Senior Manager, Business Development Proposal Writer

Your opportunity

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.

Schwab Retirement Plan Services, an affiliate of Charles Schwab & Co., Inc. is one of the leading providers of bundled retirement plan services. For mid-to large sized companies, Schwab offers full-service retirement plans featuring complete retirement services from a single source. Schwab’s combined expertise in recordkeeping and related services, investment choice, award-winning participant experience and education (including retirement plan advice), and high-end technology helps employers offer competitive employee benefits.

The Business Development group is responsible for new business efforts overseeing Sales Support, Consultant Relations, Business Acceptance, and Client Retention. The individual selected for the Senior Proposal Writer position will be responsible for the analysis and completion of new business proposals for all related retirement plan products and services.

What You are Good At:

The Senior Proposal Writer will be responsible for the development and delivery of responses to proposal requests from consultants and prospects; managing workload and deadlines; understanding the business processes of Schwab’s retirement plan products and services including Nonqualified, Defined Benefit and Stock Plan offerings; and translating said information into a concise written form. The writer will work closely with Sales personnel and other members of the Business Development team to produce high quality proposals in a deadline driven environment.

Your Primary Responsibilities Include:

• Prepare responses to Requests for Information (RFIs) / Requests for Proposals (RFPs) from prospects, consultants, and current clients
• Manage the proposal process from receipt of RFP through production and distribution to ensure on-time delivery
• Balance timelines for multiple proposal projects at once; including being prepared in advance for all scheduled internal project calls
• Coordinate the information gathering process from various sources (Proposal Knowledgebase, Sales, Subject Matter Experts, Business Acceptance, Investment Services, etc.) to ensure a high-quality proposal response
• Quickly and accurately respond to related follow-up questions and other miscellaneous information requests
• Work with Knowledgebase Manager to review and edit database proposal responses on a periodic basis
• Provide Quality Assurance reviews for Proposal team and other business partners
• Participate in continuous improvement and quality control projects to further enhance support of the business development sales process

What you have

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

Required Qualifications:

• 5+ years of relevant financial services experience in retirement plan administration or recordkeeping services; or stock plan administration
• 3+ years of experience in proposal writing and/or business communications required
• Proven ability to communicate technical information in a clear manner
• Strong business communication skills and command of the English language including grammar, sentence structure, and proofreading ability
• Ability to work well under pressure in a high-demand, deadline-driven environment
• Familiarity with industry standard proposal management tools (QVidian, RPAG, RFP Director, RFP360, Catapult, etc.)
• Ability to self-manage project details and work with different management levels within the organization
• Ability to operate independently and as part of a team
• Attention to detail is imperative
• Exceptional time management and organizational skills with demonstrated experience in managing multiple, deadline-driven projects
• Ability to quickly learn and gain in-depth understanding of existing and new products and services
• Excellent Microsoft suite skills

Preferred Qualifications: 

• 5+ years of experience in proposal writing and/or business communications
• Experience working with AI software
• Bachelor’s degree