{"id":3495965,"url":"https://alion.io/job/charles-schwab-business-development-manager-2","title":"Business Development Manager","company":{"id":2930000,"name":"Charles Schwab","domain":"schwabjobs.com","url":"https://alion.io/company/schwabjobs","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"iCIMS","truth_index":{"grade":"A","score":100,"open_postings":37,"ghost_share":0,"stale_share":0,"repost_share":0.054,"time_to_fill_p50_days":6,"computed_at":"2026-10-31T05:58:55Z"}},"role":"Management","role_family":"Management","seniority":"lead","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":87000,"max_usd":210000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":2934},"experience_years_min":3,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-30T01:25:10Z","employer_posted_date":"2026-10-30","last_verified_at":"2026-10-31T22:09:47Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"Your Opportunity\nAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.\nApplicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.\nThe 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.\nWorking in close partnership with Business Development Officers, the Business Development Manager serves as a readily available regional resource while Business Development Officers are engaged in field-based activity. The role helps Financial Consultants recognize lending opportunities, prepare for client conversations, navigate product and process questions, troubleshoot complex scenarios, and move active business toward resolution. This role also maintains disciplined Salesforce practices for opportunities requiring Bank Sales involvement, supporting accurate reporting, timely follow-up, and clear visibility into regional activity.\nThis is a virtual role that requires strong organization, independent ownership, active collaboration, and consistent availability during the business hours of the supported region.\nWhy You're Set Up for Success\nYou will join a collaborative Bank Sales team with strong partnerships across Investor Services. Clear processes, established product resources, coaching, and access to experienced Business Development Officers will help you build lending knowledge and confidently support regional partners. Success comes from curiosity, responsiveness, disciplined follow-through, and a willingness to turn complex questions into practical guidance.\nWhat You Will Do\nDrive Adoption and Enable the Region\nBuild trusted relationships with Financial Consultants, Business Development Officers, clients, branch leaders, and internal partners across the supported region.\nIncrease awareness and adoption of banking and lending solutions through education, outreach, regional forums, and support tailored to partner experience and business needs.\nHelp Financial Consultants identify opportunities, ask effective discovery questions, position solutions, prepare for client conversations, and navigate product eligibility or process requirements.\nIdentify recurring friction, partner knowledge gaps, and regional opportunities, then develop or coordinate scalable solutions.\nExtend Business Development Officer capacity by providing expertise, continuity, and follow-through while they are engaged in field activity.\nExecute Opportunities and Govern the Pipeline\nSupport lead intake, opportunity development, client engagement, pricing or exception workflows, and follow-up in partnership with Business Development Officers and Financial Consultants.\nMaintain accurate and timely Salesforce documentation for opportunities in which Bank Sales is actively advancing, coordinating, or resolving client needs.\nMonitor active work, aging items, and handoffs to help prevent opportunities or complex requests from stalling.\nProduce reporting and business insights that provide visibility into pipeline health, activity, and regional opportunities.\nIdentify process gaps and recommend improvements, automation, or shared practices that increase consistency, efficiency, and partner capacity.\nDeliver a Strong Client and Partner Experience\nProvide timely guidance on lending products, processes, resources, account eligibility, payments, interest information, and common servicing needs.\nResearch and coordinate resolution of complex product, application, account, process, or system issues, escalating and keeping stakeholders informed when appropriate.\nEducate partners on the underlying process, available resources, and preventive steps so they can navigate similar situations more confidently in the future.\nCollaborate 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.\nWhat you have\nThe Expertise You Bring\nExperience supporting business development, sales enablement, relationship management, financial services, banking, lending, or a comparable client-facing function.\nExperience guiding partners or clients through complex products, processes, or service needs and coordinating work through resolution.\nExperience managing a pipeline, case inventory, portfolio, or comparable body of work that requires accurate documentation and timely follow-up.\nWorking knowledge of customer relationship management platforms such as Salesforce, or demonstrated ability to learn comparable systems quickly.\nAbility to work effectively in a virtual environment and remain available during the business hours of the supported region.\nCommitment to operating within applicable policies, procedures, controls, and risk requirements.\nThe Skills You Bring\nRelationship building and influence without direct authority.\nConsultative discovery, active listening, and needs-based solution positioning.\nClear written and verbal communication, including the ability to explain complex information in practical terms.\nProblem solving, research, judgment, and coordinated issue resolution.\nOrganization, prioritization, attention to detail, and ownership from initial request through resolution or handoff.\nPipeline discipline, data accuracy, reporting, and follow-through.\nLearning agility and the ability to build knowledge of banking products, lending concepts, systems, and resources.\nCollaboration, knowledge sharing, continuous improvement, and a business-owner mindset.\nSchwab Training and Development\nSchwab provides structured onboarding and ongoing learning to help you build knowledge of banking and lending solutions, credit concepts, internal systems, Salesforce practices, risk requirements, and partner resources. You will learn through formal training, coaching, peer collaboration, product resources, and hands-on experience supporting regional opportunities.\nCareer Pathing\nThis role provides 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. Demonstrated success can support future growth opportunities within Bank Sales and other roles across Schwab that value these capabilities.\nCompetitive Compensation\nSchwab offers a competitive compensation and benefits package designed to support employees' financial, physical, and emotional well-being. Compensation for this role will be aligned with the approved job level, geographic location, relevant experience, and applicable MyJobs posting requirements. Insert the approved salary range, incentive eligibility, and standard benefits language before posting.\nWhat Success Looks Like\nBuilds strong regional relationships and influences effectively without direct authority.\nAnticipates needs, remains highly responsive, and takes ownership from initial request through appropriate resolution or handoff.\nCommunicates complex information clearly and helps Financial Consultants build confidence and independence in banking and lending conversations.\nMaintains exceptional organization, pipeline discipline, data accuracy, and follow-through in a virtual environment.\nLearns products, credit concepts, systems, and resources quickly and applies that knowledge to improve partner productivity and client outcomes.\nShares knowledge, tools, and successful practices with peers and looks for opportunities to simplify work, reduce friction, and strengthen execution across the broader team.\nRequired Qualifications:\nBachelor’s degree or equivalent experience\n3+ years of experience in financial services, banking, or sales support\nAbility to manage multiple priorities\nPreferred Qualifications:\nExperience supporting sales or business development teams\nFamiliarity with Salesforce, Tableau, or similar tools\nKnowledge of Schwab banking or lending solutions\nSeries 7 and 63/66 (or willingness to obtain)\n#SchwabBTSjobs","description_format":"text","description_chars":8437,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Growth opportunities"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks","Wealth Management & Financial Advisors","Custody & Fund Administration","Online Brokerage & Trading 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