Head of Proposal and Database Delivery
About The Position
As the Head of Proposal & Database Delivery, you will lead a high-performing team. This team delivers world-class sales enablement solutions to drive expansion and client dedication across Workplace Investing (WI). Your organization—comprising of Proposal Consultants, Database Associates, and Sales Content Leads—fulfills an essential function in assisting sales pursuits and client retention across all WI products and market segments. The role requires strong leadership to guide cross-functional teams, strategically align responses with prospects, clients, and consultant/advisors. You will be responsible for resource management and ensure high-quality execution in proposal development, content strategy, and database management. Acting as a key escalation point for Sales, Managing Directors and Consulting Relations, you will implement strategies that enhance quality, efficiency, and revenue impact across WI Sales and the Sales Optimization Acceleration and Retention (SOAR) organization. Your mission: build outstanding client acquisition and customer dedication experience for clients, prospects, and consultants while encouraging career growth and vitality for your team.
Requirements
- Deep experience in retirement plan recordkeeping and administration within Workplace Investing.
- Broad product knowledge across all WI offerings and client segments.
- Shown success collaborating with sales teams, relationship managers, and consultants.
- Demonstrated leadership experience leading both people leaders and individual contributors.
- Strong program abilities combined with experience in overseeing projects.
- Ability to travel approximately 20%.
- Series 7, 63, and 24 licenses required (or obtained within 120 days).
- Bachelor’s degree with 10+ years of experience, and/or Master’s degree with 6+ years of experience.
Responsibilities
- Strategic Leadership: Shape and execute sales enablement strategies that accelerate WI growth and retention.
- Operational Excellence: Oversee timely, high-quality completion of sales proposals, pricing support, and ensuring SLA compliance and leveraging automation for efficiency.
- Quality control: Review and approve all final proposal documents to ensure they are strategically aligned, compelling, and meet all requirements.
- Process management: Develop proposal plans, manage timelines, guide database updates and ensure all aspects of the submission are complete, compliant, and high-quality.
- Data & Insights: Monitor sales operations, analyze performance metrics, and deliver actionable insights to identify opportunities for improvement.
- Database Management: Manage, maintain, and ensure the integrity, accuracy, and security of the contact database.
- Innovation & Process Improvement: Champion automation and digital solutions to optimize proposal workflows and content delivery.
- Talent Development: Mentor and develop front line leaders and associates, fostering a culture of collaboration, innovation, and continuous learning.
- Partner Influence: Act as a liaison connecting sales, subject matter experts, and other departments to keep messages coordinated. Build strong relationships with internal and external partners, proactively assess needs, and resolve issues through systematic problem-solving.
- Compliance Oversight: Serve as principal for assigned registered sales representatives, ensuring adherence to securities regulations and organizational standards.
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Number of Employees
5,001-10,000 employees
