Business Development Manager

Charles Schwab; Radnor (Delaware County); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) match

Paid time off

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Business Development Manager in the Banking & Trust Services Sales team to drive pipeline growth and adoption of lending solutions. You will partner with BDOs, manage Salesforce-based pipeline visibility, and educate internal partners to optimize client experiences.

Ideal candidates bring 3+ years in financial services, strong relationship skills, and the ability to multi-task in a fast-paced environment while upholding regulatory standards.

Qualifications

• Bachelor’s degree or equivalent experience.
• 3+ years of experience in financial services, banking, or sales support.
• Ability to manage multiple priorities.

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.
• Deliver training, education, and best practices to internal partners.
• Balance multiple priorities in a fast-paced environment and ensure a high-quality client experience.

Skills

Relationship Management

Sales Execution

Pipeline Management

Analytical Thinking

Client Experience

Communication Skills

Presentation Skills

Execution & Accountability

Adaptability

Technical Proficiency

Education

Bachelor’s degree

Tools

Salesforce

Tableau

Job description

Reinforce product positioning across IS channels

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 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

Client & Partner Support

• 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

Business Development & Enablement

• 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

Pipeline & Process Management

• 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

Collaboration & Leadership

• 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 result

Execution & Operational Excellence

• 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

Risk & Compliance

• Ensure adherence to regulatory requirements and firm policies
• Safeguard client data and maintain privacy standards

Skills For Success

• 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

What you have

Required Qualifications

• Bachelor’s degree or equivalent experience
• 3+ years of experience in financial services, banking, or sales support
• Ability to manage multiple priorities

Preferred Qualifications

• 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)

What Success Looks Like

• Strong partnership with BDOs driving pipeline growth
• High-quality client and partner experience
• Ownership of pipeline visibility and reporting
• Implementation 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*

#SchwabBTSjobs

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 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