Managing Director of Growth - Company Retirement Plans
Our OpenPlan team provides financial guidance for companies, teams, and individuals. From entry-level to executive, we have a solution for clients. OpenPlan combines trusted investment expertise with personalized service to create retirement plans that employees truly value and engage with. Backed by Brighton Jones’ wealth management experience, we deliver expert investment guidance and personalized support that automated solutions can’t match.
We are seeking a dynamic and results-oriented Managing Director (MD) of Growth - Company Retirement Plans (for our OpenPlan/Retirement Plan Advisory team), who will lead the next phase of expansion for our Retirement Plan Advisory (RPA) business. This individual will be a player coach, responsible for driving net new client acquisition, deepening strategic partnerships, and building scalable growth teams / engines that position the firm as a market leader in retirement plan advisory services. This is a leadership role for a growth-minded person who thrives at the intersection of strategy, business development, and execution. The MD will partner closely with Managing Director of Practice Management, the General Manager and other leadership to drive revenue, optimize operations, and position OpenPlan as a category‑leading offering.
Key Responsibilities:
- Develop and execute a comprehensive growth strategy for the Retirement Plan Advisory business
- Identify target markets, client segments, and priority growth channels
- Establish measurable goals and KPIs aligned with firm-wide growth objectives
- Continuously refine go-to-market strategies based on performance insights and market trends
- Lead direct business development efforts, including sourcing and closing new retirement plan clients
- Cultivate relationships with key centers of influence (e.g., CPAs, attorneys, recordkeepers, consultants)
- Partner with senior advisors to drive pipeline development and win rates
- Represent the firm in industry events, conferences, and thought leadership forums
- Build, mentor, and lead a high-performing growth and business development team
- Collaborate closely with marketing, advisory and client service teams to cross functional alignment
- Foster a culture of accountability, innovation, and client-centricity
- Partner with marketing to develop targeted campaigns and content strategies
- Strengthen the firm’s brand presence in the retirement plan advisory space
- Leverage digital and data-driven marketing approaches to accelerate growth
- Implement and oversee CRM and pipeline management best practices
- Analyze growth metrics and sales performance to inform decision-making
- Report regularly to executive leadership on progress, opportunities, and challenges
- Travel up to 25% may be required
Growth Strategy & Execution
Business Development
Team Leadership & Collaboration
Marketing & Brand Positioning
Data & Performance Management
Travel
Your Experience:
- 7+ years of experience in business development, growth strategy, or leadership roles within retirement plan advisory, institutional consulting, or related services to our target clients
- Proven track record of driving significant revenue growth and closing business
- Deep understanding of B2B sales
- Preferred expertise in retirement plan landscape (e.g., 401(k), fiduciary advisory, plan design, vendor ecosystem)
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Leadership Competencies
- Entrepreneurial mindset comfortable operating in a fast‑paced, evolving business.
- A builder who can create and scale growth engines—not just maintain them
- A connector who thrives on relationships and partnerships
- A leader who inspires teams and drives accountability
- A strategist who translates vision into measurable results
Compensation:
- $150K – $350K+ (base salary + variable compensation based on revenue growth)
- Profit share: Additional opportunities for discretionary year-end profit sharing
- Equity: Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion