Your opportunity

We are seeking an experienced proposal leader to manage a team supporting complex business
development opportunities across retirement plan and equity compensation solutions. This role
leads proposal professionals responsible for RFPs, RFIs, due diligence questionnaires, consultant
requests, finalist materials, and other strategic sales deliverables. The ideal candidate combines
exceptional communication, strong people and project leadership, and a passion for developing
compelling proposals that help win and retain business.

What You’ll Do
• Lead, coach, and develop a high-performing team of proposal professionals, establishing clear
expectations and supporting career growth.
• Provide strategic oversight for complex and high-priority proposals, including win themes,
differentiated positioning, and executive messaging.
• Ensure deliverables are persuasive, accurate, compliant, consistent, and delivered on time;
provide escalation support for critical opportunities.
• Oversee proposal intake, prioritization, staffing, and workload across retirement plan and
equity/stock plan services.
• Establish effective processes for proposal development, review, approval, quality assurance,
content governance, and delivery.
• Advance proposal technology, automation, AI-enabled tools, content reuse, and workflow
improvements.
• Build strong partnerships across Sales, Relationship Management, Product, Operations,
Technology, Legal, Compliance, Marketing, and other key functions.
• Monitor evolving client needs, market expectations, and competitive trends to strengthen
proposal strategy and positioning.

What you have

Required: 

• Bachelor’s degree or equivalent relevant experience.
• 7+ years of experience in proposal management, RFP development, sales enablement, financial
  services, or a related field.
• Demonstrated experience leading, coaching, or developing professionals.
• Exceptional writing, editing, project management, and communication skills.
• Proven ability to manage complex, deadline-driven initiatives and influence across teams and
  organizational levels.

Preferred:

• Experience in retirement services, equity compensation, workplace financial solutions, employee
  benefits, or financial services.
• Experience supporting sophisticated RFPs, consultant-driven sales processes, or institutional
  business opportunities.
• Experience with proposal platforms, CRM systems, content repositories, automation, or AI
  enabled tools; APMP or related designation is a plus.

In addition to the salary range, this role is eligible for bonus opportunities.