About the job
The General Manager will collaborate closely with the CEO to propel Octopus Legacy toward its vision of becoming the premier estate planning brand in the UK. As the core driver of our business, estate planning fuels revenue growth, customer acquisition, brand trust, and sustainable value creation.
This position holds comprehensive accountability for the unit's performance, growth, and transformation. The GM will spearhead strategy, commercial success, operational execution, talent leadership, and customer satisfaction.
In addition to managing day-to-day operations, this role will oversee a pivotal transition: converting estate planning from a primarily service-oriented model into a scalable, technology-driven platform that ensures outstanding customer experiences and profitability. You will lead the organization through a phase of rapid expansion and complexity, stabilizing and optimizing operations, streamlining systems and processes for efficiency, and assuming complete P&L responsibility—while engaging closely with the founder and executive team to define the business’s future trajectory.
Key Responsibilities
- Articulate and implement a cohesive short- and long-term strategy for the Estate Planning division that aligns with Octopus Legacy’s overarching growth objectives.
- Oversee every facet of the business unit, including revenue generation, service delivery, and operational management.
- Assume complete accountability for commercial and operational outcomes, translating strategic objectives into clear KPIs, measurable results, and disciplined execution across teams.
- Collaborate with Marketing and New Business teams to promote viral growth, enhance brand visibility, and scale lead generation and conversion efforts.
- Partner with Product and Technology to prioritize and expedite initiatives that enhance systems, tools, and workflows, driving operational efficiency and scalability. Develop a state-of-the-art technology platform to connect our products with customers.
- Manage financial resources diligently, including budgeting, forecasting, and reporting, to ensure sustainable growth and success.
- Navigate complex challenges and opportunities from conception to execution, working collaboratively across teams to eliminate obstacles, improve processes, and embed successful outcomes.
- Ensure strict compliance with all legal and regulatory standards, instituting robust quality assurance and risk management protocols.
- Foster and maintain strong relationships with key internal and external stakeholders—including customers, partners, and industry organizations—to bolster our market position and reputation.
- Lead and nurture a high-performance culture within the organization.

