Consultant - Glacier Partners

**Who are we?**

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

**What will you do?**

**Job Purpose**
- We are looking for a proactive and detail-oriented Consultant to support the Glacier Partners team with both operational and reporting needs. In addition, this role will play a key role in onboarding new intermediaries, handling contract-related queries, and ensuring partner processes run smoothly and efficiently. It’s an ideal opportunity for someone who enjoys working across data, processes, and stakeholder engagement.

**Key Outcomes**

Service and Support:

- Facilitate intermediary contracting processes for Glacier Partners under the Glacier Partners master agreement
- Sanlam Sanpay liaison
- General administrative support
- Coordinate and execute the Financial Services Provider (FSP) bulk transfer process
- Manage MANCO approvals and coordinate the full fund loading process, ensuring all steps are delivered within SLA
- Facilitate and manage the onboarding and approval of Third-Party Managers (TPMs) and Discretionary Fund Managers (DFMs) onto the Glacier Partners Platform
- Develop and maintain relationships with internal and Glacier Partners stakeholders
- Co-ordinate, maintain and implement SLAs with all relevant stakeholders with regards to reporting and administrative support
- Collaborate closely with Glacier IT Operations and the Sanlam REMS team to ensure operational efficiency across business areas
- Lead and support various ad hoc projects as required
- Reporting:

- Manage data provisions for Glacier partners team
- Compile regular reporting
- Glacier Business Intelligence (BI system) super user for Glacier Partners
- Glacier Hub adoption reporting
- Explore opportunities to streamline and enhance reporting

**Qualifications and Experience**
- B-Com and/or related tertiary management qualification/s Degree in Business, Finance, or related field (or equivalent experience)
- 2 to 4 years’ experience in operations, reporting, or consulting (financial services advantageous)
- Exposure to intermediary onboarding and contract management preferred.
- Strong Excel skills; knowledge of BI/reporting tools an advantage

**Competencies**
- Client-centric orientation and focus
- Cultivates innovation
- Works collaboratively while establishing and maintaining relationships
- Being resilient
- Drive optimal results
- Attention to detail, accuracy, following robust processes and procedures
- Analytical thinking and problem solving

**Attributes**
- Honesty, integrity, and respect
- Positive, enthusiastic attitude
- Honesty, integrity, and respect
- Works well in a team environment but also can function independently
- Ability to thrive under pressure
- Influencing and gaining commitment
- Can do attitude

**What will make you successful in this role?**

**Qualification and Experience**
- Degree or Diploma with 3 to 4 years related experience.

**Knowledge and Skills**
- Processing transactions and conduct simple calculations
- Record keeping; filing and maintenance of databases
- Maintain work standards and quality verification
- Data Collection and processing of transactions
- Procedures Knowledge

**Personal Attributes**
- Plans and aligns - Contributing independently
- Interpersonal savvy - Contributing independently
- Communicates effectively - Contributing independently
- Optimises work processes - Contributing independently

**Build a successful career with us**
- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.

**Core Competencies**
- Being resilient - Contributing independently
- Collaborates - Contributing independently
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
- Drives results - Contributing independently

**Turnaround time**

**Our commitment to transformation**

The Sanlam G