Charles Schwab Proposal Writer in Richfield, Ohio


Richfield - OH, OHRICH, 4150 Kinross Lakes Pkwy, 44286

Christal Lynn Fortunato


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

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 and award-winning participant experience (including retirement plan advice) and high-end technology helps employers offer competitive employee benefits.

The National Business Development group is responsible for new business efforts overseeing Sales Support, Consultant Relations, Business Acceptance, and Sales Presentations & Proposals. The individual selected for the Proposal Writer position will be responsible for the analysis and completion of new business proposals for all related retirement plan products and services.

What you’ll do:

The Senior Proposal Writer will be responsible for the development and delivery of responses to proposal requests from consultants and prospects; managing workload and deadlines; understanding the business processes of Schwab’s retirement plan products and services; and translating said information into a concise written form. The writer will work closely with sales personnel and other members of the Business Development team to produce high quality proposals in a deadline driven environment.

Primary Responsibilities Include:

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

  • Manage the proposal process from receipt of RFP through production and distribution to ensure on-time delivery

  • Manage the information gathering process from various sources (Proposal Knowledgebase, Sales, Subject Matter Experts, Business Acceptance, Investments, etc.) to ensure a high quality proposal response

  • Respond to related follow-up questions and other miscellaneous information requests

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

  • Participate in continuous improvement and quality control projects to further enhance support of the business development sales process

What you have:

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

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

  • Proven ability to communicate technical information in a clear manner

  • Strong business communication skills in 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

  • Familiarity with industry standard proposal management tools (PMAPS, Qvidian, etc.) is a plu

  • Bachelor’s degree preferred

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

  • Ability to operate independently and as part of a team

  • Attention to detail is imperative

  • Work is performed under moderate supervision and is subject to regular review for soundness of judgment, accuracy, and progress toward completion

  • Exceptional time management and organizational skills with demonstrated experience in managing multiple, deadline-driven projects

  • Ability to quickly learn and gain in-depth understanding of existing and new products and services Excellent Microsoft Word and Excel skills

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Financial Services-6+ yrs, Retirement Services-2-5 yrs, Financial Services-2-5 yrs, Retirement Services-6+ yrs

Position Located In: TX - Austin, OH - Richfield, CO - Lone Tree

Education: BA/BS

Job Type: Full Time

Category:Retirement Services

Activation Date: Tuesday, March 20, 2018

Expiration Date: Saturday, May 26, 2018

Apply Here