Senior Manager, Business Acceptance Consultant

What you will be responsible for:

The Business Acceptance (BA) Consultant, Senior Manager will be responsible for serving as liaison with sales while supervising the internal sales process within the various business units from the Request for Proposal (RFP) to the handoff to Conversion. Primary responsibilities will include having a deep and holistic understanding of Schwab's products, services, and administrative capabilities, allowing for successful underwriting of Defined Contribution (DC), Defined Benefits (DB) or Non Qualfied (NQ) opportunities. Upon completion of thorough underwriting, the BA consultant will be responsible for understanding business financials and the impacts of plan complexity on those financials, pricing the new business accordingly. The BA Consultant is responsible for providing comprehensive pricing rollups to Senior Leadership when pricing and operational exceptions are required. You will provide detailed documentation throughout the sales process to effectively hand-off to the conversion department and ongoing support partners should we acquire the business.

The BA Consultant partners closely with sales and other business Subject Matter Experts in Workplace services, as well as outside to the broader Schwab enterprise to effectively evaluate the opportunity for risk and identify if the opportunity aligns with our business model and capabilities. You will attend prospect calls along with the assigned sales partner for opportunities greater than $1B as needed and you will partner with sales on understanding buying criteria and strategy for the opportunities. As the BA consultant, you will be responsible for ensuring alignment of the RFP writers and presentation teams around the goals of the prospect.

As the front line to all business opportunities received by Workplace Service, the BA Consultant must leverage data and competitive intelligence in a thoughtful way to identify themes and trends in the industry that should be communicated to leadership for awareness that will shape future initiatives for the business.

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

• 8+ years of relevant financial services experience, including underwriting experience within the Retirement Plan Services Industry
• Strong analytical and consultative skills
• Capability to execute multiple initiatives at one time where it will involve a high amount of communication, coordination, project management and delivering on time limits
• Comfort with ambiguity with an ability to learn quickly and thrive in a complex, growth-oriented, and dynamic environment
• Ability to adapt and implement changes as market and business conditions evolve
• Ability to operate independently and as part of a team

Preferred Qualifications

• Employer-sponsored retirement plan expertise
• Bachelor's degree

What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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