Head of Portfolio Management

1 day 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 playbooks, and lead a team of account managers to deliver measurable business outcomes.

KEY RESPONSIBILITIES

1. 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.

2. 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.

3. 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.

4. 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.

5. 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.

  • IT Portfolio Manager

    1 week ago

    Pasig, National Capital Region, Philippines Rising Tide Digital, Inc. Full time $60,000 - $80,000 per year

    Location: Makati City; 2x onsite and 3x work from homeJob SummaryThe IT Portfolio Manager is responsible for overseeing the strategic alignment and prioritization of the organization's IT projects and product initiatives. The IT Portfolio Manager is responsible for supporting the IT Portfolio and Product Management Head by ensuring the efficient execution,...

  • Credit Risk Head

    1 week ago

    Pasig, National Capital Region, Philippines FEdCenter Management Consulting Inc. Full time ₱900,000 - ₱1,200,000 per year

    As Credit Risk Head, you will be responsible for managing the country's credit portfolio, shaping risk management policies, and ensuring strong portfolio performance. This role provides a unique opportunity to drive impact in a fast-growing fintech environment while collaborating with regional and country teams.Key ResponsibilitiesLead the development and...

  • Financial Portfolio Manager

    2 weeks ago

    Pasig, National Capital Region, Philippines beBeeCreditRisk Full time ₱900,000 - ₱1,200,000

    Job OverviewWe are seeking a seasoned Credit Risk Professional to lead our lending business in Southeast Asia. This is an exciting opportunity to develop and manage credit risk management policies, procedures, and underwriting frameworks.About the RoleDevelop, track, and oversee credit risk management policies, procedures, and underwriting frameworks for all...

  • Treasury Head

    1 week ago

    Pasig, National Capital Region, Philippines Capacita Human Resource Management Consultancy Full time ₱1,200,000 per year

    Treasury Head – Energy SectorOrtigas, Pasig City | PHP 100,000–120,000/month | Leading Energy CompanyAbout the CompanyOur client is a leading power and energy provider in the Philippines, with a robust portfolio of power generation assets supplying sustainable energy to major regions. Backed by strong technical expertise and financial stability, the...

  • Portfolio Manager

    1 week ago

    Pasig, National Capital Region, Philippines beBeePortfolio Full time ₱900,000 - ₱1,200,000

    Job Title:Portfolio Manager We are looking for a skilled Portfolio Manager to oversee a portfolio of projects with combined total power capacity. The ideal candidate will have experience in managing cross-project risks, dependencies, and financial performance while ensuring client satisfaction. Key Responsibilities:Oversee the performance of assigned...

  • IT Portfolio and Demand Manager

    1 week ago

    Pasig, National Capital Region, Philippines Vertere Global Solutions, Inc. Full time $40,000 - $80,000 per year

    SummaryThe IT Portfolio and Demand Manager oversees the strategic alignment of IT projects with business objectives, ensuring efficient management of the project portfolio and demand pipeline. This role involves evaluating and prioritizing project proposals based on business value and resource availability while collaborating with stakeholders to understand...

  • Capital Portfolio Manager

    1 week ago

    Pasig, National Capital Region, Philippines beBeePortfolioLead Full time $90,000 - $120,000

    Drive Capital Excellence as a Portfolio LeadWe are seeking an experienced and skilled individual to drive capital excellence by managing the portfolio from a reporting and insights perspective. The successful candidate will have a strong background in portfolio management or project management, with excellent analytical and communication skills.About the...

  • Vendor Manager/Head

    7 days ago

    Pasig, National Capital Region, Philippines Seven Seven Global Services, Inc. Full time $104,000 - $130,878 per year

    Vendor Manager/HeadManage the full vendor lifecycle: sourcing, onboarding, contracting, performance tracking, renewals, and offboarding.Establish and maintain governance frameworks, policies, and controls.Lead oversight of vendor-contracted personnel and ensure operational success across all departments.Oversee cross-functional vendor relationships,...

  • Head, Credit Risk and Collections

    1 week ago

    Pasig, National Capital Region, Philippines Grab Full time ₱500,000 - ₱1,000,000 per year

    Get to Know the Team Grab's lending business (GFSA – Grab Financial Services Asia) refers to Grab's array of product and service offerings focused on extension of micro credit to drivers, agents and merchants in Grab's ecosystem. The GFSA team is composed of regional experts and deep local market operators across Southeast Asia. We are looking to put...

  • Strategic Portfolio Manager

    3 days 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...