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Franklin Templeton · 2 days ago

RFP Specialist

St. Petersburg, Florida, United States of America

Full-time

Hybrid

Mid Level

$71K/yr - $93K/yr

3+ years exp

Franklin Templeton is a dynamic firm focused on advancing the asset management, wealth management, and fintech industries. The RFP Specialist will be responsible for completing Requests for Proposal (RFPs) and other client-related questionnaires, ensuring accurate and compelling responses while collaborating with various internal teams.

Financial ServicesHedge FundsProfessional ServicesWealth Management

H1B Sponsor Likely

Responsibilities

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

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

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

Qualification

RFP writingAsset management knowledgeProject managementMS WordMS ExcelMS PowerPointSharePointResearch skillsVerbal communicationWritten communicationAttention to detailAdaptability

Required

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

Preferred

Broad product knowledge across equity, fixed income, real estate and alternatives (or experience/education to develop this knowledge quickly) is highly desired

Benefits

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

Company

Franklin Templeton

Glassdoor3.9

Franklin Templeton is a investment firm that offers mutual funds for individuals and institutions.

Founded in 1947

San Mateo, California, USA

5001-10000 employees

http://www.franklintempleton.com

H1B Sponsorship

Franklin Templeton has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1)