Information & Technology Enablement Lead

Ambit Recruitment South Africa; Johannesburg; On-site; ZAR 900,000 - 1,100,000; Full time

Benefits offered by this job

Group Life & Disability cover

Job summary

Ambit Recruitment South Africa seeks an Information & Technology Enablement Lead to drive data and process improvements across multiple portfolio firms. You will partner with senior leadership, oversee data governance, and manage outsourced partners to deliver pragmatic, compliant technology solutions.

The role requires strong stakeholder engagement, adaptability, and a commercial mindset to balance standardisation with a house-of-brands model.

Qualifications

• Translate business processes and user needs into practical workflow, data or platform solutions.
• Coordinate with outsourced partners to deliver outcomes with accountability.
• Strong understanding of information and technology decisions impacting clients and compliance.

Responsibilities

• Act as custodian of group information agenda and data ownership across the portfolio.
• Develop and embed data governance covering master data, definitions, quality, access, retention, lineage and integrations.
• Lead data quality remediation and governance with business owners and partners.
• Support POPIA compliance and privacy-by-design with Compliance and Information Officers.
• Translate business requirements into practical process designs, workflows and platform requirements.
• Prioritise improvements by client value, compliance impact and commercial benefit.
• Guide the use and evolution of CRM, financial planning and client onboarding platforms.
• Coordinate dashboards, reporting packs and analytics with owners and partners.
• Shape a roadmap for workflow automation, systems integration and AI-enabled productivity.
• Coordinate cybersecurity, privacy and resilience oversight with security partners.
• Manage delivery through outsourced and insourced partners with clear SLAs and milestones.
• Contribute to group information and technology strategy and governance.

Skills

Business-first approach

Information-led decisions

Stakeholder management

Data governance

Data quality

POPIA awareness

Power Platform

Dynamics 365

Power BI

Microsoft 365

Automation

AI tooling awareness

Education

Relevant tertiary qualification in information systems / information management / data / commerce / business analysis / engineering

Tools

Power Platform

Dynamics 365

Power BI

Microsoft 365

Job description

Our client is a small, fast-growing and entrepreneurial financial services group building a strong shared information and technology capability across its portfolio businesses. The environment is energetic, non-corporate and constantly evolving, so this role will suit someone who enjoys pace, change and building rather than stepping into an already mature function.

We are looking for a capable, commercially minded Information & Technology Enablement Lead who can work across data and management information, business processes, platforms, digital enablement, vendors and technology governance. This is a broad, hands-on role where you will work closely with senior leadership and influence across several portfolio firms, largely through outsourced specialist partners rather than a large internal IT team.

You will need to be adaptable, practical and comfortable making decisions in a changing environment. Strong EQ is essential - you must be able to build trust, challenge constructively, communicate well with different stakeholders and get things done without relying on hierarchy. We are looking for someone who is excited by growth, ambiguity and the opportunity to help shape the function as the business develops.

Package:

up to R1 million CTC per annum plus performance bonus. Company provides Group Life & Disability cover.

Education & Experience Required:

• Relevant tertiary qualification in information systems, information management, data, commerce, business analysis, engineering or a related field.
• Additional training in data governance, business analysis, process improvement, project delivery, information security, privacy or change management would be advantageous.
• A minimum of 5 years' relevant experience across information management, business process improvement, data operations, digital delivery, business analysis, platform implementation or technology-enabled transformation.
• Demonstrated experience translating business processes and user needs into practical workflow, data or platform solutions.
• Experience working with outsourced service providers and specialist delivery partners, including holding them accountable for outcomes.
• Practical exposure to data quality, reporting, management information, CRM or client lifecycle platforms and system integrations.
• Experience in financial services, preferably wealth management, financial planning or investment
• administration would be a strong advantage.
• Exposure to POPIA, information governance, cybersecurity oversight, compliance workflows or operational risk controls would be advantageous.
• Familiarity with Microsoft 365, Power Platform, Dynamics 365, Power BI, automation or AI tools would be useful, but deep infrastructure administration expertise is not a core requirement.

