CEO

Advance Intelligence Group; Metro Manila; On-site; PHP 12,000,000 - 20,000,000; Full time

Job summary

Advance Wealth is seeking a Country CEO for the Philippines to own country P&L, growth, operations, and compliance, aligning local insights with Group strategy. You will lead a cross-functional team and drive anchor product strategies, partnerships, and regulatory compliance in a digital-first wealth platform.

The role requires deep financial services experience, strong leadership, and the ability to scale in a greenfield market, while partnering with Group to execute at scale across Southeast

Qualifications

• 10+ years of experience in a securities company, brokerage, or related financial services institution.

Responsibilities

• Formulate and present the country AOP to Group (goals, strategies, org structure, capital plan, capex/opex, headcount).
• Manage day-to-day operations; submit monthly/quarterly reports to the group covering Capital, Business, Compliance, Risk, HR.
• Report material developments/events and coordinate resolutions with Group.
• Support Group projects and cross-market programs as assigned.
• Own country P&L and targets; optimize CAC and payback.
• Identify and scale anchor products that drive adoption and retention.
• Manage AUM growth, ARPU uplift, DAU/MAU engagement, and retention metrics.
• Lead local app roadmap and collaborate on country product development.
• Partner with Group Marketing to localize campaigns and channels.
• Ensure regulatory compliance and engage with local authorities.
• Build and lead a cross-functional country team.

Skills

Leadership

P&L management

Regulatory knowledge

Digital growth

Stakeholder management

Education

Graduate degree in business/finance

Job description

Advance Wealth is the newest venture of Advance Intelligence Group (“AIG”), one of Southeast Asia’s leading fintech unicorns. With established businesses in BNPL, lending, and eKYC, AIG has built regional trust and distribution at scale. Advance Wealth extends this foundation into digital investing and wealth management with a mission to democratize institutional-grade products and advice for mass retail and mass-affluent customers—delivered through simple, intuitive, digital-first experiences that help people save, invest, and protect better. We are hiring a Country CEO for the Philippines, reporting to the CEO of Wealth. You will own country P&L, growth, operations, and compliance, and you’ll bring strategic, on-the-ground insight into local customers, markets, and partners—balancing country autonomy(customer, service, culture) withGroup alignment(strategy, resourcing,standards).

Why Join Us

Backed by Atome’s regional scale and trusted brand, Atome Wealth combines distribution advantage with a mission to open up institutional-grade wealth solutions to millions. As Country CEO, you’ll be the founding leader in your market—owning strategy, execution, partnerships, compliance, and team—while partnering closely with a strong regional platform.

This is your chance to build from 0→1, shape anchor products that truly resonate in-country, and define how an entire market learns to save, invest, and protect through accessible, digital-first experiences.

Responsibilities

Leadership & governance

• Annual operating plan: Formulate and present the country AOP to Group (goals, strategies, org structure, capital plan, capex/opex, headcount).
• Operational oversight & reporting: Manage day-to-day operations; submit monthly/quarterly reports to the group covering Capital, Business, Compliance, Risk, HR.
• Escalations: Promptly report material developments/events and coordinate resolutions with Group.
• Group initiatives: Support Group projects and cross-market programs as assigned.

Growth & distribution

• Country P&L & targets: Achieve acquisition, revenue, expense, and product financial performance goals; optimize CAC and payback.
• Anchor products: Identify, validate, and scale country-resonant anchor products that drive low-friction adoption, high conversion, and sticky retention.
• Performance metrics: Manage AUM growth, ARPU uplift, DAU/MAU engagement, conversion, retention, and contribution to regional AUM.
• Local app & roadmap: Ensure continuous enhancement of the local app and timely delivery of the country product roadmap.
• Local marketing execution: Partner with Group Marketing to localize and execute high-impact campaigns and channels.

Product & partnerships

• Roadmap & launches: Drive in-country product roadmap, development, launch, and go‑to‑market.
• Supply & ecosystem: Build partnerships with financial product suppliers (asset managers, insurers, exchanges, banks) and technology/data vendors; Atome Wealth is the customer‑facing distributor.
• Vendors: Lead evaluation, selection, integration planning, onboarding, performance management of third parties and white‑label platforms; ensure SLAs and outcomes are met.
• Voice of customer: Provide deep insight into local needs, cultural nuances, and financial behaviors to inform product design and localization.
• Market intelligence: Conduct competitor benchmarking and market research to identify gaps, trends, and opportunities.

Operations & governance

• Regulatory compliance: Ensure continuous compliance with local regulatory requirements and Group standards; engage proactively with local authorities (e.g., PH: SEC/BSP; ID: OJK/IDX; MY: SC/BNM; TH:SEC/SET/BoT).
• Risk & controls: Embed operational risk, conduct, and reporting frameworks aligned with group policies; maintain audit readiness.

Team building & leadership

• Build the team: Hire, mentor, and lead a small cross‑functional country team (e.g., BD/Partnerships, Operations, Compliance, Marketing, Customer Service).
• Cross‑functional coordination: Work closely with Group Heads/Leads (Product, Engineering, Data, Compliance, Marketing, Operations) to resolve issues promptly and deliver unified outcomes.
• Culture: Foster a culture of customer obsession, accountability, speed, and transparency.

Requirements

• Education & background: Graduate degree, preferably in business, finance, or related disciplines. Minimum 10 years of experience in a securities company, brokerage, or related financial services institution, with at least 5 years in retail financial services.
• Leadership track record: Proven ability to lead and scale cross‑functional teams (minimum 5 years in management), mentor talent, and foster high‑performance cultures in growth environments.
• Commercial & operational expertise: Strong commercial acumen with direct experience managing P&L, daily BAU, and operational controls in securities/brokerage or fintech businesses.
• Regulatory acumen: Deep familiarity with local financial regulators and licensing processes; able to engage proactively while ensuring full compliance.
• Digital‑first growth experience: Demonstrated success in launching and scaling digital financial products in startup/greenfield environments, with a strong understanding of key growth levers and metrics (CAC, conversion, retention, AUM per user, ARPU).
• Customer & product understanding: Ability to translate local customer insights into anchor products and experiences; deep knowledge of digital‑first financial products and services across investments, savings, insurance, and trading.
• Partnerships & ecosystem: Experience in building and managing partnerships with financial institutions, vendors, and data/technology providers, including contract negotiation and vendor management.
• Greenfield & adaptability: Comfortable operating in 0→1 environments, balancing independent execution with group alignment; hands‑on and pragmatic in solving problems.
• Communication & influence: Skilled at stakeholder management and external representation — from regulators to partners to Group leadership — with credibility, firmness, and diplomacy.
• Mindset & innovation: Resilient, pragmatic, and confident; thrives in fast‑paced startup contexts. Open to leveraging fintech innovations and GenAI tools to accelerate growth and improve customer experience.