68 Strategy Implementation jobs in the Philippines

Wealthrive provides high-net-worth clients with comprehensive financial planning, tax optimization strategies, and wealth management services. We help clients implement advanced tax-saving solutions to maximize their financial outcomes. We are seeking a highly detail-oriented professional to support our team during our peak season – October to December.

This is a seasonal, part-time hourly role focused on administrative support for the implementation of tax strategies. The role is heavily focused on data entry, paperwork completion, and application processing, involving client-facing tasks such as gathering information, completing forms, and ensuring smooth execution of strategies. Work is compressed around year-end deadlines, with approximately 40 hours per week from October through December (potentially extending part time into February). This position offers the potential for additional hours, contract work, or transition to full-time opportunities if the candidate excels and succeeds in the role. The role reports directly to the company's COO, Ron Rosenfarb. Time-tracking and reporting of hours worked will be required.

Key Responsibilities:

• Assist in the execution of tax strategies by handling administrative tasks, including data entry into forms & applications, managing client portals, and collecting required documentation (e.g., accredited investor verification).

• Communicate professionally with clients via email and occasional calls to gather information, provide basic instructions, and answer straightforward questions (escalate complex inquiries to senior advisors).

• Update and manage pipelines in HubSpot, our CRM, to track strategy implementation progress, ensuring accurate and timely data entry for both Wealthrive and non-Wealthrive clients.

• Coordinate with internal teams and external providers to ensure all paperwork is completed accurately and deadlines are met.

• Maintain confidentiality and compliance with financial regulations while handling sensitive client information.

Qualifications and Skills:

• Proven experience in administrative roles, preferably in financial services, wealth management, or tax-related fields (e.g., similar to handling AUM paperwork or subscription documents).

• Exceptional attention to detail, organizational skills, and ability to manage multiple tasks in a fast-paced, deadline-driven environment - critical for heavy data-entry, paperwork, and application entry responsibilities.

• Professional communication skills, with the ability to confidently communicate in advanced English with high-net-worth clients via email and phone.

• Proficiency in tools like HubSpot (or similar CRM systems), Microsoft Office, and online portals; familiarity with financial forms and processes is a plus.

• Ability to work independently while escalating issues as needed.

• No advanced sales or tax expertise required - focus is on execution and support.

• Availability for 40 hours/week during peak season (October–December) with at least 20 hours available between 10am and 6pm Eastern Standard Time; flexibility for training in advance.

• Location: Remote, global candidates welcome (e.g., Philippines, Colombia, or other talent pools).

What We Offer:

• Competitive compensation based on experience.

• Opportunity for additional hours, contract work, or a full-time role with strong performance.

• Training on specific tax strategies and tools provided.

• Collaborative team environment focused on client success and innovation.

If you are a meticulous executor who thrives on getting tasks done efficiently, we encourage you to apply. Please submit your resume and a brief cover letter outlining your relevant experience.

About the Role

We are seeking an experienced consulting leader to join a high-performing payments advisory team as a
Management Consulting Director
. This newly created position will play a key role in delivering strategic and operational consulting engagements for leading banks, fintechs, merchants, and payment providers across the Philippines and broader Southeast Asia.

You will act as the overall program head, managing end-to-end engagements — from diagnosing client challenges and defining growth strategies to delivering actionable recommendations and enabling implementation.

This is an opportunity to work at the intersection of strategy, data, and digital payments innovation, helping financial institutions and fintechs accelerate growth, enhance customer engagement, and strengthen their competitive positioning in an evolving ecosystem.

Key Responsibilities

• Lead consulting engagements covering payment strategy, product-market fit, customer value proposition design, and growth roadmap development.
• Work closely with clients to identify strategic opportunities, define project scope, and drive impactful business outcomes.
• Collaborate with internal data science teams to develop data-driven and AI-powered insights for clients.
• Manage client relationships end-to-end, serving as a trusted advisor to senior executives.
• Partner cross-functionally with product, marketing, and innovation teams to deliver holistic client solutions.
• Develop compelling client deliverables, reports, and presentations that translate insights into actionable outcomes.
• Contribute to thought leadership on the future of payments, digital wallets, and financial innovation across Southeast Asia.

