Senior Manager Proposal Development, Workplace Services
Confirmed on the employer's own hiring board on Oct 21, 2026. First seen by Alion on Oct 19, 2026. Charles Schwab scores A on the Alion truth index.
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