Senior RFP Specialist

Job title:

Senior RFP Specialist

Company

Franklin Templeton Investments

Job description

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.Come join us in delivering better outcomes for our clients around the world!What is EMEA RFP responsible for?In this role, you will be completing RFPs and other new business or client-related questionnaires which accurately and favorably represent the organisation, and its investment products and services, to prospective clients and their advisers. As a Senior RFP Specialist, you will have responsibility for completing and/or coordinating Request for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and other external client-related requests.What are the ongoing responsibilities of the Senior RFP Specialist?Assists with completion of RFPs, RFIs, DDQs and surveys.Ensures all appropriate approval/review steps have been completed and documented for each submission, with inputs from other RFP members, Product Management team and the Distribution team.Supports the update of existing content, distinguishing between opportunity-specific customization and generic content.Builds and maintains effective working relationships with colleagues and business partners.Develops understanding of external clients and their requirements, our investment products, and distribution and product management priorities.Reviews own work and submissions by other RFP Specialists, to ensure consistency with best practice guidelines, and that draft responses meet external client requirements and accurately positions the organization.Prioritises own workload to adhere to the project timeline, highlighting any challenges or resource constraints in advance.#LI-EURWhat qualifications, skills and experience would help someone to be successful?Experience writing RFPs within the Asset Management industryBachelor’s degree or equivalent experienceStrong understanding of the Asset Management environment across institutional and retail channels with good knowledge of financial markets globallyUnderstanding of the range of products we offer such as equity, fixed income, real estate and alternativesExcellent verbal and written communication skills, plus experience of proofreadingAbility to interact professionally with a wide range of stakeholders across the businessProficient with statistical information, able to understand data and use it to provide evidence in support of written statements.Meticulous attention to detail across all aspects of data, language and grammar, and general layout/presentationAble to manage multiple tasks and flexible/adaptable to allow you to adjust to changes in workflow and meet tight deadlinesGood MS Word, Excel and PowerPoint skills are needed, with knowledge of Qvidan or other content databases being idealCFA designation (or working towards one) or IMC would be advantageous but not requiredOther European language a plusExperience our welcoming culture and reach your professional and personal potential!

Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.We want our employees to be at their best. By joining us, you will connect with a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for staying physically and mentally healthy, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered.Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to 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.As part of our commitment to fostering a diverse and inclusive work environment, we welcome applicants with flexible working arrangements in their current roles or those seeking a flexible working pattern. We encourage you to communicate any preferences for flexible working so that we can consider this during our hiring process. Additionally, returners – individuals who have taken a break from work – are also encouraged to explore our job opportunities.As a registered UK Disability Confident Committed Employer, we encourage you to disclose if you consider yourself to have a disability as part of your application. This information enables us to provide the necessary support and leverage your unique talents effectively.If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to . In your email, please include the accommodation or adjustment you are requesting, the job title, and the 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 arrangements will receive a response.

Expected salary

Location

London

Job date

Sat, 18 Jan 2025 08:19:29 GMT

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