Business Development Manager- BTS (Banking & Trust Services)

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 Options Apply for this job Apply Share