At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.
What is the Global RFP team responsible for?
The Global RFP 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 part of Global RFP, the Americas RFP Team supports the full range of Franklin Templeton’s institutional and retail investment capabilities across 19 distinct investment groups.
What are the ongoing responsibilities of a Proposal Specialist?
The Proposal Specialist is an individual contributor role, with responsibility for completing and/or coordinating RFPs and other new business-related questionnaires of varying levels of complexity. The role is highly interactive and requires close teamwork with internal partners (Sales, Consultant Relations and Client Services) and other business partners globally in order to meet critical timelines and provide accurate and timely information to potential clients. The role is instrumental in developing and enhancing client and consultant relationships by generating quality responses that positively impact next stage and win rates.
What ideal qualifications would help someone to be successful?
University degree or equivalent knowledge and experience
3 – 5 years of proposal creation experience is essential; asset management industry essential
Excellent project management and organization skills, able to manage multiple tasks and meet tight deadlines
Strong working knowledge of MS Word, Excel, 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
What makes Franklin Templeton unique?
In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
Highlights of our benefits include:
Three weeks paid time off the first year
Medical, dental and vision insurance
401(k) Retirement Plan with 75% 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*
- Only applicable at certain locations
We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.
We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people, and see what it means to say, “I AM Franklin Templeton”.
Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing 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. We invite you to visit us at http://www.franklintempletoncareers.com/ to learn more about our company and our career opportunities.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation 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 you are requesting and the job title and 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 requests for accommodations will receive a response.
Sales and Relationship Management
United States-New York-New York
United States-Florida-Ft. Lauderdale, United States-Florida-St. Petersburg, Canada-Ontario-Toronto, United States-California-Rancho Cordova