Microsoft Suite is also beneficial in supporting various tasks efficiently.

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How does Brighton Jones support the professional growth of its Business Development Specialists?

At Brighton Jones, we believe in investing in your growth as a Business Development Specialist. Our culture promotes continuous learning through programs like MESI Training and teammate-led initiatives. You'll have a clear path to ownership and opportunities to strengthen your skills within a collaborative team environment, all while participating in meaningful projects that resonate with our mission.

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What can I expect during the hiring process for a Business Development Specialist at Brighton Jones?

The hiring process for a Business Development Specialist at Brighton Jones starts with our Values in Action Self-Assessment to ensure alignment with our core values. Throughout the process, you’ll engage in a series of interviews that assess your background and fit for the role. You’ll also meet your potential team members and may participate in skill assessments, providing you with a comprehensive view of our company culture and ensuring we find the best fit for both you and us.

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Common Interview Questions for Business Development Specialist
Can you describe your experience with Salesforce as a Business Development Specialist?

When responding, highlight specific examples of your Salesforce experience, such as managing pipelines, tracking prospects, or generating reports. Emphasize how you used Salesforce's features to enhance productivity or improve team collaboration, and don’t forget to mention any successful outcomes that resulted from your use of the platform.

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How do you prioritize tasks when working on multiple projects as a Business Development Specialist?

Your answer should reflect your organizational skills. Discuss methods you use to prioritize tasks, such as the Eisenhower Matrix or simply listing items by urgency and importance. Feel free to provide examples of past experiences where effective prioritization led to successful outcomes.

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What strategies do you use to build relationships with prospective clients?

Describe your approach to relationship-building, whether it’s through personalized emails, follow-up calls, or social media engagement. Provide concrete examples that demonstrate how your strategies lead to successful connections and eventual client retention, which is crucial at Brighton Jones.

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How do you handle feedback and criticism in a team setting?

Show that you are open to feedback and willing to grow. Provide an example of a situation where constructive criticism helped you improve. Highlight your ability to engage respectfully with team members and utilize suggestions to enhance your performance and contributions.

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Can you give an example of a successful business development initiative you've been a part of?

Be prepared to share a specific story that showcases your contributions to a business development initiative. Discuss the objectives, your role, the strategies employed, and the results achieved. Emphasizing how your actions benefited the overall goals will illustrate your capability as a Business Development Specialist.

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What do you know about Brighton Jones and our mission?

Research the company’s mission and values beforehand, and speak to their commitment to Wealth Alignment and transforming client relationships. Align your personal values with theirs, discussing how you feel passionate about empowering others and how that reflects in your career aspirations.

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How would you contribute to fostering a collaborative team environment?

Express your dedication to teamwork by sharing experiences where collaboration led to success. Discuss how you encourage open communication, share knowledge with colleagues, and support others in achieving team goals, embodying Brighton Jones's values of collaboration and community.

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Describe a time you faced a significant challenge in a business development role. How did you overcome it?

Share a specific challenge, elaborating on the context and what made it significant. Describe the steps you took to address the challenge, including any teamwork or creative solutions you implemented. Highlight the successful outcome and what you learned from it.

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What tools or software do you find most useful in supporting strategic business development efforts?

Mention specific tools like CRM software, email marketing platforms, or project management software that you've successfully used in past roles. Discuss how these tools enhanced your ability to analyze data, manage leads, and support your team’s overall strategy.

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Why do you believe you would be a good fit for the Business Development Specialist position at Brighton Jones?

Connect your skills, experience, and personal values to those of Brighton Jones. Discuss your passion for strategic business development and highlight how your strengths align with the company's mission and culture. Be authentic and convey your enthusiasm for contributing to their success.

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Brighton Jones, a wealth management company, provides financial advisory services for individuals and families with substantial wealth and assets in Washington, California, and Arizona. It offers objective advice and analysis services in the areas...

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March 23, 2025

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