1 Finance - Activation Manager (3-6 yrs)

About the job:

Role Overview:

- The Activation Manager will be responsible for managing & driving lead generation and client acquisition for Financial Planning Centre (FPCs).

- The role involves end-to-end management, collaboration with cross-functional teams, and ensuring smooth operations.

- This is a critical role for expanding the firm's presence and driving growth.

Key Responsibilities:

Strategic Planning:

- Develop and execute detailed activation plans for new FPCs, including pre-launch timelines, operational requirements, and stakeholder coordination.

- Conduct market analysis to identify suitable locations in alignment with business objectives.

- Partner with marketing teams to create localised campaigns to promote new FPCs for lead generation.

Project Execution:

- Collaborate with internal teams (operations, marketing, IT, HR, and compliance) to ensure readiness before the go-live date.

- Oversee facility setup, infrastructure, event arrangements, and technology enablement to ensure operational efficiency.

- Secure all necessary regulatory, compliance, and legal approvals for the projects.

- Post-Activation Management:

- Monitor early performance metrics (client acquisition, revenue generation) to assess FPC success and identify improvement areas.

- Gather feedback from employees and clients to refine operations and customer experience.

- Address bottlenecks in operational efficiency during the post-activation phase.

Event-Based Activation.

- Plan and execute on-ground events and campaigns to boost brand visibility and attract potential clients to new centres.

- Ensure events are aligned with the company's strategic goals and deliver measurable results.

Requirements:

- Bachelor's degree in Business Administration, Operations, Marketing, or related field (MBA preferred).

- Proven experience in activation or operations management, preferably in the financial services or retail sector.

- Excellent interpersonal and negotiation skills to manage external stakeholders such as property owners and contractors.

- Strong analytical skills to evaluate location performance and market potential.

- Familiarity with financial products and advisory services is a plus.