Manager, Business Development - BTS

Charles Schwab is a leading financial services firm, and they are seeking a Manager for Business Development in their Banking & Trust Services division. This role is responsible for leading business development support, ensuring high-quality client experiences, and collaborating with various internal and external stakeholders.

Responsibilities:

• Providing strategic oversight and operational leadership for trust-related business development activities across regions
• Serving as a central point of coordination to ensure trust field opportunities progress efficiently while enabling field partners to remain client-facing
• Managing high volumes of inbound trust inquiries from voicemails, emails, and CRM lead submissions while meeting defined service level agreements
• Driving consistency and discipline in lead intake, disposition, documentation, and follow-up practices
• Partnering with regional and national stakeholders to support pipeline management, lead generation, and opportunity prioritization
• Ensuring timely, accurate entry and maintenance of trust opportunities within CRM systems, including notes, status updates, and reporting
• Overseeing preparation and coordination for client, advisor, and partner meetings, including pre-meeting readiness and post-meeting follow-up
• Providing guidance on trust concepts and facilitating initial, non-legal reviews of trust-related documentation while escalating complex matters appropriately
• Ensuring proper document flow, record retention, and system-of-record accuracy across CRM and document management platforms
• Monitoring escalation thresholds for high-value or complex opportunities and ensuring appropriate handoffs to senior trust specialists
• Delivering structured feedback to internal partners on market needs, product enhancements, pricing considerations, and marketing materials
• Leading adherence to BTS National Sales Support Standard Operating Procedures (SOPs) and continually identifying opportunities to improve efficiency, scalability, and client experience
• Coordinating coverage models including out-of-office planning, cross-coverage, and continuity of service
• Supporting reporting, analytics, and pipeline visibility to inform leadership decision-making
• Participating in strategic initiatives, innovation efforts, and forward-looking enhancements to business development and trust support models
• Demonstrating strong prioritization, adaptability, and real-time decision-making in a fast-paced environment
• Modeling collaborative leadership, clear communication, and a solutions-oriented mindset

Requirements:

• Bachelor's degree required
• Strong working knowledge of trust principles, trust services, and successor trustee considerations
• Experience leading or coordinating business development, sales support, or relationship management functions within financial services
• Proven ability to manage complex workflows, multiple lead sources, and competing priorities while maintaining service excellence
• Demonstrated success partnering cross-functionally with sales, service, operations, and legal-aligned teams
• Consultative communication skills with the ability to engage clients, advisors, attorneys, and internal stakeholders effectively
• Experience leveraging CRM platforms, document management systems, and reporting tools to drive consistency and scale
• Strong analytical, organizational, and process discipline skills with attention to detail
• Ability to anticipate downstream impacts, identify risks, and proactively resolve issues
• Comfort operating in both strategic leadership and hands-on executional capacities
• Confidence with technology and the ability to learn, adopt, and champion new systems or enhancements
• Strong leadership presence, accountability, and commitment to continuous improvement