{"id":2869229,"url":"https://alion.io/job/charles-schwab-senior-manager-proposal-development-workplace-services","title":"Senior Manager Proposal Development, Workplace Services","company":{"id":2930000,"name":"Charles Schwab","domain":"schwabjobs.com","url":"https://alion.io/company/schwabjobs","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"iCIMS","truth_index":{"grade":"A","score":100,"open_postings":13,"ghost_share":0,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":3,"computed_at":"2026-10-23T05:54:15Z"}},"role":"Operations","role_family":"Operations","seniority":"senior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Richfield, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":86000,"max_usd":170000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":3522},"experience_years_min":7,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[],"status":"closed","first_seen_at":"2026-10-19T18:53:31Z","employer_posted_date":"2026-10-19","last_verified_at":"2026-10-23T19:40:02Z","board_verified":false,"closed_at":"2026-10-23T19:40:02Z","days_open":4,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":4},"description":"Your Opportunity\nWe 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.\nWhat You’ll Do\nLead, coach, and develop a high-performing team of proposal professionals, establishing clear expectations and supporting career growth.\nProvide strategic oversight for complex and high-priority proposals, including win themes, differentiated positioning, and executive messaging.\nEnsure deliverables are persuasive, accurate, compliant, consistent, and delivered on time; provide escalation support for critical opportunities.\nOversee proposal intake, prioritization, staffing, and workload across retirement plan and equity/stock plan services.\nEstablish effective processes for proposal development, review, approval, quality assurance, content governance, and delivery.\nAdvance proposal technology, automation, AI-enabled tools, content reuse, and workflow improvements.\nBuild strong partnerships across Sales, Relationship Management, Product, Operations, Technology, Legal, Compliance, Marketing, and other key functions.\nMonitor evolving client needs, market expectations, and competitive trends to strengthen proposal strategy and positioning.\nWhat you have\nRequired:\nBachelor’s degree or equivalent relevant experience.\n7+ years of experience in proposal management, RFP development, sales enablement, financial services, or a related field.\nDemonstrated experience leading, coaching, or developing professionals.\nExceptional writing, editing, project management, and communication skills.\nProven ability to manage complex, deadline-driven initiatives and influence across teams and organizational levels.\nPreferred:\nExperience in retirement services, equity compensation, workplace financial solutions, employee benefits, or financial services.\nExperience supporting sophisticated RFPs, consultant-driven sales processes, or institutional business opportunities.\nExperience with proposal platforms, CRM systems, content repositories, automation, or AIenabled tools; APMP or related designation is a plus.\nIn addition to the salary range, this role is eligible for bonus opportunities.","description_format":"text","description_chars":2558,"description_truncated":false,"requirements":{"experience_years_min":7,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[]},"benefits":["Equity","Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks","Wealth Management & Financial Advisors","Custody & Fund Administration","Online Brokerage & Trading Platforms"],"lifecycle":[{"event":"open","at":"2026-10-19T18:53:31Z"},{"event":"close","at":"2026-10-23T19:40:02Z"}],"visa":[],"liveness":null,"pay":null,"html_url":"https://alion.io/job/charles-schwab-senior-manager-proposal-development-workplace-services","json_url":"https://alion.io/job/charles-schwab-senior-manager-proposal-development-workplace-services.json","meta":{"generated_at":"2026-10-24T05:27:20Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":7715,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-25T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2930000},"rest":"https://alion.io/mcp/rest/get_company?id=2930000"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcharles-schwab-senior-manager-proposal-development-workplace-services"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcharles-schwab-senior-manager-proposal-development-workplace-services"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcharles-schwab-senior-manager-proposal-development-workplace-services"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/charles-schwab-senior-manager-proposal-development-workplace-services\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcharles-schwab-senior-manager-proposal-development-workplace-services"}]}