Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Old Mutual Alternative Investments (OMAI) is one of Africa’s leading private alternative investment managers. We have over *ZAR 139.4 B (USD 7.6 B) in assets under management in Infrastructure, Private Equity, Impact Investing, Hybrid Capital and Diversified Credit.

Established in South Africa in 2000, OMAI is one of the first alternative investment managers, inheriting a rich history in the investing space as a member of the Old Mutual Group, with more than 175 years of investing experiences in Africa. We aim to deliver consistent, competitive returns to investors, and create a positive, long-term impact in the communities and environment we live and invest in.

Role Overview:

An exciting opportunity has arisen for a Client Director within OMAI’s Client Markets team. The successful incumbent will be responsible for raising capital from institutional investors, including pension funds, endowments, foundations, sovereign wealth funds, and family offices. This individual will play a key role in expanding OMAI’s investor base, developing long-term client relationships, and driving fundraising efforts across our differentiated investment capabilities.

Key Result Areas:

Capital Raising:

Develop and execute a strategic plan to raise capital from institutional investors for existing and new funds.Build and maintain strong relationships with quality LPs, identifying new fundraising opportunities.Lead and support the end-to-end fundraising process, including investor due diligence, roadshows, and closing processes.

Investor Relationship Management:

Cultivate and manage relationships with institutional investors, ensuring regular engagement and communication.Act as a key point of contact for investors, addressing inquiries and providing updates on fund & business performance.

 

Business Development & Market Intelligence:

Identify and engage new institutional investors, leveraging existing networks and industry research.Stay updated on industry trends, competitor fundraising activities, and market dynamics to enhance OMAI’s positioning.

 

Collaboration & Internal Coordination:

Work closely with investment, legal, compliance, and operations teams to ensure smooth fundraising and investor onboarding.Partner with marketing teams to develop high-quality pitch materials, investor presentations, and thought leadership content.

Skills, Qualifications & Experience required:

7+ years of experience in institutional sales, investor relations, or capital raising within alternative investments or investment banking.Strong network of institutional investors, with a track record of successful capital raising.Deep understanding of alternative fund structures, investment strategies, and the LP-GP landscape.Exceptional communication and presentation skills, with the ability to articulate complex investment strategies clearly.Highly motivated, results-driven, and capable of working independently and as part of a team.Bachelor’s degree in finance, Business, Economics, or a related field (MBA/CFA a plus).Meet FAIS fit and proper requirements for an Authorised Representative.

Competencies:

Demonstrable client service orientationExcellent presentation skillsExcellent verbal and written communication skillsHigh energy level, strong sense of teamwork and a 'can do ' attitudePersuasive negotiatorExcellent listening skills with high EQStrong technical knowledge of alternative products is a definite advantageResourceful and creativeStrong evidenced ability to close deals

Leads implementation and execution of a business development strategy to support growth and business development to enhance the organisation’s presence and reputation within the general insurance industry. Manages key internal and external relationships across the broker, intermediary and customer market to drive the organisation’s business plan targets.

ResponsibilitiesLeadership and Direction

Communicate the function's strategy and its relationship to the organization's mission, vision, and values; clarify the actions needed to implement this strategy within the area of responsibility; motivate people to commit to the mission, vision, and values and do extraordinary things to achieve the organization's business goals.

Business Development

Take responsibility for implementing the business development strategy for a significant part of the organization. Formulate the strategy and identify, evaluate, and structure key transactions to ensure continued financial health and maximum value creation through the entire product life cycle. Transactions may involve alliances, collaborations, mergers and acquisitions, in- and out-licensing initiatives, and other activities. 

Business Planning

Develop and propose annual business plans for a given area or department, ensuring alignment with strategy. Recommend financial and headcount budgets; propose business targets, for example, revenues or other key performance indicators (KPIs); and schedule key activities/projects, ensuring integration with other elements of the organization.

Sales Opportunities Creation

Develop a personal network of senior managers within the business sector and represent the organization at business sector events. Obtain market intelligence, promote the organization, and enhance its reputation.

Customer Relationship Development / Prospecting

Develop and implement a relationship management plan for strategic, complex potential accounts to build key relationships at local and national levels. Coordinate the engagement of own organization with the customer organization to ensure effective two-way flow of information and resolution of issues.

Promoting Customer Focus

Develop internal marketing plans and work collaboratively with other departments to improve internal relationships in a large organization and to build strong external customer relationships.

Sell Customer Propositions

Lead a cross-functional internal team (e.g., technical, commercial, and legal) to configure a complex tailored or bespoke product-and-services solution and associated contractual terms that meet the customer's mid- to long-term needs at a national/key operating-unit level. Negotiate agreement with the customer and internally with commercial colleagues to ensure that customer requirements are met at an acceptable level of profitability and cash flow, or, alternately, review and authorize complex sales proposals from team members that deviate from standard terms, escalating issues to senior management where appropriate.

Customer Relationship Management / Account Management

Develop and implement a relationship management plan for strategic, complex existing accounts to build key relationships at local and national levels. Coordinate the engagement of own organization with the customer organization to ensure effective two-way flow of information and resolution of issues. Manage key client and customer relationships, often through account teams, to ensure their ongoing satisfaction and loyalty.

Organizational Capability Building

Evaluate the capabilities of staff within the department to identify gaps and prioritize development activities. Implement the organization's formal development frameworks within the area of responsibility. Coach and mentor others to support the development of the organization's talent pool.

Performance Management

Manage and report on performance within the department or area of responsibility; set appropriate performance objectives for direct reports and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.

Operational Compliance

Ensure that business activities within area of responsibility comply with relevant external regulatory and/or voluntary codes and with internal policies and procedures to minimize business risk and to protect the reputation of the organization.

Budgeting

Manage budget plans for a department. May involve development or delivery or both.

Skills

Building Trust, Business Development, Change Management, Client Needs Assessments, Collaboration, Commercial Acumen, Consultative Selling, Customer Service, Customer Understanding, Customer Value Proposition Development, Direct Selling, Executing Plans, Identifying Sales Opportunities, Investor Relationship Management, Oral Communications, Relationship Building, Sales Software, Strengthening Customer Relationships

Competencies

Builds Effective TeamsBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsDrives Vision and PurposeFinancial Acumen

Education

Bachelors Degree (B), Chartered Financial Analyst (CFA)(Foreign Qualification), MBA

Closing Date

17 March 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

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