Sr Manager, Proposal Writer - Retirement Plan Services
Your Opportunity
Your opportunity
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, 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 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
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
- 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
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.