VP of Operations

VP of Operations – Asset Management

Role Overview

The VP of Operations (Asset Management) provides strategic and operational leadership across the company's asset management and investment businesses. The role is responsible for driving growth, ensuring profitability, overseeing multi-business operations, and reporting directly to C-level executives and the Board of Directors.

A. Strategic Oversight and Advisory

• Drive the execution of the company's asset management strategy and ensure alignment with overall business objectives.
• Provide strategic advice and recommendations to C-level executives on investments, portfolio diversification, and business performance.
• Monitor industry trends, market opportunities, and competitor activities to maintain a competitive advantage.
• Directly contribute to business origination by leveraging networks and partnerships to grow assets under management (AUM) and client base.

B. Financial Management, Sales & Profitability Oversight

• Oversee budgeting, forecasting, and financial planning across multiple business units.
• Set sales goals and revenue targets, ensuring alignment with company profitability objectives.
• Monitor investment performance and business unit revenues to ensure sustainable growth and profitability.
• Ensure accurate, timely, and comprehensive financial and investment reporting for C-level executives and BoD review.
• Collaborate with Finance and Investment teams to assess capital allocation decisions, ROI, and risk-adjusted performance.

C. Governance and Regulatory Compliance

• Ensure compliance with Philippine corporate laws, SEC, BSP, and other relevant regulatory bodies.
• Act as an authorized signatory and represent the company in key regulatory interactions.
• Uphold strong corporate governance practices, ensuring legal, fiduciary, and ethical obligations are consistently met.

D. Risk Management

• Identify, evaluate, and mitigate financial, operational, and investment risks across the portfolio.
• Ensure confidentiality and data integrity in handling sensitive financial and client-related information.
• Lead internal reviews and risk assessments to strengthen the company's resilience and governance framework.

E. Knowledge & Industry Insight

• Maintain deep knowledge of the company's business model, investment products, and operational structure.
• Stay up to date on market regulations, asset management practices, and industry innovations.
• Provide thought leadership and strategic input on new business models and investment opportunities.

F. Coordination & Communication

• Serve as a bridge between operations, finance, compliance, sales, and investment teams.
• Present business, financial, and operational updates to C-level management and the Board of Directors.
• Ensure transparent communication and documentation across departments for effective decision-making.

Key Competencies

• Proven leadership and operational excellence in asset management or related industries.
• Strong financial acumen with expertise in budgeting, capital planning, sales goal-setting, and investment oversight.
• Executive-level communication and board presentation skills.
• Strategic foresight, risk management, and governance expertise.
• Business origination ability and strong external network.
• Cross-functional collaboration and ability to manage multiple businesses simultaneously.

Qualifications

• 15+ years of progressive leadership experience in operations, asset management, or financial services.
• Demonstrated track record of achieving sales, revenue, and profitability targets.
• Strong background in corporate governance, compliance, and regulatory interaction.
• Master's degree in Business Administration, Finance, Economics, or a related field preferred.
• Professional certifications (CFA, CPA, or equivalent) a plus.
• Exceptional analytical, leadership, and strategic decision-making skills.
• Experience in presenting to C-level executives and Boards of Directors.