Senior Manager Proposal Development, Workplace Services

Charles Schwab; Richfield Township (OH); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and sabbatical after 5+5

Paid parental leave and familyBuilding

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking an experienced proposal leader in Ohio to manage a team delivering RFPs, RFIs, and due diligence responses across retirement plan and equity compensation solutions.

The role emphasizes coaching, strategic oversight, and meticulous delivery, with opportunities to enhance proposal technology and drive best-in-class content across Sales, Product, Legal, Compliance, and Marketing.

Qualifications

• Bachelor’s degree or equivalent relevant experience.
• 7+ years of experience in proposal management, RFP development, sales enablement, financial services, or 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.

Responsibilities

• Lead, coach, and develop a high-performing team of proposal professionals.
• Provide strategic oversight for complex and high-priority proposals, including win themes and executive messaging.
• Ensure deliverables are persuasive, accurate, compliant, 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 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 partnerships across Sales, Relationship Management, Product, Operations, Technology, Legal, Compliance, Marketing.
• Monitor evolving client needs, market expectations, and competitive trends to strengthen proposal strategy.

Skills

Proposal management

RFP development

Sales enablement

People leadership

Communication

Writing

Editing

Project management

Education

Bachelor’s degree or equivalent relevant experience

APMP certification

Tools

CRM systems

Content repositories

Automation

AI-enabled tools

Proposal platforms

Job description

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 AI enabled 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 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