--- title: Senior Investment Specialist Philippines description: Join Cross Border Wealth as Senior Investment Specialist in Manila, leading global investment operations and enhancing client experience for U.S.-connected individuals living abroad. --- [Skip to content](https://info.crossborder-wealth.com/senior-investment-specialist#main-content) [![CROSS BORDER | WEALTH](https://info.crossborder-wealth.com/hubfs/CBW%20BRANDING%202024/POSITIVE%20BLUE.svg "CROSS BORDER | WEALTH")](https://crossborder-wealth-5213925.hs-sites.com/home) - [Who We Are](https://crossborder-wealth.com/who-we-are) - [What We Do](https://crossborder-wealth.com/what-we-do) - [Why Us](https://crossborder-wealth.com/why-us) - [Insights](https://crossborder-wealth.com/insights) - [Weekly Articles](https://blog.crossborder-wealth.com/insights) - [Download Guides](https://info.crossborder-wealth.com/guides-form) - [Monthly Newsletter](https://info.crossborder-wealth.com/insights-subscription) - [Careers](https://crossborder-wealth.com/careers-without-borders) - [Contact Us](https://crossborder-wealth.com/contact-us) CBW Manila office # Senior Investment Specialist This position will be responsible for leading the firm’s investment operations, portfolio framework, risk oversight, and custodial relationships across all regions. Cross Border Wealth is a U.S.-based global investment advisory firm specializing in cross-border financial planning and investment management for U.S.-connected individuals living abroad. Headquartered in New York, with offices across the United States and Asia, we help globally mobile clients navigate the complexities of investing, tax planning, and wealth management across jurisdictions. As the firm continues to grow globally, we are strengthening our investment infrastructure, operational rigor, and client experience. To support this next phase, we are seeking a **Senior Investment Specialist (SIS)** based in our Manila office, responsible for leading the firm’s investment operations, portfolio framework, risk oversight, and custodial relationships across all regions.   --- ## Senior Investment Specialist Job Description and Responsibilities   The Senior Investment Specialist will own and oversee the firm’s entire investment lifecycle, from client onboarding through ongoing portfolio monitoring. This role is operationally focused, deeply process‑driven, and client‑experience oriented. The CIO will act as the central investment authority supporting all firm offices globally.   **Investment Framework & Portfolio Oversight** - Define and maintain the firm’s investment philosophy - Set portfolio construction standards, and approved investment universe - Design and oversee model portfolios and portfolio guidelines - Ensure consistency in asset allocation, and investment rationale   **Risk Assessment & Client Experience** - Oversee client risk profiling frameworks, ensuring they are: - Robust - Repeatable - Defensible from a fiduciary and regulatory standpoint - Ensure risk assessments align appropriately with recommended portfolios - Partner with advisors to ensure investment recommendations are communicated clearly and appropriately to clients **Implementation, Monitoring & Rebalancing** - Oversee: - Initial investment implementation workflows - Ongoing portfolio monitoring - Rebalancing triggers and discipline - Establish clear escalation procedures for market events, portfolio drift, or client specific issues   **Reporting & Investment Communication** - Own investment reporting standards across the firm - Ensure reporting is: - Accurate - Timely - Consistent across custodians and platforms - Support advisors in client meetings when required, particularly for complex portfolios or market conditions   **Custodial Relationships** - Act as the firm’s primary owner of custodial relationships - Manage relationships with U.S. custodians (e.g., Schwab, Fidelity etc.) - Oversee: - Operational workflows - Platform capabilities - Reporting and data integrity - Issue resolution and service escalation - Evaluate custodial platforms and recommend enhancements   **Governance, Controls & Compliance Collaboration** - Partner closely with Compliance to ensure: - Investment processes are properly documented - Advisory practices align with SEC fiduciary expectations - Clear audit trails exist for all investment recommendations - Support regulatory examinations and internal reviews related to investment processes - Maintain strong internal controls across investment operations   **Leadership & Global Support** - Serve as a senior leader supporting advisors and teams across all offices - Build and refine scalable investment processes that support growth without increasing operational risk - Mentor and develop investment and operations staff - Act as a key strategic partner to firm leadership --- ## Senior Investment Specialist Qualification and Requirements   Experience - 15+ years in investment management, advisory, or investment operations - Prior experience in: - RIA, multi‑family office, private bank, or institutional asset manager - Senior investment operations, CIO, Deputy CIO, or Head of Investments role - Strong familiarity with non‑discretionary advisory models   Technical Expertise - Deep understanding of: - Asset allocation and portfolio construction - Risk profiling and suitability frameworks - Investment operations and custodial platforms - Experience working with U.S. custodians and U.S. regulatory expectations - Professional designations (CFA, CAIA, MBA) preferred but not required   Personal Attributes - Strong fiduciary mindset and ethical standards - Highly process‑oriented and detail‑driven - Client‑centric approach to investment decision‑making - Clear communicator able to translate complex investment concepts for advisors and clients - Comfortable operating in a global, cross‑office environment vestment advisory or cross-border client structures --- ## Benefits   - Monthly pay range: P100,000 to P150,000 - Comprehensive health insurance - Paid leaves and holidays - Performance-based bonus opportunities - Clear career advancement path --- ## Schedule and Work Setup   - Monday to Friday - 8-hour afternoon shift - Office-based (Alabang, Muntinlupa) ##### ꚰ Alabang, Muntinlupa ##### ₱100k - ₱150k monthly pay range [Apply for this role](https://info.crossborder-wealth.com/senior-investment-specialist#form) Job Type: Full-time, onsite Supplemental Pay: Bonus opportunities Experience: Financial services: 15 years License/Certification: Chartered Financial Analyst (Preferred) --- ##### Join our team Submit your application by filling up the form below. --- [![Cross Border Wealth](https://info.crossborder-wealth.com/hubfs/CBW%20BRANDING%202024/FAVICON%20POSITIVE%20WHITE.svg "Cross Border Wealth")](https://crossborder-wealth.com/) #### New York Office 230 Park Avenue 4th floor West New York, NY 10169 United States of America +1 (646) 688-5333 #### Pittsburgh Office 223 Fourth Avenue Third Floor Benedum Trees Building Pittsburgh, PA 15222 United States of America +1 (646) 688-5333 #### Manila Office 10th Fl. One Griffinstone Bldg. Commerce Ave. cor. Spectrum Midway Alabang, Muntinlupa City, MM 1781, Philippines +63 (02) 7217-1750 #### Pages - [Home](https://crossborder-wealth.com) - [Who We Are](https://crossborder-wealth.com/who-we-are) - [What We Do](https://crossborder-wealth.com/what-we-do) - [Why Us](https://crossborder-wealth.com/why-us) - [Insights](https://crossborder-wealth.com/insights) - [Careers](https://crossborder-wealth.com/careers-without-borders) - [Contact Us](https://crossborder-wealth.com/contact-us) - [Disclosures](https://info.crossborder-wealth.com/disclosures) - [Disclosures](https://info.crossborder-wealth.com/disclosures) - [Privacy Policy](https://info.crossborder-wealth.com/disclosures#privacy-policy) © CROSS BORDER WEALTH 2025 [Follow us on Facebook](https://www.facebook.com/105763777480824) [Follow us on LinkedIn](https://www.linkedin.com/company/cross-border-wealth/) [Follow us on Twitter](https://www.twitter.com/CrossBorderWlth)