Skills and Attributes Required:

• Business-first and information-led, with a strong instinct for linking information and technology decisions to client, advisor, compliance and commercial outcomes.
• Able to understand complex processes, diagnose root causes and design pragmatic improvements.
• Comfortable working with data and management information, while able to engage specialist technical resources where deeper expertise is required.
• A clear communicator who can translate between executives, advisors, operational users, compliance teams and technical partners.
• A finisher who brings structure, pace and disciplined follow-through to multiple workstreams.
• Commercially astute, risk-aware and able to balance standardisation with the realities of a house-of-brands model.
• Influential and collaborative, with the confidence to challenge constructively and create accountability without formal authority.
• Curious, adaptable and motivated to grow into broader information and technology leadership responsibility.

Key Responsibilities:

Data and Information Management

• Act as the practical custodian of the group information agenda, establishing clear ownership and
• accountability for critical client, operational and management data.
• Develop and embed proportionate data governance practices covering master records, data definitions,
• quality standards, access, retention, lineage and integration between systems.
• Lead data quality assessment, remediation and ongoing control activities across the portfolio, working with
• business owners and delivery partners.
• Support POPIA compliance and privacy-by-design practices in partnership with Compliance and the relevant Information Officers.

Business Process and Workflow Optimisation

• Understand end-to-end advice, onboarding, servicing, compliance and operational processes across portfolio firms, and identify points of friction, duplication, risk and avoidable manual effort.
• Translate business requirements into practical process designs, workflows, controls and platform
• requirements.
• Prioritise improvements according to client value, advisor productivity, compliance impact, risk reduction and commercial benefit.
• Ensure new processes are documented, adopted and supported by clear ownership and measurable
• outcomes.

Advice Delivery Platforms and Applications

• Guide the effective use and evolution of CRM, financial planning, client onboarding, document management, portfolio reporting, workflow and related advice delivery platforms.
• Assess platform fit against business needs and recommend enhancement, integration, consolidation or
• replacement where appropriate.
• Coordinate implementation and adoption across a house-of-brands environment, recognising the operating model and maturity of each portfolio firm.
• Maintain a clear view of system ownership, data flows, dependencies, licences and material risks.

Management Information, Analytics and Insight

• Strengthen the group's management information cycle by improving the quality, consistency, timeliness and usability of reporting inputs and outputs.
• Coordinate dashboards, reporting packs, reconciliations and analytics requirements with business owners and specialist partners.
• Build confidence in the underlying information used for executive, board, compliance and portfolio oversight.
• Develop the information foundations required for more advanced analytics, automation and responsible AI use.

Digital Transformation, Automation and AI

• Shape and deliver a prioritised roadmap for workflow automation, systems integration, digital client journeys and AI-enabled productivity.
• Identify practical use cases across advice delivery, client service, compliance, meeting preparation, reporting and administration.
• Ensure solutions move from concept to adopted business practice, with appropriate controls, change support and benefits measurement.
• Promote responsible innovation aligned with the group's risk appetite, regulatory obligations and client trust.

Cybersecurity, Privacy and Resilience Oversight

• Coordinate company cybersecurity and technology risk agenda with specialist security and managed service partners.
• Oversee awareness, access governance, incident readiness, third-party reviews, annual testing and
• remediation follow-through.
• Ensure cyber, privacy, resilience and information risks are translated into clear business actions and
• governance reporting.
• Work closely with Compliance, Risk and Information Officers to ensure responsibilities are clear and evidence is maintained.

Partner, Vendor and Delivery Management

• Lead delivery through outsourced and insourced partners, with clear scopes, milestones, service levels,
• dependencies and accountability for results.
• Translate business priorities into actionable briefs and ensure partner outputs meet operational, security, data and user requirements.
• Manage performance, escalations, commercial reviews, due diligence, licences and material contract or
• service issues.
• Coordinate multiple concurrent workstreams and remove delivery blockers while maintaining constructive
• working relationships.

Governance, Strategy and Stakeholder Engagement

• Contribute to the group information and technology strategy, roadmap, investment priorities and governance framework.
• Prepare clear reporting for executive, steering and board forums on information quality, delivery, adoption,
• cyber and privacy risk, platform health and benefits achieved.
• Build trusted relationships with managing directors, advisors, operations, compliance and finance teams
• Translate complex information and technology matters into concise commercial language and practical