Position Title: Operations Team Lead

Work Set Up: Onsite

Schedule: 11:00 AM to 8:00 PM PH Time

Job Location: Clark Outsourcing - Building 35 Philexcel Business Park, Clark Pampanga

Quick Rundown

We are seeking a proactive and detail-oriented Financial Services Team Leader to oversee daily operations, support advisers and paraplanners, and lead a high-performing administration team. This role is responsible for ensuring smooth workflow execution, maintaining compliance standards, supporting client service activities, and driving team performance and operational efficiency.

What You’ll Do

• Supervise, mentor, and support team members to maximize performance and productivity
• Assign tasks, monitor progress, and ensure operational goals are achieved
• Act as the main liaison between team members and management
• Conduct performance reviews, provide coaching, and su...