Investment Solutions BDM

PPS; Johannesburg; On-site; ZAR 900,000 - 1,300,000; Full time

Job summary

PPS Investments is seeking an experienced Business Development Manager to grow the DFM capability across external LISPs in Johannesburg, Limpopo and Mpumalanga. The role focuses on strengthening relationships with IFAs and distribution partners, expanding PPS Solutions’ market presence and driving strategic initiatives.

Ideal candidates will have 5+ years in asset management or LISP, strong investment product knowledge, and a track record in business development with intermediaries.

Qualifications

• 5+ years in asset management or LISP industries.
• Strong knowledge of investment products with demonstrated BD ability
• Proven engagements with leading intermediaries
• CFP with FPI membership would be advantageous

Responsibilities

• Drive strategic initiatives to grow PPS DFM footprint and market share among IFAs.
• Identify opportunities for PPS DFM; build relationships with distribution channels.
• Improve visibility of PPS DFM through marketing and engagements.
• Maintain understanding of competitor landscape: participants, portfolios, pricing.
• Provide strategic input into operations and servicing processes.
• Collaborate with PPSI Multi Manager team and internal divisions for adoption of PPS Solutions.
• Chair PPS DFM Investment Committees for intermediary panels.
• Oversee development of marketing material and portfolio reporting.
• Provide insights from IFAs and PPS Group distribution teams to marketing and activations.

Skills

Investment knowledge

DFM experience

Relationship building

Intermediary engagement

Market analysis

Communication skills

MS Excel

Education

CFP with FPI

RE exams

CFA

Finance degree

Tools

MS Excel

PowerPoint

Job description

PPS Investments is part of the PPS Group, which for over 8 decades has been the trusted financial partner for graduate professionals in South Africa. Unlike a company that is listed on a stock exchange, PPS belongs to its members and operates under the ethos of mutuality. This means that qualifying members can exclusively share the profits of the Group, through the unique PPS Profit-Share Account.

PPS Investments exists to create and grow the wealth of graduate professionals and their families to live the lives they want in a world worth living in. We offer diversified and flexible investment solutions that are mutually beneficial to our clients in the long run because we believe that success is better shared.

Purpose of the job:

An exciting opportunity for an experienced and knowledgeable Business Development Manager responsible for growing the PPS Investments DFM capability on external LISPs covering the following regions: Johannesburg, Limpopo and Mpumalanga.

Ideal experience:

• At least 5 years’ proven track record and experience within the asset management and/or LISP industry including. Experience working in a DFM will be advantageous.
• Strong technical knowledge of investment products with demonstrated ability in the business development space, history of successful engagements with leading intermediaries
• Understanding of the broader economic environment and its effect
• A CFP ® with current FPI membership would be advantageous
• RE exams would be advantageous
• A CFA would be advantageous

Competencies and ideal personality attributes:

• Technical knowledge about investments, investment industry & trends
• Knowledge of Discretionary Fund Manager’s, ASISA categories and related asset managers
• Business Acumen
• Influence and persuasiveness
• Results focused
• Ability to communicate and interpret relevant economic and financial market data
• Decision Making
• Innovative thinking and problem-solving

Systems knowledge:

• Proficient in MS Office Suite, with advanced MS Excel & PPT skills

Please note:

• You acknowledge that any information supplied to PPS is provided voluntarily and therefore constitutes unconditional, specific and voluntary consent to the processing of such information by PPS. Your personal information will be processed for facilitating your employment application with PPS including any statutory or regulatory compliance with which PPS must comply (where applicable) and for the legitimate interests of PPS and yourself, both during the recruitment process and thereafter. You may instruct PPS by written notice to cease the processing of your personal information at any time and, subject to the requirements of applicable South African law, request that PPS delete and/or de-identify such personal information.
• Based on the nature of our business, honesty and integrity are inherent requirements for our roles.
• All appointments are made in line with the Company's Employment Equity targets.

Duties and Responsibilities

• Drive the implementation of strategic initiatives to grow the business’s footprint and increase market share as a preferred Solutions/DFM provider to intermediary partners with a large focus on IFAs.
• Identify potential opportunities for PPS DFM and build and leverage strong relationships with distribution channels through your experience and expertise.
• Improve visibility of PPS DFM with deliberate marketing strategy and engagements.
• Maintain a current understanding of the competitor universe, including participants, key role players, portfolios and pricing.
• Provide strategic input into operational and servicing processes.
• Build and manage a relationship with the PPSI Multi Manager team.
• Build internal relationships with supporting divisions, including the virtual Investment Specialist team, to support the take up of PPS Solutions proposition.
• Member (potentially Chair) of PPS DFM Investment Committees for your panel of intermediaries.
• Oversee and sign-off the development of marketing material and model portfolio reporting.
• Provide insights from IFAs and PPS Group distribution teams into the PPS Investments marketing and positioning team and provide views on activations to further increase the support of the DFM.
• Driving the Mutuality value proposition into IFA practices and championing the participation of IFAs to various PPSI purpose-driven activities.