Senior Business Development Coordinator

McLean, VA


Long-term growth leads to business success — and here at Bogart Wealth, we welcome prospective team members who can help push our vision forward. The Business Development Coordinator supports and works directly with the Business Development Manager to execute and deliver on internal and external marketing and business development.


  • Initiate and follow up on all leads into Bogart Wealth
  • Responsible for the onboarding activities and tracking clients targeting outreach and efforts.
  • Develop and modify as needed process for qualifying prospects.
  • Assigning leads to advisors based on given firm parameters.
  • Assist with Marketing and BD Managers to ensure consistent lead flow.
  • Supports the BD Manager with business development activities, as well as management projects.
  • Assist with the development of RFPs.
    Coordinate and arrange client events, meetings, appointments, and conferences.
  • Establishing and maintaining effective relationships with customers via email, phone, and in-
  • Must be comfortable working in collaboration with a team of company personnel, executives and
    officers; continuously adjusting responsibilities based on input from others.
  • Creating and maintaining CRM and mail lists.
  • Providing effective administrative support

Skills and Qualifications:

  • Bachelor’s degree in business, marketing, or related field.
  • 3-5 years’ experience in customer service, marketing, or a sales-related field.
  • Ability to prioritize and manage workload.
  • Must be a self-starter and able to work independently and as a part of a time.
    Strong networking skills.
  • Strong knowledge of business and sales growth techniques.
  • Exceptional project management skills.
  • Strong problem-Solving skills and ability to work well under pressure.
  • Clear verbal and written communication skills.
  • Enthusiasm for the company and its growth potential.
  • Familiarity with SalesForce

Preferred Qualifications:

  • Sharp negotiation and networking skills.
  • Organizational skills.
  • Self-driven.
  • Problem-solving skills.


  • Competitive compensation.
  • Health benefits fully covered for employees.
  • A 401(k)-retirement plan with match.
  • A fun and friendly team of colleagues.

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