Charles Schwab

Sr Manager, Proposal Writer - Retirement Plan Services

Charles Schwab$100K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in financial services, specifically in retirement plan administration or stock plan administration
  • 3+ years of proposal writing experience; preferred 5+ years in business communications
  • Bachelor's degree preferred
  • Proven technical communication skills
  • Strong command of the English language with emphasis on grammar and proofreading
  • Exceptional time management with a track record in managing multiple projects
  • Familiarity with industry-standard proposal management tools like QVidian or Loopio

Responsibilities

  • Prepare responses to RFIs and RFPs from prospects, consultants, and clients
  • Manage the proposal process from initiation to delivery
  • Balance multiple proposal timelines and prepare for internal project calls
  • Coordinate information gathering from various stakeholders for quality proposals
  • Respond quickly to follow-up questions and miscellaneous requests
  • Review and edit existing proposal responses periodically
  • Provide quality assurance for proposals and participate in continuous improvement projects

Benefits

  • Comprehensive health insurance including medical, dental, and vision
  • 401(k) retirement plan options with company matching
  • Flexible working hours and remote work opportunities
  • Generous paid time off and holiday policy
  • Professional development and training programs
Full Job Description
Your Opportunity

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 Manager Proposal Writer position will be responsible for the analysis and completion of new business proposals for all related plan products and services.

 

What You are Good At:

 

The Senior Manager Proposal Writer will be responsible for the development and delivery of responses to complex proposal requests from consultants and prospects; managing workload and deadlines; understanding the business processes of Schwab’s retirement and stock plan products and services including Nonqualified, Defined Benefit and Stock Plan and Equity Compensation 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) and Requests for Proposals (RFPs) from prospects, consultants, and current clients
  • Manage the proposal process from receipt of RFI/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
  • 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

 

  • 5+ years of relevant experience in financial services, retirement plan administration, recordkeeping services, or stock plan administration
  • 3+ years of proposal experience required; 5+ years of experience in proposal writing and/or business communications preferred
  • Bachelor’s degree preferred
  • 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
  • Exceptional time management and organizational skills with demonstrated experience in managing multiple, deadline-driven projects
  • Familiarity with industry standard proposal management tools and databases (Ex. QVidian, Loopio, RPAG, RFP Director, RFP360, Catapult, etc.)
  • Experience working with AI software is a plus
  • Ability to self-manage project details and work with different management levels within the organization
  • Ability to quickly learn and gain in-depth understanding of new and existing products and services
  • Ability to operate independently and as part of a team
  • Attention to detail is imperative
  • Excellent Microsoft suite skills

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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