Senior Manager Proposal Development, Workplace Services
Your Opportunity
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.
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 plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
What you are good at
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.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.