Business Development Specialist
Brighton Jones(2 months ago)
About this role
The Business Development Specialist at Brighton Jones supports the firm’s growth by managing the prospect journey and facilitating the sales process for the local team. The role focuses on maintaining pipeline integrity, preparing business development materials, and coordinating prospect-facing activities and reporting. This position operates within a collaborative, values-driven wealth management firm committed to client impact and teammate development. Based in Washington, D.C., it offers competitive compensation, robust benefits, and a clear path to ownership.
Required Skills
- Sales Support
- Pipeline Management
- Prospect Qualification
- Salesforce CRM
- Proposal Development
- Presentation Creation
- Calendar Management
- Data Entry
- Sales Reporting
- Dashboard Development
+12 more
Qualifications
- Undergraduate Degree
- BA in Marketing
- BA in Business
About Brighton Jones
brightonjones.comBrighton Jones is a wealth management and financial planning firm that provides fiduciary advice and integrated financial services to individuals, families, entrepreneurs, and foundations. They combine investment management with tax-aware planning, estate and retirement strategies, and family-office-style coordination delivered by a multidisciplinary team and financial coaches. The firm emphasizes long-term, personalized planning, transparency, and technology-enabled service to help clients navigate complex financial lives.
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