Qualifications & Experience

• 12–15 years of experience in management consulting, corporate strategy, or business transformation.
• Proven track record of managing complex consulting projects end-to-end.
• Deep understanding of the payments landscape in the Philippines, including emerging consumer trends and regulatory dynamics.
• Exceptional client relationship management and commercial acumen, with experience selling and delivering high-impact projects.
• Strong analytical skills and business judgment, with demonstrated experience building ROI-driven business cases.
• Outstanding communication and presentation skills.
• Experience in customer experience design, human-centered design, or design thinking is a plus.

Why Join

• Play a leadership role in shaping the future of payments consulting in the Philippines.
• Work with top-tier financial institutions and fintech innovators.
• Be part of a globally recognized payments and technology leader driving digital transformation across the region.
• Hybrid work model with flexible collaboration and strong regional exposure.

Interested?

If you are a senior management consultant or strategy leader passionate about payments innovation, we'd love to hear from you.

We are seeking a talented individual to join our Career Products Team at Mercer. This role is will be based in Manila, Philippines. This is a hybrid role that has a requirement of working at least three days a week in the office.

In this role, you will be supporting the Consultants in the management and delivery of HR consulting projects by collaborating closely with a diverse array of clients, operations, and regional teams.

We will count on you to:

• Project Support: Assisting senior consultants in the delivery and management of various HR consulting projects, such as salary structure design, job evaluation, and performance management.
• Data Analysis: Analyzing data related to talent management, employee engagement, and compensation to provide insights and recommendations.
• Client Collaboration: Working closely with a diverse range of clients to understand their needs and help develop tailored solutions that align with their business objectives.
• Research: Conducting research on industry trends, best practices, and market benchmarks to inform consulting strategies and recommendations.
• Presentation Development: Preparing presentations and reports to communicate findings and recommendations to clients and stakeholders.
• Stakeholder Engagement: Collaborating with internal teams, including operations and regional teams, to ensure effective project delivery and client satisfaction.
• Training and Support: Providing training and support to clients on talent management tools and processes.

What you need to have:

• 3-5 years of experience in HR consulting, talent strategy, or related areas (eg job evaluation, performance management, employee engagement)
• Demonstrated ability to contribute to client projects in a fast-paced environment
• Experience analyzing HR/talent data and translating insights into actionable recommendations
• Strong project coordination and communication skills, both verbal and written
• Proficiency in Excel and PowerPoint; ability to prepare professional deliverables and reports

What makes you stand out?

• Experinece in management and delivery of HR consulting projects
• Able to thrive in a fast-paced setting that values innovation and constantly challenges the status quo.

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit , or follow on LinkedIn and X.

Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

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Role Overview:

We are seeking a detail-oriented Analyst to support provider roster management operations across both current-state and future-state platforms (Symplr). This role involves data intake, processing, validation, and automation to ensure efficient provider lifecycle management.

Key Responsibilities:

• Provide full-time support for day-to-day roster management and data processing.
• Maintain and optimize provider roster workflows for both existing systems and Symplr (future-state).
• Automate repetitive data validation and intake processes using Excel and SQL.
• Collaborate with cross-functional teams including Credentialing, PDM, and Contracting.
• Track data issues, log discrepancies, and work toward continuous improvement.

ABOUT NRI:

Nomura Research Institute (NRI) is the largest Management Consulting firm in Japan, offering consulting and thinktank services over a wide range of private sectors globally and government agencies in the formulation of strategies, reforms and implementing policies. NRI Manila covers not only the Philippines domestic market but also South-East Asia, with a strong focus on market research, market entry strategy planning and industry research & advisory services.

WORKING RELATIONSHIP:

This position works closely with Senior Management (Partner) in NRI Manila. You will also work directly with project leaders, or any other working colleagues in NRI Manila and NRI SEA regional counterparts and other third-party partners, members from HQ collaboratively and transparently.

WHAT WE COUNT ON YOU:

Project Management:

• Guide projects teams through end-to-end research and strategy project cycle including analysis of clients, hypothesis building, storyline establishment, proposal making, and execution of projects till post-project follow-ups.
• Build trust and credibility as project manager to ensure successful project delivery with members.
• Manage well the client's expectation with high level of clients' counterparts.
• Adapt and manage fast-paced changing situations depending on project status and progress, and guide project teams to the right course of action to ensure the success of projects.

