Head: Momentum Collective Investments Operations

6 months ago

Centurion, 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**

Responsible for developing strategy and ensure the effective coordination and implementation of all strategic and operational initiatives across the Momentum Investments Collective investment scheme in line with all regulatory requirements. To build and manage internal and external relationships with service providers and stakeholders, distribution enablement, product management and the operational and reporting requirements. To translate the business strategy and needs into features to deliver on and which should realise business value through efficiencies. To manage in collaboration with all business partners the strategic and operational roadmap and make decisions linked to features ensuring they meet all appropriate criteria before deployment. To better align priorities and ensure a single point into a collaborative decision-making process. This will be done by solving for prioritisation and sequencing decisions.

**Requirements**:

- 7 years’ relevant business experience.
- Experience in enabling collective investments strategy.
- Hons Degree in relevant area of Commerce.
- MBA, CFP, CFA or other professional qualification will be an advantage

**Duties & Responsibilities**
- Responsible for the full Collective investment scheme, product life cycle, operations, client experience, distribution enablement and defining the road map of strategic and operational priorities across all business areas.
- Develop the strategy and implementation of the road map items across all areas of the Collective Investment scheme.
- Implement appropriate governance and oversight initiatives to ensure effective operations of all responsible areas across the business.
- Develop and implement appropriate tools and forums to drive the effective prioritisation and implementation of all strategic and operational initiatives.
- Lead the prioritization and operational forums and actively participate in all other forums and committees.
- Prepare reports and support feedback to all forums, governance committees and the Board on strategic priorities and initiatives.
- Develop and enablement of tools and technology for new business and existing business.
- To represent MCI on all industry and market committees and initiatives.
- To build, develop and maintain key strategic partnerships that will foster and sustain a strong MCI capability in the market.
- Provide authoritative, expertise and advice to distribution partners, clients and stakeholders.
- Build, maintain and manage relationships with clients and internal and external stakeholders.
- Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.
- Deliver service level agreements made with clients and internal and external stakeholders to ensure that client expectations are managed.
- Show care upon every client touchpoint, to deliver an exceptional experience.
- Contribute and make recommendations to improve the overall operating model and operational areas.
- Plan and implement efficiencies and improvements across all areas to drive a more sustainable operating model.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service through an effective operating model.
- Keep abreast of legislation and best practices in order to gain insights on optimal capabilities and value creation in retention and new business initiatives.
- Keep abreast of current market developments and industry best practices.
- Keep abreast of emerging technology and digital trends that can lead to operational efficiencies.
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Demonstrate exemplary leadership behaviour, through personal involvement, guidance, commitment, and dedication in support of organisational values.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
- Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
- Effectively manage performance within the team to ensure business objectives are achieved.
- Encourage innovation, change agility and collaboration within the team.
- Compile and control budgets to minimise expenditure in alignment with tactical delivery plans.
- Implement risk management, governance, compliance policies and ensure there are documented procedures in own practice area, to identify and manage governance and ris

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