Business Development Manager

Job Description

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,