Business Development Specialist - Boston

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. 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. Join us and be part of a team that is redefining what it means to grow, both professionally and personally. Take our Values in Action Self-Assessment to see how our values align! Visa 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. Your Role: 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. 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. 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 an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility. Compensation: Targeted base salary range is $70,000 - $100,000/year. Variable compensation: 2% of Team New Client Annualized Run Rate Revenues in each BD Year. Prorated based on start date. The business development year is defined as 10/1 to 9/30. 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

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      "text": "Your Role:",
      "content": "\n<li>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.&nbsp;</li>\n<li>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.</li>\n<li>Create and update business development proposals and presentation materials.</li>\n<li>Provide calendar management and scheduling support as it relates to business development for the team.</li>\n<li>Provide recurring operations, sales support and analysis such as developing reports, dashboards and ad hoc sales reporting.</li>\n<li>Attend and participate in sales team meetings.</li>\n<li>Coordinate regular (weekly or monthly) reporting on performance against target as well as activity reports.</li>\n<li>Collaborate with Business Development team members across the country and share best practices with the local team.</li>\n<li>Collaborate with multiple departments for the creation of prospect-facing materials.</li>\n<li>Conduct prospect research using various sources (LinkedIn as an example).</li>\n<li>Assist in other special projects as needed.&nbsp;</li>\n"
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