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Brighton Jones Tech Stack
Wealth management and financial planning for high-net-worth clients
Brighton Jones is a financial advisory firm built on Salesforce and Microsoft enterprise infrastructure, now actively adopting Salesforce automation and PowerShell tooling—a pattern consistent with scaling client relationship management and internal process standardization. The hiring mix is heavily weighted toward finance roles (26 of 42 open positions), with sales and operations significantly outnumbered, reflecting a service-delivery model where advisory capacity is the growth lever rather than sales velocity.
Tech Stack 26 technologies
Core StackADP QuickBooks Salesforce NetSuite DocuSign AWS Intune Active Directory Windows Microsoft Office Excel Adobe Acrobat CCH ChatGPT Articulate 360 LinkedIn SharePoint Azure Microsoft 365 Exchange Online Teams Entra Purview
What Brighton Jones Is Building
◆Challenges
- Client retention and satisfaction
- Reducing errors on client paperwork
- Expanding to new markets
- Meeting referral revenue goals
- Managing referral pipeline
- Expanding partnership reach
- Supporting client retention and growth
- Preserving wealth across generations
- Complex trust solutions
- Acquisition and retention of clients
▲Active Projects
- Public speaking events
- Life plan design
- Was program lead generation strategy
- Special projects in impact, investments, marketing
- Role-based communications rollout
- Client meeting agenda development
- Post-meeting action execution
- Trust co launch
- High-net-worth estate planning strategy
- Lenora capital fund
Hiring Activity
40 roles · 9 in 30d
Department
Seniority
Notable leadership hires: Lead Advisor, Creative Director
Company intelligence
