Manager I, Advisory Services

The Manager of Advisory Services leads a Philippinesbased team of approximately 20 advisors partnering with the US Advisory team to deliver advisory services that support customer and business outcomes. This role is accountable for building a highly engaged highperforming team by setting clear goals aligned to Advisory Services priorities and ensuring consistent execution.

As a people leader the Manager drives employee development through coaching performance management and career growth planning while fostering a strong performance and engagement culture. The Manager owns talent and capacity planning serves as the primary escalation point for the team and works closely with global stakeholders to communicate progress risks and outcomes. Continuous improvement of advisory practices and team effectiveness is a core expectation of this role.

PRIMARY RESPONSIBILITIES

• Lead coach and develop a Philippines-based team of approximately 20 advisors driving employee engagement capability building and a strong performance culture.
• Set clear team goals aligned to Advisory Services priorities; translate objectives into execution plans monitor progress through KPIs and address performance gaps with timely coaching.
• Act as the primary escalation point for customer and internal stakeholder concerns guiding the team through issue diagnosis resolution planning and execution to ensure timely high-quality outcomes.
• Own talent and workforce management (hiring onboarding succession planning and capacity planning) to maintain coverage and enable sustainable delivery.
• Partner with US and global stakeholders to align priorities manage dependencies and communicate performance risks and outcomes through regular reporting and updates.
• Drive continuous improvement of advisory practices (playbooks templates quality checks and team rituals) to improve consistency efficiency and customer experience.

REQUIRED KNOWLEDGE/SKILLS/ABILITIES

• Bachelors degree in Business Finance Management Analytics or a related field (or equivalent experience).
• 5 years of relevant experience including people management of mediumtolarge teams in advisory professional services customer success or a comparable clientfacing environment.
• Demonstrated ability to execute company initiatives by translating strategic priorities into clear team goals execution plans and measurable outcomes.
• Proven experience coaching developing and retaining employees through performance management feedback and career development planning.
• Strong stakeholder management and communication skills with the ability to align teams to organizational objectives and influence across functions.
• Ability to operate effectively in a fastpaced resultsdriven environment while managing multiple priorities and maintaining team engagement.

Physical Demands and Working Conditions

While performing the duties of this job the employee is occasionally required to stand; walk; sit; use hands to finger handle or feel objects tools or controls; reach with hands and arms; climb stairs; talk or hear. The employee must have the ability to operate a personal computer and express or exchange ideas by means of the spoken word. May be required to sit and/or stand for long periods of time. Specific vision abilities required by this job include close vision distance vision color vision peripheral vision depth perception and ability to adjust focus. May be required to lift or move 10 pounds.