Description

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



Requisition #: 2026-123821

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Requirements

2026-123821