[Hiring] Business Development Manager @Charles Schwab Inc.

Role Description

The Business Development Manager plays a pivotal role in driving adoption of Schwab banking and lending solutions across Investor Services. As a trusted resource to Financial Consultants, clients, and internal partners, this role combines relationship management, sales enablement, education, problem solving, and operational discipline to expand the reach and effectiveness of the Bank Sales team.

This is a virtual role that requires strong organization, independent ownership, active collaboration, and consistent availability during the business hours of the supported region.

What You Will Do

• Drive Adoption and Enable the Region
  • 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 support tailored to partner experience and business needs.
  • Help Financial Consultants identify opportunities, ask effective discovery questions, position solutions, prepare for client conversations, and navigate product eligibility or process requirements.
  • Identify recurring friction, partner knowledge gaps, and regional opportunities, then develop or coordinate scalable solutions.
  • Extend Business Development Officer capacity by providing expertise, continuity, and follow-through while they are engaged in field activity.
• Execute Opportunities and Govern the Pipeline
  • Support lead intake, opportunity development, client engagement, pricing or exception workflows, and follow-up in partnership with Business Development Officers and Financial Consultants.
  • Maintain accurate and timely Salesforce documentation for opportunities in which Bank Sales is actively advancing, coordinating, or resolving client needs.
  • Monitor active work, aging items, and handoffs to help prevent opportunities or complex requests from stalling.
  • Produce reporting and business insights that provide visibility into pipeline health, activity, and regional opportunities.
  • Identify process gaps and recommend improvements, automation, or shared practices that increase consistency, efficiency, and partner capacity.
• Deliver a Strong Client and Partner Experience
  • Provide timely guidance on lending products, processes, resources, account eligibility, payments, interest information, and common servicing needs.
  • Research and coordinate resolution of complex product, application, account, process, or system issues, escalating and keeping stakeholders informed when appropriate.
  • Educate partners on the underlying process, available resources, and preventive steps so they can navigate similar situations more confidently in the future.
  • Collaborate across Bank Sales and partner teams to remove barriers, share knowledge, and deliver a consistent experience while operating within applicable policies, procedures, and risk requirements.

Qualifications

• Experience supporting business development, sales enablement, relationship management, financial services, banking, lending, or a comparable client-facing function.
• Experience guiding partners or clients through complex products, processes, or service needs and coordinating work through resolution.
• Experience managing a pipeline, case inventory, portfolio, or comparable body of work that requires accurate documentation and timely follow-up.
• Working knowledge of customer relationship management platforms such as Salesforce, or demonstrated ability to learn comparable systems quickly.
• Ability to work effectively in a virtual environment and remain available during the business hours of the supported region.
• Commitment to operating within applicable policies, procedures, controls, and risk requirements.

Requirements

• 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).

Benefits

• Competitive compensation and benefits package designed to support employees' financial, physical, and emotional well-being.

What Success Looks Like

• Builds strong regional relationships and influences effectively without direct authority.
• Anticipates needs, remains highly responsive, and takes ownership from initial request through appropriate resolution or handoff.
• Communicates complex information clearly and helps Financial Consultants build confidence and independence in banking and lending conversations.
• Maintains exceptional organization, pipeline discipline, data accuracy, and follow-through in a virtual environment.
• Learns products, credit concepts, systems, and resources quickly and applies that knowledge to improve partner productivity and client outcomes.
• Shares knowledge, tools, and successful practices with peers and looks for opportunities to simplify work, reduce friction, and strengthen execution across the broader team.