機関投資家向けに投資運用サービスの提案・販売を担うポジションです。
ここでいう投資運用サービスとは、アクティブ株式・債券運用戦略、プライベートアセット、ヘッジファンド等の個別資産運用ソリューションから、運用業務の全部または一部を受託するアウトソーシングサービスまで、当社が提供する幅広い投資ソリューションを指します。
主な顧客は、企業年金、金融機関、大学基金、財団法人等の機関投資家であり、投資信託および投資一任契約（Separately Managed Accounts）の販売拡大を担います。
また、トランジション・マネジメントやカスタム・ポートフォリオ・ソリューション（CPS：アクティブ／パッシブ為替ヘッジ、コンプリーション・ポートフォリオ、ダウンサイド・プロテクション等）といった付加的なソリューションの提案・販売も行います。
本ポジションは会社の報酬制度に基づく業績連動賞与の対象となります。
1年以上先を見据えた短中期的な営業・事業計画の策定および推進を担い、中期戦略と日々の営業活動をつなぐ役割を果たします。
職務内容（Job Description）本ポジションは、機関投資家顧客（企業年金および金融機関〔販売会社を含む〕）向けの営業活動を通じて、新規資金獲得および運用残高（AUM）の拡大を推進します。
また、個別資産クラス戦略までを含む幅広い資産運用サービス、CPS、およびコンサルティングサービスの販売拡大についても責任を負います。
クライアントサービスチームおよび運用チームのメンバーと連携しながら、顧客ニーズに基づいたソリューション営業戦略の立案・推進を行います。
主な職務内容- 売上および運用資産残高（AUM）の獲得計画を策定する
- Managing Director（MD）と合意した年間目標を達成、または上回る成果を上げる
- 機関投資家市場、既存顧客・見込み顧客との関係性、およびソリューション提案戦略に関する深い知見を有し、営業活動に活かす
- 顧客の投資プロセス（ガバナンス、資産配分、戦略実行、パフォーマンス評価・報告等）を支援する付加価値の高いアドバイスおよび投資ソリューションを提供する
- マーケティングチームおよびプロダクトチームと連携し、機関投資家向けの価値提案（Value Proposition）を開発する
- 社内の関係部署や専門家（Subject Matter Experts）と連携し、顧客提案を推進する
以下の経験・スキルを有する方を想定しています。
- 資産運用業界または関連業界において15年以上の経験を有すること
- 営業または営業マネジメントにおいて優れた実績を有すること
- プライベートアセットを含む投資商品および資産運用業界に関する深い知識を有すること
- 金融業界または関連分野における営業経験を有すること
- ソリューション営業（Solution-Based Selling）の手法に関する知識を持ち、高い提案力・プレゼンテーション能力を有すること
- 優れた対人関係構築能力を持ち、チームの一員として効果的に業務を遂行できること
- 高い倫理観、誠実性、およびプロフェッショナリズムを有すること
- 投資運用業務に関する実務経験および知識を有すること
- 日本語ネイティブレベルのコミュニケーション能力（必須）
- 英語によるビジネスレベルのコミュニケーション能力（必須）
会社の指示する業務
勤務地東京都港区虎ノ門1-3-1 東京虎ノ門グローバルスクエア20階
（銀座線 虎ノ門駅から徒歩1分、日比谷線／千代田線 霞ヶ関駅から徒歩4分、日比谷線 虎ノ門ヒルズ駅から徒歩6分、三田線 内幸町駅から徒歩6分）
勤務地変更範囲会社の定める事業所
転勤：無し
出向無し
雇用形態無期雇用
試用期間有り（6か月）
給与、手当等年俸制（経験・能力を考慮のうえ決定）
社会保険完備、賞与制度、昇給制度、各種福利厚生あり
就業時間就業時間：09：00～17：00
休憩時間：1時間
残業あり
フレックスタイム制度
休日完全週休2日制（土日祝）
有給休暇：初年度 最大18日
※入社月により変動、最大18日（1月入社の場合）
※他特別休暇等あり
Director, Institutional SalesRole Summary:
Responsible for selling investment management services to institutional clients. Investment management services in this context refer to the full range of investment solutions the organization may provide, ranging from individual asset solutions (such as active equity/fixed income strategies, private assets, and hedge funds) to full or partial outsourcing services.
The primary clients are institutional investors, including corporate pension funds, financial institutions, endowments, and foundations, with responsibility for driving sales of funds and separately managed accounts.
In addition, sell additional products such as transition management and custom portfolio solutions (CPS e.g., active & passive currency hedging, completion portfolios, downside protection).
Associates in this function may be eligible for a bonus.
