B2B Wrap Business Development Manager

FOLIO provides a SaaS platform called 4RAP for discretionary investment services such as fund wraps and robo-advisory. The platform enables banks and securities companies to offer discretionary investment services while maintaining their customers’ accounts and assets under custody. Its virtual account functionality supports the simultaneous provision of multiple investment products, including AI investment fund wraps operated by FOLIO.

This role supports the success of 4RAP as a B2B-to-consumer business. Responsibilities cover service planning and the planning and execution of initiatives for introducing the platform to banks and securities companies. The assigned scope is adjusted according to the candidate’s suitability.

During the initial implementation phase, responsibilities may include proposing 4RAP to banks and securities companies, leading contracting and implementation projects, establishing operational processes within customer organizations, and supporting service launches. Launch support includes preparing materials such as brochures and assisting with training.

After implementation, responsibilities may include customer success management to support the customer’s business results, analyzing sales, considering, proposing and executing initiatives, planning and executing sales-promotion tools, and planning and delivering training.

The position belongs to the Client Success Unit of the Platform Business Division, which had three regular employees as of April 2025. The work location is in Chiyoda, Tokyo, with full remote work available from an employee’s home or another equivalent location, as well as other locations designated by the company, including telework locations.