Business Development: Product Specialist

Prescient; Wes-Kaap; On-site; ZAR 900,000 - 1,300,000; Full time

Job summary

Prescient Fund Services seeks a Business Development Product Specialist to support client onboarding, relationship management and BD activities. You will act as the liaison between operations and clients, align requirements, and help present value-added service opportunities.

With at least four years in fund services and strong fund accounting expertise, you will collaborate with internal teams and engage clients to promote growth in a fast-paced environment.

Qualifications

• Must have strong fund accounting and investment operations knowledge.
• Minimum four years of relevant experience in fund services.
• Experience engaging with clients and managing relationships.

Responsibilities

• Be part of the Business Development Product Team and support client interactions.
• Act as conduit between operations and clients, aligning requirements and services.
• Assist with pitches, proposals, and identifying value-added services.
• Ensure smooth handover to Implementation/CRM teams and maintain client handover checklists.
• Engage with operations weekly using Salesforce and email protocols.

Skills

Fund accounting

Investment operations

Project management

Client engagement

Relationship building

Communication

Detail oriented

Salesforce

Education

Degree in Investments/Finance/Commerce

Tools

Salesforce

Job description

Purpose of role:

Prescient Fund Services is the leading technology driven Fund Administration Service provider. To support the operational environment of PFS group by taking on new funds and clients, working with client requests, process improvement and better utilisation of technology to improve and grow the environment.

Duties and responsibilities:

• Be part of the Business Development Product Team:
• Act as conduit for all clients interacting and interfacing between operations and the clients.
• Essential to have knowledge of full product range and service offering, to take responsibility for management of relationships with clients.
• Align requirements, identify the core services and value-added services required, present alongside BD in the pitches, get ops agreement on any specific builds or break out and support the BD function in putting forward the best opportunities / proposals for PFS.
• Efficient handover to Implementation acting as a critical part of the BD Product team in identifying Client required services and any additional requirements.
• Ultimately responsible from supporting the broader BD initiative until assignment to the Implementation / CRM Manager.
• Interaction function with other PFS departments in identifying, demonstrating / demo-ing, showcasing and winning new opportunities, including understanding what the core and value-added services required.
• Maintain a detailed knowledge of the operational environment for the purposes of supporting the qualification and winning of opportunities as they pertain to core and value-added services.
• To engage, assist and run with all new client take-ons, handing over to the Operational Implementation / CRM Teams by creating and maintaining core product principle-based checklists with assignment and handover.
• Be responsible for any misinterpreted opportunities handed over into operations.
• The Business Development Product: Specialist is a Subject Matter Expert in Prescient Fund Services Group products and services.
• To develop, work on androll out the project list as directed by the strategic initiatives as directed.
• Relationship building internally, able to positively influence all relevant stakeholders.
• To be responsible for all new prospect and client discussions, to align, to document and to agree to hand over into the operational environment.
• Relationship building, have positive relationships with all internal parties, including spreading of positive influence in dealing with the stakeholders.
• Have regular catch ups with the key staff in sharing focus and client strategy.
• On at least a weekly basis communicate into operations using Salesforce and email communication protocols of worked on opportunities.
• Strong technical Fund Accounting / Investment operations experience where you have gained solid product experience and knowledge of a range of funds including CIS, Segregated funds, ETFs, Hedge funds. Min. 4 years relevant experience required.
• Project management experienced gained in Fund Services environment.
• Experience in engaging with clients.
• Suited to someone used to working in small, high-performance teams and dealing with multiple issues at once, to a prioritisation queue.

Required qualifications:

• Relevant Degree / Honours Degree (Investments, Finance, Commerce) required.

Key competencies:

• Positive, collaborative team player.
• Strong attention to detail.
• Able to act decisively and work under pressure.
• Strong relationship building skills, natural networking ability.
• Trustworthy and reliable.
• Strong communication skills both verbal and written.
• Results driven
• Strong commercial and business acumen.

Why this role:

This is an exciting newly created position in the Business Development Product team for a Subject Matter Expert in all Prescient Fund Services Group products and services. This role will see you support the operational environment of PFS group by taking on new funds and clients, working with client requests, process improvement and better utilisation of technology to improve and grow the environment.