People Management:

• Conduct performance assessment and reviews on project members and provide constructive and forward feedback on projects.
• Contribute to people-related internal activities such as, interviewing, retention, etc.
• Provide on-the-job guidance and mentorship where/when necessary on consulting skills including issue approach, logical thinking, story development, hypothesis building, slide creation, quantitative and qualitative skills, etc.

HOW YOU STAND OUT:

• A bachelor's degree from a prestigious four-year university in business related field.
• An advanced degree such as, master's degree (M.A./M.S./MBA) will be welcome.
• 8-10 years of senior level of consulting project delivery experiences in research & strategy consulting arena.
• Ability to manage and guide projects teams through end-to-end research and strategy project cycle including analysis of clients, hypothesis building, storyline establishment, proposal making, and execution of projects till post-project follow-ups.
• Demonstration and track record of establishing continuous relationships with large international clients and obtaining recurring several projects from those key clients.
• In-depth knowledge and project record in your expertise in at least one of the industry or domain - such as, energy, real estates, infrastructure, food and agriculture, medical, healthcare, manufacturer, retail and wholesalers, private equity, investment banks, etc.
• Candidate must be willing to travel for business trips as required that may occur periodically.

GREAT THINGS START HERE

This is a place where great people meet great people and in a great company. When great meets great, the synergy and energy can even create the new social paradigms – our mission. We truly believe in our capability to provide value with our clients to achieve their business goals.

When your work is your mission, your work is not only fun but also offers a great deal of personal growth you will be given to gain through challenges.

Join us Be a part of NRI to make our great company even better.

We look forward to your application.

Develop and execute short- and long-term strategic plans to drive consumer loans growth.

About the Role

Conduct market research, analyze industry trends, and assess their impact on the business.

Responsibilities

• Provide insights to support data-driven decision-making.
• Evaluate and recommend strategic responses to external and internal opportunities and challenges.
• Leverage data analytics and business intelligence tools (e.g., Power BI, SQL, Tableau) to monitor portfolio performance, customer behavior, and market trends.
• Identify and assess new business opportunities, partnerships, and distribution channels.

Qualifications

• Bachelor's degree in Business, Finance, Economics, Data Analytics, or a related field (MBA is a plus).
• Knowledge of consumer loans, credit risk analysis, and digital lending trends.
• Proven track record in business intelligence, market research, and data-driven strategy execution.
• 3-5 years of experience in strategy, business development, business intelligence, or business expansion within the financial services sector.
• Strong negotiation, communication, and stakeholder management skills.
• Ability to work in a fast-paced, cross-functional environment and drive strategic initiatives.
• Strong analytical and problem-solving skills, with proficiency in Excel, SQL, Power BI, or Tableau.

Qualifications

• Bachelor's degree in Business Administration, Finance or any related course
• With MBA or related post-graduate degree (based on PSMBFI's Recruitment and Placement Policy) and relevant technical trainings
• With a minimum of 5 years related experience in managerial capacity in the same field
• Experience in analyzing and quantifying complex strategic issues tied to long-term business growth
• Experience in Business Forecasting, Market Portfolio Planning, and adept in the use of different strategic frameworks and performance management tools (e.g. Balanced Scorecard, Strategy Planning, SWOT, PESTLE, Gap Planning, etc.)
• Preferably with work background in risk management and risk assessment
• Ability to construct and deliver clear presentations and reports
• Strong critical and analytical thinking, relationship building skills, and ability to influence people from different levels
• Ability to provide sound recommendation and capacity to exercise discretion

