Business Development Manager

Your OpportunityAt Schwab, you're empowered to make an impact on your career. As a Business Development Manager 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 ExecutionPartner closely with BDOs to drive pipeline growth and opportunity managementOwn pipeline tracking, reporting, and CRM (Salesforce) updatesSupport lead intake, follow-up, and conversion effortsProvide visibility into pipeline health and proactively identify gaps and opportunitiesClient & Partner SupportServe as a key point of contact for client and partner inquiriesDeliver lending guidance and product education to advisors, branch partners, and clientsReinforce Schwab banking and lending solutions to support client acquisition and expansionEnsure a seamless, high-quality client experienceBusiness Development & EnablementSupport regional sales strategies and prepare for client engagementsDeliver training, education, and best practices to internal partnersDrive adoption of digital tools, lending platforms, and sales processesReinforce product positioning across IS channelsPipeline & Process ManagementOwn pipeline visibility, tracking, and reporting (Salesforce, Tableau)Ensure timely follow-up and accountability across stakeholdersIdentify inefficiencies and drive process improvementsPromote consistency in lead management and workflow executionCollaboration & LeadershipPartner across BTS, Investor Services, and other internal teams to improve workflowsAct as a subject matter expert for key initiativesContribute to team meetings and continuous improvement effortsInfluence without direct authority to drive resultExecution & Operational ExcellenceBalance multiple priorities in a fast-paced environmentConduct research, resolve escalations, and coordinate cross-functional supportMaintain strong attention to detail and follow-throughRisk & ComplianceEnsure adherence to regulatory requirements and firm policiesSafeguard client data and maintain privacy standardsSkills For Success:Relationship Management & InfluenceSales Execution & Pipeline ManagementAnalytical Thinking & Business InsightClient Experience OrientationCommunication & Presentation SkillsExecution & AccountabilityAdaptability & Continuous Improvement MindsetTechnical Proficiency (Salesforce, Tableau)Ability to multi-taskWhat You HaveRequired Qualifications:Bachelor's degree or equivalent experience3+ years of experience in financial services, banking, or sales supportAbility to manage multiple prioritiesPreferred Qualifications:Experience supporting sales or business development teamsFamiliarity with Salesforce, Tableau, or similar toolsKnowledge of Schwab banking or lending solutionsSeries 7 and 63/66 (or willingness to obtain)What Success Looks LikeStrong partnership with BDOs driving pipeline growthHigh-quality client and partner experienceOwnership of pipeline visibility and reportingImplementation of efficiency-driving process improvementsWhat You'll GainExposure 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*