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

Advisor Service propositions aims to be the leading service provider for advisor service. The purpose of the role is to identify opportunities that improve advisor experience, reduce costs and improve business resilience. These opportunities, once converted into business cases and approved, must be passed into delivery teams for execution and then managed. It is also the responsibility of the incumbent to ensure adherence to set standards across manual and digital processing and represent Advisor servicing in the various forums to ensure this.

JOB DESCRIPTION:

Analysis of industry and internal surveys to craft opportunities to improveCo-ordinating and project managing to gather competitor analysis to identify opportunitiesInternal and External scanning to identify opportunities for improvementProcessesSLASDocument requirementsFormsBusiness rulesSolicit advisor feedback to understand their experience deeply through in-person visitsDevelop advisor standards communication and change management and to ensure adherence during any change, improvement or incidentDevelop user stories to be funneled into to various solutions team’s backlogsInternal and external communication managementCo-ordination of key advisor service initiativesContinuously improve on communication strategies eg, in transaction notifications and advisor alerts on incident or enhancementsRepresent advisor in various forums like the following to ensure alignment to advisor servicing standards and principlesnew Initiatives,working groups eg, digital, workflows, advisor experienceincidents,advisor forums,survey analysis,change impact assessments and solutioningPlanning sessionsDevelop, enhance key measures and produce monthly reporting on key initiatives and to the various excos

MINIMUM QUALIFICATIONS/EXPERIENCE (REQUIRED FOR THE JOB)

Education: Bachelor’s degree in business, finance, or a related field.Experience: Minimum of 3-5 years of experience in product management, preferably within the financial services or insurance industry.Proven experience in customer/advisor experience, customer journey mapping, or related roles.Strong analytical skills and the ability to interpret data and metrics to drive decision-making.Excellent communication and collaboration skills to work effectively with cross-functional teams.Strategic thinking and problem-solving skills to identify opportunities for improvement in the customer journey.Experience with customer/advisor experience tools and platforms is a plus.

ADDITIONAL QUALIFICATIONS/EXPERIENCE (PREFERRED, NOT A REQUIREMENT)

Project Management Tools: Proficiency in tools such as JIRA, Trello, or Asana for managing and tracking change requests.Data Analysis Tools: Experience with data analysis and visualization tools like Excel, Tableau, or Power BI.CRM Systems: Familiarity with Customer Relationship Management (CRM) systems such as Salesforce.Financial Software: Knowledge of financial software and systems used in the insurance industry.Agile Methodologies: Understanding and experience with Agile methodologies and frameworks like Scrum or Kanban.Technical Documentation: Ability to create and manage technical documentation related to product changes and requirements.

COMPETENCIES REQUIRED

Detail-oriented with a strong focus on accuracy.Customer-focused with a commitment to delivering high-quality service.Proactive and able to manage multiple priorities in a fast-paced environment.Strong leadership skills with the ability to influence and drive change.

Manages Scrum teams to transfer the project/product vision to design, development, and delivery. Guides the team through the product backlog toward building the right product, considering the vision, planning, and budgets of the business, customers, or use.

ResponsibilitiesDigital Strategy/Transformational Projects Execution

Lead execution of the digital road map, establishing and managing business processes, programs, and projects, resource allocation, key performance indicators (KPIs), and governance activities.

Product and Solution Development

Take responsibility for managing the definition, development, and delivery of a significant product or service within the product development and engineering program, ensuring alignment with customer requirements.

Project Team Management

Lead a medium- to large-sized project team; define the project vision, communicate the necessary outcomes, and provide guidance to achieve these outcomes; coordinate team actions on project activities; coordinate the flow of additional team members on and off the team, as needed; and work to build the capability of the team through training, coaching, and mentoring.

Digital Vision and Strategy

Conceptualize elements of digital strategy and digital-enabled business change projects. Develop approaches to programmatically deliver successful digital innovation engagements.

Agile Release Planning

Plan and replan software releases for large projects or programs as they are produced to ensure timely updates and to deliver the planned benefits as early as possible in the project or program.

Agile Backlog Management

Review the backlog of work for a medium-sized project and reprioritize the work and the deployment of project resources to reduce costs and increase the value of the work delivered to the business.

Product Management

Monitor all aspects of a product life cycle, including long- and short-term development and marketing. Perform analyses to stay abreast of trends in the marketplace and ensure the product's competitive position.

Horizon Scanning

Explore and develop a detailed understanding of external developments or emerging issues and evaluate their potential impact on, or usefulness to, the organization.

Project Benefit Realization

Develop and manage the delivery of a plan to evaluate and track business benefits and to identify actions needed to maximize them.

Culture of Innovation

Drive a culture of innovation by creating multistakeholder solutions that boost creativity, innovation, and collaboration across business units, such as idea generation platforms, jam sessions, and hackathons.

Project Risk and Issue Management

Manage identification of risks, issues, dependencies, and constraints associated with the project, escalating these matters where appropriate. Where necessary, develop, agree on, and implement solutions to overcome these concerns.

Application Software Road Map

Define and maintain a roadmap to facilitate application software development and ensure the development work is prioritized in line with business requirements.

Performance Management

Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.

Personal Capability Building

Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.

Skills

Adaptability, Adaptive Thinking, Agile Methodology, Agile Project Management, Backlog Management, Business, Change Management, Collaboration, Communication, Data Compilation, Executing Plans, Facilitation, Managing Stakeholder Expectations, People Management, Performance Management Design, Policies & Procedures, Project Communications Management, Project Performance Management (PM), Project Quality Assurance, Project Scope Management, Taking Initiative

Competencies

Action Oriented

Business Insight

Cultivates Innovation

Decision Quality

Develops Talent

Drives Engagement

Drives Results

Drives Vision and Purpose

Education

Bachelors Degree (B): Business And Finance

Closing Date

24 January 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.

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.

The Old Mutual Story!