Sr RFP Specialist

Franklin Templeton; Boston (MA); Hybrid; USD 95,000 - 115,000; Full time

Benefits offered by this job

Three weeks PTO

Competitive health coverage

401(k) with generous match

Employee stock investment plan

LEAP education assistance

Esp Investment benefits

Job summary

Franklin Templeton in the United States is seeking a Senior RFP Specialist to lead the development of complex RFPs, RFIs, and DDQs, ensuring timely, high-quality responses that reflect the firm’s capabilities.

You will partner with Sales, Legal, Compliance, and other stakeholders to drive client-focused proposals, mentor colleagues, and champion continuous process improvements across the Global RFP Team.

Qualifications

• Bachelor’s degree or equivalent combination of education and relevant experience.
• 5+ years of proposal writing, RFP, DDQ, 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.
• Broad knowledge of investment products and financial markets—or the ability to develop this knowledge quickly.

Responsibilities

• 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 Templeton’s 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.

Skills

Proposal writing

RFP management

Editing

Verbal communication

Microsoft Office

AI tools

Education

Bachelor’s degree or equivalent

Tools

SharePoint

Content management systems

AI tools

Job description

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.

What is the department responsible for?

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 Templeton’s 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.

What is the role responsible for?

As part of the Global RFP Team, the Senior RFP Specialist serves 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 Templeton’s 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.

What are the qualifications?

Experience, education & certifications

• Bachelor’s 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 markets—including equity, fixed income, alternatives, and multi-asset strategies—or the ability to develop this knowledge quickly.

Work Schedule & Location

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 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 $95,000 - $115,000, depending on location and level of relevant experience, plus discretionary bonus.

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

Highlights Of Our Benefits Include

• 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.