The BTS Manager, Business Development – Trust Services is a key member of the Banking & Trust Services (BTS) National Sales organization and is responsible for leading, coordinating, and scaling business development support across Trust Services. As part of the BTS National Sales Team, this role partners closely with other team members—including Senior Trust Consultants, Business Development Officers, and Senior Bankers—to support successor trustee opportunities, ensure a consistent and high‑quality client and partner experience. In addition, this role requires strong collaboration with our Trust Onboarding, Investor Services (IS), and Advisor Services (AS) internal teams, as well as outside attorneys and clients.
Position allows for 100% remote work. Ideal candidate is to be located in:
Ripon, WisconsinWhat you are good at:Providing strategic oversight and operational leadership for trust-related business development activities across regionsServing as a central point of coordination to ensure trust field opportunities progress efficiently while enabling field partners to remain client-facingManaging high volumes of inbound trust inquiries from voicemails, emails, and CRM lead submissions while meeting defined service level agreementsDriving consistency and discipline in lead intake, disposition, documentation, and follow-up practicesPartnering with regional and national stakeholders to support pipeline management, lead generation, and opportunity prioritizationEnsuring timely, accurate entry and maintenance of trust opportunities within CRM systems, including notes, status updates, and reportingOverseeing preparation and coordination for client, advisor, and partner meetings, including pre-meeting readiness and post-meeting follow-upProviding guidance on trust concepts and facilitating initial, non-legal reviews of trust-related documentation while escalating complex matters appropriatelyEnsuring proper document flow, record retention, and system-of-record accuracy across CRM and document management platformsMonitoring escalation thresholds for high-value or complex opportunities and ensuring appropriate handoffs to senior trust specialistsDelivering structured feedback to internal partners on market needs, product enhancements, pricing considerations, and marketing materialsLeading adherence to BTS National Sales Support Standard Operating Procedures (SOPs) and continually identifying opportunities to improve efficiency, scalability, and client experienceCoordinating coverage models including out-of-office planning, cross-coverage, and continuity of serviceSupporting reporting, analytics, and pipeline visibility to inform leadership decision-makingParticipating in strategic initiatives, innovation efforts, and forward-looking enhancements to business development and trust support modelsDemonstrating strong prioritization, adaptability, and real-time decision-making in a fast-paced environmentModeling collaborative leadership, clear communication, and a solutions-oriented mindsetWhat you have
Bachelor’s degree required.Strong working knowledge of trust principles, trust services, and successor trustee considerationsExperience leading or coordinating business development, sales support, or relationship management functions within financial servicesProven ability to manage complex workflows, multiple lead sources, and competing priorities while maintaining service excellenceDemonstrated success partnering cross-functionally with sales, service, operations, and legal-aligned teamsConsultative communication skills with the ability to engage clients, advisors, attorneys, and internal stakeholders effectivelyExperience leveraging CRM platforms, document management systems, and reporting tools to drive consistency and scaleStrong analytical, organizational, and process discipline skills with attention to detailAbility to anticipate downstream impacts, identify risks, and proactively resolve issuesComfort operating in both strategic leadership and hands-on executional capacitiesConfidence with technology and the ability to learn, adopt, and champion new systems or enhancementsStrong leadership presence, accountability, and commitment to continuous improvement
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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What’s in it for you
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—so you can build the skills to make a lasting impact. 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Apply Save job