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.

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

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*

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