Business Development Manager
Charles Schwab
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Benefits offered by this job
Job summary
Schwab is seeking a Business Development Manager to drive adoption of banking and lending solutions across Investor Services in a remote role within the United States. You will partner with Financial Consultants and Bank Sales Officers to identify opportunities, educate partners, and manage a regional pipeline with disciplined Salesforce usage.
The role requires strong organizational skills, collaboration, and the ability to work during regional business hours.
Qualifications
- Bachelor’s degree or equivalent professional experience.
- 3+ years in financial services, banking, or sales support.
- Ability to manage multiple priorities.
Responsibilities
- Build trusted relationships with Financial Consultants, Business Development Officers, clients, and partners across the region.
- Increase awareness and adoption of banking and lending solutions through education and outreach.
- Help identify opportunities, ask discovery questions, and position solutions.
- Extend officer capacity by providing expertise and follow-through during field activity.
- Support lead intake and opportunity development with timely Salesforce updates.
- Maintain accurate Salesforce documentation for active opportunities.
- Provide reporting and insights on pipeline health and regional activity.
Skills
Education
Tools
Job description
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 Business Development Manager plays a pivotal role in driving adoption of Schwab banking and lending solutions across Investor Services. As a trusted resource to Financial Consultants, clients, and internal partners, this role combines relationship management, sales enablement, education, problem solving, and operational discipline to expand the reach and effectiveness of the Bank Sales team.
Working in close partnership with Business Development Officers, the Business Development Manager serves as a readily available regional resource while Business Development Officers are engaged in field-based activity. The role helps Financial Consultants recognize lending opportunities, prepare for client conversations, navigate product and process questions, troubleshoot complex scenarios, and move active business toward resolution. This role also maintains disciplined Salesforce practices for opportunities requiring Bank Sales involvement, supporting accurate reporting, timely follow-up, and clear visibility into regional activity.
This is a virtual role that requires strong organization, independent ownership, active collaboration, and consistent availability during the business hours of the supported region.
You will join a collaborative Bank Sales team with strong partnerships across Investor Services. Clear processes, established product resources, coaching, and access to experienced Business Development Officers will help you build lending knowledge and confidently support regional partners. Success comes from curiosity, responsiveness, disciplined follow-through, and a willingness to turn complex questions into practical guidance.
- Build trusted relationships with Financial Consultants, Business Development Officers, clients, branch leaders, and internal partners across the supported region.
- Increase awareness and adoption of banking and lending solutions through education, outreach, regional forums, and support tailored to partner experience and business needs.
- Help Financial Consultants identify opportunities, ask effective discovery questions, position solutions, prepare for client conversations, 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 while they are engaged in field activity.
- Support lead intake, opportunity development, client engagement, pricing or exception workflows, and follow-up in partnership with Business Development Officers and Financial Consultants.
- Maintain accurate and timely Salesforce documentation for opportunities in which Bank Sales is actively advancing, coordinating, or resolving client needs.
- Monitor active work, aging items, and handoffs to help prevent opportunities or complex requests from stalling.
- Produce reporting and business insights that provide visibility into pipeline health, activity, and regional opportunities.
- Identify process gaps and recommend improvements, automation, or shared practices that increase consistency, efficiency, and partner capacity.
- Provide timely guidance on lending products, processes, resources, account eligibility, payments, interest information, and common servicing needs.
- Research and coordinate resolution of complex product, application, account, process, or system issues, escalating and keeping stakeholders informed when appropriate.
- Educate partners on the underlying process, available resources, and preventive steps so they can navigate similar situations more confidently in the future.
- Collaborate across Bank Sales and partner teams to remove barriers, share knowledge, and deliver a consistent experience while operating within applicable policies, procedures, and risk 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 and coordinating work through resolution.
- Experience managing a pipeline, case inventory, portfolio, or comparable body of work that requires 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.
- Relationship building and influence without direct authority.
- Consultative discovery, active listening, and needs-based solution positioning.
- Clear written and verbal communication, including the ability to explain complex information in practical terms.
- Problem solving, research, judgment, and coordinated issue resolution.
- Organization, prioritization, attention to detail, and ownership from initial request through resolution or handoff.
- Pipeline discipline, data accuracy, reporting, and follow-through.
- Learning agility and the ability to build knowledge of banking products, lending concepts, systems, and resources.
- Collaboration, knowledge sharing, continuous improvement, and a business-owner mindset.
Schwab provides structured onboarding and ongoing learning to help you build knowledge of banking and lending solutions, credit concepts, internal systems, Salesforce practices, risk requirements, and partner resources. You will learn through formal training, coaching, peer collaboration, product resources, and hands‑on experience supporting regional opportunities.
This role provides broad exposure to Schwab's banking and lending business and develops transferable capabilities in relationship management, consultative business development, pipeline governance, client support, and cross-functional execution. Demonstrated success can support future growth opportunities within Bank Sales and other roles across Schwab that value these capabilities.
- Builds strong regional relationships and influences effectively without direct authority.
- Anticipates needs, remains highly responsive, and takes ownership from initial request through appropriate resolution or handoff.
- Communicates complex information clearly and helps Financial Consultants build confidence and independence in banking and lending conversations.
- Maintains exceptional organization, pipeline discipline, data accuracy, and follow-through in a virtual environment.
- Learns products, credit concepts, systems, and resources quickly and applies that knowledge to improve partner productivity and client outcomes.
- Shares knowledge, tools, and successful practices with peers and looks for opportunities to simplify work, reduce friction, and strengthen execution across the broader team.
- 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)
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.
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
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