Performance Management Associate (Investment Representative Team)

Job Responsibilities:

IR Performance & Acquisition Management

1. Drive IRs to meet and exceed monthly/quarterly acquisition targets, with a focus on converting leads from roadshows, seminars, and other marketing events.
2. Plan, coordinate, and execute high-impact roadshows and educational seminars that generate qualified prospects for IRs.
3. Monitor individual and team acquisition metrics; implement real-time interventions to address performance gap

Training & Competency Development

1. Ensure 100% completion of mandatory training targets for all IRs, covering product knowledge, compliance, sales effectiveness, and platform usage.
2. Design and deliver advanced upskilling modules to improve closing rates, client retention, and cross-selling.
3. Assess IR competency levels and create personalized development plans to boost productivity.

Operational Excellence & Productivity Optimization

1. Establish and track key performance indicators (KPIs) related to IR activity, conversion rates, and revenue contribution.
2. Identify bottlenecks in the IR workflow and implement process improvements to maximize productive time.
3. Use data-driven insights to recommend incentive structures, sales tools, and resource allocation.

Stakeholder & Agency Alignment

1. Work closely with the Head of Agency to align IR activities with broader business strategies and revenue goals.
2. Partner with marketing, compliance, and product teams to ensure IRs have the right collateral, messaging, and regulatory guidance.
3. Prepare regular performance dashboards and business reviews for senior management.

Qualifications:

1. Experience: Minimum 5 years in agency management, sales leadership, or financial services distribution, with direct experience managing investment representatives, financial advisors, or similar roles.
2. Results Orientation: Proven track record of driving acquisition through live events (roadshows/seminars) and achieving training compliance targets.
3. Business Acumen: Strong understanding of brokerage operations, client acquisition economics, and productivity levers.
4. Soft Skills: Ability to motivate and hold IRs accountable without direct sales authority over every action—influence and data are your tools.
5. Analytical Mindset: Proficiency in using CRM data, funnel metrics, and productivity dashboards to drive decisions.
6. Communication: Excellent presentation, negotiation, and interpersonal skills.
7. Passion: Genuine enthusiasm for optimizing individual and team performance in a fast-paced fintech environment.

Preferred (Nice to Have)

1. Experience with online brokerages, trading platforms, or retail fintech.
2. Familiarity with adult learning principles or sales training certification.

What We Offer

1. Competitive base salary + performance-based incentives.
2. Direct visibility to the Head of Agency and senior leadership.
3. Opportunity to shape the IR strategy of a high-growth fintech brokerage.
4. Dynamic, data-driven culture with a focus on innovation and results.