Sr RFP Specialist
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-08-08
Listing for:
Franklin Templeton Investments
Full Time
position Listed on 2026-08-08
Job specializations:
-
Business
Client Relationship Management, Regulatory Compliance Specialist
Job Description & How to Apply Below
Boston, Massachusetts, United States of America:
Baltimore, Maryland, United States of America time type:
Full time posted on:
Posted Todayjob requisition :
868745
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.
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** 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 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…
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