Director, Business Development
Charles Schwab
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. The Bank Sales team is seeking a high potential Director, Business Development (BDO) who will act as the Bank's subject matter expert. The BDO is tasked with driving a deeper understanding and engagement with our products and services among Financial Consultants (FCs) and retail clients across our Investor Services business.
Position allows for remote work. Ideal candidate must be located and reside in the following area(s): Florida- Orlando location is preferred
What you have
To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
Active Series 7 and 63/66 licensing required
5+ years of relationship management experience in developing enhanced affiliations with Bank or Brokerage field partners to support business development activities
Shown ability to influence others, provide enhanced sales closing skills and deliver specific product and technical knowledge for all Bank offerings
In depth financial background in both home lending and asset-based lending with focus on high-net-worth clients
Deep analytical skills, including the business perspective to anticipate issues and their impact on other areas of the company and to actively ensure that their impact is addressed
Strong internal and external client focus, including ability to think in terms of client experience/perspective
High confidence level in public speaking, as well as strong written and verbal communication skills
Ability to travel while effectively leading a large territory with the skill to multi-task while remaining organized and responsive
Preferred Qualifications:
Bachelor's degree is a plus
Current NMLS license/registration is preferred
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at View email address on click.appcast.io or call View phone number on click.appcast.io.
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