Proposal Writer, Retirement Plan Services Job at Charles Schwab in Austin

Your Opportunity

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.

The Business Development group is responsible for new business efforts overseeing Sales Support, Consultant Relations, Business Acceptance, and Client Retention. The Proposal Writer will be responsible for the analysis and completion of new business proposals for all related retirement plan products and services.

The Proposal Writer will be responsible for the development and delivery of responses to complex proposal requests from consultants and prospects; managing workload and deadlines; understanding the business processes of Schwab’s retirement plan products and services including Qualified, Nonqualified, Defined Benefit and Stock Plan offerings; and translating said information into a concise written form. You will work closely with Sales personnel and other members of the Business Development team to produce high quality proposals in a deadline driven environment.

Your Primary Responsibilities Include :

• 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 (Proposal Knowledgebase, Sales, Subject Matter Experts, Business Acceptance, Investment Services, etc.) 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 :

Preferred Qualifications :

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.

We offer a competitive benefits package that takes care of the whole you – both today and in the future :

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