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About the Role
As a Business Development Manager (BDM) within Banking & Trust Services (BTS) Sales, you will drive 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 will be 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.
Responsibilities
- 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
- 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
- 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
- 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
- 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
- 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
- Ensure adherence to regulatory requirements and firm policies
- Safeguard client data and maintain privacy standards
Requirements
- Bachelor’s degree or equivalent experience
- 3+ years of experience in financial services, banking, or sales support
- Ability to manage multiple priorities
- Experience supporting sales or business development teams
- Familiarity with Salesforce, Tableau, or similar tools
- Knowledge of Schwab banking or lending solutions
- Series 7 and 63/66 (or willingness to obtain)
Skills
- 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
Experience Level
- 3+ years of experience
Education Level
- Bachelor's degree or equivalent experience
Benefits
- Exposure to Schwab Bank & Trust solutions and opportunities for career growth within Banking & Trust Services.
- Eligible for bonus or incentive opportunities
About the Company
- At Schwab, you’re empowered to make an impact on your career.