RFP Manager

Charles Schwab • Lone Tree, CO

433d • $73,100 - $149,400

About The Position

The RFP Manager at Charles Schwab is responsible for managing and completing institutional client responses, including Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and Quarterly Questionnaires (QQs). This role involves collaborating with subject matter experts (SMEs) and business partners to deliver high-quality responses that adhere to company standards and deadlines. The position offers opportunities for professional growth and interaction with various departments within the organization.

Requirements

• Bachelor's degree required.
• 4+ years of related client response (RFPs, DDQs, RFIs, etc.)/sales support experience.
• Knowledge of financial services/products/asset classes.
• Proficient with Microsoft Office applications.
• Proven project management and organizational skills with the ability to run and prioritize multiple projects simultaneously in a fast-paced and deadline-driven environment.
• Self-motivated with the ability to take direction and work independently.
• Ability to effectively manage new projects, existing maintenance, and shifting priorities.
• Ability to communicate effectively, both in writing and verbally.
• Ability to effectively operate in a team environment with an emphasis on accuracy and timeliness.
• Affinity for learning new and complex software applications.

Responsibilities

• Complete RFPs, RFIs, DDQs, QQs, and other client documents for institutional clients.
• Assist in the ongoing improvement of content used within documents.
• Develop strong relationships with SMEs throughout Schwab.

Benefits

• 401(k) matching
• Dental insurance
• Employee stock purchase plan
• Health insurance
• Paid parental leave
• Sabbatical after every 5 years of service
• Tuition reimbursement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees