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.

Schwab Asset Management is the asset management arm of the Charles Schwab Corporation. Schwab Asset Management delivers a wide variety of products including mutual funds, exchange-traded funds, collective investment trusts, and separately handled account strategies. Our team is passionately committed to providing solutions that help Schwab clients achieve their financial goals.

Client Communications and Product Services & Solutions provides support to the larger Sales and Client Relations Team and is a key component of the Product Management and Innovation team. We are responsible for completing client responses, including Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and Quarterly Questionnaires (QQs) to current/future clients. We also develop and maintain qualitative and quantitative content for use within responses and third-party consultant databases and provide support for ad hoc client requests.

We are looking for an RFP Manager to be responsible for the completion of institutional client responses. This individual will prepare and deliver high-quality client responses that adhere to Schwab’s style and grammar templates; collaborate across the organization with SMEs and other business partners; while adhering to strict deadlines. This role presents an opportunity to interact with business partners and subject matter experts throughout the firm and provides exposure to Schwab’s offerings and business functions.

Primary Job Responsibilities:

• Complete RFPs, RFIs, DDQs, QQs, and other client documents for institutional clients
• Assist in the ongoing improvement of content used within documents
• Develop strong relationships with SMEs throughout Schwab

What you have

Required Qualifications

• Bachelor’s degree required
• 4+ years of related client response (RFPs, DDQs, RFIs, etc.,)/sales support experience
• Knowledge of financial services/products/asset classes
• Proficient with Microsoft Office applications
• Proven project management and organizational skills with the ability to run and prioritize multiple projects simultaneously in a fast-paced and deadline-driven environment

Required Qualifications

• Self-motivated with the ability to take direction and work independently. Ability to effectively manage new projects, existing maintenance, and shifting priorities
• Ability to communicate effectively, both in writing and verbally
• Ability to effectively operate in a team environment in which significant emphasis is placed on accuracy and timeliness
• Affinity for learning new and complex software applications

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.