Business Development Manager
About The Position
The Business Development Manager drives adoption of Schwab banking and lending solutions across Investor Services. Serving as a resource to Financial Consultants, clients, Business Development Officers, and internal partners, the role combines relationship management, sales enablement, education, problem solving, and operational discipline to support the Bank Sales team. Working closely with Business Development Officers, the manager provides regional support while officers are engaged in field activity. The role helps Financial Consultants identify lending opportunities, prepare for client conversations, address product and process questions, troubleshoot complex scenarios, and move active business toward resolution. It also maintains accurate Salesforce records and supports timely follow-up, reporting, and visibility into regional activity. This is a virtual role requiring strong organization, independent ownership, active collaboration, and availability during the business hours of the supported region. Schwab provides structured onboarding and ongoing learning in banking and lending solutions, credit concepts, internal systems, Salesforce practices, risk requirements, and partner resources. The role offers broad exposure to Schwab’s banking and lending business and develops transferable capabilities in relationship management, consultative business development, pipeline governance, client support, and cross-functional execution.
Requirements
- Bachelor’s degree or equivalent experience.
- 3+ years of experience in financial services, banking, or sales support.
- Ability to manage multiple priorities.
- 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 requiring 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.
- Relationship building and influence without direct authority.
- Consultative discovery, active listening, and needs-based solution positioning.
- Clear written and verbal communication, including the ability to explain complex information in practical terms.
- Problem solving, research, judgment, and coordinated issue resolution.
- Organization, prioritization, attention to detail, and ownership from initial request through resolution or handoff.
- Pipeline discipline, data accuracy, reporting, and follow-through.
- Learning agility and ability to build knowledge of banking products, lending concepts, systems, and resources.
- Collaboration, knowledge sharing, continuous improvement, and a business-owner mindset.
Nice To Haves
- 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 licenses, or willingness to obtain.
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 support tailored to partner experience and business needs.
- Help Financial Consultants identify opportunities, conduct discovery, position solutions, prepare for client conversations, and navigate product eligibility or process requirements.
- Identify recurring friction, partner knowledge gaps, and regional opportunities, and develop or coordinate scalable solutions.
- Extend Business Development Officer capacity by providing expertise, continuity, and follow-through while they are engaged in field activity.
- 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.
- 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; escalate and keep stakeholders informed when appropriate.
- Educate partners on processes, available resources, and preventive steps so they can navigate similar situations more confidently.
- 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.
Benefits
- Competitive compensation and benefits package designed to support employees’ financial, physical, and emotional well-being.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
