Director, Business Development Officer- BTS

The Charles Schwab Corporation; Orlando (FL); Hybrid; USD 150,000 - 190,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and sabbatical after 5+;

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Hybrid work model

Job summary

The Charles Schwab Corporation is seeking a Director, Bank Sales to act as the Bank’s subject matter expert and drive deeper engagement with Financial Consultants and retail clients across our Investor Services business. This is a high-visibility role focused on growing partnerships and delivering Bank solutions.

Position allows for remote work, with Orlando, Florida preferred. Required qualifications include active Series 7 and 63/66 licenses, 5+ years of relationship management, strong sales

Qualifications

• Active Series 7 and 63/66 licensing required.
• 5+ years of relationship management in developing enhanced affiliations with Bank or Brokerage field partners.
• Ability to influence others, provide enhanced sales closing skills and deliver product and technical knowledge.
• In-depth financial background in home lending and asset-based lending for high-net-worth clients.
• Strong analytical skills and client-focused, excellent communication abilities.
• Willingness to travel and lead a large territory.

Responsibilities

• Serve as the Bank’s subject matter expert on products and services.
• Drive engagement with Financial Consultants and retail clients across Investor Services.
• Lead and influence a large territory with strategic, multi-tasking oversight.

Skills

Relationship management

Sales closing skills

Product knowledge

Public speaking

Analytical skills

Client focus

Travel readiness

Influence others

Financial services

Team leadership

Education

Bachelor’s degree (preferred)

NMLS license/registration (preferred)

Job description

Your Opportunity

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 Bank Sales team is seeking a high potential Director, Business Development (BDO) who will act as the Bank’s subject matter expert. The BDO is tasked with driving a deeper understanding and engagement with our products and services among Financial Consultants (FCs) and retail clients across our Investor Services business.

Position allows for remote work. Ideal candidate must be located and reside in the following area(s): Florida- Orlando location is preferred

What you have

To ensure that we have fulfilled our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.

Required Qualifications:

• Active Series 7 and 63/66 licensing required
• 5+ years of relationship management experience in developing enhanced affiliations with Bank or Brokerage field partners to support business development activities
• Shown ability to influence others, provide enhanced sales closing skills and deliver specific product and technical knowledge for all Bank offerings
• In depth financial background in both home lending and asset-based lending with focus on high-net-worth clients
• Deep analytical skills, including the business perspective to anticipate issues and their impact on other areas of the company and to actively ensure that their impact is addressed
• Strong internal and external client focus, including ability to think in terms of client experience/perspective
• High confidence level in public speaking, as well as strong written and verbal communication skills
• Ability to travel while effectively leading a large territory with the skill to multi-task while remaining organized and responsive

Preferred Qualifications:

• Bachelor’s degree is a plus
• Current NMLS license/registration is preferred

In addition to the salary range, 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