{"id":521544,"url":"https://alion.io/job/vbp-subject-matter-expert","title":"Subject Matter Expert","company":{"id":7242,"name":"VBP","domain":"vbp.com","url":"https://alion.io/company/vbp","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workable","truth_index":{"grade":"A","score":88,"open_postings":14,"ghost_share":0,"stale_share":0.5,"repost_share":0,"time_to_fill_p50_days":41,"computed_at":"2026-10-25T05:49:26Z"}},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Cebu City, Philippines"],"countries":["PH"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":14000,"max_usd":27000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":12},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-06-25T00:00:00Z","employer_posted_date":"2026-06-25","last_verified_at":"2026-10-25T17:05:32Z","board_verified":true,"closed_at":null,"days_open":122,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":122},"description":"Applications received from July 1 to September 30, 2026, are eligible for a ₱50,000 Sign-On Bonus!\nOverview of the role\nThe Subject Matter Expert role exists to ensure high-quality, compliant, and technically sound advice delivery by embedding deep technical expertise and quality assurance into the end-to-end advice process.\nThis hybrid role leverages the team’s established experience as Process Experts in different disciplines to bridge knowledge and capability gaps within the frontline, particularly for Paraplanners, Financial Planning Assistants, Mortgage Broking Assistants, and Accounting Assistant/Bookkeeping Assistant.\nMain duties include:\nTechnical & Quality Assurance (PPs, FPAs, and MBAs)\nReview and vet SOA plans for: \nTechnical accuracy \nCompliance with regulatory and internal policy standards \nAlignment to advice strategy and client’s best interests \nIdentify technical gaps, risks, and improvement opportunities prior to plan completion \nMaintain consistent application of advice frameworks across products and strategies \nBot / AI Integration & Enablement (PPs, FPAs, and MBAs)\nIntegrate the Automation into quality control and advice review process \nValidate bot outputs to ensure: \nAccuracy and relevance of technical guidance \nAlignment with approved advice frameworks \nProvide feedback to continuously improve Automation effectiveness \nEducate frontline teams on how to correctly leverage bot support in advice workflows \nKnowledge & Capability Uplift\nAct as a go-to technical escalation point for frontline teams \nProvide targeted coaching, feedback, and learning recommendations based on review outcomes of output checking (SME support) or plan vetting. \nContribute to development of technical playbooks, guidance notes, and best-practice examples \nContinue to deliver monthly ‘All-In’ meetings with PPs, FPAs, and MBAs, focusing on updates to industry funds, regulatory changes, and evolving market trends. This initiative supports capability uplift across the frontline by ensuring teams are equipped with current, relevant information, driving consistency in messaging, improving client outcomes, and proactively addressing knowledge gaps through open discussion and feedback. \nContinuous Improvement & Risk Reduction\nAnalyze recurring SOA issues and error trends through the collated report from the Service Excellence \nRecommend systemic improvements to advice processes and existing workflow and report this to QA Tech Assistance Lead and TQM. \nPartner with L&D to strengthen process improvement efforts by integrating SME-driven insights on key opportunity areas, based on validated plans and outcomes derived from hands-on support to frontline TMs, ensuring targeted closure of skill and knowledge gaps \nConduct Performance Development Action Plan (PDAP) assessments to evaluate employee capability through assigned tasks and output review. Provide structured feedback to line managers, highlighting performance outcomes, and identifying opportunities across behavioural, skill, and process areas. Track and report assessment results, including pass/fail outcomes, progression status, and attrition indicators, to support continuous improvement and risk mitigation. \nUniversal Assignment Responsibilities\nThe SME may be deployed into client or internal assignments to provide hands-on support. Responsibilities include:\nDelivering end-to-end advice support, including plan writing (for those with PP certificate and experience), pre- and post-implementation, lodgement, compliance checks, and ad-hoc tasks \nAdapting to varying client preferences, licensee standards, and operational frameworks \nCollaborating with existing practice team members to ensure seamless service delivery \nProviding ongoing support to shared service channels (including VBP Assist) \nContributing to process improvement initiatives and documentation based on assignment insights \nRequirements\nTechnical\nStrong understanding of: \nFinancial advice documents (SoA, RoA) \nCompliance and audit standards \nAbility to interpret quality beyond surface-level errors \nFamiliarity with Xplan or equivalent tools \nAt least a senior FPA/PP/MBA or has 2 years of experience on the end-to-end advice/loan implementation \nAnalytical\nIdentify patterns, trends, and root causes \nTranslate QA findings into clear, actionable insights \nDigital / Automation Mindset\nComfortable working with: \nQA tools and automation systems \nStructured workflows \nAbility to operate effectively in: \nAutomation-assisted environments \nException-based processes \nOpen to continuous change and process improvement \nCoaching & Influence\nProvide clear, constructive, and actionable feedback \nCollaborate with CX and CD \nBenefits\nCompetitive salary and performance-based bonus opportunities\n500K per incident HMO coverage + Dental & Optical benefits \n2-week paid Christmas vacation\nReferral bonuses\nOpportunities for professional development and career advancement\nSupportive and collaborative work environment\nFixed Schedule of Mon-Fri from 7 AM to 4 PM","description_format":"text","description_chars":5024,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Professional development"],"hiring_locations":[{"name":"Philippines","iso":"PH","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Business Process Outsourcing (BPO)","Accounting & Bookkeeping Services"],"lifecycle":[{"event":"open","at":"2026-09-08T01:46:48Z"}],"visa":[],"liveness":{"score":10,"band":"cold","label":"Long shot","p_open":1,"p_active":0.359,"p_room":0.28,"age_days":122,"expected_fill_days":41,"reasons":["conf:0","stale_co","velocity","win:tail","crowd:"],"computed_at":"2026-10-25T05:49:26Z"},"pay":null,"html_url":"https://alion.io/job/vbp-subject-matter-expert","json_url":"https://alion.io/job/vbp-subject-matter-expert.json","meta":{"generated_at":"2026-10-25T20:13:37Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":28666,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-26T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":7242},"rest":"https://alion.io/mcp/rest/get_company?id=7242"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fvbp-subject-matter-expert"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fvbp-subject-matter-expert"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fvbp-subject-matter-expert"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/vbp-subject-matter-expert\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fvbp-subject-matter-expert"}]}