Sr RFP Specialist

At Franklin Templeton we believe success is built through powerful partnerships. As a forward thinking asset manager we build dynamic relationships with clients understand their goals and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented global teams bring expertise that is both broad and unique.

From our welcoming inclusive and supportive culture to our globally diverse business we offer opportunities not only to help you reach your potential but also to contribute to our clients success.

The Global RFP Team develops high-quality Requests for Proposal (RFPs) Due Diligence Questionnaires (DDQs) consultant databases and other new business and client-related questionnaires that accurately represent Franklin Templetons investment capabilities products and services.

Through strong partnerships with Sales Consultant Relations Investments Product Management Legal Compliance Marketing Client Service and other key stakeholders the team delivers timely accurate and compelling responses that support client retention business growth and long-term client relationships.

As part of the Global RFP Team theSenior RFP Specialistserves as a trusted advisor and project manager responsible for leading the development of complex RFPs RFIs DDQs and other client questionnaires.

In addition to managing complex proposal deliverables this role is expected to influence team success by championing quality standards promoting knowledge sharing and identifying opportunities to enhance processes and the overall client experience.

What are the ongoing responsibilities of the role

• Lead the preparation and coordination of complex RFPs RFIs DDQs and client questionnaires ensuring accuracy quality consistency and timely delivery.

• Partner with Sales Consultant Relations Investments Product Management Legal Compliance Marketing Client Service and other stakeholders to develop compelling client-focused responses and proposal strategies.

• Champion proposal quality by reviewing editing and providing guidance on proposal content to ensure consistency compliance and alignment with Franklin Templetons messaging and brand standards.

• Serve as a trusted resource and subject matter expert by mentoring colleagues supporting onboarding sharing best practices and fostering a collaborative high-performing team environment.

• Drive continuous improvement by identifying opportunities to enhance proposal content streamline workflows strengthen knowledge management and improve operational efficiency.

• Manage multiple high-priority projects simultaneously while proactively communicating timelines risks and project status and exercising sound judgment to resolve complex or ambiguous requests.

• Influence the continued success of the Global RFP Team by contributing to strategic initiatives technology enhancements and process improvements that improve scalability consistency and the overall client experience.

Experience education & certifications

• Bachelors degree or equivalent combination of education and relevant experience.

• 5 years of proposal writing RFP DDQ consultant database or related experience within asset management or the financial services industry.

• Demonstrated ability to lead complex proposal projects while successfully managing multiple priorities in a fast-paced deadline-driven environment.

• Exceptional written editing proofreading analytical and verbal communication skills with meticulous attention to detail.

• Advanced proficiency in Microsoft Office applications including Word Excel PowerPoint and SharePoint; experience with proposal or content management systems and AI tools is preferred.

• Proven ability to build strong partnerships influence stakeholders and collaborate effectively across all levels of the organization.

• Demonstrated experience mentoring others exercising independent judgment identifying process improvements and driving operational excellence while maintaining a client-focused mindset.

• Broad knowledge of investment products and financial marketsincluding equity fixed income alternatives and multi-asset strategiesor the ability to develop this knowledge quickly.

This role is based in either Boston MA or Baltimore MD and operates under a hybrid working model blending in-office collaboration with remote work flexibility.

Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetarydesigned 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. We expect the annual salary for this position to range between $95000 - $115000 depending on location and level of relevant experience plus discretionary bonus.

#LI-Hybrid

At Franklin Templeton we believe your benefits should support your life your goals and your future. Thats why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.

- Paid Time Off: Three weeks of PTO in your first year

- Health Coverage: Competitive medical dental and vision insurance to support your well-being

- Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions up to IRS limits

- Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities

- Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement

- Employee Investment Benefits: Opportunity to purchase company funds with no sales charge

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees and we evaluate qualified applicants without regard to ancestry age color disability genetic information gender gender identity or gender expression marital status medical condition military or veteran status national origin race religion sex sexual orientation and any other basis protected by federal state or local law ordinance or regulation.