Charles Schwab
Senior Manager, Business Development Proposal Writer
Charles Schwab, Lone Tree, Iowa, United States, 52755
Senior Manager, Business Development Proposal Writer
Join to apply for the
Senior Manager, Business Development Proposal Writer
role at
Charles Schwab Senior Manager, Business Development Proposal Writer
2 days ago Be among the first 25 applicants Join to apply for the
Senior Manager, Business Development Proposal Writer
role at
Charles Schwab Get AI-powered advice on this job and more exclusive features. 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
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Business Development and Sales Referrals increase your chances of interviewing at Charles Schwab by 2x Sign in to set job alerts for “Senior Business Development Manager” roles.
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Join to apply for the
Senior Manager, Business Development Proposal Writer
role at
Charles Schwab Senior Manager, Business Development Proposal Writer
2 days ago Be among the first 25 applicants Join to apply for the
Senior Manager, Business Development Proposal Writer
role at
Charles Schwab Get AI-powered advice on this job and more exclusive features. 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
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Business Development and Sales Referrals increase your chances of interviewing at Charles Schwab by 2x Sign in to set job alerts for “Senior Business Development Manager” roles.
Director of Business Development - Army / Special Forces
Denver, CO $140,000.00-$180,000.00 2 months ago Director of Business Development and Sales - Southwest
Denver, CO $150,000.00-$170,000.00 4 days ago Director of Business Development and Sales - Southwest
Denver, CO $150,000.00-$170,000.00 2 weeks ago Denver Metropolitan Area $185,000.00-$230,000.00 2 days ago Senior Business Development Manager – Dairy Market (Multiple Locations)
Denver, CO $145,000.00-$450,000.00 1 day ago Director of Business Development - B2B / Finance / SMB
Greenwood Village, CO $120,000.00-$160,000.00 6 days ago Denver, CO $100,000.00-$140,000.00 2 weeks ago Denver, CO $191,920.00-$287,880.00 4 days ago Director of Business Development, Space Force
Director, Business Development Fleet Solutions
Denver, CO $140,000.00-$228,000.00 2 weeks ago Director, Business Development, OnTech Smart Services
Englewood, CO $185,000.00-$220,000.00 6 days ago Director of Business Development - Energy & Climate Policy Programs
Business Development and Program Services Director
Centennial, CO $117,600.00-$206,000.00 3 weeks ago District Sales and Operations Manager (DSOM)
Denver, CO $120,000.00-$160,000.00 6 days ago Director Physician Enterprise Business Development
Denver, CO $81,130.00-$169,840.00 2 weeks ago Director of Business Development Home Health
Thornton, CO $85,000.00-$100,000.00 1 month ago Director of Business Development - Healthcare
Denver, CO $150,000.00-$200,000.00 2 months ago Director Business Development Hedge Funds
Denver, CO $160,000.00-$190,000.00 23 hours ago Sr. Manager Inside Sales, Recipient Services
Lone Tree, CO $133,000.00-$147,000.00 3 days ago Senior Program Manager - National Retail Sales Operations
Littleton, CO $83,950.00-$119,900.00 1 week ago Denver, CO $130,000.00-$150,000.00 3 days ago Revenue Operations Manager - Upmarket Sales
Westminster, CO $90,000.00-$100,000.00 1 day ago Denver, CO $90,000.00-$105,000.00 3 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr