Relationship Manager

Posted 10 Days Ago
Be an Early Applicant
Tokyo, JPN
In-Office
Mid level
Financial Services
The Role
Support client service and business development for private credit products by responding to investor inquiries (particularly Japanese), preparing deliverables and RFP responses, coordinating with investment and BD teams, assisting event preparation/execution, and maintaining accurate investor communications and materials.
Summary Generated by Built In

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique.


From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.


We are seeking a detail-oriented and process-focused individual to join our Client Service/Business Development team as a Relationship Manager. The primary responsibilities of this role include monitoring investor requests and ensuring timely follow-up, drafting and issuing key investor deliverables, supporting central investor communications and reporting, assisting with event preparation and execution, and facilitating client events such as due diligence meetings and audits.

The ideal candidate will demonstrate strong attention to detail, experience with relevant technology, knowledge of credit products, and a desire to learn and grow within the organization.

The role will primarily focus on private credit products, including CLOs, bank loans, and direct lending.

How you will add value?
  • Analyzing investor requests received in Japanese to ensure a clear understanding of what is required

  • Gathering and assessing company and product information from across BSP to draft accurate, thoughtful, and timely responses to investor inquiries, both in writing and verbally

  • For complex inquiries, working with senior client service team members and/or dedicated strategy-level product specialists to explain investor requests in English and co-develop an appropriate response, under the guidance of senior team members

  • Working with the broader Business Development and Investment teams to follow up collaboratively on requests from Japanese investors that have been sent directly to them, ensuring deadlines are met and the information provided is accurate and well presented

  • Building strong working relationships with the broader Business Development team and serving as a valued team member, while supporting central initiatives such as firmwide investor events, maintenance of firmwide information, creation of marketing materials, and translation, where required

  • Assisting the RFP team in the preparation of responses to Japanese client due diligence questionnaires and RFPs/RFIs

  • Taking the initiative to continually deepen personal knowledge of the BSP business and develop a strong understanding of its products and company information

What will help you be successful in this role?

Experience, Education & Certifications:

  • At least 3 years of prior work experience, preferably in investor relations or a client service role within financial services

  • Bachelor’s degree required; MBA, CFA, CAIA, or CMA preferred

Technical Skills:

  • Understanding of credit strategies and private credit products

  • Proficiency in Excel and PowerPoint

  • Experience with Salesforce, MSD, or other CRM tools is a plus

Soft Skills:

  • Native-level Japanese and fluent English communication skills, both written and spoken

  • Process-focused, with the ability to follow established procedures and workflows to ensure efficient operations

  • Strong attention to detail, with a focus on accuracy and precision in all tasks and communications

  • Customer-focused, with a commitment to providing excellent service to investors and stakeholders

  • Ability to maintain a positive work environment by communicating effectively with colleagues across Franklin Templeton and its affiliated entities

  • Ability to multitask and prioritize effectively while meeting tight deadlines in a collaborative manner

#MID_SENIOR_LEVEL

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and 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.

Skills Required

  • At least 3 years prior work experience
  • Bachelor's degree
  • MBA, CFA, CAIA, or CMA
  • Understanding of credit strategies and private credit products (CLOs, bank loans, direct lending)
  • Proficiency in Excel
  • Proficiency in PowerPoint
  • Experience with Salesforce, MSD, or other CRM tools
  • Native-level Japanese and fluent English communication (written and spoken)
  • Process-focused with ability to follow established procedures and workflows
  • Strong attention to detail and accuracy
  • Customer-focused with ability to multitask and prioritize under tight deadlines
  • Experience in investor relations or client service within financial services

Franklin Templeton Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Franklin Templeton and has not been reviewed or approved by Franklin Templeton.

  • Retirement Support Retirement programs, including a notably strong 401(k) match and access to an employee stock purchase option, are positioned as key strengths. These features are described as meaningful contributors to total compensation.
  • Leave & Time Off Breadth Flexible work arrangements, paid volunteer time, and a defined paid parental leave minimum support strong work–life balance. Time-off breadth is frequently highlighted as a bright spot in the overall package.
  • Strong & Reliable Incentives A bonus structure that pays out regularly and a pay-for-performance philosophy add meaningful upside to cash compensation. Incentives can be particularly impactful in certain functions and levels.

Franklin Templeton Insights

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The Company
HQ: San Mateo, CA
11,198 Employees
Year Founded: 1947

What We Do

Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton (www.franklinresources.com). The products, services, information and materials referenced in this site may not be available to residents in certain jurisdictions. Consult with an investment professional or contact your local Franklin Templeton office for more information. This site and the information contained herein is not intended to constitute an offer to sell or an invitation or solicitation of an offer to buy any product or service by Franklin Templeton. Nothing in this website should be construed as investment, tax, legal or other advice. All investments involve risks, including potential loss of principal. LinkedIn is owned by a third party unaffiliated with us. We are not responsible for LinkedIn’s privacy, security, or terms of use policies that control this service, nor their content, software, or tools (or those of any third party’s) that are available through links from this page. You use any third-party site/media, software and materials at your own risk. US readers: This material is being distributed in the U.S. by Franklin Distributors, LLC. Member FINRA/SIPC and only offers U.S. registered Franklin Templeton products. View our Terms and Conditions at: https://www.franklintempleton.com/help/social-media-guidelines/linkedin-guidelines Non-US readers: View our Terms and Conditions at https://www.franklinresources.com/resources/linkedin ©2022 Franklin Templeton. All rights reserved.

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