PSP Platform Lead

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

Job summary

Momentum seeks a PSP Platform Lead to drive end-to-end leadership, governance and continuous improvement of the Personal Share Portfolio platform. You will manage relationships with PSP providers, investment managers and technology vendors, translating strategy into a clear, sequenced backlog and coordinating cross-functional delivery teams to achieve strong client and adviser outcomes.

You will lead operational change, risk controls and improvements while ensuring service levels, audit

Qualifications

• Minimum qualification in Commerce, Finance, Investments, Business Management, Operations Management or Information Systems.
• Postgraduate qualification in business, finance, operations, technology or leadership.
• Relevant wealth-management, investment, project, risk or vendor-management certification.
• 5–8 years in wealth management, investment administration, platform operations or financial-services operations.
• At least 3 years in leadership or management roles.
• Experience in PSP, stockbroking, managed-portfolio or investment-platform environments.
• Experience with third-party vendor and service-provider management.
• Experience leading operational change, enhancements, automation or technology-enabled improvements.
• Experience in operational risk management, governance, controls, audit readiness and remediation.
• Ability to manage senior stakeholders across multiple business areas.
• Experience translating strategy into prioritised technology-enabled delivery backlogs.
• Experience in backlog management, user stories, acceptance criteria, agile planning and governance.

Responsibilities

• Lead the PSP team with accountability for delivery, governance and control.
• Provide end-to-end leadership of the PSP operating model and value chain.
• Coordinate dependencies across Operations, Service, Technology, Finance, Risk, Compliance and Distribution.
• Maintain current process documentation, controls and operating standards.
• Build strong relationships with PSP providers, investment managers and custodians.
• Drive governance forums, performance reviews and clear communication.
• Own the PSP backlog, translate strategy into user stories and ensure sprint planning alignment.
• Support product owners and cross-functional delivery teams to achieve measurable outcomes.
• Monitor risk indicators, incidents and remediation actions.
• Ensure delivery discipline, release readiness and audit readiness.

Skills

Leadership

Stakeholder management

Product ownership

Agile delivery

Governance & risk

Backlog management

Strategic planning

Cross-functional collaboration

Education

Bachelor’s degree in Commerce/Finance/Investments/Business/IS

Postgraduate qualification in business/finance/technology/leadership

Job description

Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses

Role Purpose

The PSP Platform Lead is accountable for the end-to-end leadership, governance, operational effectiveness and continuous enhancement of the Personal Share Portfolio (PSP) platform. The role leads the PSP team and coordinates delivery across people, processes, systems, providers and stakeholders to ensure a scalable, efficient and well-controlled PSP capability. The role manages strategic relationships with PSP providers, investment managers, internal stakeholders and technology vendors: identifies and mitigates platform risks; and drives enhancements and automation that improve service delivery, control effectiveness and the adviser and client experience. The role also provides product ownership for PSP platform capabilities by translating agreed strategy and operational priorities into a clear, sequenced and execution-ready backlog. Working with strategic product leadership, Architects, Lead Business Analysts and cross-functional delivery teams, the PSP Platform Lead ensures that technology-enabled change remains aligned to business and customer value, commercial and financial outcomes, architectural guardrails, risk, regulatory requirements, squad capacity and long-term platform sustainability.

Requirements

Minimum qualification

• Relevant degree or equivalent qualification in Commerce, Finance, Investments, Business Management, Operations Management, Information Systems or a related field.

Preferred Qualification

• Postgraduate qualification in business, finance, operations, technology or leadership.
• Relevant wealth-management, investment, project, risk or vendor-management certification.

Experience

• 5 to 8 years of relevant experience in wealth management, investment administration, platform operations or financial-services operations.
• At least 3 years of leadership or management experience.
• Practical experience in PSP, stockbroking, managed-portfolio or investment-platform environments.
• Demonstrated experience in third-party vendor and service-provider management.
• Experience leading operational change, system enhancements, automation or technology-enabled improvement.
• Experience in operational risk management, governance, controls, audit readiness and issue remediation.
• Proven ability to manage senior stakeholders and coordinate delivery across multiple business areas.
• Demonstrated experience translating strategy, business needs and operational priorities into prioritised technology-enabled delivery backlogs.
• Practical experience in backlog management, user stories, acceptance criteria, agile planning, delivery governance and value-based prioritisation within cross-functional teams.
• Experience working with Product, Architecture, Business Analysis, Technology and agile delivery teams to deliver complex platform capabilities and measurable business outcomes.

Duties & Responsibilities

TEAM LEADERSHIP AND PEOPLE MANAGEMENT

• Lead, coach and develop the PSP team, creating a culture of accountability, collaboration and continuous improvement.
• Set clear objectives, performance measures and development plans aligned to operational and strategic priorities.
• Manage team capacity, workload allocation, succession planning, cross-skilling and business continuity coverage.
• Monitor performance against service standards and address delivery, conduct or capability gaps timeously.
• Promote sound decision-making, appropriate escalation and a consistent client- and adviser-focused service culture.

PLATFORM DELIVERY AND OPERATIONAL MANAGEMENT

• Provide end-to-end leadership of the PSP operating model and coordinate delivery across the full value chain.
• Ensure PSP services are delivered consistently, accurately and within agreed service levels and control requirements.
• Monitor platform performance, operational volumes, incidents, exceptions, backlogs and service trends.
• Act as the senior escalation point for material PSP operational, system, provider and stakeholder matters.
• Coordinate dependencies across Operations, Service, Technology, Finance, Risk, Compliance, Legal and Distribution.
• Ensure process documentation, procedures, controls and operating standards remain current and fit for purpose.