Duties and Responsibilities

• Plans, directs and controls activities of the Corporate Planning Department
• Analyzes trends of industries such as mutual benefit, savings and loan
• Conducts high-level research and validates studies done by the Corporate Planning to ensure development of competitive strategies towards achieving PSMBFI's goals and objectives
• Develops feasibility and viability studies/business plans on the company's business options/ventures
• Facilitates and spearheads strategic planning workshops and business review on a regular basis
• Facilitates the formulation of PSMBFI Strategic Plan
• Sets-up information/database which will allow the company to track competitor strategies
• Formulates plans and proposals to address shortfalls in the implementation of organizational strategies
• Work closely with the Program Management Office to align project goals with long-term strategic objectives and to provide insights for strategic planning and decision-making, ensuring that strategic plans are effectively integrated into project execution
• Conducts operational and business risk assessment and develops risk management processes in collaboration with other Department Heads; periodically coordinates with Risk Officer for mitigation strategies
• Ensures continuous updates of operations manual
• Prepares and ensures accuracy of the management level reports, including the President's Report
• Oversees the preparation and management of office budget
• Communicates issues and problems in a timely manner to management
• Ensures departmental targets are met through people management, performance review, reward and recognition
• Performs tasks as provided for in the updated and approved PSMBFI Operations Manual
• Performs other related functions as directed by superior

In order for a business to thrive in the long-run, it must establish its plans - especially if it operates within the highly dynamic tech industry. This is where the
Business Strategy Specialist
comes in; they play a key role for client's strategy formulation, collaborating with internal and external stakeholders to develop corporate strategies to support growth objectives while strengthening the business core to develop and maintain a competitive advantage. They review organizations and determine their strengths, weaknesses, operational effectiveness, and opportunities. They make recommendations based on internal and external factors to minimize risks and formulate plans to achieve an organization's long-term goals. Success in the
Business Strategy Specialist
role demands a strong strategic and analytical orientation, exceptional communication skills, and a highly developed collaborative nature.

Basic Qualifications:

Academic Background:

• Bachelor's Degree in Business Administration or Management, Industrial Management, Data Science, Finance, Economics, or any related field.

Work Experience:

• Minimum of 3 years working in a data and strategy position within a fast-paced and dynamic business environment. An equivalent of the same working experience is also acceptable for the position

Communication Skills:

• Strong communicator. Capable of clearly conveying information and instructions, which will determine the effectiveness with which strategies are executed across the business and, ultimately, whether the business achieves its goals and objectives

Analytical Skills:

• Has an ability to translate raw information into actionable initiatives
• Can perform standard reviews such as, but not limited to: performance, competitive, and market analyses.
• Is results-driven with exceptional problem-solving skills

Interpersonal Skills:

• Demonstrates strong attention to detail
• Is high-energy, has a positive attitude, a proactive nature and a can-do attitude
• Has the capacity to comfortably work in a group setting, which often involves business executives and the leadership team

Duties and Responsibilities:

Strategy Definition:

• Brings together crucial pieces of information such as competitor performance, operational performance, innovations, markets, etc. from various internal and external sources in order to develop strategic options.

Strategic Planning:

• Assist in the corporate plan by playing a role in all the planning and budgeting activities performed by the business.
• Establishes and reviews key strategic priorities and translates them into actionable and quantitative plans.
• Provide high-level Profit and Loss insights to management, highlighting opportunities, risks, and areas for improvement

Business Intelligence:

• Manages analyses that will provide valuable benchmarking for management as well as timely insights to various departments.
• Reviews long-term market trends for the purpose of providing recommendations to leadership and management, across various aspects such as business development, product and technology enhancements, as well as operation optimizations.

PROJECT DESCRIPTION:

Review 1,021 PB accounts identified for static data clean-up, facilitate re-documentation, and book/update in the system.

PROJECT DELIVERALES (DUTIES AND RESPONSIBILITIES):

• Preparation and sending out PB documents for the static data of the affected accounts using the official Private Banking email in coordination with the RMs.

• Receiving and checking signed documents from clients.

• Updating/encoding of client data in the system, ensuring that all orders made are done by PB Operations and all modifications made are reflected accordingly.

• Assistance on Dynamic Data Catch-up to regularize all findings by PB Operations. PB Operations to set guidelines on how to address these findings.

PROJECT OBJECTIVE:

Completion of static data clean-up and dynamic data catch-up in the Avaloq core wealth management system, which is a pre-requisite to turning on the SOA sending capabilities of the system, among other functionalities and enhancements

PROJECT DURATION:

* 3 months