Develops and directs short-term (> 1 yr) operational plans. A bridge role between mid-term and tactical focus.
Job Description:
This position has main responsibility to expand sales of Institutional Clients (Corporate Pension /Financial Institution including distributors) and has broad responsibility to expand sales of broader asset management services e.g. single asset class solutions, CPS and Consulting.
This position will coordinate / collaborate with other Client Services team members and Investment team members in the development of a solution-based sales strategy to clients.
The responsibilities of the individual in this position include:
- Develop Revenue and AUM Acquisition Plan.
- Meet and exceed annual financial targets as agreed with MD.
- Develop a thorough understanding of the Institutions market segment, existing and prospective client relationships and solutions-based strategy.
- Delivering value-added advice and investment solutions that help our clients manage the investment process around planning/governance, asset allocation and strategy implementation and performance reporting and evaluation.
- Work closely with marketing and product groups to develop a solution-based value proposition for the Institutions segment.
- Coordinate with internal stakeholders, subject matter experts/resources.
The successful candidate will have extensive demonstrable skills and experiences including the following:
- More than 15 years of experience in the investment management industry or related fields with a successful track record in sales and/or sales management.
- In-depth knowledge of investment products, including private assets, the asset management industry.
- Successful sales experience in the financial industry or related fields; demonstrated knowledge of solution based selling techniques and persuasive communication and presentation skills.
- Strong interpersonal skills and the ability to work effectively within the team.
- High level of personal integrity and professionalism. Actual experience and knowledge of Investment Management,
- Native-level Japanese proficiency and communication skills are mandatory.
- Business-level English communication skills are required, including the ability to handle email correspondence, prepare client visit memos for overseas colleagues, and conduct client briefings.
Scope of Job Responsibilities:
Responsibilities may be modified or reassigned at the discretion of the Company
Work Location:
Tokyo Toranomon Global Square 20F, 1-3-1 Toranomon, Minato-ku, Tokyo, Japan
1-minute walk from Toranomon Station (Ginza Line)
4-minute walk from Kasumigaseki Station (Hibiya Line / Chiyoda Line)
6-minute walk from Toranomon Hills Station (Hibiya Line)
6-minute walk from Uchisaiwaicho Station (Mita Line)
Relocation Requirement:
None (No transfers required)
Secondment:
None
Employment Type:
Permanent Full-Time
Probationary Period:
6 months
Compensation:
Annual salary structure. Salary details will be discussed with selected candidates.
Comprehensive social insurance coverage, annual bonus program, salary review program, and a range of employee benefits.
Working Hours:
Working Hours: 9:00 a.m. – 5:00 p.m.
Lunch Break: 1 hour
Overtime work may be required.
Flexible working arrangements available.
Holidays and Paid Leave
Five-day workweek (Saturday, Sunday, and public holidays off)
Annual Paid Leave:
Up to 18 days in the first year of employment (depending on joining date; employees joining in January are eligible for the maximum entitlement of 18 days)
Additional special leave programs are available.
Skills Required
- More than 15 years of experience in the investment management industry or related fields with a successful track record in sales or sales management
- In-depth knowledge of investment products, including private assets and asset management industry practices
- Proven successful sales experience in the financial industry with solution-based selling techniques and strong presentation skills
- Strong interpersonal skills and ability to work effectively within cross-functional teams
- High level of personal integrity and professionalism
- Business-level English communication skills for email, client memos, and briefings
Russell Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Russell Investments and has not been reviewed or approved by Russell Investments.
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Leave & Time Off Breadth — Time off starts at 20 days of vacation in year one (rising to 25 after four years) plus 10 paid holidays and nine sick days, which provides substantial leave coverage. Backup childcare and other leave supports add practical flexibility for life events.
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Retirement Support — A 401(k) company match up to 5% of eligible base salary, alongside access to select Russell Investments funds, offers a meaningful foundation for long‑term savings. This structure provides clear, predictable retirement support.
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Wellbeing & Lifestyle Benefits — Comprehensive medical coverage, employer HSA contributions, a Lifestyle Spending Account, and Modern Health access (10 counseling and 10 coaching sessions per year) strengthen overall wellbeing. These elements enhance total‑compensation value beyond base pay.
Russell Investments Insights
What We Do
Russell Investments is a leading outsourced CIO (OCIO) partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 87-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm is the world’s sixth-largest investment adviser, with $1 trillion in assets under advisement (as of June 30, 2022) and $288.3 billion in assets under management (as of March 31, 2023) for clients in 32 countries. Headquartered in Seattle, Washington, Russell Investments has offices in 19 cities around the world, including London, New York, Toronto, Sydney, Tokyo, and Shanghai.
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