Director, Business Development

About the role

The Bank Sales team at Schwab is seeking a high potential Director, Business Development (BDO) to drive deeper understanding and engagement with products and services among Financial Consultants (FCs) and retail clients.

Responsibilities

• Act as the Bank's subject matter expert for products and services
• Develop enhanced affiliations with Bank or Brokerage field partners to support business development activities
• Influence others and provide enhanced sales closing skills
• Deliver specific product and technical knowledge for all Bank offerings
• Show deep analytical skills to anticipate issues and address their impact on the company
• Have a strong internal and external client focus, including the ability to think in terms of client experience/perspective
• Lead a large territory with the skill to multi-task while remaining organized and responsive

Requirements

• Active Series 7 and 63/66 licensing required
• 5+ years of relationship management experience in developing enhanced affiliations with Bank or Brokerage field partners
• Shown ability to influence others, provide enhanced sales closing skills, and deliver specific product and technical knowledge for all Bank offerings
• In depth financial background in both home lending and asset-based lending with focus on high-net-worth clients
• Strong analytical skills, including the business perspective to anticipate issues and their impact on other areas of the company
• Internal and external client focus, including ability to think in terms of client experience/perspective
• Public speaking, written, and verbal communication skills

Qualifications

• Bachelor’s degree is a plus
• Current NMLS license/registration is preferred

Benefits

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan, Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, Paid parental leave and family building benefits, Tuition reimbursement, Health, dental, and vision insurance.