RFP/DDQ Manager - US Retail - Remote Opportunity Details

RFP/DDQ Manager - US Retail - Remote Opportunity

Franklin Templeton Investments - Fort Lauderdale, FL

Employment Type : Full-Time

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. Please note that this opportunity is a remote position available across different states within the US. What is the Global RFP team responsible for? The Global RFP Team is responsible for completing Requests for Proposal (RFPs), Due Diligence Questionnaires (DDQs) 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 US Retail RFP/DDQ Team supports the full range of Franklin Templeton’s retail investment capabilities across 19 distinct investment groups. What are the ongoing responsibilities of the US Retail RFP/DDQ Manager? The U.S. Retail RFP/DDQ Manager is a leadership role, with responsibility to ensure that Franklin Templeton delivers timely, high-quality documents that that positively impact client retention, relationships and win rates. In addition, the RFP/DDQ Manager will be involved in the review and completion of RFPs and DDQs. Key responsibilities include:

• Manage workflow for new questionnaire/submission requests, determine complexity of client requirements, and collaborate with leaders and direct reports to allocate within the team for completion.
• Identify longer-term capacity constraints or scheduling issues and escalate as necessary.
• Lead or participate in prioritization discussions.
• Lead the preparation of complex and/or high-profile submissions through providing input into strategy and content development – including writing, editing and/or customizing responses.
• Drive understanding and adherence to best practices and processes, work on optimization and building efficiencies, including use of the content management database.
• Ensure accurate tracking records are maintained.
• Review and approve completed questionnaires/submissions, as required.
• Coach, develop and mentor team members.

What ideal qualifications would help someone to be successful?

• 3-5 years of management in a global financial services environment, preferred.
• Detailed understanding and experience of the industry processes related to RFP and due diligence support.
• Thorough understanding of retail asset management, plus strong knowledge of financial markets globally
• Ability to interact effectively and professionally with all levels of seniority and across multiple regions
• University degree or equivalent knowledge and experience

#LI-US #MID_SENIOR_LEVEL #LI-Remote 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

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 Franklin Templeton Careers 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.