Head of Strategic Partnerships

5 days ago


Pretoria, Gauteng, South Africa Hr Options Full time

At Hr Options, we are seeking a Head of Strategic Partnerships to lead our business expansion efforts by identifying and partnering with top-performing financial advisors.

This role will focus on developing and executing a comprehensive business growth strategy, leveraging advanced technology and innovative business solutions to drive revenue growth and business expansion.

The ideal candidate will have a proven track record in business development, advisor management, and sales leadership, with a strong network of industry contacts and a deep understanding of the financial services industry.

About You:

  • A minimum of 15 years of experience in financial services, with a strong focus on business development, advisor management, and sales leadership.
  • In-depth knowledge of the investment industry and introductory knowledge of the short-term insurance and life insurance industries.
  • Proven track record in implementing and managing strategy and strategic projects.
  • Fluency in Afrikaans and English.

Qualifications:

  • Bachelor's degree in Finance, Marketing, Business Administration, or a related field.
  • Postgraduate diploma in planning, project management, or Certified Financial Planner (CFP) certification is advantageous.
  • Regulatory Exam 1 (RE 1) and Regulatory Exam 5 (RE 5) certifications are beneficial.

Responsibilities:

  • Business Growth Strategy: Develop and execute a comprehensive business growth strategy, leveraging advanced technology and innovative business solutions to drive revenue growth and business expansion.
  • Identify and partner with top-performing financial advisors to drive business growth and expansion.
  • Collaborate closely with advisors to understand their business objectives, client base, and growth potential, and develop strategies to maximize their performance.
  • Utilize advanced technology to drive operational efficiencies, enhance client engagement, and improve advisor productivity.
  • Regularly review and adjust business growth strategies to ensure advisors meet or exceed revenue targets.

Advisor Recruitment:

  • Lead strategic recruitment efforts to attract top-tier advisors who align with Hr Options' growth goals.
  • Ensure seamless integration of newly recruited advisors through comprehensive onboarding programs that include training.
  • Establish long-term growth strategies for new advisors, helping them reach their full potential within the first two years of joining.
  • Focus recruitment efforts on advisors who can bring high-value business to the firm, helping Hr Options meet revenue goals.

Technology Utilization:

  • Equip advisors with cutting-edge technology and analytics tools, including AI-driven insights, predictive analytics, and CRM tools provided by Hr Options, to enhance client engagement and financial planning capabilities.
  • Track and monitor the usage of these platforms and make recommendations for adjustments to optimize advisor performance and client satisfaction.

Advisor Relationship Management:

  • Act as a strategic partner for advisors in managing key client relationships, working with them to develop and implement customized product and service offerings.
  • Develop and implement retention strategies that ensure high levels of client satisfaction, loyalty, and business growth.
  • Utilize technology to enhance client communication and relationship management, offering clients a seamless and integrated experience.

Recognition and Incentive Programs:

  • Design and implement recognition programs that reward advisors for meeting or exceeding performance targets, contributing to Hr Options' growth.
  • Develop customized incentive structures, such as profit-sharing models and long-term performance bonuses, to attract and retain high-performing advisors.

Stakeholder Engagement:

  • Build and maintain strong relationships with internal and external stakeholders, ensuring alignment on strategic goals and compliance with industry regulations.
  • Collaborate with marketing and product development teams to ensure the success of branding initiatives that enhance advisor visibility.
  • Engage in high-level networking events with industry leaders, high-net-worth individuals, and potential clients to foster new business opportunities.
  • Provide timely and actionable feedback to management regarding market trends, advisor performance, and product development opportunities.


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