STAKEHOLDER AND RELATIONSHIP MANAGEMENT

• Build effective relationships with internal stakeholders, PSP providers, investment managers, discretionary fund managers, brokers, custodians and other strategic partners.
• Lead PSP governance forums, operational reviews and service performance discussions.
• Clarify roles, responsibilities, dependencies and escalation paths across the PSP ecosystem.
• Drive coordinated resolution of service issues and ensure stakeholders receive clear, accurate and timely communication.
• Represent the PSP platform in cross-functional initiatives, change programmes and strategic discussions.

RISK, CONTROL AND GOVERNANCE

• Identify operational, technology, data, provider, regulatory and process risks across the PSP value chain.
• Define practical mitigations, preventative controls, detective controls and monitoring requirements.
• Oversee root-cause analysis and sustainable remediation of incidents, recurring exceptions and control failures.
• Monitor key risk indicators, control effectiveness, outstanding actions and material dependencies.
• Support internal and external audits, regulatory reviews and the timely closure of findings.
• Ensure PSP activities comply with applicable internal policies, governance standards and regulatory obligations.

ENHANCEMENT, AUTOMATION AND CONTINUOUS IMPROVEMENT

• Identify opportunities to simplify processes, reduce manual intervention, improve controls and enhance stakeholder outcomes.
• Maintain a prioritised register of platform enhancements, automation needs, defects and operational improvements.
• Define clear business requirements, expected benefits, risks, dependencies and acceptance criteria.
• Partner with Technology and delivery teams through solution design, testing, implementation and post-implementation review.
• Use operational data, incidents, exceptions, stakeholder feedback and industry developments to inform priorities.
• Promote straight-through processing, improved data integrity, stronger audit trails and effective management information.

VENDOR AND SERVICE PROVIDER MANAGEMENT

• Lead the business relationship with vendors supporting PSP systems, data and operational services.
• Monitor vendor performance against contractual commitments, service levels, incidents and agreed improvement plans.
• Lead service reviews, escalations and accountability for issue resolution and sustainable corrective action.
• Identify and manage vendor concentration, resilience, performance, security and delivery risks in partnership with relevant control functions.
• Support vendor due diligence, onboarding, contract reviews, renewals and solution evaluations.
• Ensure vendor roadmaps and solutions remain aligned with PSP operational and strategic requirements.

MANAGEMENT INFORMATION AND REPORTING

• Define and maintain meaningful PSP performance, risk, service and delivery reporting.
• Provide concise reporting and recommendations to leadership and governance forums.
• Track benefits and outcomes arising from enhancements, automation and process improvements.
• Ensure material issues, risks, decisions and dependencies are transparent and appropriately escalated.

PRODUCT OWNERSHIP AND TECHNOLOGY-ENABLED DELIVERY

• Own, manage and continuously refine the PSP product and enhancement backlog to reflect agreed strategic priorities, delivery sequencing, customer and business value, commercial and financial outcomes, risk, regulatory requirements, technical sustainability and available delivery capacity.
• Translate strategic initiatives and operational requirements into clear user stories, acceptance criteria, delivery increments and squad-ready requirements that connect intended outcomes to practical execution.
• Lead or actively support backlog refinement, sprint planning and prioritisation discussions, ensuring commitments are realistic, appropriately sequenced and achievable.
• Provide day-to-day delivery translation and alignment by clarifying scope, resolving requirement ambiguity and ensuring that work is well defined and ready for execution.
• Drive incremental delivery aligned to agreed objectives and key results, strategic PSP priorities and measurable outcomes, while maintaining visibility of value progression.
• Track delivery progress and elevate blockers, risks, dependencies or constraints affecting timelines, customer and business outcomes, financial value, regulatory obligations or technical sustainability.
• Partner with Strategic Product Owners, Architects, Lead Business Analysts, Scrum Masters and cross-functional delivery teams to ensure feasibility, design alignment, requirements quality, architectural integrity and effective agile delivery.
• Coordinate dependencies across adjacent squads, platforms and delivery teams, and ensure PSP delivery remains aligned to broader platform, portfolio and roadmap sequencing.
• Maintain delivery discipline, documentation quality, release readiness, decision traceability and adherence to agreed governance, risk, compliance, regulatory and architectural standards.
• Use delivery insights and evidence to support strategic product leadership in assessing progress, value realisation and required trade-off decisions. Strategic product direction and enterprise-level value accountability remain with the relevant Strategic Product Owner.
• Identify and progress opportunities to improve backlog quality, delivery efficiency, squad effectiveness, customer experience, business outcomes and technical sustainability

Competencies

• Leadership: Strategic thinking,people leadership,coaching, sound judgement ,accountability ,change leadership
• Operational: Operational excellence ,service deliver, process improvementn, capacity management,incident and escalation management.
• Technology and change: Business requirements , automation , platform and data awareness, testing , implementation , benefit tracking
• Risk and governance: Risk identification, control design , root-cause analysis , audit readiness, policy and regulatory.
• Commercial and vendor :Vendor governance, service-level management , negotiation , performance management , commerical awareness
• Stakeholder: Relationship management , influencing , facilitation , conflict resolution , clear executive
• Personal effectiveness : Analytical thinking, resilience , attention to detail, prioritisation , collaboration , delivery focus
• Product ownership and delivery: Backlog ownership, strategic translation , user stories and acceptance criteria, agile planning , value-based prioritisation , dependency management , delivery tracking, release readiness, delivery governance.