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Managing Director - San Francisco
Managing Director - San FranciscoBrighton Jones • San Francisco, CA, US
Managing Director - San Francisco

Managing Director - San Francisco

Brighton Jones • San Francisco, CA, US
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Job Description

Job Description

Ready to make a meaningful impact?

At Brighton Jones, we’re a purpose-drive, 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.

Are you a builder, a coach, and a strategic leader—ready to shape the next chapter of a high-performing advisory team?

At Brighton Jones, our Managing Directors (MDs) play a pivotal role in growing strong markets, developing great people, and ensuring our clients receive a remarkable experience. You’ll oversee a local team of advisors, help drive intentional growth, and bring clarity, care, and accountability to the way we scale.

This is a leadership role that blends team mentorship, business strategy, and client excellence.

You’ll partner closely with the General Manager and firmwide leaders to ensure your office is delivering on our mission to help people live richer lives—while staying aligned to the systems and structures that support sustainable growth.

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

What You'll Do - Own Local Business Performance

  • Lead the local Brighton Jones business, including oversight of 25+ teammates.
  • Manage the office’s financial performance, including shared ownership of the P&L.
  • Drive growth by optimizing team structure and using data-driven forecasting to inform people planning and business strategy.
  • Monitor key performance metrics across growth, service, and team health—and take action to improve delivery and efficiency.
  • Serve as the primary liaison between your market and firmwide leadership.

What You'll Do - Drive Growth and Market Strategy

  • Collaborate with market growth leaders to drive growth and brand recognition
  • Represent Brighton Jones in the local market—deepening relationships and visibility in the community
  • What You'll Do - Lead the Team

  • Inspire and coach a high-performing growth and advisory teams
  • Model Brighton Jones’ values and #OneTeam approach, ensuring teammates feel engaged, aligned, and supported
  • Serve as the local culture carrier and first-line leader for your market
  • What You'll Do - People Management & Client Assignment

  • Oversee client service assignments and role clarity to ensure balance, sustainability, and optimized client experience
  • Use capacity data and advisor insights to make strategic client service assignments and adjustments
  • Ensure teammates are working in their highest and best use and that service loads are aligned with business goals
  • Partner with the General Manager and centralized teams on workforce planning and resource decisions
  • What You'll Do - Operational Excellence

  • Ensure consistent execution of firmwide best practices while tailoring where appropriate for local needs
  • Identify bottlenecks, collaborate on, and implement solutions that improve both teammate experience and service delivery
  • Lead local efforts to align with our scalable growth frameworks, including growth modeling
  • What You Bring

  • 10+ years of experience in wealth management, professional services, or team-based advisory roles
  • Strong leadership skills and successful history of managing, coaching, and developing others
  • Demonstrated success in making strategic decisions around team structure and client alignment
  • Financial acumen and experience managing or contributing to a P&L
  • Clear and confident communicator who builds trust and drives alignment
  • Deep commitment to our mission : helping people—clients and teammates—live richer lives
  • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.
  • Compensation :

  • Pay : $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.
  • 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.

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