About this role
Pay range: USD $43.27 - $60.10 / Hour
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 managementOwn pipeline tracking, reporting, and CRM (Salesforce) updatesSupport lead intake, follow-up, and conversion effortsProvide visibility into pipeline health and proactively identify gaps and opportunities Client & Partner Support
Serve 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 experience Business Development & Enablement
Support 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 channels Pipeline & Process Management
Own 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 execution Collaboration & Leadership
Partner 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 result Execution & Operational Excellence
Balance multiple priorities in a fast-paced environmentConduct research, resolve escalations, and coordinate cross-functional supportMaintain strong attention to detail and follow-through Risk & Compliance
Ensure adherence to regulatory requirements and firm policiesSafeguard client data and maintain privacy standards Skills 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-task What you have
Required Qualifications:
Bachelor's degree or equivalent experience3+ years of experience in financial services, banking, or sales supportAbility to manage multiple priorities Preferred 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 Like
Strong partnership with BDOs driving pipeline growthHigh-quality client and partner experienceOwnership of pipeline visibility and reportingImplementation 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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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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance