- Identify, Develop and Secure new business opportunities by generating leads in sales.
- Maintain prospective relationships.
- Develop a deep understanding of firm specialty areas and apply understanding for selling initiatives.
- 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-person.
- 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.
- 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
- 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
-
Development Coordinator, Customer Service and
17 hours ago
Illinois State University Normal, United States**Job no**: 518813 · - **Work type**: On Campus · - **Location**: Normal, Illinois · - **Title**: Development Coordinator, Customer Service and Engagement · **Division Name**: University Advancement · **Department**: Development-Fundraising · **Job Summary**: · This position play ...
-
Sr. Business Development Coordinator
5 days ago
Claire Myers Consulting McLean, United StatesOur client's Wealth Management firm is not just about business — they are about building legacies. Their success stems from a commitment to continuous growth, both for their clients and the team. · As a Business Development Coordinator, you'll be at the forefront of this journey ...
-
Proposal Coordinator
1 day ago
HumanTouch LLC McLean, United States**Proposal Coordinator** · HumanTouch is looking for a detail-oriented Proposal Coordinator to join our Business Development team. The Proposal Coordinator will play a crucial role in managing the proposal development process, ensuring the timely submission of high-quality propos ...
-
Group Leader, Applied Cybersecurity
1 week ago
The MITRE Corporation McLean, United StatesWhy choose between doing meaningful work and having a fulfilling life? At MITRE, you can have both. That's because MITRE people are committed to tackling our nation's toughest challenges—and we're committed to the long-term well-being of our employees. MITRE is different from mos ...
-
Patient Care Coordinator
1 week ago
Plastic Surgery Center McLean, United States**About us** · Welcome to the Plastic Surgery Center, nestled in the vibrant city of McLean, VA, where a world of transformative beauty awaits. We are dedicated to providing a luxurious and personalized experience, elevating the standards of aesthetic perfection. · Located in the ...
-
IT Business Analyst/project Coordinator
1 week ago
INADEV McLean, United StatesFormed in 2011, INADEV is focused on its founding principle to build innovative customer-centric solutions incredibly fast, secure, and at scale. We deliver world-class digital experiences to some of the largest federal agencies and commercial companies. Our technical expertise a ...
-
Community Life Director
2 days ago
The Trillium McLean, United StatesThe Community Life Director is responsible for the development and oversight of resident services, including planning and coordinating opportunities for residents that promote a level of health, wellbeing, engagement and growth. · ESSENTIAL DUTIES AND RESPONSIBILITIES · The follo ...
-
Growth Support Specialist
1 week ago
RSM US LLP McLean, United StatesWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture ...
-
Cyber Strategy and Resource Officer
4 days ago
US Office of the Director of National Intelligence McLean, United States**Duties**: · Lead the NIM-Cyber team's efforts for all steps of the Intelligence Planning, Programming, Budget, and Evaluation cycle including the Intelligence Planning Guidance, Consolidated Intelligence Guidance, and all other tasks pertaining to IC resource prioritization and ...
-
Partnership & Liaison Officer
1 week ago
US Office of the Director of National Intelligence McLean, United States**Duties**: · Serve as lead action officer for cross-directorate integration of NCTC's relationships with federal, state, local, tribal, and private sector partners; participate in collaborative activities with domestic partners in accordance with ODNI's intelligence integration ...
-
Redeemer Lutheran Church McLean, United StatesRedeemer Lutheran is a welcoming and inclusive ELCA church that also hosts a preschool program and a Day/After School program. The Communications and Programming Coordinator (CPC) is a dual role, responsible for coordination of internal programming to develop and implement engagi ...
-
Appian - Website Project Coordinator Intern
1 week ago
RippleMatch Opportunities McLean, United States**This role is with Appian. Appian uses RippleMatch to find top talent.** · **Website Project Coordinator Intern** · At Appian, our marketers have the opportunity to tell stories of impact and innovation across a multitude of industries. Being a marketer at Appian means working w ...
-
Jason Department Administrative Assistant
1 week ago
The MITRE Corporation McLean, United StatesWhy choose between doing meaningful work and having a fulfilling life? At MITRE, you can have both. That's because MITRE people are committed to tackling our nation's toughest challenges—and we're committed to the long-term well-being of our employees. MITRE is different from mos ...
-
Administrative Assistant
2 days ago
The Association for Manufacturing Technology McLean, United States: · This position's primary role is to provide exceptional support and coordination to the Global Services Group and its related overseas Technical Centers related to the IMTS Exhibition in this very dynamic trade association. This position is not a typical routine-driven role bu ...
-
Executive Administrative Support Iii
1 week ago
General Dynamics Information Technology McLean, United StatesType of Requisition: · Regular · Clearance Level Must Currently Possess: · Top Secret SCI + Polygraph · Clearance Level Must Be Able to Obtain: · Top Secret SCI + Polygraph · Suitability: · Public Trust/Other Required: · Job Family: · Business Administration · Job Qualifications: ...
-
Executive Administrative Support Iii
1 week ago
General Dynamics Information Technology McLean, United StatesType of Requisition: · Regular · Clearance Level Must Currently Possess: · Top Secret SCI + Polygraph · Clearance Level Must Be Able to Obtain: · Top Secret SCI + Polygraph · Suitability: · Public Trust/Other Required: · Job Family: · Business Administration · Job Qualifications: ...
-
Regional Intelligence Analyst
1 day ago
QinetiQ US McLean, United StatesCompany Overview: · We are a world-class team of professionals who deliver next generation technology and products in robotic and autonomous platforms, ground, soldier, and maritime systems in 50+ locations world-wide. Much of our work contributes to innovative research in the fi ...
-
Program Analyst
1 day ago
SAIC McLean, United StatesJob ID: · **Location**:MCLEAN, VA, US · **Date Posted**: · **Category**:Program Management · **Subcategory**:Project Analyst · **Schedule**:Full-time · **Shift**:Day Job · **Travel**:No · **Minimum Clearance Required**:TS/SCI with Poly · **Clearance Level Must Be Able to Obtain ...
-
Staff Officer
1 day ago
General Dynamics Information Technology McLean, United StatesType of Requisition: · Regular · Clearance Level Must Currently Possess: · Top Secret SCI + Polygraph · Clearance Level Must Be Able to Obtain: · Top Secret SCI + Polygraph · Suitability: · Public Trust/Other Required: · Job Family: · Business Administration · Job Qualifications: ...
-
Program Analyst
1 day ago
SAIC McLean, United StatesJob ID: · **Location**:MCLEAN, VA, US · **Date Posted**: · **Category**:Program Management · **Subcategory**:Project Analyst · **Schedule**:Full-time · **Shift**:Day Job · **Travel**:No · **Minimum Clearance Required**:TS/SCI with Poly · **Clearance Level Must Be Able to Obtain ...
Senior Business Development Coordinator - McLean, United States - Bogart Wealth
Description
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.
Objectives of this role
Responsibilities
Skills and qualifications
Preferred qualifications
Benefits