Job Description

Manager, Agency SingaporeFull-timeFinanceResponsibilities1. IR Performance & Acquisition Management
• Drive IRs to meet and exceed monthly/quarterly acquisition targets, with a focus on converting leads from roadshows, seminars, and other marketing events.
• Plan, coordinate, and execute high-impact roadshows and educational seminars that generate qualified prospects for IRs.
• Monitor individual and team acquisition metrics; implement real-time interventions to address performance gaps.
2. Training & Competency Development
• Ensure 100% completion of mandatory training targets for all IRs, covering product knowledge, compliance, sales effectiveness, and platform usage.
• Design and deliver advanced upskilling modules to improve closing rates, client retention, and cross-selling.
• Assess IR competency levels and create personalized development plans to boost productivity.
3. Operational Excellence & Productivity Optimization
• Establish and track key performance indicators (KPIs) related to IR activity, conversion rates, and revenue contribution.
• Identify bottlenecks in the IR workflow and implement process improvements to maximize productive time.
• Use data-driven insights to recommend incentive structures, sales tools, and resource allocation.
4. Stakeholder & Agency Alignment
• Work closely with the Head of Agency to align IR activities with broader business strategies and revenue goals.
• Partner with marketing, compliance, and product teams to ensure IRs have the right collateral, messaging, and regulatory guidance.
• Prepare regular performance dashboards and business reviews for senior management.
Qualifications• Experience: Minimum 5 years in agency management, sales leadership, or financial services distribution, with direct experience managing investment representatives, financial advisors, or similar roles.
• Results Orientation: Proven track record of driving acquisition through live events (roadshows/seminars) and achieving training compliance targets.
• Business Acumen: Strong understanding of brokerage operations, client acquisition economics, and productivity levers.
• Soft Skills: Ability to motivate and hold IRs accountable without direct sales authority over every action—influence and data are your tools.
• Analytical Mindset: Proficiency in using CRM data, funnel metrics, and productivity dashboards to drive decisions.
• Communication: Excellent presentation, negotiation, and interpersonal skills.
• Passion: Genuine enthusiasm for optimizing individual and team performance in a fast-paced fintech environment.
Preferred (Nice to Have)
• Experience with online brokerages, trading platforms, or retail fintech.
• Familiarity with adult learning principles or sales training certification.
What We Offer
• Competitive base salary + performance-based incentives.
• Direct visibility to the Head of Agency and senior leadership.
• Opportunity to shape the IR strategy of a high-growth fintech brokerage.
• Dynamic, data-driven culture with a focus on innovation and results. Apply