Director of Growth & Enterprise BD

Bogart Wealth; Houston (TX); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Health benefits

Paid Time Off

401(k) match

Bonus program

Job summary

Bogart Wealth is seeking a Director of Business Development to lead the growth engine across Marketing and Business Development. This player-coach role focuses on strategy, pipeline expansion, and cross-functional alignment to drive Net New Assets (NNA).

The Director will deepen relationships with executives at Fortune 500 firms and design scalable campaigns for growth. Required: 15+ years in sales/BD, CRM proficiency (Salesforce preferred).

Qualifications

• 15+ years in sales/business development
• Experience managing marketing and BD functions and teams
• Proficiency with CRM platforms (Salesforce preferred)
• Ability to drive revenue growth and exceed goals
• Strong communication, presentation, and executive presence
• Strategic, analytical, and project management skills
• Strong networking and negotiation abilities
• Collaborative and team-oriented leader

Responsibilities

• Develop and execute the firm’s organic growth strategy and KPIs
• Lead marketing and BD campaigns targeting Fortune 500 executives
• Manage acquisition channels (webinars, events, email campaigns)
• Oversee CRM usage and pipeline reporting across teams
• Coordinate handoffs between BD and Advisory for seamless prospect experience
• Design and implement integrated marketing campaigns across channels
• Build Centers of Influence networks and track outcomes

Skills

Marketing & BD leadership

Fortune 500 client segments

CRM platforms

Revenue growth

Executive presence

Strategic thinker

Relationship builder

Self-motivated

Tools

Salesforce

Account Engagement

CRM platforms

Job description

Bogart Wealth is seeking a Director of Business Development to lead the growth engine across Marketing and Business Development. This player-coach role focuses on strategy, pipeline expansion, and cross-functional alignment to drive Net New Assets (NNA).

The Director will deepen relationships with executives at Fortune 500 firms and design scalable campaigns for growth. Required: 15+ years in sales/BD, CRM proficiency (Salesforce preferred).