Proposal Writer, Retirement Plan Services

Overview

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

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 (including retirement plan advice), and high-end technology helps employers offer competitive employee benefits.

Responsibilities

Prepare responses to Requests for Information (RFIs) / Requests for Proposals (RFPs) from prospects, consultants, and current clients

Manage the proposal process from receipt of 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

Work with Knowledgebase Manager to review and edit database proposal responses on a periodic basis

Provide Peer 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

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications

3+ years of relevant financial services experience in retirement plan administration or recordkeeping services; or stock plan administration

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

Ability to work well under pressure in a high-demand, deadline-driven environment

Ability to self-manage project details and work with different management levels within the organization

Ability to operate independently and as part of a team

Attention to detail is imperative

Ability to quickly learn and gain in-depth understanding of existing and new products and services

Excellent Microsoft suite skills

Preferred Qualifications

3+ years of experience in proposal writing and / or business communications

Familiarity with industry standard proposal management tools (QVidian, RPAG, RFP Director, RFP360, Catapult, etc.)

Experience working with AI software

Bachelor’s degree

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

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Other

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