Description

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*



Requisition #: 2026-123149

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Requirements

2026-123149