Senior Business Development Manager

2 months ago

Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time
Job Description

Rory Mackie & Associates is seeking a highly skilled and experienced professional to fill the role of Senior Business Development Manager - Team Lead. This position will be responsible for leading a team of professionals in servicing the Financial Advisor Offices with matters related to our clients' products, processes, transactions, and web services.

Key Responsibilities:

  • Workflow Management:
    • Manage daily dashboards, including AWD and email management
    • Make decisions on case escalation and ensure follow-through
    • Ensure Service Level Agreements (SLAs) are met and inform management as needed
    • Identify dashboard shortcomings and propose changes, additions, or simplifications
  • Human Resource Management:
    • Manage team performance based on key measures
    • Communicate strategy to the team and translate it into actionable tactics
    • Implement our client service values and culture
    • Diversity management
    • Facilitate teamwork and motivate team members
    • Recruitment interviewing
    • Performance management (contracting, feedback, addressing non-performance)
    • Facilitate training and development opportunities
    • Coaching and conflict management
    • Disciplinary and grievance procedures
    • Short-term operational planning (coordination of team functions)
    • Staff capacity planning (leave, etc.)
    • Team performance monitoring (KPIs, trends, and issues)
    • Manage the quality and alignment of QA processes
    • Succession planning
  • Incoming and Outbound Phone Call Management:
    • Call tracking
    • Management reporting on consultants
    • Phone interaction performance management
  • Client Management:
    • Sales Team:
      • Establish and drive monthly meetings with sales team members
      • Determine suitable agendas for discussion and value-added items
      • Review regular trend analysis from the Solutionist Manager, including client profiling
    • Broker Corporates (Clients):
      • Study the top 20 client list
      • Identify threats and opportunities on the client side and take action to mitigate threats and capitalize on opportunities
      • Build relationships with top advisors and manage service expectations through regular check-ins, phone calls, and/or meetings
  • Vendor Management:
    • Represent Advisor Liaison at meetings with vendors to extract maximum value from service providers
  • Projects/UI Testing/New Initiatives:
    • Participate in initial discussions around requirement collection, specification, and business impact
    • Make decisions on resource allocation for development, testing, and implementation
    • Manage follow-through and assess the success or failure of implementation
    • Identify the need for new processes and present a business case to the Business Manager and Solutions Manager
    • Manage the Solutionist Manager until a solution is found and initiated

Requirements:

  • B. Com degree with subjects Economics and/or Finance
  • Or other relevant qualifications: SAIFM (South African Institute of Financial Markets AKA registered persons), CFA, CFP would be advantageous
  • 5 to 7 years' experience within the LISP industry
  • Demonstrable management skills
  • Management of Human Resources, Business Processes, Change, Manager Dashboards/Data, Capacity, and Client Relationships
  • Linked Products, Unit Trusts, and Offshore Funds knowledge is essential or previous experience in financial services

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