Head of Financial Planning & Advisory Excellence

The Corporate Institute; Hinoba-an; On-site; PHP 3,000,000 - 6,000,000; Full time

Job summary

The Corporate Institute is seeking a Vice President of Financial Planning & Advisory to lead and scale our client’s Financial Planning function, driving advisory excellence and operational efficiency. You will build scalable processes, mentor a high-performing team, and enhance the advisory platform through innovation.

You will collaborate with Leadership, Advisors, Research, Tax, Investments, Operations, and Technology teams to strengthen planning capabilities and support long-term growth,

Qualifications

• Deep understanding of holistic financial planning and wealth management.
• Strong expertise in portfolio construction, asset allocation, retirement planning, taxation, risk management, and investment products.
• Proven ability to lead, mentor, and develop high-performing teams.
• Strong process orientation with experience in building scalable advisory operations.
• Excellent analytical, problem‑solving, and decision‑making capabilities.
• Exceptional communication, stakeholder management, and leadership skills.
• High attention to detail with a strong focus on quality, governance, and client experience.
• Proficiency in Microsoft Excel, PowerPoint, financial planning tools, and portfolio management platforms.
• Strong understanding of SEBI‑RIA regulations and advisory best practices.

Responsibilities

• Lead the Financial Planning function and ensure consistent delivery of high-quality financial plans across all client segments.
• Review and oversee complex financial plans, portfolio strategies, retirement planning, ESOP diversification, cash flow analysis, and asset allocation recommendations.
• Establish planning frameworks, quality standards, and best practices across the organization.
• Act as the final escalation point for complex planning and portfolio-related matters.
• Design and continuously improve financial planning processes, SOPs, workflows, and service standards.
• Drive the adoption of technology, automation, and AI-enabled workflows to enhance planning quality, productivity, and overall client experience.
• Work closely with Product and Technology teams to strengthen the FP platform and advisory ecosystem.
• Own the KPIs of the Financial Planning function, including planning quality, turnaround time, client satisfaction, and efficiency.
• Drive continuous improvement initiatives to enhance scalability and operations.

Skills

Financial planning

Portfolio construction

Leadership

Stakeholder management

Governance & compliance

Excel & PPT

SEBI regulations

Tools

Excel

PowerPoint

Portfolio management tools

Job description

The Corporate Institute is seeking a Vice President of Financial Planning & Advisory to lead and scale our client’s Financial Planning function, driving advisory excellence and operational efficiency. You will build scalable processes, mentor a high-performing team, and enhance the advisory platform through innovation.

You will collaborate with Leadership, Advisors, Research, Tax, Investments, Operations, and Technology teams to strengthen planning capabilities and support long-term growth,