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Job Description

Old Mutual Personal Finance is looking for a dedicated Head of Adviser Enablement to support our mission of delivering exceptional financial solutions to South Africa’s middle-income market. This role manages a variety of responsibilities, including adviser operations, compliance, digital solutions, and business continuity. The position plays a key role in fostering a culture of professionalism, excellence, and continuous improvement. If you have a passion for solutions for financial planning, investments, retirement planning, insurance, and more, we want to hear from you.

Role Overview

This role sets direction for an operational unit, develops, and takes accountability for a business plan which is aligned to the segment strategy. It integrates delivery and metrics across the people, process, finance, and customer dimensions of the business at a strategic or tactical level. The role delivers on strategic projects as sponsor or owner. This position is responsible for managing a large team through senior managers. It is accountable for thought leadership and most effective operating practice in response to the external environment. The role has a strong focus on cross functional operations and networking across internal and external boundaries, as well as direction setting and achieving operational results through building a strong operational management team, in collaboration with enablement partners. The role requires the ability to operate operationally, tactically, and strategically.

Responsibilities

This role is responsible for delivering a positive experience to Customers by enabling the Intermediary Value Proposition through:

Providing input and building the Adviser Experience requirements that are bespoke to the Business Unit as well as adviser enablement capabilities that are shared across the Enterprise.Facilitating and incorporating new innovative digital solutions into the Business Unit, as well as driving efficiencies of the sales and other related processes.Driving the continuous optimisation of adviser solutions which include useability, simplicity, ease of use (UI and UX) and digital adoption.Ensuring an integrated digital Business Unit experience between customer, adviser and Old Mutual.Building and maintaining key Old Mutual Limited stakeholder relationships and ensuring the delivery of key services from relevant business partners.Ensuring Compliance in critical Licence to Operate processes: (i) ensuring that all adviser legislative requirements are in place; (ii) ensuring that all customer legislative requirements are being executed, etc. (iii) ensuring that licence to operate projects are appropriately transitioned and operationalized into business as usual.Provide oversight of the Delivery of the Business Unit Outflow / Retention initiatives as per the agreed management action plan and targets, to reduce outflows and increase Persistency.Delivering appropriate Business Intelligence (BI) applications, infrastructure, tools and best practices that enable insightful analytics relating to sales, production and operationally related metrics which informs strategic and tactical decision-making within the Business Unit.Responsible for the Business Unit Data Management and Stewardship, ensuring that the Business Unit implements the Enterprise Data Strategy and related adherence to Data Policies and Governances.Ensure effective execution of money management strategy through influencing and monitoring.Ensuring that all Remuneration and Commission processes are effective to deliver earnings to advisers, timeously and accurately.Leading the User Acceptance Testing capability across various system deployments (new + enhancements).Building an effective and efficient Business Processes Management Capability in the Business Unit.Ensuring adherence to privacy standards and compliance with the Enterprise Privacy Compliance Framework, as the Business Unit Privacy Champion.Ensuring that Customer Tax, Foreign Account Tax Compliance Act (FATCA)/Common Reporting Standard (CRS), and Anti-Money Laundering (AML) changes are documented, tracked and delivered within the legislative timelines.

Qualifications & Experience

Relevant Commercial degree 10 years’ business experience in financial services industryAt least 5 years at middle/senior management levelDemonstrated experience in project and stakeholder managementWorking knowledge of AGILE delivery mechanisms, and a formal certification in AGILE, Lean Portfolio Management, etc., advantageousFacilitation of decision-making through effective influence across different management levels

Competencies & Personal Effectiveness

StrategicCollaborationCustomer FirstExecutionInnovationLeading with InfluencePersonal MasteryOrganisational, Administrative and analytical abilitiesSelf-starter, motivated, and able to learn quickly and to work independently with limited supervisionWell organized and detail orientedAdvanced accuracy and numeracy skillsExcellent interpersonal and communication skillsFlexible and able to handle time-sensitive and complex issues

Skills

Education

Closing Date

07 October 2024

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.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

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