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Head: Institutional Investment Solutions Manager

1 week ago


Centurion, Gauteng, South Africa Momentum Full time
Head: Institutional Investment Solutions Manager

Momentum Centurion, Gauteng, South Africa

Job Purpose:

Drive initiatives to increase market share for the Institutional Investment Platform capabilities while providing decisive leadership for the Institutional Platform team. Focus on cultivating sustainable growth and optimizing gross and net margins for the business.

This includes fostering key relationships with distribution channels, financial advisers, and asset managers while ensuring the effective promotion of our tailored investment business offerings.

The role is dedicated to implementing sales and growth strategies, creating brand awareness, and representing our business at client, industry, and asset manager events, ultimately contributing to the success and expansion of our business via the Institutional Investments Platform.

Key Responsibilities:

  • Deliver client-centric solutions to achieve business strategy (Internal process)
  • Keep abreast of investment administration market trends, both national and international, to enable the development and implementation of best practices to optimize service delivery and enhance optimal solutions.
  • Ensure that the platform enables clients' value propositions together with optimizing for value creation through the appropriate use of internal investment and other solutions.
  • Collaborate with stakeholders to accurately interpret requirements and transform them into solutions that meet business needs and client expectations.
  • Provide leadership in the development and management of solutions fit for purpose, leveraging advanced technologies to enhance end-user satisfaction and efficiency.
  • Implement third-party client investment platforms and administration service offerings on multi-manager infrastructure, catering to bespoke arrangements and hybrid clients.
  • Develop and implement strategic investment platform offerings and administration services for administration-only clients, bespoke arrangements on the life insurance balance sheet, and hybrid clients.
  • To structure and set up investments on the balance sheet of a life insurance company.
  • Gain insight into the needs of third-party clients to enhance Momentum Investments ability to offer relevant and targeted Investment Administration Services to current and prospective clients.
  • Develop and implement a framework for third-party client Investment platform and administration service business capabilities.
  • Manage license requirements and mitigate for any risk and problematic financial issues that may arise in the area of accountability.
  • Source and secure sufficient capacity and skills to deliver and maintain investment administration capability solutions; ensuring that the team's activities deliver the expected value and outcomes.
  • Ensure that all activities are designed, developed and implemented in accordance with agreed project management standards, methods and procedures; and ensuring at all times business sustainability and continuity.
  • Adapt to changing market conditions and drive innovation in investment administration solutions.
  • Work closely with the head of institutional distribution, the single manager and multi-manager distribution teams and portfolio managers to drive the institutional platform to be future fit and relevant.
  • Be results-oriented and manage a sales and associated revenue target for the capability and within the team members.
  • Deliver on the needs of our business partners across Momentum Group to ensure that the institutional platform can empower and deliver on business needs.