Managing Director (Wealth Management)

Seeking a founding Country CEO to launch and scale digital wealth and investing platform in the Philippines from 0 to 1.

You will act as the first employee on the ground, holding full P&L ownership, driving commercial growth, establishing operational controls, and building the local organization.

Key Responsibilities

• 0-1 Launch & Commercial Growth: Formulate the country annual operating plan, drive P&L performance, launch anchor financial products, and scale CAC, retention, and total AUM.
• Operations & Governance: Set up daily operational frameworks, risk controls, and regular reporting structures across Capital, Compliance, Risk, and HR.
• Stakeholder & Ecosystem Management: Build high-trust relationships with local regulators (SEC/BSP), financial product suppliers (asset managers, insurers, banks), and tech vendors.
• Culture & Team Building: Hire, mentor, and lead a high-performing cross-functional country team (BD, Marketing, CS, Ops, Compliance) while instilling a culture of speed, transparency, and customer obsession.
• Group Alignment: Serve as the strategic bridge between local market insights and regional Group leadership.

Key Qualifications

• Securities & Broker-Dealer Expertise: 10+ years in securities, brokerage, or financial services (5+ years in retail), with deep knowledge of Philippines broker-dealer/securities regulations and licensing (SEC/BSP).
• 0-1 / Greenfield Leadership: Proven track record in launching and scaling digital financial products or business units in greenfield startup environments.
• Commercial & Operational Acumen: Direct experience managing country P&L, daily business operations, and customer growth metrics (CAC, conversion, ARPU).
• Stakeholder Management: Exceptional communication skills with a demonstrated ability to negotiate with partners, engage regulators diplomatically, and manage cross-border internal stakeholders.
• Team & Culture Builder: Minimum 5+ years of direct team management with a hands-on, pragmatic approach to recruiting talent and establishing company culture from scratch.