Hybrid BD Manager – Banking & Lending Growth

Charles Schwab; Philadelphia (Philadelphia County); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical after 5+1

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Business Development Manager within Banking & Trust Services Sales. You will partner with BDOs to grow pipeline, manage opportunities, and drive adoption of lending solutions. Role emphasizes client education, operational excellence, and cross-team collaboration in a hybrid work model.

Responsibilities include pipeline visibility, CRM updates, training, and process improvements to deliver a seamless client experience.

Qualifications

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

Responsibilities

• Drive pipeline growth and opportunity management with BDOs.
• Own pipeline tracking, reporting, and CRM updates.
• Provide lending guidance and product education to advisors and partners.
• Deliver training and best practices to internal teams.
• Balance multiple priorities in a fast-paced environment.

Skills

Relationship Management

Sales Execution

Analytical Thinking

Client Experience Orientation

Communication & Presentation Skills

Execution & Accountability

Adaptability & Improvement Mindset

Technical Proficiency (Salesforce, $u2

Multi-tasking

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

Tableau

Job description

Charles Schwab is seeking a Business Development Manager within Banking & Trust Services Sales. You will partner with BDOs to grow pipeline, manage opportunities, and drive adoption of lending solutions. Role emphasizes client education, operational excellence, and cross-team collaboration in a hybrid work model.

Responsibilities include pipeline visibility, CRM updates, training, and process improvements to deliver a seamless client experience.