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About the Role
Schwab Retirement Plan Services is a leading provider of bundled retirement plan services for mid-to large-sized companies. The Business Development group seeks a Senior Manager Proposal Writer to analyze and complete new business proposals for all related plan products and services.
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 RFI/RFP through production and distribution to ensure on-time delivery
- Balance timelines for multiple proposal projects at once, including being prepared in advance for all scheduled internal project calls
- Coordinate the information gathering process from various sources to ensure a high-quality proposal response
- Quickly and accurately respond to related follow-up questions and other miscellaneous information requests
- Review and edit database proposal responses on a periodic basis
- Provide Quality Assurance reviews for Proposal team and other business partners
- Participate in continuous improvement and quality control projects to further enhance support of the business development sales process
Requirements
- 5+ years of relevant experience in financial services, retirement plan administration, recordkeeping services, or stock plan administration
- 3+ years of proposal experience required; 5+ years of experience in proposal writing and/or business communications preferred
- Proven ability to communicate technical information in a clear manner
- Strong business communication skills and command of the English language including grammar, sentence structure, and proofreading ability
- Exceptional time management and organizational skills with demonstrated experience in managing multiple, deadline-driven projects
- Familiarity with industry standard proposal management tools and databases
- Ability to self-manage project details and work with different management levels within the organization
- Ability to quickly learn and gain in-depth understanding of new and existing products and services
- Ability to operate independently and as part of a team
- Attention to detail is imperative
- Excellent Microsoft suite skills
Skills
- Proposal writing
- Business communication
- Grammar
- Sentence structure
- Proofreading
- Time management
- Organizational skills
- Microsoft suite
Experience Level
- 5+ years of relevant experience
- 3+ years of proposal experience
- 5+ years of experience in proposal writing and/or business communications preferred
Education Level
- Bachelor’s degree preferred
About the Company
- Schwab Retirement Plan Services, an affiliate of Charles Schwab & Co., Inc. is one of the leading providers of bundled retirement plan services.
- For mid-to large sized companies, Schwab offers full-service retirement plans featuring complete retirement services from a single source.
- Schwab’s combined expertise in recordkeeping and related services, investment choice, award-winning participant experience and education, and high-end technology helps employers offer competitive employee benefits.
- The Business Development group is responsible for new business efforts overseeing Sales Support, Consultant Relations, Business Acceptance, and Client Retention.