Head of Portfolio Management

2 days ago

Pasig, Philippines TempleTech Finance Corp. Full time

The Head of Portfolio Management is to lead the client success strategy and operations at Tendo. This role is accountable for strengthening employer partnerships, driving employee loan conversion, and ensuring consistent reporting on partner performance and initiatives. The Client Success Head will establish structured review rhythms, deploy adoption playbooks, and lead a team of account managers to deliver measurable business outcomes.

KEY RESPONSIBILITIES Employer Portfolio Management
  • Oversee all partner employers with a structured “one sheet per employer” view.
  • Ensure visibility into employer-level metrics: employee base, uptake, loan volume, credit utilization, repayment rates, relationship strength, and sensitivity rating.
  • Monitor trends (e.g., last 30-day change) and identify risks/opportunities.
Conversion & Adoption Initiatives
  • Drive execution of the uptake initiatives playbook (quarterly reviews, orientations, wellness events, roadshows, marketing campaigns, sponsorships).
  • Ensure planned initiatives are executed on time and tracked (planned vs. completed).
  • Tailor initiatives per employer context to improve conversion, repayment, and retention.
Operational Excellence
  • Standardize employer operational data (billing frequency, master lists, direct marketing, terms, repayment rates).
  • Ensure operational indicators are regularly updated and reviewed in monthly reports.
  • Drive process alignment with Finance, Product, and Risk to ensure smooth employer operations.
Team Leadership & Enablement
  • Lead and mentor the Client Success team (account managers) to run disciplined, data-driven employer reviews.
  • Establish monthly/quarterly review cadences with structured reporting (using the provided templates).
  • Elevate client conversations from tactical problem-solving to strategic account growth.
Cross-Functional Collaboration
  • Partner with Marketing, Product, and Risk teams to deploy campaigns and remove adoption barriers.
  • Serve as the voice of the client internally — influencing product design, UX, and pricing adjustments.
  • Escalate risks proactively and propose corrective actions.
Success Metrics
  • Growth in employee loan uptake per employer
  • Growth in loaned volume (₱) and healthy credit utilization
  • High repayment rates across employers
  • Consistency of initiative deployment (planned vs. completed)
  • Employer relationship health (strength & sensitivity ratings)
  • Revenue contribution from client success portfolio
QUALIFICATION
  • 8–12+ years in client success, account management, or partner management (preferably fintech, lending, or B2B2C context).
  • Strong track record in structured reporting and driving adoption initiatives.
  • Experience managing enterprise client relationships with executive-level stakeholders.
  • Analytical and data-driven; able to translate metrics into actionable insights.
  • Excellent communication, relationship-building, and influencing skills.
  • Proven leadership of client-facing teams.
#J-18808-Ljbffr

  • Head of Portfolio Management

    1 week ago

    Pasig, National Capital Region, Philippines TempleTech Finance Corp. Full time ₱2,000,000 - ₱2,500,000 per year

    The Head of Portfolio Management is to lead the client success strategy and operations at Tendo. This role is accountable for strengthening employer partnerships, driving employee loan conversion, and ensuring consistent reporting on partner performance and initiatives. The Client Success Head will establish structured review rhythms, deploy adoption...

  • Head of Product and Portfolio Management

    4 days ago

    Pasig, National Capital Region, Philippines PM Consulting Full time ₱1,500,000 - ₱2,500,000 per year

    We are looking for a visionary and strategic leader to head the Product & Portfolio Management function of a fast-growing telecommunications and ICT provider in the Philippines. This is a senior executive role reporting directly to the Chief Commercial Officer, with responsibility for driving the growth and innovation of the company's Enterprise Business...

  • Head the Product

    14 hours ago

    Pasig, National Capital Region, Philippines HRTX Full time ₱2,000,000 - ₱2,500,000 per year

    We are looking for a visionary and strategic leader to head the Product & Portfolio Management function of a fast-growing telecommunications and ICT provider in the Philippines. This is a senior executive role reporting directly to the Chief Commercial Officer, with responsibility for driving the growth and innovation of the companys Enterprise Business...

  • Head of Products

    3 days ago

    Pasig, National Capital Region, Philippines HR TechX Corp. Full time ₱1,500,000 - ₱2,500,000 per year

    Position: Head of Products & Portfolio ManagementLocation:NCR, On-site, Morning ShiftResponsibilitiesLead product portfolio management across commercial, public sector, cloud, connectivity, AI/emerging technologies, and academy/training initiatives.Oversee full product lifecycle: strategy, development, go-to-market, and execution.Drive innovation and...

  • Head of Products

    14 hours ago

    Pasig, National Capital Region, Philippines HRTX Full time ₱2,000,000 - ₱2,500,000 per year

    Position: Head of Products & Portfolio Management Location: NCR, On-site, Morning Shift Responsibilities Lead product portfolio management across commercial, public sector, cloud, connectivity, AI/emerging technologies, and academy/training initiatives. Oversee full product lifecycle: strategy, development, go-to-market, and execution. Drive...

  • Strategic Portfolio Manager

    1 week ago

    Pasig, National Capital Region, Philippines beBeeFinancial Full time ₱3,600,000 - ₱4,500,000

    Senior Financial Planning ProfessionalWe are seeking an experienced Senior Financial Planning Professional to assist in the development and implementation of client portfolio strategies.Key Responsibilities:Monitor client investment portfolios to ensure alignment with recommended asset allocation.Prepare recommendations for the financial adviser on portfolio...

  • IT Portfolio Delivery Manager

    2 weeks ago

    Pasig, National Capital Region, Philippines Orica Full time

    About OricaAt Orica, it's the power of our people that leads change and shapes our futures. Every day, all around the world, our people help mobilise vital resources essential to progress. Established in 1874, we have grown to become the world leader in mining and civil blasting with a diverse of team of more than 13,000 across the world.It's an exciting...

  • IT Portfolio Delivery Manager

    6 days ago

    Pasig, Philippines Orica Full time

    About Orica At Orica, it’s the power of our people that leads change and shapes our futures. Every day, all around the world, our people help mobilise vital resources essential to progress. Established in 1874, we have grown to become the world leader in mining and civil blasting with a diverse of team of more than 13,000 across the world.It’s an...

  • IT Portfolio Delivery Manager

    5 days ago

    Pasig, Philippines Orica Limited Full time

    Select how often (in days) to receive an alert: Date: 25 Aug 2025 Company: Orica About Orica About the role Orica is seeking a seasoned IT Portfolio Delivery Manager to lead the execution of our global IT projects portfolio—ensuring every initiative delivers strategic value and measurable business impact.In this pivotal leadership role, you will shape...

  • Agile Office Head

    2 weeks ago

    Pasig, National Capital Region, Philippines Jollibee Group of Companies Full time

    OverviewThe Agile Office Head is responsible for strengthening the foundation of the agile transformation of JFC, enabling capability development across the organization that will support agile ways of working, and plans and implements activities and initiatives that will drive agile culture-building in support of business strategy and the achievement of...