Senior Manager Client Services (Financial Services)

Location: Onsite in City of Taguig, Metro Manila, Philippines; overnight hours required

Company

hirify.global provides financial services focused on helping customers achieve financial freedom.

What you will do

• Lead and oversee Client Service Managers supporting plan sponsors and advisors.
• Ensure consistent, efficient, and cost-effective service across assigned products and client relationships.
• Coach team members, manage performance, and support professional development and employee engagement.
• Set team objectives, allocate resources, and manage schedules and priorities.
• Oversee client complaints and legal-related matters in accordance with policies and procedures.
• Partner with internal stakeholders to resolve escalated issues and improve service policies and processes.

Requirements

• Bachelor’s degree in a related field or an equivalent combination of education and experience.
• At least 5 years of relevant work experience or equivalent training and experience.
• Previous management experience leading a client-facing service team.
• Experience attracting, managing, retaining, coaching, and developing employees.
• Familiarity with employee benefits recordkeeping systems and proficiency with Microsoft Office Suite.
• Fluent English and the ability to work overnight hours are required; FINRA fingerprinting is required.

Nice to have

• Experience supporting retirement plans, plan sponsors, advisors, or employee benefits clients.
• Experience managing Client Service Managers or similar financial services professionals.
• Knowledge of retirement plan recordkeeping operations and regulatory requirements.
• Experience handling escalated complaints and partnering with legal, compliance, or regulatory teams.
• Experience implementing service policies, procedures, process improvements, or operational changes.

Culture & Benefits

• Flexible work environment and fluid career paths.
• Support for internal mobility and professional growth.
• Emphasis on purpose, well-being, and work-life balance.
• Welcoming and inclusive workplace with opportunities to volunteer in the community.