Mwi Product Specialist Mmh250701-5

Momentum; Gauteng; On-site; ZAR 800,000 - 1,200,000; Full time

Job summary

A leading financial services company in Gauteng seeks a Product Specialist to drive the strategic design and enhancement of investment products. The role involves collaboration across functions to ensure competitive offerings, requiring extensive experience in the LISP industry and strong analytical skills. The successful candidate will support innovation, compliance, and client-centric solutions, contributing to sustainable business growth.

Qualifications

• Minimum of 5 years' experience in financial services.
• Comprehensive knowledge of the South African LISP landscape.
• Exposure to offshore LISP market preferred.

Responsibilities

• Design and enhance MWI platform products and capabilities.
• Drive the continuous review and optimisation of MWI products.
• Engage with clients and stakeholders for product feedback.

Skills

Critical thinking

Problem-solving

Stakeholder engagement

Education

B or related degree

CFA designation

Job description

Momentum Centurion, Gauteng, South Africa

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Role Purpose:

Play a key role in the strategic design, enhancement, and execution of Momentum Wealth International (MWI) product solutions, pricing structures, and platform capabilities.

Demonstrate increased autonomy and accountability in driving initiatives that meet the evolving needs of investors and advisers across South Africa and selected international markets.

Actively collaborate across functions to ensure competitive, compliant, and client-centric offerings that support business growth and innovation.

Requirements

• B or related degree is required.
• A CFA designation or actuarial background is essential, reflecting the technical and analytical expertise needed to succeed in a specialist investment product role.
• Minimum of 5 years' experience in a financial services environment, specifically within the international LISP (Linked Investment Service Provider) or investment platform industry, with proven exposure to product development, pricing, platform strategy, or capability design.
• Comprehensive knowledge of the South African LISP landscape, including its regulatory frameworks, tax implications, and competitive dynamics.
• Exposure to or experience in the offshore LISP market is strongly preferred, given the international focus of Momentum Wealth International.
• Demonstrated ability to engage with and influence diverse internal and external stakeholders, effectively balancing technical detail with business impact to support sound product decisions.
• Strong critical thinking and problem-solving skills, with the ability to interrogate data, challenge assumptions, and integrate multiple perspectives when shaping product strategies.
• Proven experience working cross-functionally across product, IT, marketing, distribution, compliance, and operations, with the ability to navigate complexity and contribute to high-impact initiatives.

Duties and Responsibilities

• Contribute meaningfully to the design, enhancement, and lifecycle management of MWI platform products and capabilities, ensuring alignment with client and adviser needs, business strategy, and long-term sustainability.
• Evaluate and shape product and capability solutions through a multidisciplinary lens, incorporating regulatory, compliance, risk, and financial perspectives.
• Drive the continuous review and optimisation of MWI products and platform features to ensure they remain competitive, compliant, and fit-for-purpose across jurisdictions.
• Develop and refine content for product and platform-related communication, including marketing, digital material, industry thought-leadership, and internal documentation.
• Stay ahead of local and global platform trends through research and market analysis to identify strategic opportunities.
• Translate strategic initiatives into practical product and capability roadmaps, assisting in cross-functional implementation.
• Monitor and interpret client and adviser feedback to assess product success and identify areas for improvement.
• Prepare analysis and content to support governance and decision-making processes.
• Engage with clients in a client-centric manner, providing expertise and insights to support strategic product conversations.
• Proactively cultivate relationships with key stakeholders to ensure alignment and support in driving product adoption and satisfaction.
• Identify and recommend enhancements to improve adviser and client experiences, ensuring fair client outcomes and compliance with TCF principles.

Self-management and teamwork

• Foster strong relationships within the product team and across functions to ensure seamless collaboration.
• Engage in change initiatives and contribute to business agility.
• Maintain up-to-date technical and legislative knowledge to deliver innovative, compliant solutions.
• Drive a culture of innovation and continuous professional development.
• Manage time effectively to meet objectives and deliver high-quality outputs.
• Exhibit confidence, resilience, and a commitment to exceeding performance goals.

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