Strategy Manager

Introduction

Through our client-facing brands the Momentum Group, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables businesses 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 organisation's care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities, and businesses.

We build and protect our clients' financial dreams.

Visit us at

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

The role will primarily serve as the organisation's go-to strategic facilitator, enabling high-quality conversations, alignment, and decision-making across Momentum Group. They will design and facilitate Group Exco and BU Exco workshops and ensure that complex dialogues are well-structured, productive, and insight-rich. Additionally, the Strategy Manager role will also support the broader Group Strategy mandate through analytical work, insight generation, research, and contribution to enterprise-wide strategic deliverables. This role is ideal for a strategic thinker who is energised by facilitation and enabling leaders to think clearly and align around strategy.

Requirements

• 3 to 6 years' work experience in corporate/business strategy or management consulting.

• Post-graduate degree in one of the following: finance, engineering, statistics, mathematics, business science.

• Insurance / financial services industry experience (advantageous).

• Experience in a top-tier consulting house (advantageous).

• Experience with design thinking, systems thinking, or co-creation methodologies (advantageous).

Duties & Responsibilities

Strategic facilitation (primary focus)

• Serve as the go-to facilitator for all strategy-related workshops across the Group.

• Design, prepare and facilitate sessions such as:

• • Strategic planning engagements
  • BU strategy development and alignment workshops
  • Group Exco strategic conversations

• Manage group dynamics, stakeholder expectations and workshop outcomes.

• Apply a wide toolkit of facilitation techniques (strategic choice framing, design thinking, divergent/convergent thinking, prioritisation methods, etc.).

• Build end-to-end workshop processes that enable structured and transparent thinking.

• Develop templates, canvases, frameworks, tools and pre-read materials for strategic engagements.

• Ensure workshop processes are aligned to Group Strategy methodologies and the formal planning processes.

• Introduce and evolve facilitation best practices across the Strategy team.

Strategic planning process support

• Lead key components of the formal strategic planning process, particularly the bottom-up facilitation phase.

• Support the sequencing, pacing and integration of BU engagement loops.

• Prepare synthesised outputs used in Exco and Board strategy discussions.

Strategic analysis, insights and synthesis

• Conduct analysis on market dynamics and emerging trends.

• Translate qualitative and quantitative insights into structured strategic narratives.

• Support the development of strategy updates, board reports and other group-level strategy reporting requirements.

• Analyse BU strategies, identify gaps and opportunities, and integrate relevant inputs into the group view.

Stakeholder relationship management

• Build trusted relationships with:
• • BU CEOs and Strategy Leads
  • Group Exco
  • Group Support Functions
  • External partners
• Act as a strategic partner to BUs during facilitation-led engagements.

Competencies

• Exceptional facilitation skills – credible with senior leaders.

• Strong presence, confidence and ability to hold the room.

• Skilled at navigating conflicting viewpoints and diverse personalities.

• Able to drive clarity in ambiguous, high-stakes discussions.

• Strong conceptual and analytical skills.

• Comfortable synthesising complex information into clear insights.

• Excellent verbal and written communication.

• High attention to detail and follow-through.

• Ability to manage multiple sessions, stakeholders and workstreams.