RESPONSIBILITIES

Operations and Commissions Management

• Oversee an operational area with guidance from senior colleagues. Could involve responsibility for development or delivery (or both). Ensure that operational activities are consistently executed according to relevant risk controls, operational and quality standards according to approved processes. Ensure that the overall area of responsibility of people indicators e.g. absenteeism, turnover and employee engagement results remain at a healthy level in accordance with benchmarks. Overseeing the commission management processes and calculations that will ensure all partners are paid timeously.

Compliance

• Ensure that all recruitment and employment is carried out in accordance with the company policy and procedure and in compliance with current employment legislation. Ensure operational processes are adhered to, both internally and externally to ensure alignment with treating Customers Fairly. Ensure compliance, regulation and legislations is adhered to for third parties.

Project Realisation of Business Benefits

• Develop and manage the delivery of a plan to evaluate and track business benefits and to identify actions needed to maximize these. Initiate, co-ordinate and manage any assigned projects in accordance with business requirement or functional area of responsibility to ensure successful implementation of business change initiatives that will support continuous improvement.

Leadership and Direction

• Identify and communicate the actions needed to implement the function’s strategy and business plan within the business area or department; explain the relationship to the broader organisation’s mission, vision and values; motivate people to commit to these and to doing extraordinary things to achieve local business goals.

Project Stakeholder Engagement

• Develop and implement stakeholder engagement plans for projects to identify relevant stakeholders and develop positive stakeholder relationships. Engage with all relevant people/other departments in the business and co ordinate relevant inputs (people, systems and processes) to achieve or improve the required results (on time and according to the relevant quality standards).

Work Scheduling and Allocation

• Develop complex long-term work schedules that enable the organisation to achieve its business goals. Involves coordinating and planning across multiple teams.

Performance Management

• Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization’s performance management systems to improve personal performance. Manage and report on team performance; set appropriate performance objectives for direct reports or project / account team members and hold them accountable for achieving these,taking appropriate corrective action where necessary to ensure the achievement of team / personal objectives

Continuous Improvement

• Review existing operations in a major area of work and implement innovation processes to generate new ideas and ensure the required continuous improvement outcomes are delivered.

Building Capability

• Implement formal development frameworks for a substantial department. Provide others throughout the organisation with informal coaching and mentoring.

Data Collection and Analysis

• Conduct research using various data sources and select information needed for the analysis of key themes and trends. Manage key aspects of the third party data management system with guidance from senior colleagues. This includes being responsible for insights and operating key elements of the system. Management of system access and authorities.

Risk Audit and Contract Vetting

• Take responsibility for a significant element of the organisation’s audit systems. Could involve managing development or delivery or both.

Risk Management & Analysis

• Develop and/or deliver a contingency plan for significant aspects of the risk management and/or control process.

Client & Customer Management (External)

• Manage strategic client and customer relationships. Likely to involve using large account teams to maintain customer satisfaction and loyalty. Develop internal and external customer service plans and work collaboratively with other departments and third parties to improve internal relationships and build strong external customer relationships.

EDUCATION

General Education

• Grade 12/ SAQA Accredited Equivalent (Essential);
• Required FAIS Accreditation (Advantageous);
• Relevant 3 year Business Management or insurance industry related degree / diploma in management (Advantageous);
• Wealth Management Qualification (Advantageous);

EXPERIENCE

General Experience

• 7 or more years’ experience in a decision making position, within a financial services industry as well as a Distribution Operations and Support function (Essential)

Managerial Experience

• 5 or more years experience in managing others and/or managing managers (Essential)