Senior Manager Proposal Development, Workplace Services

Your opportunity

We are seeking an experienced proposal leader to manage a team supporting complex business

development opportunities across retirement plan and equity compensation solutions. This role

leads proposal professionals responsible for RFPs, RFIs, due diligence questionnaires, consultant

requests, finalist materials, and other strategic sales deliverables. The ideal candidate combines

exceptional communication, strong people and project leadership, and a passion for developing

compelling proposals that help win and retain business.

What You’ll Do

• Lead, coach, and develop a high-performing team of proposal professionals, establishing clear

expectations and supporting career growth.

• Provide strategic oversight for complex and high-priority proposals, including win themes,

differentiated positioning, and executive messaging.

• Ensure deliverables are persuasive, accurate, compliant, consistent, and delivered on time;

provide escalation support for critical opportunities.

• Oversee proposal intake, prioritization, staffing, and workload across retirement plan and

equity/stock plan services.

• Establish effective processes for proposal development, review, approval, quality assurance,

content governance, and delivery.

• Advance proposal technology, automation, AI-enabled tools, content reuse, and workflow

improvements.

• Build strong partnerships across Sales, Relationship Management, Product, Operations,

Technology, Legal, Compliance, Marketing, and other key functions.

• Monitor evolving client needs, market expectations, and competitive trends to strengthen

proposal strategy and positioning.

What you have

Required:

• Bachelor’s degree or equivalent relevant experience.
• 7+ years of experience in proposal management, RFP development, sales enablement, financial services, or a related field.
• Demonstrated experience leading, coaching, or developing professionals.
• Exceptional writing, editing, project management, and communication skills.
• Proven ability to manage complex, deadline-driven initiatives and influence across teams and organizational levels.

Preferred:

• Experience in retirement services, equity compensation, workplace financial solutions, employee benefits, or financial services.
• Experience supporting sophisticated RFPs, consultant-driven sales processes, or institutional business opportunities.
• Experience with proposal platforms, CRM systems, content repositories, automation, or AIenabled tools; APMP or related designation is a plus.

In addition to the salary range, this role is eligible for bonus opportunities.

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 (https://www.schwabjobs.com/hybrid-work) 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 (https://www.schwabjobs.com/summary-of-benefits) 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’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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.