RFP Specialist

Franklin Templeton•Boston, MA

1d•Hybrid

About The Position

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! What is the Global Client Proposal Solutions team responsible for? The Global Client Proposal Solutions (GCPS) Team is responsible for completing Requests for Proposal (RFPs) and other new business or client-related questionnaires which accurately and favorably represent the organization, and its investment products and services, to prospective clients and their advisers. As an RFP Specialist, you will have responsibility for completing RFPs, RFIs, Due Diligence Questionnaires (DDQs), and other external client-related requests. This role works closely with Sales, Content Management, Product, Compliance, Legal, and other internal business partners to deliver accurate, persuasive, and compelling responses by the deadline.

Requirements

Bachelor’s degree or equivalent experience.
3+ years’ experience writing RFPs within the Asset Management industry.
Excellent project management and organization skills, able to manage multiple tasks and meet tight deadlines.
Strong working knowledge of MS Word, Excel, PowerPoint, and SharePoint.
First-rate verbal and written communication skills, plus strong proofreading skills.
Excellent research and analysis skills, thorough in following issues to a successful conclusion.
Meticulous attention to detail across all aspects of data, language and grammar, and general layout and presentation.
Ability to interact effectively and professionally at all levels of seniority and across multiple cultures.
Flexible and adaptable, ability to adjust to changes in workflow and succeed in a fast-paced, deadline-driven environment.

Nice To Haves

Broad product knowledge across equity, fixed income, real estate and alternatives (or experience/education to develop this knowledge quickly) is highly desired.

Responsibilities

Proposal Development & Delivery Assists with completion of RFPs, RFIs, DDQs and surveys.
Develops understanding of external clients and their requirements, our investment products, and distribution and product management priorities.
Analyze requests to determine scope, Subject Matter Expert (SME) outreach requirements, and prioritizes own workload to adhere to the project timeline, highlighting any challenges or resource constraints in advance.
Cross-Functional Collaboration Ensures all appropriate approval/review steps have been completed and documented for each submission, with input from other RFP team members, Product Management team and the Distribution team.
Partner with internal stakeholders to gather data, resolve gaps, and align messaging with business priorities.
Build and maintain effective working relationships with colleagues and business partners.
Quality Assurance & Process Improvement Maintain high standards for clarity, accuracy, and formatting across all materials, ensuring consistency with best practice guidelines, meeting client requirements, and accurately position the organization and products.
Support the update of existing content, distinguishing between opportunity-specific customization and generic content.
Leverage and embrace AI-enabled writing, review, and workflow tools to create efficiencies, enhance quality, and accelerate delivery.

Benefits

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results.
Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards.
We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program.
Three weeks paid time off the first year
Medical, dental and vision insurance
401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
Employee Stock Investment Program
Tuition Assistance Program
Purchase of company funds with no sales charge
Onsite fitness center and recreation center
Onsite cafeteria