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Senior Manager Proposal Development, Workplace Services
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Salary
≈ $86k – $170k per year (Estimated)
Location
In office (Richfield)
Seniority
Senior · 7+ years exp
Confirmed on the employer's own hiring board on Oct 22, 2026. First seen by Alion on Oct 19, 2026. Charles Schwab scores A on the Alion truth index.
Overview
Company
Impact
Profile match
Charles Schwab is an American financial services firm headquartered in Westlake, Texas, in the Dallas-Fort Worth area, providing brokerage, wealth management, banking, custody and advisory services to individual investors and independent advisers. Founded in 1971 by Charles Schwab, who pioneered discount brokerage, the company runs regional campuses in places such as Austin, Southlake, San Francisco, Omaha and Lone Tree plus a national branch network. Its careers site lists roles for financial consultants and branch managers, software and cloud engineers, risk and AI supervision managers, auditors and treasury staff.
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.
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