Business Development Manager

Your Opportunity
At Schwab, you’re empowered to make an impact on your career. As a Business Development Manager (BDM) within Banking & Trust Services (BTS) Sales, you play a critical role in driving growth across Schwab’s banking and lending solutions within the Investor Services (IS) channel.

This role serves as a sales enablement and execution partner to Business Development Officers (BDOs)—bridging strategy and execution. You are responsible for pipeline visibility, opportunity management, client and partner support, and operational excellence, helping accelerate adoption of lending solutions and delivering a seamless client experience.

How You Apply Your Skills (What You’ll Do):
Sales & Pipeline Execution

Partner closely with BDOs to drive pipeline growth and opportunity management

Own pipeline tracking, reporting, and CRM (Salesforce) updates

Support lead intake, follow-up, and conversion efforts

Provide visibility into pipeline health and proactively identify gaps and opportunities

Client & Partner Support

Serve as a key point of contact for client and partner inquiries

Deliver lending guidance and product education to advisors, branch partners, and clients

Reinforce Schwab banking and lending solutions to support client acquisition and expansion

Ensure a seamless, high-quality client experience

Business Development & Enablement

Support regional sales strategies and prepare for client engagements

Deliver training, education, and best practices to internal partners

Drive adoption of digital tools, lending platforms, and sales processes

Reinforce product positioning across IS channels

Pipeline & Process Management

Own pipeline visibility, tracking, and reporting (Salesforce, Tableau)

Ensure timely follow-up and accountability across stakeholders

Identify inefficiencies and drive process improvements

Promote consistency in lead management and workflow execution

Collaboration & Leadership

Partner across BTS, Investor Services, and other internal teams to improve workflows

Act as a subject matter expert for key initiatives

Contribute to team meetings and continuous improvement efforts

Influence without direct authority to drive results

Execution & Operational Excellence

Balance multiple priorities in a fast-paced environment

Conduct research, resolve escalations, and coordinate cross-functional support

Maintain strong attention to detail and follow-through

Risk & Compliance

Ensure adherence to regulatory requirements and firm policies

Safeguard client data and maintain privacy standards

Skills We’re Looking For

Relationship Management & Influence

Sales Execution & Pipeline Management

Analytical Thinking & Business Insight

Client Experience Orientation

Communication & Presentation Skills

Execution & Accountability

Adaptability & Continuous Improvement Mindset

Technical Proficiency (Salesforce, Tableau)

Ability to multi-task

What you have
Required Qualifications:

Bachelor’s degree or equivalent experience

3+ years of experience in financial services, banking, or sales support

Ability to manage multiple priorities

Series 7 and 63/66 (or willingness to obtain)

Preferred Qualifications:

Experience supporting sales or business development teams

Familiarity with Salesforce, Tableau, or similar tools

Knowledge of Schwab banking or lending solutions

What Success Looks Like

Strong partnership with BDOs driving pipeline growth

High-quality client and partner experience

Ownership of pipeline visibility and reporting

Implementation of efficiency-driving process improvements

What You’ll Gain
Exposure to Schwab Bank & Trust solutions and opportunities for career growth within Banking & Trust Services.

In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities*

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