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Mwi Product Specialist

Momentum

Gauteng

On-site

ZAR 700,000 - 1,200,000

Full time

6 days ago
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Job summary

Momentum is seeking an MWI Product Specialist to enhance their product solutions in Gauteng. This pivotal role involves collaboration, strategic thinking, and strong problem-solving skills to meet the needs of clients and advisers in dynamic markets. The ideal candidate will have a minimum of 5 years' experience, including knowledge of the South African LISP landscape and product lifecycle management.

Qualifications

  • Minimum of 5 years' experience in financial services.
  • Experience in international LISP or investment platform industry.
  • Offshore LISP experience preferred.

Responsibilities

  • Design and manage MWI products.
  • Evaluate and optimize product features.
  • Develop content for communication and marketing.

Skills

Strategic thinking
Client-centric mindset
Product lifecycle management
Data-driven decision-making
Regulatory knowledge
Stakeholder engagement
Effective communication

Education

B or related degree
CFA designation
Actuarial background

Job description

Momentum Centurion, Gauteng, South Africa

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Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations through our client-facing brands and specialist brands. We help people grow their savings, protect what matters to them, and invest for the future.

We support companies and organizations in caring for and rewarding their employees and members.

Using our adviser network, independent brokers, and new platforms, Momentum Group provides practical financial solutions for people, communities, and businesses.

Role Purpose: Play a key role in designing, enhancing, and executing Momentum Wealth International (MWI) product solutions, pricing, and platform capabilities. Demonstrate autonomy and accountability in initiatives that meet the evolving needs of investors and advisers across South Africa and selected international markets. Collaborate across functions to ensure competitive, compliant, and client-centric offerings that support growth and innovation.

Requirements: A B or related degree is required. A CFA designation or actuarial background is essential. Minimum of 5 years' experience in financial services, specifically within the international LISP or investment platform industry, with exposure to product development, pricing, or platform strategy. Knowledge of the South African LISP landscape, including regulatory and tax implications. Offshore LISP experience is preferred. Ability to engage with stakeholders, analyze data, and work cross-functionally. Strong problem-solving skills and experience in product lifecycle management are necessary.

Duties & Responsibilities: Contribute to the design and management of MWI products, ensuring alignment with client and adviser needs. Evaluate and optimize products and platform features. Develop content for communication, marketing, and internal documentation. Stay ahead of market trends and identify opportunities for new products or enhancements. Translate strategy into product roadmaps and monitor client feedback to refine offerings. Support governance and decision-making with high-quality analysis. Engage with clients and internal stakeholders to provide product expertise, fostering relationships and ensuring client outcomes. Drive a culture of innovation, continuous professional development, and high performance. Maintain technical and legislative knowledge to deliver compliant and innovative solutions.

Core Competencies: Strategic thinking, client-centric mindset, product lifecycle management, data-driven decision-making, regulatory knowledge, digital fluency, stakeholder engagement, effective communication, governance awareness, project execution.

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Sales and Business Development

Apply now to join Momentum in Johannesburg or surrounding areas.

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