Sr RFP Specialist

Senior 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.

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.

Ongoing responsibilities of the role include:

• 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.

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.

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…