Tech Stack
Job Description, Responsibilities & Requirements
About the Position
Job ID R.0058445
Primary location
City of Taguig, Metro Manila
Date posted 07/02/2026
Worker type Regular
Workplace flexibility Onsite
We are seeking a Senior Manager of Conversion Records to oversee the conversion and implementation of participant plan data for new clients in Manila, Philippines. This role involves managing a team responsible for the successful transfer of participant plan data into the Empower production environment.
Responsibilities
- Hire, train, coach, mentor, and provide feedback to a team of 10 Implementation Analysts.
- Monitor production and capacity levels of the team, balancing overtime and time off requests to maintain service standards.
- Resolve complex escalations associated with assigned plans.
- Obtain and document knowledge of new processes or capabilities impacting Empower services.
- Analyze the internal record-keeping platform (EASY) and recommend enhancements to management and project teams.
- Independently review participant data received via prior client reporting documents.
- Execute and distribute Service Level Agreement and Plan Production Timing reports.
- Recommend and adhere to documented project plan procedures to minimize market risks and errors.
- Strong knowledge of regulatory compliance and defined contribution plan documents is required.
Requirements
- Bachelor's Degree in Business or related field preferred.
- FINRA Fingerprinting required.
- 5-7+ years of Implementation or related work experience.
- 5 years of prior management experience is preferred.
- Proficient knowledge of custom investments is preferred.
- Proficient user of Excel with knowledge of formulas and VLOOKUP functionality.
- Strong knowledge of internal record-keeping systems preferred.
- Strong knowledge of regulatory compliance and defined contribution plan documents is required.
- Excellent written and verbal communication skills.
- Strong attention to detail required.
- Excellent time management and leadership abilities.
We Offer
- Flexible work environment.
- Fluid career paths.
- Opportunities for internal mobility.
- Recognition of purpose, well-being, and work-life balance.
- A welcoming and inclusive environment.
- Opportunities for volunteering and community involvement.
About the Company
Like our name says, we empower financial freedom for all. We’re a financial services company who helps individuals and organizations of all sizes have a clear and simple understanding of where their finances are today and where they’re headed.
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.