WELLINGTON MANAGEMENT
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 50 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
OVERVIEW
We are seeking a Relationship Manager to lead and support the relationships management and client services needs with Japanese institutional clients, including financial institutions, pension sponsors, and Japanese asset management companies. This individual will work closely with the Business Development Manager on shared accounts and lead engagements with clients to understand their investment goals and servicing needs, as well as addressing any issues, concerns or opportunities.
The Relationship Manager will be responsible for deepening and maintaining existing client relationships, driving engagement, and supporting long-term client retention, including the development and execution of retention strategies. The role will also partner closely with internal teams to onboard new client accounts and ensure client activities are managed effectively and in accordance with applicable regulatory requirements.
This role requires close collaboration across the Tokyo office and regional teams, with a high degree of ownership and accountability for client outcomes. The successful candidate will operate in a dynamic, client-focused environment, partnering closely with investment professionals, client-facing teams, and senior stakeholders across the region.
KEY RESPONSIBILITIES
Responsibilities will include (but not limited to) the following:
Client Relationship Management
Serve as the primary contact for assigned Japanese institutional clients and maintain strong, long-term relationships at both working and senior levels.
Maintain regular client engagement through meetings, investment and service reviews, and day-to-day communication.
Ensure a consistently high level of client satisfaction, retention, and service quality across complex mandates.
Develop a deep understanding of client objectives, governance, decision-making processes, and investment needs.
Identify opportunities to deepen and broaden relationships, partnering with Business Development Managers to support asset growth.
Client Onboarding, Service Delivery, and Operating Structure
Lead or support onboarding of new clients and mandates, including requirements gathering, documentation, and launch readiness.
Work with Client Platform and Client Operations to design servicing structures that balance client needs with platform and operational capacity.
Act as an escalation point for client service and operational issues and drive timely resolution.
Coordinate RFI, due diligence, and client information requests in collaboration with investment, product, and operations teams.
Team Support and Governance
Provide day-to-day guidance to Relationship Analysts supporting assigned clients, contributing to their development and to consistent service standards.
Oversee preparation of client reviews, presentations, reporting materials, and account plans.
Maintain accurate CRM records and support regional reporting and governance requirements.
Ensure compliance with internal policies, regulatory obligations, and client-specific requirements.
QUALIFICATIONS
Experience
10+ years of experience within asset management, or related financial services and have a solid understanding of institutional investors’ needs in Japan
Proven experience in a client-facing relationship management, client service, or institutional servicing role with Japanese institutional clients.
Experience managing client onboarding and complex, multi-party…