Roles & Responsibilities:
Develop and execute detailed activation plans for new Financial Planning Centers, 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 localized campaigns to promote new FPCs for lead generation 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 Monitor early performance metrics (e.g., 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 Plan and execute on-ground events and campaigns to boost brand visibility and attract potential clients to new centers Ensure events are aligned with the company’s strategic goals and deliver measurable results
Skills and Qualification
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
