Senior Proposals Leader – Retirement & Equity Solutions

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

Benefits offered by this job

Bonus opportunities

Job summary

Charles Schwab Corporation is seeking an experienced Proposal Leader to manage a team supporting complex business development opportunities in retirement plan and equity compensation solutions. The role oversees RFPs, RFIs, due diligence questionnaires, consultant requests, and other strategic sales deliverables.

You will coach a high-performing team, steer win themes and executive messaging, ensure compliant and timely delivery, and drive process improvements across proposal development and

Qualifications

• Bachelor's degree or equivalent relevant experience.
• 7+ years of experience in proposal management, RFP development, sales enablement, financial services, or related field.
• Proven experience leading, coaching, or developing professionals.
• Exceptional writing, editing, project management, and communication skills.

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.
• Oversee proposal intake, prioritization, staffing, and workload across retirement plan and equity/stock plan services.
• Establish processes for proposal development, review, approval, quality assurance, and content governance.
• Advance proposal technology, automation, and AI-enabled tools; content reuse and workflow improvements.
• Build partnerships across Sales, Relationship Management, Product, Operations, Technology, Legal, Compliance, Marketing.
• Monitor client needs, market expectations, and competitive trends to strengthen proposal strategy.

Skills

Proposal leadership

Team coaching

RFP development

Sales enablement

Written communication

Project management

Education

Bachelor's degree

Job description

Charles Schwab Corporation is seeking an experienced Proposal Leader to manage a team supporting complex business development opportunities in retirement plan and equity compensation solutions. The role oversees RFPs, RFIs, due diligence questionnaires, consultant requests, and other strategic sales deliverables.

You will coach a high-performing team, steer win themes and executive messaging, ensure compliant and timely delivery, and drive process improvements across proposal development and