Head Strategic Performance and Projects

-Introduction

Through our client-facing brands Metropolitan and Momentum, with Momentum Multiply (our wellness and lifestyle 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.

We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities, and businesses.
Role Purpose
Requirements
- 10+ years of relevant experience, with at least 5 years in the financial services industry
- Qualified actuary, CA, or other competitive professional degree with relevant experience
- Experience in a direct-to-client business would be an advantage
- Experience in new business initiatives would be an advantage
Duties & Responsibilities
- Business case development and tracking
- Help develop and measure key performance metrics for all functional areas across the two businesses to ensure operational efficiency and productivity gains, management oversight and insight and ultimately ensuring we are on-track to deliver on our business case and funding hurdle objectives
- Establish and maintain a key measurement framework for the business to enable functional areas to improve and measure the performance of their teams, and help them to extract the right value to deliver on related business cases
- Drive business insights from data & drive new projects to expand business value and growth by delivering new processes, winning on new leads sources, and delivering related business cases
- Oversee and drive key inputs and outputs necessary to deliver to various governance processes
- Help maintain internal and external business partners to ensure proper delivery of value:

- Ensure proper reporting and feedback
- Ensure tracking of business and business case commitments
- Partner maintenance
- Financial resource allocation for sales, marketing, and internal developments
- Own and maintain sales remuneration models and thinking, ensuring operational people stability in this growth phase, while balancing business sustainability
- Both businesses have constant projects and developments that need to be driven and owned to achieve business case outcomes
- The individual should be competent in the design of various solutions and process sets, and be comfortable to lead team strategically to deliver on project outcomes
- The individual should be a leader of people in achieving outcomes
- Initially assist with compliance related matters, as may be needed
Competencies
- Diverse and multi-skilled business leader
- Business & strategic acumen
- Financial design, modeling, and data analyses
- Leadership
- Self-starter and delivery focused
- Business and solution design across product, process, and people enablement
- Knowledge and expertise in the financial and advice industry
- Working track record of product & business design elements
- Proficiency with MS office suite and especially advanced excel skills
- Proficiency in data analyses tools such as PowerBI and Excel PowerPivot or advanced SQL query skills would be an advantage
- Proficiency or exposure to a modern CRM system would be an advantage
- Business understanding of digital paid marketing platforms, like search & social, would be an advantage, while understanding key optimization tactics including UX/UI, measurement platforms

Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.