Lead of Business Performance & Planning

LMA RECRUITMENT SINGAPORE PTE. LTD.; Singapore; On-site; SGD 120,000 - 160,000; Full time

Job summary

A leading recruitment firm in Singapore is hiring a knowledgeable Lead of Business Performance & Planning to drive commercial performance and strategic insights. The role demands significant experience in business performance or strategy positions within financial services. The successful candidate will lead business planning processes, performance reporting, and collaborate with advisory leadership to enhance adviser effectiveness and revenue quality. This position requires strong analytical skills and an ability to influence senior decision-makers.

Qualifications

• Significant experience in business performance roles, preferably in financial services.
• Ability to influence senior stakeholders and drive decision-making.
• Strong forecasting and analytical skills are critical.

Responsibilities

• Lead the annual business planning process including revenue and growth initiatives.
• Own performance reporting and dashboard design for senior leadership.
• Partner with leadership to measure and improve adviser performance.

Skills

Business performance

Financial planning & analysis (FP&A)

Commercial strategy

Advanced analytical skills

Stakeholder engagement

Job description

Role Overview

The Lead of Business Performance & Planning is responsible for driving commercial performance, strategic planning, and management insight across the firm. This role partners closely with senior leadership, advisory teams, and operations to translate data into actionable insights, improve profitability, and support sustainable growth within an insurance and financial advisory environment.

The role combines performance management, and strategic execution, with a strong focus on adviser productivity, revenue quality, and regulatory‑aligned decision‑making.

Key Responsibilities

Strategic Planning & Forecasting

• Lead the annual business planning process, including revenue, cost, adviser capacity, and growth initiatives.
• Develop multi‑year financial and business forecasts aligned to the firm’s strategic objectives.
• Support scenario modelling (e.g. adviser growth, product mix, regulatory change, market volatility).

Business Performance & Insights

• Own performance reporting across the business, including revenue, margins, adviser productivity, persistency, and client outcomes.
• Design and maintain dashboards and MI for senior leadership and board‑level reporting.
• Identify trends, risks, and opportunities, and provide clear recommendations to improve performance.

Adviser & Distribution Performance

• Partner with advisory leadership to measure and improve adviser performance, capacity, and effectiveness.
• Analyse product mix, commission structures, and client segmentation to optimise revenue quality and sustainability.
• Support incentive and remuneration frameworks with robust performance analysis.

Leadership & Stakeholder Engagement

• Lead and develop a high‑performing business performance and planning team.
• Act as a trusted commercial advisor to executive leadership.
• Translate complex data into clear, compelling insights for non‑financial stakeholders.

Key Skills & Experience

• Significant experience in business performance, FP&A, commercial, or strategy roles.
• Experience in adviser‑led or distribution‑based financial services businesses.
• Strong forecasting, and analytical skills.
• Proven ability to influence senior stakeholders and drive decision‑making.
• Commercially astute with a strong strategic mindset.

Apply now or message us to learn more.