Sr Manager, Proposal Writer - Retirement Plan Services
About The Position
Schwab Retirement Plan Services, an affiliate of Charles Schwab & Co., Inc., is a leading provider of bundled retirement plan services for mid-to-large-sized companies. Its services combine recordkeeping, investment choice, participant experience and education, and technology. Within the Business Development group, the Senior Manager Proposal Writer analyzes and completes new-business proposals for related plan products and services. The role develops and delivers responses to complex proposal requests from consultants and prospects, manages workload and deadlines, and translates information about retirement and stock plan products and services into concise written materials. The writer works closely with Sales personnel and other Business Development team members to produce high-quality proposals in a deadline-driven environment.
Requirements
- At least 5 years of relevant experience in financial services, retirement plan administration, recordkeeping services, or stock plan administration.
- At least 3 years of proposal experience.
- Ability to communicate technical information clearly.
- Strong business communication skills and command of English, including grammar, sentence structure, and proofreading.
- Exceptional time-management and organizational skills, with demonstrated experience managing multiple deadline-driven projects.
- Familiarity with industry-standard proposal management tools and databases, such as QVidian, Loopio, RPAG, RFP Director, RFP360, or Catapult.
- Ability to self-manage project details and work with different management levels within the organization.
- Ability to quickly learn and gain an in-depth understanding of new and existing products and services.
- Ability to work independently and as part of a team.
- Attention to detail.
- Excellent Microsoft suite skills.
Nice To Haves
- Bachelor’s degree.
- At least 5 years of experience in proposal writing and/or business communications.
- Experience working with AI software.
Responsibilities
- 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 an RFI or RFP through production and distribution, ensuring on-time delivery.
- Balance timelines for multiple proposal projects and prepare in advance for scheduled internal project calls.
- Coordinate information gathering from sources including the Proposal Knowledgebase, Sales, Subject Matter Experts, Business Acceptance, and Investment Services.
- Respond quickly and accurately to follow-up questions and other information requests.
- Periodically review and edit database proposal responses.
- Provide quality assurance reviews for the Proposal team and other business partners.
- Participate in continuous-improvement and quality-control projects to enhance support of the Business Development sales process.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
