Head

Momentum; Centurion; On-site; ZAR 1 000 000 - 1 500 000; Full time

Job summary

A leading financial services group in South Africa is seeking a strategic leader for Momentum Collective Investments (MCI). This role focuses on delivering client-centric solutions through effective strategy development, operational excellence, and team leadership. Candidates should possess a strong background in investment management and proven experience in managing operations. The organization values talent development and aims to foster a positive workplace culture. Competitive compensation is offered.

Qualifications

• 10 years' experience in investments with exposure to collective investment schemes.
• Experience managing operations and or service teams.
• Proven track record in strategy development and execution in investment management.

Responsibilities

• Lead the execution and refinement of MCI's strategy.
• Drive continuous improvement in service delivery.
• Develop and control budgets aligned to delivery plans.

Skills

Investment strategy development

Team leadership

Client service orientation

Financial management

Education

Honours degree in Finance or related field

CA / CFA / Actuarial qualification or MBA

Job description

Overview

Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations through client-facing brands and specialist brands. We help people grow savings, protect what matters, and invest for the future. We also support companies and organisations in caring for and rewarding their employees and members. Through our network of advisers or independent brokers and new platforms, Momentum Group provides practical financial solutions for people, communities and businesses.

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

Role Purpose

Provide strategic leadership and ownership for Momentum Collective Investments (MCI), driving the development and execution of forward-thinking strategic and operational initiatives that strengthen the brand, enhance operational and service excellence, and deliver sustainable, client-centric investment solutions. The role ensures alignment with broader Momentum Investments and Institutional Operations strategies, positioning MCI for long-term growth and resilience.

Requirements

Knowledge, Experience and Qualifications

• Honours degree in Finance or related field (essential).
• CA / CFA / Actuarial qualification or MBA (advantageous).
• 10 years’ experience in investments with exposure to collective investment schemes.
• Experience managing operations and or service teams.
• Proven track record in strategy development and execution in investment management.
• Experience in leading multi-disciplinary teams, with strong operational and client-service orientation.

Duties & Responsibilities

Strategic Leadership and delivery of client-centric solutions | Internal process

• Assume full strategic and management ownership of MCI, setting the direction in alignment with the Head of Institutional Operations and Momentum Investments’ objectives.
• Lead the execution, and continuous refinement of MCI’s strategy, ensuring agility and mitigating risk in response to investment practices, market trends, regulatory, business and technological changes.
• Drive the translation of business strategy and organisational needs into actionable features and initiatives that deliver measurable business value through enhanced efficiencies.
• Champion innovation and transformative practices across all business areas, positioning the collective investments division as an industry leader.
• Responsible for the full Collective investment scheme, product life cycle, operations, client experience, distribution enablement and defining the road map of strategic and operational priorities across all business areas.
• Hold overall accountability and strategic goal setting for the effectiveness, efficiency, and quality of all service and operational functions within MCI.
• Oversee the design and implementation of robust operational frameworks, ensuring seamless client experiences and operational excellence.
• Drive continuous improvement in service delivery, leveraging technology, process optimisation, and best-in-class practices.
• Ensure compliance with all regulatory, risk, and governance requirements, embedding a culture of ethical conduct and operational discipline.
• Ensure all risk management, compliance, and governance frameworks are embedded in operational practices.
• Lead and provide strategic direction to the Manager MCI operations and Service Portfolio Lead, fostering collaboration and operational excellence across their teams.
• Build and enable a positive and engaging culture that energises employees, enhances productivity, and creates meaning in work.
• Drive talent development by identifying growth opportunities, implementing learning interventions, and actively coaching team members.
• Manage performance effectively, ensuring business objectives are consistently achieved, ensuring high-quality client interactions, efficient query resolution, and continuous improvement of service and delivery standards.
• Implement best practices and process improvements across service and operations to optimise efficiency and client satisfaction.
• Monitor and report on operational performance, identifying areas for enhancement and driving corrective actions as needed.
• Negotiate and monitor service level agreements, ensuring consistent delivery and continuous improvement.
• Develop and sustain strategic partnerships to strengthen MCI’s service and operations capabilities.

Manage Budget and Financial Discipline | Finance

• Develop, manage, and control budgets aligned to delivery plans, ensuring optimal cost management.
• Implement and maintain sound financial controls, risk methodologies, and governance practices.
• Identify and resolve high-risk financial issues while ensuring compliance with ethical and regulatory standards.

Competencies

• Business Acumen – Understands investment drivers, risks, and commercial imperatives.
• Client/Stakeholder Commitment – Anticipates and exceeds expectations, building strong partnerships.
• Drive for Results – Executes with urgency, accountability, and agility to achieve business goals.
• Leads Change and Innovation – Challenges status quo, drives continuous improvement.
• Motivating and Inspiring – Creates a purpose-driven, positive, and empowering work environment.
• Collaboration – Aligns efforts across teams and divisions to optimise group success.
• Impact and Influence – Persuades and inspires others to gain support and commitment.
• Self-Awareness and Insight – Manages self and relationships under pressure, provides perspective.
• Diversity and Inclusiveness – Engages and respects diverse perspectives for mutual benefit.
• Growing Talent – Coaches, mentors, and develops talent to build leadership bench strength.