Manager Partner Services
Personal Capital
Manager Partner Services
Job ID R.0055805 Primary location City of Taguig, Metro Manila Date posted 01/20/2026 Worker type Regular Workplace flexibility OnsiteOur 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.
What you will do
- Lead, coach, and develop a high-performing team through ongoing feedback, regular one-on-ones, performancereviews, and career development support.
- In conjunction with the onshore team, oversee daily workflow, queue management, resource allocation,scheduling, attendance, and workforce planning to ensure timely, accurate processing and achievement ofproductivity, quality, and service standards.
- Monitor team performance and quality metrics, monthly call monitoring, analyze trends, implement correctiveactions, 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 dailycredentialing activities follow each applicable State Departments of Insurance and FINRA requirements.
- Ensure compliance with company policies, operational procedures, audit requirements, and applicable regulatorystandards across all team activities.
- Working with onshore 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, andadherence across processes.
- Assess staffing needs and support hiring activities, including candidate interviews, onboarding, and training toensure team readiness and capability.
- Schedule and facilitate team meetings to support knowledge sharing, training, alignment, and communication ofdepartmental and company updates.
- Collaborate cross-functionally and across locations, including U.S. and global teams, to ensure alignment andseamless operations.
- Demonstrate strong stakeholder and partner management skills, effective conflict resolution, and sound peopleand process management.
What you will bring
- Degree in Business, Finance, related field, or equivalent work experience.
- Minimum 4 years work experience in the Financial Services industry preferred
- Prior supervisory or management experience required
- Experience in financial Services, recordkeeping, mutual fund operations or back-office processing preferred.
- FINRA Fingerprinting required [Manila only]
- 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 diverseworkforce
- Must have the ability to work cohesively with peers and management across the organization.
- Intermediate or higher Excel skills
- Experience with record keeping or mutual fund back office and accounting.
- Demonstrated leadership ability
- Working with some supervision or guidance.
- Will escalate or seek out guidance for very complex issues.
- Financial risk and exposure if transactions are processed incorrectly and not identified in the QC review
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.