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Project Leader Fund & Fee Change

Personal Capital

Personal Capital

California, USA · Metro Manila, Philippines · Manila, Philippines · Taguig, Metro Manila, Philippines
Posted on Feb 20, 2026

Project Leader Fund & Fee Change

Job ID R.0056760 Primary location City of Taguig, Metro Manila Date posted 02/20/2026 Worker type Regular Workplace flexibility Onsite

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.

Responsible for overall coordination, development and implementation of one or multiple simultaneous complex/large project(s). Provides a single point of contact for projects. Acquires resources and coordinates the efforts of team members and internal and external stakeholders in order to deliver projects according to plan. Defines the projects objectives and oversees quality control throughout its life cycle.
What you will do
  • Manages large complex projects for Fund and Fee Business function.
  • Coordinates project resources, both internal and external
  • Manages project expectations and ensures project is on time and meeting deadlines andbenchmarks.
  • Ensures all parties have tools, information and direction and removes roadblocks to ensuresuccessful outcomes.
  • Creates and maintains project plans for large/complex projects
  • Facilitates necessary dialogue ensuring all parties understand their roles and responsibilitiesto drive project forward.
  • Tracks tasks and facilitates meetings necessary to review and complete assigned projects.
  • Trains and supports less experienced Project Leaders within the Fund Change Center ofExcellence including new hire training and mentoring, assisting in new product roll outs tothe team, and helping team members identify resources and gaps in process.
  • Participates as a resource in companywide initiatives such as system enhancements andnew product roll outs.
  • Works closely with key stakeholders to develop practical technology solutions andplan/implement solutions, including, but not limited to, business case development, dataanalysis, requirements/solution definition, and roll out support.
  • Sets and manages client expectations, by answering questions, coordinating and facilitatingmeetings, seeking opportunities to increase customer satisfaction and deepen clientrelationships within the project landscape.
  • Other duties as assigned
  • Demonstrates high level of autonomy and degree of decision making
  • Escalates high impact decisions and issues related to errors to management
  • Assists in the development of complex processes and procedures for the department andEmpower as a whole.
  • Relies on extensive knowledge to improve and implement new processes
  • Works with clients, advisers, outside fund companies, and any other external partiesrequired to participate in conversations around changes as requested by clients.
  • Performs review of data and activity to prevent risk of loss due to errors
What you will bring
  • Bachelor's degree preferred or equivalent related experience.
  • FINRA Fingerprinting Required
  • Project Management skills to successfully manage complex development projects.
  • Excellent organizational multi-tasking, project and timeline planning, leadership, judgment,negotiation, communication, and influencing skills.
  • Ability to set goals and work with little direction.
  • Professional office environment and regular use of office equipment.
  • While performing the duties of this job, this role is regularly required to type, reach withhands and arms, sit for long periods of time, read, write reports and correspondence, listen,verbally communicate, present information and respond to questions, collect and analyzedata, problem solve, concentrate, follow direction.
  • Some travel may be required.

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time.You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description.You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

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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