Business Development Manager

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

At 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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

The Bank Sales team is seeking a Business Development Manager (BDM) as dedicated support for our Business Development Officers. The BDM will assist RBMs in driving a deeper understanding of our Bank lending products and services among internal partners and Registered Investment Advisors (RIAs) who utilize Schwab to custody their clients’ assets.

What you are good at:

• Qualified candidates are aspiring financial professionals with an opportunity to grow within Schwab Bank to help promote holistic financial planning with an emphasis on liability management
• Create reporting to support BDOs in developing new business
• Supervise BDO sales leads, and work with internal partners to provide pipeline management support
• Act as secondary business development and sales support resource for all Schwab clients and prospects when the BDO is unavailable
• Proactively support BDOs in lead generation and pipeline maintenance through relationship management, CRM proficiency, and client follow-up
• Aid in the development of presentations to support educational efforts in the field, along with presenting material directly to field when BDO unavailable
• Assist in implementing regional marketing campaigns while delivering ongoing feedback to internal marketing teams regarding execution & engagement
• Strategize with BDOs to recommend Bank solutions based on goals and parameters outlined by clients
• Provide ongoing feedback to internal partners regarding new products, services, pricing, and marketing support
• Ability to communicate timely and relevant information while proactively anticipating the needs of BDO teammates
• Proficiency in client service excellence
• Promotes holistic financial planning process to help clients succeed withing both sides of the balance sheet
• Ability to adapt quickly to support teammates & clients
• Partnering with outside vendors to strengthen relationships, while maintaining compliance standards
• Excellent priority management skills in real time

What you have

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications

• 3+ years of relationship management experience in developing enhanced affiliations with Bank or Brokerage field partners to support business development activities
• Shown ability to influence others, provide enhanced sales closing skills and deliver specific product and technical knowledge for all Bank offerings, while providing an excellent experience
• In depth financial background in both home lending and asset-based lending
• Excellent analytical skills, including the business perspective to anticipate issues and their impact on other areas of the company and to actively ensure that their impact is addressed
• Strong internal and external customer focus, including ability to think in terms of client experience/perspective
• High confidence level in public speaking, as well as strong presentation skills. Ability to foster strong engagement & collaboration within meetings.
• Proven confidence with technology and the ability to understand & teach new systems/applications with ease
• Proactive daily self-development
• Outstanding time management and organizational skills
• Flexibility to relocate when an opportunity presents itself
• Bachelor’s degree is a plus
• Active Series 7 and 63/66 preferred licensing or willingness to obtain within 6-12 months of employment

In addition to the salary range, this role is also eligible for bonus or incentive opportunities