Remote Business Development Manager, Banking & Lending

Charles Schwab Inc.; Oregon; Hybrid; USD 110,000 - 165,000; Full time

Job summary

Charles Schwab Inc. is seeking a Business Development Manager in a fully remote role to drive adoption of Schwab banking and lending solutions within Investor Services.

You will build trusted relationships with Financial Consultants, colleagues, clients, and branch leaders, while educating partners and identifying lending opportunities across the region. This role emphasizes disciplined Salesforce practices, timely follow-up, and clear visibility into regional activity, enabling efficient

Qualifications

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

Responsibilities

• Build relationships with Financial Consultants, Business Development Officers, clients, and partners to expand regional adoption.
• Educate partners, identify lending opportunities, and navigate product eligibility or process requirements.
• Maintain accurate Salesforce documentation and produce pipeline insights.
• Deliver timely guidance on lending products and educate partners to reduce friction.

Skills

Relationship building

Sales support

Prioritization

Communication

Problem solving

Organization

Learning agility

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

Tableau

CRM tools

Job description

Charles Schwab Inc. is seeking a Business Development Manager in a fully remote role to drive adoption of Schwab banking and lending solutions within Investor Services.

You will build trusted relationships with Financial Consultants, colleagues, clients, and branch leaders, while educating partners and identifying lending opportunities across the region. This role emphasizes disciplined Salesforce practices, timely follow-up, and clear visibility into regional activity, enabling efficient