• Job Description

  Req#: af63ae4c-acfa-457e-b553-5b21c3a99c87

  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 managing 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.

  
  

  Brighton Jones is a leading wealth management firm with a differentiated approach to wealth alignment that helps our clients achieve their goals beyond just finances. We are looking for a Senior Director of Finance to join our fast-growing organization. Reporting to the Vice President of Finance, this role will assist in setting the strategy and priorities for the organization with corresponding metrics, evaluating actual performance, and providing timely reporting to the leadership team. The role will involve multiple facets of the finance organization including corporate finance, financial planning and analysis, and equity, along with other responsibilities. The successful candidate will bring experiences developing and implementing effective processes, collaborating with business leaders to develop financial plans, and providing insightful analyses in support of decision-making. This position offers an excellent opportunity for an individual seeking meaningful work with incredible people looking to make an impact – in a company grounded with strong core values of Collaboration, Commitment, Curiosity, Compassion, Continuous Growth, and Community.

  
  

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

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  Your Role - Corporate Finance / Capital Allocation

  • Lead the development and execution of financial strategies aligned with the firm’s growth and profitability goals
  • Manage a multi-year three-statement financial model for the firm, including scenario analyses, profit and loss and cash flow forecasts, and trend analyses related to the current business
  • Ability to partner with leadership and cross-functional teams to drive strategic planning, evaluate M&A opportunities, and capital investments
  • Advise on the liquidity aspects of short- and long-range planning, and impacts on funding requirements – and execute strategic debt or equity financing transactions
  • Lead special projects representing finance organization particularly those related to strategic issues, organizational activities and external matters
  • Develop executive agendas, communication and meeting materials for strategy and leadership meetings

  
  

  Your Role - Financial Planning & Analysis

  • Manage and lead the budgeting and forecasting process, including the annual financial and strategic planning process (i.e. annual operating budget and capital plan)
  • Own monthly, quarterly, and annual financial reporting, ensuring accuracy, timeliness, and transparency, including reviews of budget vs. actual performance with department managers with detailed commentary regarding variances
  • Act as key business advisor to P&L owners and other senior executives to ensure attainment of budget and cash goals; and ensure the business is operating to target models
  • Perform annual analyses to evaluate compensation structure and targets for teammates, including year-end bonus calculations and merit recommendations
  • Identify opportunities to continuously improve or create new internal processes, such as refining working templates, improve efficiencies in data extraction from various sources, and implementing software and technology

  
  

  Your Role - Equity

  • Manage the firm’s equity program for teammates
  • Review grant thresholds for teammates; and forecast stock-based compensation expense and potential cash flow impact of equity awards
  • Explore and potentially implement software or tools to help manage stock-based compensation for the firm
  • Prepare quarterly meeting materials for ownership meetings with shareholders

  
  

  Your Role - People Development

  • Attract and retain talent by developing core competencies within each team member
  • Define and communicate roles and responsibilities, and be a mentor to teammates
  • Expand teams’ experiences by providing opportunities for cross-functional projects and other initiatives
  • Manage performance based on company’s operating principles
  • Ensure the work environment is based on respect and high integrity, while also having fun and reinforcing the company’s values

  
  

  Minimum Qualifications:

  • Bachelors degree in Accounting or Finance

  • 10+ years of demonstrated expertise in a FP&A and/or corporate finance capacity, with experience scaling the function in complex, high growth companies

  • Proficient with return on investment analysis (IRR, NPV, etc.)

  • Excellent organizational skills, ability to prioritize work streams and strong attention to detail

  • Self-starter who is able thrive in a dynamic environment under short timelines and changing priorities

  • Ability to collaborate at all levels of the organization, and across other functional areas

  • Proven track record of breaking down and solving complex problems with impeccable business judgment. Ability to distill complex issues into structured frameworks and concrete action plans

  • Proven track record of leading and managing high-performing teams

  • Experience managing multiple stakeholders and leading cross functional initiatives

  • Extraordinary interpersonal and communication skills, cultivator of collaborative working relationships with teams across a diverse organization

  • Ability to maintain a high level of confidentiality

  • MBA preferred

  
  

  Compensation:

  • Annual Compensation: $225,000 - $275,000 per year.

  
  

  • 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.

  
  

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  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.

• About the company

  Comprehensive wealth management. Financial advisors in Seattle, Portland, San Francisco, Palo Alto, Scottsdale, Denver, Austin, and Washington, D.C.

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