Business Development Manager

Firm Description 

At Bogart Wealth, we specialize in providing exceptional wealth management services and solutions. Our team is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice.

Position Summary

We are seeking a driven and relationship-oriented Business Development Manager to help grow our Registered Investment Advisor (RIA) wealth management firm by developing new client relationships, cultivating referral partnerships, and expanding the firm’s market presence. This role is responsible for identifying qualified prospective clients, building strategic alliances, and supporting the firm’s long-term growth initiatives.

The ideal candidate combines consultative sales skills, financial industry knowledge, and a strong ability to build trust with high-net-worth individuals, centers of influence, and professional referral networks.

Education:

Required: Bachelor’s degree

Years of Experience:

Required: 6+ years of industry business development or wealth management/retirement services experience, with demonstrated progression of responsibility and scope

Certifications:

Preferred: Series 65

Key Responsibilities:

• Develop and execute virtual and in-person events to drive prospect engagement and brand awareness
• Build and nurture relationships with prospective clients through phone, email, networking, and in-person outreach
• Identify opportunities within professional, affinity, and corporate networks to expand the firm’s reach
• Manage lead qualification, pipeline activity, and advisor handoff processes to ensure a seamless client experience
• Execute targeted outbound marketing and prospecting campaigns across multiple channels.
• Track campaign effectiveness, prospect activity, and pipeline metrics using CRM and reporting tools
• Partner with advisors and leadership to support firm growth initiatives and business development goals.

Requirements & Skills

• Advanced understanding of retirement benefit programs and investment products
• Advanced understanding in targeted outreach campaign strategies, client market research, and business development performance analysis
• Innovative mindset with experience managing large-scale projects from start to finish
• Demonstrated awareness and experience with AI tools and openness to embrace AI resources in daily work
• Demonstrate advanced analytical and problem-solving skills
• Outstanding communication and relationship building skills
• Must be able to work independently and as a team player
• Professional discretion when handling sensitive and confidential client information
• Proficiency in CRM platforms and business development technology tools
• Proficiency in Microsoft Office Suite

Benefits

• Competitive compensation
• Paid health benefits (medical, dental, vision, etc.) for employees
• A bonus program based on individual performance and company success
• Paid Time Off based on years of experience
• A 401(k) retirement plan with company match
• A fun and friendly team of colleagues