VP, Global Investment Response Management (RFP & DDQ)

At Franklin Templeton, we’re driving 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 offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

Come join us in delivering better outcomes for our clients around the world!

What is the Vice President, Global Investment Response Management responsible for?

We are seeking a Vice President, Global Investment Response Management to lead a global response team to run the end-to-end RFP and DDQ processes globally supporting Franklin Templeton’s growth.  The team co-ordinates, creates and delivers responses for Request for Proposal (RFP), Due Diligence Questionnaires (DDQ), and other external client-related requests, which accurately and favorably represent the organization, and its investment products and services, to prospective and existing external clients and their advisors.

This role will lead the development and help maintain an industry-leading model for RFP best practices in quality, process, technology, depth of knowledge and teamwork with the goal of helping acquire new business and retain existing relationships.

The ideal candidate will have a strong focus on continuous improvement with the ability to identify and implement best practices to stay one step ahead of a quickly evolving industry and organization.  In addition, a strong knowledge of investments including new and emerging asset classes is critical.  A strong leader with proven ability to manage a global organization with multiple thirds party partners is essential.

What are the ongoing responsibilities of a Vice President, Global Investment Response Management?

RFP Management:

• Build and manage a global team that will oversee the company’s responses to RFPs and proposals from start to submission, including the development of project plans and strategies and the drafting of content ensuring all content meets quality standards and deadlines are met.
• Coordinate with various internal stakeholders (investment professionals, legal, compliance, operations) to gather necessary information for RFP responses.
• Drive a scalable and repeatable RFP process including knowledge database management, message writing, data collection, content synthesis, timeline management, approvals process, and reporting

DDQ Management:

• Manage the due diligence questionnaire (DDQ) process, ensuring timely and accurate completion of client inquiries.
• Collaborate with subject matter experts to gather information required for DDQ responses.
• Maintain up-to-date knowledge of industry standards and client requirements related to due diligence.

Client Relationships:

• Serve as a primary point of contact for client inquiries related to RFPs and DDQs, demonstrating a deep understanding of our investment strategies and capabilities.
• Build strong relationships with Global Distribution Teams through effective communication and timely responsiveness.

Process Improvement:

• Continuously review and enhance RFP and DDQ processes to streamline efficiency and improve response quality.
• Implement best practices and tools to optimize the RFP and DDQ workflow.
• Conduct RFP win/loss analysis, gather client feedback, and identify and report on areas to improve client targeting efforts and win rates.
• Continuously evaluate and identify technology enhancements
• Monitor FT and competitor activities to deliver actionable insights to FT Leadership Teams

Team Leadership:

• Lead and mentor a team of RFP and DDQ specialists, providing guidance on complex client requests and professional development opportunities.
• Foster a collaborative and high-performance team culture within the department.

What ideal qualifications, skills and experience would help someone to be successful? 

Qualifications:

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field; MBA or CFA designation preferred.
• Minimum 20 years of experience in investment management, with a focus on RFP and DDQ processes for institutional clients.
• Strong understanding of various asset classes, investment strategies, and financial markets.
• Proven track record in project management and leading cross-functional teams.
• Excellent written and verbal communication skills, with the ability to articulate complex investment concepts effectively.
• Detail-oriented with a commitment to accuracy and quality in client deliverables.
• Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
• Experience adopting and using AI-enabled software to assist with optimizing the RFP process and content creation.

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $200,000 and $250,000.

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

Hear more from our employees

By joining us, you will become part of 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 maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.

Highlights of our benefits include:

• 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
• Learning and Education Assistance Program (LEAP)
• Purchase of company funds with no sales charge
• Onsite fitness center and recreation center*
• Onsite cafeteria*

*Only applicable at certain locations

Learn more about the wide range of benefits we offer at Franklin Templeton

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.

Franklin Templeton is committed to fostering a diverse and inclusive environment. 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 accommodations@franklintempleton.com. 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 accommodation requests will receive a response.