QA and Technical Team Lead

VBP; Cebu City; On-site; PHP 600,000 - 900,000; Full time

Benefits offered by this job

HMO + Dental & Optical

2-week Christmas vacation

Electricity & Data subsidies

Educational Assistance (PHP 25K)

Job summary

VBP is seeking a QA and Technical Team Lead to oversee QA Analysts and TSA staff, ensuring quality, accuracy, and regulatory compliance across all outputs. You will coach, develop, and evaluate team performance while driving continuous improvement in processes and reporting.

You will partner with stakeholders to stay current with industry updates, translate them into actionable guidance, and support capacity planning and resourcing for client projects.

Qualifications

• 12 months' experience in Paraplanning QA, TSA, or Senior Paraplanner/Financial Planning Assistant.
• Proven ability to lead and coach a team.
• Excellent communication and interpersonal skills for technical and non-technical stakeholders.
• Strong reporting and analytical capabilities.
• Ability to translate industry and regulatory updates into actionable guidance.

Responsibilities

• Lead and support QA and Technical teams through daily huddles, coaching, and performance reviews.
• Support recruitment, onboarding, and training to meet quality and operational standards.
• Review and oversee QA and TSA output for accuracy and compliance.
• Track, analyze, and report key performance metrics to identify trends and risks.
• Provide regular reporting to support capacity planning and visibility.
• Collaborate with Learning & Development to improve onboarding and just-in-time learning.
• Contribute to training design and updates to reflect current quality issues.
• Identify process improvements to enhance quality, efficiency, and scalability.
• Stay current with industry, fund, product, and regulatory updates and translate to team guidance.
• Escalate client-related feedback and risks to management promptly.
• Assist with resourcing recommendations for billable client projects.
• Maintain and integrate QA automation to reduce manual testing.

Skills

People leadership

Communication skills

Reporting & analytics

Coaching & training

Quality assurance

Job description

The QA and Technical Team Lead supports the QA Analyst and Technical Support Associate by ensuring alignment with current industry, fund, and regulatory updates, overseeing day-to-day operations, and upholding high standards of quality, performance, and compliance.

The role is accountable for reviewing and validating team output, consolidating operational and quality insights, and delivering accurate, timely reporting to Segment Owners and Client Services Managers (CSMs) to support informed decision-making and continuous improvement.

Responsibilities:

• Lead and support the QA and Technical teams through daily huddles, one-on-ones, coaching, PDAPs, performance reviews, and ongoing feedback.
• Support recruitment, onboarding, and training to ensure team capability aligns with quality and operational standards.
• Review,validate, and oversee QA and TSA output to ensure accuracy, consistency, and compliance.
• Track,analyse, and report key performance and quality metrics toidentifytrends, risks, and improvement opportunities.
• Provide regular reporting to support capacity planning, resourcing decisions, and operational visibility.
• Partner with Learning & Development (L&D) to continuously improve onboarding, refresher training, and just-in-time learning based on QA insights, defect trends, and capability gaps.
• Contribute subject-matter input to training design, updates, and delivery to ensure learning contentremainscurrent, practical, and aligned to real-world quality issues.
• Identifyprocess improvement opportunities and advocate for best practices to enhance quality, efficiency, and scalability.
• Work with internal stakeholders to stay current with industry, fund, product, and regulatory updates.
• Translate industry and technical changes into clear guidance, quality expectations, and operational impacts for QA and Technical teams.
• Escalate client-related feedback, risks, and issues to the Technical and Quality Managerpromptly.
• Make informed recommendations on resourcing for billable client projects.
• Integrateandmaintaina QA automation framework that reduces manual testing effort, covering high-volume or high-risk processes.

• At least12months'experience as aParaplanningQuality Assurance, TSA, or Senior Paraplanner/ Financial Planning Assistant.

• Desire to be a peopleleader anddrive the performance of a team.

• Excellent communication and interpersonal skills, with the ability to communicate technical information to non-technical stakeholders.

• Strong reportingand analytical skills.

• Ability to train and coach teammembers andprovide constructive feedback and performance evaluations.

• 500K per incident HMO coverage + Dental & Optical benefits
• 2-week paid Christmas vacation
• Electricity & Data subsidies
• 25K Educational Assistance
• Training and equipment will be provided
• Fixed Schedule of Mon-Fri from 7 AM to 4 PM