Remote Banking & Lending BDM — Relationship Lead

Charles Schwab Corporation; New York (NY); Hybrid; USD 90,000 - 140,000; Full time

Job summary

Charles Schwab Corporation is seeking a Business Development Manager for a virtual role supporting the Investor Services Bank Sales region. The role focuses on driving adoption of Schwab banking and lending solutions, enabling Financial Consultants and partners, and maintaining disciplined Salesforce practices.

Success involves collaboration with Business Development Officers, turning complex questions into practical guidance, and delivering a consistent client and partner experience.

Qualifications

• Bachelor’s degree or equivalent experience.
• 3+ years of experience in financial services, banking, or sales support.
• Ability to manage multiple priorities.
• Familiarity with Salesforce, Tableau, or similar tools.
• Knowledge of Schwab banking or lending solutions.

Responsibilities

• 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 partner-specific support.
• Help Financial Consultants identify opportunities, ask effective discovery questions, position solutions, and navigate product requirements.
• Identify recurring friction and regional opportunities, then develop scalable solutions.
• Maintain accurate Salesforce documentation for opportunities in which Bank Sales is advancing or resolving client needs.

Skills

Relationship management

Sales enablement

Banking products

Sales pipeline management

CRM proficiency

Education

Bachelor’s degree or equivalent

Series 7/63/66

Tools

Salesforce

Tableau

Job description

Charles Schwab Corporation is seeking a Business Development Manager for a virtual role supporting the Investor Services Bank Sales region. The role focuses on driving adoption of Schwab banking and lending solutions, enabling Financial Consultants and partners, and maintaining disciplined Salesforce practices.

Success involves collaboration with Business Development Officers, turning complex questions into practical guidance, and delivering a consistent client and partner experience.