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Regional Fidelity Channel Manager
15 hours ago
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. As the Channel Manager, you will be responsible for owning all things related to WAS in your assigned territory.The Regional FCM 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 alignKey Responsibilities:Deliver measurable results by proactively identifying opportunities to meet and exceed referral revenue goalsCultivate a strong presence within your territory, building visibility, deep local insights, and trusted community relationshipsDevelop meaningful connections with referral sources, earning trust quickly and inspiring Fidelity partners to confidently advocate for Brighton JonesCollaborate with national, regional, and local teams to design and execute thoughtful strategies that drive high-quality lead generation from Fidelity retail branchesBuild and nurture strategic relationships with Fidelity Branch Leaders and Financial Consultants to strengthen our partnership and expand our reachServe as the primary point of contact for relationship development, referral introductions, and engaging branch presentationsStay attuned to local market trends, anticipating risks and opportunities that inform and enhance the effectiveness of the WAS programManage the referral pipeline with intention, partnering closely with local client service teams to ensure a seamless and client-centered sales experienceHost, network, and engage with Fidelity branch teams to deepen collaboration and foster a culture of partnershipConfidently articulate the Brighton Jones service model-our philosophy, our approach, and what makes us different-in both virtual and in-person settingsProvide clear, timely, and supportive communication to prospective clients throughout their decision-making journeyRepresent Brighton Jones with professionalism, warmth, and enthusiasm at community and industry eventsLead ongoing account and relationship management to ensure long-term partnership successConsistently achieve quarterly and annual referral revenue goals Other duties may be assigned, as assigned such as:Periodically conducting research and competitive analysis to stay on top of current market changes and competitive trendsIdentifying possible opportunities across all other Brighton Jones services 401(K) Advisory, Tax, OpenPlan, Legal and Real EstateHelping to identify and develop additional Centers of Influence (COI) in assigned territoryTravel as necessary (up to 50%+ or as needed) Your Experience: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 servicesTime and territory management skillsExcellent written and verbal communication skillsStrong organizational, analytical, and interpersonal skillsAbility to excel in a fast-paced, team-oriented environmentProficiency in Microsoft Office applications requiredKnowledge of Salesforce and Fidelity Wealth Advisor Solutions a plusThis role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibilityVisa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.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.
