Manager I, Advisory Services

Overview

The Manager of Advisory Services leads a Philippines‑based 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, high‑performing 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.

Responsibilities

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.

Qualifications

REQUIRED KNOWLEDGE/SKILLS/ABILITIES

• Bachelor’s degree in Business, Finance, Management, Analytics, or a related field (or equivalent experience).
• 5+ years of relevant experience, including people management of medium‑to‑large teams in advisory, professional services, customer success, or a comparable client‑facing 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 fast‑paced, results‑driven 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.