Head: Investment Technical Support
ATS Client
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Job summary
Glacier by Sanlam is seeking a Head of Technical Support within the Glacier Business Development (BD) team to lead technical competency and support for BD programs. You will guide strategic initiatives, ensure accurate technical messaging, and coordinate with distribution channels, intermediaries, and market partners.
You will oversee training, regulatory monitoring, and cross-functional collaboration to drive performance and ensure delivery of high-quality investment solutions and client
Qualifications
- Related undergraduate degree plus Post Graduate Diploma in financial planning / CFP status and membership of FPI.
- 5 to 7 years of experience in investment financial planning environment.
- A minimum of 3 years' experience in leading and managing at a senior level.
- Sound understanding of financial planning, financial services and investment industry.
- Sound experience in the drivers of platform and investment solutions.
- Proven ability to work cross-functionally and/or in partnership models.
- People management experience, with a solid understanding of leadership and culture.
Responsibilities
- Drive industry competency and maintenance of the BD team.
- Oversee formal BD team training.
- Resolve technical queries for the BD team across markets.
- Design and implement plans to develop competency and business objectives.
- Collaborate with Sanlam Group and distribution partners to enhance competency.
- Provide strategic leadership within Glacier BD and leadership team.
- Ensure regulatory and industry changes are monitored and applied.
Skills
Education
Tools
Job description
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.
This role is responsible for the strategic positioning and leading of the Glacier Technical Support team. This senior role will focus on the technical support and competency of the Business Development (BD) team. The support focus on Glacier's solution sets and the successful implementation and maintenance of these. The accountable subject matter includes regulation / industry / financial planning related issues, product support, technical investment solution competencies etc. The role provides support to the Glacier Business Development team, Distribution channel management, Intermediaries, and Industry role players & media. The Head of Technical Support forms part of the Business Development leadership team and reports to the Executive Head of Business Development.
Strategic positioning and delivery on the competency of the Business Development team for the future
- Drive and take accountability for the industry competency and maintenance of the BD team.
- Accountability for the formal training of the BD team.
- Accountability for the resolution of technical queries in and to the BD team by the supporting market.
- Design and implement plans, projects and strategies to develop, enhance and support the competency levels and overall business objectives.
- Explore alternative and innovative solutions to increase the competency of the distribution channels and drive collaboration with business partners/structures both internally and in the Sanlam Group.
- Provide guidance, implement, and monitor quality content, consistency, and alignment in delivery of information and strategic messages to market through digital events and interventions.
- Responsible for the technical support to marketing.
- The role is also involved in technical problem solving with client services on behalf of Business Development.
- Provide guidance and input on all internal communication of the business division and all external communication to market.
- Responsibility to sign off on all communication of a technical nature on behalf of BD.
- Implement, lead and support the teams via competency to deliver the intended outcomes as it relates to the focus areas.
- Undertake and/or support the development, implementation and monitoring of operational plans to meet the strategic goals of the business area.
- Represent BD and support problem resolution with various stakeholders (internal and external) around competency& knowledge.
- Support and deliver on industry competency to market.
- Work across functions with peers (in Sanlam Group where applicable) to ensure collaboration for shared goals.
- Understand and support projects and operations around the financial drivers of the business and assist implementation of focus areas what will speak to the financial drivers.
- Provide guidance and ensure clarity around priorities and goals for the functional area.
- Take full responsibility for performance of all direct reports, motivating, developing, and managing the team in relation to quality standards and agreed benchmarks and objectives, focusing on all aspects of sound people management.
- Foster and cultivate practices that support the Glacier culture and values.
- Represent Glacier BD at forums and seminars.
- Implement and support projects and competency levels in relation to regulatory, legislative and industry changes in BD and on behalf of BD into Glacier.
- Related undergraduate degree plus Post Graduate Diploma in financial planning / CFP® status and membership of FPI.
- 5 to 7 years of experience in investment financial planning environment.
- A minimum of 3 years' experience in leading and managing at a senior level.
- Sound understanding of financial planning, financial services and investment industry.
- Sound experience in the drivers of platform and investment solutions.
- Proven ability to work cross-functionally and/or in partnership models.
- People management experience, with a solid understanding of leadership and culture.
- Financial planning, financial services and investment industry.
- Financial services distribution.
- Financial services investment product offering.
- Communication and marketing skills.
- Client focus.
- Cultivates innovation.
- Collaborates.
- Being resilient.
- Drive results.
- Conceptual and Strategic thinking.
- Negotiation skills and ability to influence.
- Strong interpersonal skills.
- Problem solving and decision making.
- Task, performance, and solutions driven.
- Ability to write for both the industry and general public around financial education and Glacier's value proposition and authoring of educational guides.
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse and inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
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