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.
What are the ongoing responsibilities of an RFP Specialist?
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.
What ideal qualifications would help someone to be successful?
- 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.
- Broad product knowledge across equity, fixed income, real estate and alternatives (or experience/education to develop this knowledge quickly) is highly desired.
Compensation Range: 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. We expect the annual salary for this position to range between $75,000 - $93,000, depending on location and level of relevant experience, plus discretionary bonus.
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Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.
Highlights Of Our Benefits Include
- 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*
- Only applicable at certain locations
Learn more about the wide range of benefits we offer at Franklin Templeton
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.
If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
