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About the Role
The Business Development Manager drives adoption of Schwab banking and lending solutions across Investor Services, acting as a resource for Financial Consultants, clients, and internal partners. This role combines relationship management, sales enablement, education, problem-solving, and operational discipline to expand the Bank Sales team's reach and effectiveness.
Responsibilities
- Build trusted relationships with Financial Consultants, Business Development Officers, clients, branch leaders, and internal partners.
- Increase awareness and adoption of banking and lending solutions through education, outreach, and tailored support.
- Help Financial Consultants identify opportunities, position solutions, and navigate product eligibility or process requirements.
- Identify recurring friction, partner knowledge gaps, and regional opportunities, then develop or coordinate scalable solutions.
- Extend Business Development Officer capacity by providing expertise, continuity, and follow-through.
- Support lead intake, opportunity development, client engagement, and pricing workflows.
- Maintain accurate and timely Salesforce documentation for opportunities.
- Monitor active work, aging items, and handoffs to prevent opportunities from stalling.
- Produce reporting and business insights on pipeline health, activity, and regional opportunities.
- Identify process gaps and recommend improvements, automation, or shared practices.
- Provide timely guidance on lending products, processes, resources, and servicing needs.
- Research and coordinate resolution of complex product, application, account, process, or system issues.
- Educate partners on underlying processes and available resources for future navigation.
- Collaborate across teams to remove barriers, share knowledge, and deliver a consistent experience.
Requirements
- Experience supporting business development, sales enablement, relationship management, financial services, banking, lending, or a comparable client-facing function.
- Experience guiding partners or clients through complex products, processes, or service needs.
- Experience managing a pipeline, case inventory, portfolio, or comparable body of work requiring accurate documentation and timely follow-up.
- Working knowledge of customer relationship management platforms such as Salesforce, or demonstrated ability to learn comparable systems quickly.
- Ability to work effectively in a virtual environment and remain available during the business hours of the supported region.
- Commitment to operating within applicable policies, procedures, controls, and risk requirements.
- Bachelor’s degree or equivalent experience.
- 3+ years of experience in financial services, banking, or sales support.
- Ability to manage multiple priorities.
Skills
- Relationship building and influence without direct authority.
- Consultative discovery, active listening, and needs-based solution positioning.
- Clear written and verbal communication.
- Problem solving, research, judgment, and coordinated issue resolution.
- Organization, prioritization, attention to detail, and ownership.
- Pipeline discipline, data accuracy, reporting, and follow-through.
- Learning agility.
- Collaboration, knowledge sharing, continuous improvement, and a business-owner mindset.
- 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).
Location
- Virtual
Work Type
- Full-time
- Virtual
Experience Level
- 3+ years of experience
Education Level
- Bachelor’s degree or equivalent experience
Benefits
- Competitive compensation and benefits package designed to support employees' financial, physical, and emotional well-being.
About the Company
- 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.