Head: Wealth Proposition

1 week ago

Centurion, Gauteng, South Africa Momentum Investments Full time

Introduction


Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.


Role Purpose


Accountable for the strategic management of the design and implementation of the Momentum Wealth Retail Investment Platforms product solutions and platform capabilities to ensure that Momentum Wealth delivers on its strategic objectives.


Requirements:

  • Postgraduate degree in Actuarial Science.
  • Fellow of the Actuarial Society of South Africa (ASSA) preferred.
  • CFP or CFA qualification would be considered.
  • 810 years of retail investment LISP product development and management experience.
  • 5 years of leadership experience.
  • Solid understanding of the regulations of the investment and LISP industry.

Duties & Responsibilities

  • Drive the design, development and implementation of profitable and competitive products that support the growth of Momentum Wealth. The Momentum Wealth business includes the local retail investment platform, the international retail investment platform and structured solutions.
  • Take the lead in the design and ongoing management and maintenance of the Momentum Wealth local and international platform products to ensure they support clients and advisers in achieving their goals and are future fit from a business perspective.
  • The product development team includes various capabilities including product design, product management, pricing and profitability management, revenue optimization, data analytics and insights and product structuring.
  • Take the lead in identifying future differentiating capabilities to ensure that the Wealth offering remains ahead of competitor offerings and the preferred platform for meeting financial adviser needs and retail clients' investment outcomes.
  • Provide thought leadership and oversight for new and existing Wealth retail investment products from conceptualisation to launch, ensuring that the various stakeholders and governance processes are incorporated into the product development or maintenance process.
  • Management and coordination of the ongoing review of products and platform capabilities to ensure regulatory compliance and competitiveness in relevant markets.
  • Close collaboration with internal investment business units to unlock opportunities for vertical integration through the platform capability set and distribution network.
  • Take the lead in presenting solutions and proposals to governance forums including the product management committee, business management committees, and divisional Excos, as required.
  • Provide leadership for the content design of the product and platformrelated aspects for marketing material, and adviser and client documentation including Terms and Conditions, statements, brochures, client letters, etc.
  • Take the lead in ensuring the Wealth product development team stays abreast of local and global Wealth Management trends, research, and analysis to timeously identify opportunities in the market to develop new products, capabilities, and new areas of growth or to streamline or adjust the existing product offering.
  • Close collaboration with the independent and tied distribution teams to ensure that market needs are well understood and incorporated in product design and maintenance decisions.
  • Develop and oversee the implementation of competitive pricing strategies to drive shortterm profitability and longterm business growth and shareholder value.
  • Close collaboration with the Wealth propositional lead that will leverage the capability sets designed and implemented by the Retail Investment Product team, to wrap into marketable and fitforuse propositions into the various advice segments in South Africa and the various international jurisdictions where Momentum Wealth has a presence.

Effectively lead a team

  • Create a positive work climate and culture to energize employees, give meaning to work, minimize work disruption, and maximize employee productivity.
  • Demonstrate exemplary leadership behavior, through personal involvement, commitment, and dedication in support of the Momentum Investment GRITx values.
  • Drive a culture that guides and directs best practices, fostering an environment of continuous learning, improvement, and cohesiveness.
  • Enable a learning and growth culture whereby information regarding successes, issues, trends, and ideas are actively shared between team members.
  • Effectively manage performance within the team to ensure business objectives are achieved.
  • Encourage innovation, change agility, and collaboration within the team.

Self-management and teamwork (People)

  • Develop and maintain productive and collaborative working relationships with peers, financial advisers' clients, and internal and external stakeholders.
  • Posit

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