Business Development Manager BTS (Banking & Trust Services)

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 We're Looking For

• 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