Manager Partner Services

Empower Finance

Pateros

On-site

PHP 1,200,000 - 1,800,000

Full time

3 days ago
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Job summary

Empower Finance in the Philippines is seeking a Partner Services Manager to lead a regional team delivering high-quality support across key operations. You will hire, coach, and develop staff, monitor performance, and ensure compliance with company, departmental, and regulatory standards.

The role serves as escalation point for complex issues and partners with cross-location teams. The position requires a Business/Finance degree, 4+ years in financial services, supervisory experience, and strong

Qualifications

  • Degree in Business, Finance, or related field.
  • 4+ years work experience in Financial Services.
  • Prior supervisory/management experience.
  • Strong communication and analytical skills.
  • Intermediate or higher Excel skills.
  • FINRA fingerprinting required on hire.

Responsibilities

  • Lead, coach, and develop a high-performing team through ongoing feedback, regular one-on-ones, performance reviews, and career development support.
  • Oversee daily workflow, queue management, resource allocation, scheduling, attendance, and workforce planning with U.S. team.
  • Monitor team performance and quality metrics, monthly call monitoring, analyze trends, implement corrective actions, and report results with insights to onshore management.
  • Develop and maintain understanding of commission structures; ensure credentialing follows State DOIs and FINRA requirements.
  • Ensure compliance with policies, procedures, audit requirements, and regulatory standards.
  • Drive continuous process improvement by identifying gaps, reducing risk, enhancing efficiency, and improving partner/client experience.
  • Maintain and update SOPs for consistency and accuracy across processes.
  • Assess staffing needs; support hiring, interviewing, onboarding, and training.
  • Schedule and facilitate team meetings for knowledge sharing and updates.
  • Collaborate cross-functionally with U.S. and global teams for alignment.
  • Demonstrate stakeholder and partner management, conflict resolution, and people/process leadership.

Skills

Leadership
Communication
Problem solving
Organizational skills
Strategic planning
Analytical skills
Excel
Stakeholder management

Education

Bachelor's degree in Business/Finance

Tools

FINRA fingerprinting

Job description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Partner Services Manager is responsible for leading a team in our Philippines site that delivers high-quality, timely,and accurate support across key operational processes within the Partner Services organization. This role oversees dailyworkflow management, team development, operational controls, and stakeholder communication to ensure anexceptional client and partner experience. The Manager will hire, coach, and develop team members; monitorperformance; and ensure compliance with company, departmental, and regulatory standards. The role also serves as anescalation point for complex issues and collaborates with partners across locations and functions to support business objectives.

What you will do
  • Lead, coach, and develop a high-performing team through ongoing feedback, regular one-on-ones, performance reviews, and career development support
  • In conjunction with the U.S. team, oversee daily workflow, queue management, resource allocation, scheduling, attendance, and workforce planning to ensure timely, accurate processing and achievement of productivity, quality, and service standards
  • Monitor team performance and quality metrics, monthly call monitoring, analyze trends, implement corrective actions, and report key operational results with insights and recommendations to onshore team management
  • Develop and maintain strong understanding of commission structures across all lines of business; ensure daily credentialing activities follow each applicable State Departments of Insurance and FINRA requirements
  • Ensure compliance with company policies, operational procedures, audit requirements, and applicable regulatory standards across all team activities
  • Work with U.S. management, drive continuous process improvement by identifying operational gaps, reducing risk, enhancing efficiency, and improving the overall partner and client experience
  • Maintain and continuously update standard operating procedures (SOPs) to ensure consistency, accuracy, and adherence across processes
  • Assess staffing needs and support hiring activities, including candidate interviews, onboarding, and training to ensure team readiness and capability
  • Schedule and facilitate team meetings to support knowledge sharing, training, alignment, and communication of departmental and company updates
  • Collaborate cross-functionally and across locations, including U.S. and global teams, to ensure alignment and seamless operations
  • Demonstrate strong stakeholder and partner management skills, effective conflict resolution, and sound people and process management
What you will bring
  • Degree in Business, Finance, related field, or equivalent work experience
  • 4+ years work experience in the Financial Services industry preferred
  • Prior supervisory or management experience required
  • Strong problem solving, organizational, prioritization and long-term planning skills required
  • Excellent communication, both verbal and written, analytical skills and the ability to communicate with a diverse workforce
  • Must have the ability to work cohesively with peers and management across the organization
  • Intermediate or higher Excel skills
  • Demonstrated leadership ability
  • FINRA fingerprinting required upon hire
What will set you apart
  • Experience in financial Services, recordkeeping, mutual fund operations or back-office processing preferred
  • Experience with recordkeeping or mutual fund back office and accounting

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

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