Regional Fidelity Channel Manager - Tampa

Brighton Jones is a purpose-driven, client-focused team committed to helping individuals live richer lives. We're looking for a talented B2B sales expert to sell our Retirement Plan Advisory Services to companies and organizations.

Requirements

• Deliver measurable results by proactively identifying opportunities to meet and exceed referral revenue goals
• Cultivate a strong presence within your territory, building visibility, deep local insights, and trusted community relationships
• Develop meaningful connections with referral sources, earning trust quickly and inspiring Fidelity partners to confidently advocate for Brighton Jones
• Collaborate with national, regional, and local teams to design and execute thoughtful strategies that drive high-quality lead generation from Fidelity retail branches
• Build and nurture strategic relationships with Fidelity Branch Leaders and Financial Consultants to strengthen our partnership and expand our reach
• Serve as the primary point of contact for relationship development, referral introductions, and engaging branch presentations
• Stay attuned to local market trends, anticipating risks and opportunities that inform and enhance the effectiveness of the WAS program
• Manage the referral pipeline with intention, partnering closely with local client service teams to ensure a seamless and client-centered sales experience
• Host, network, and engage with Fidelity branch teams to deepen collaboration and foster a culture of partnership
• Confidently articulate the Brighton Jones service model—our philosophy, our approach, and what makes us different—in both virtual and in-person settings
• Provide clear, timely, and supportive communication to prospective clients throughout their decision-making journey
• Represent Brighton Jones with professionalism, warmth, and enthusiasm at community and industry events
• Lead ongoing account and relationship management to ensure long-term partnership success
• Consistently achieve quarterly and annual referral revenue goals

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan