IMPLEMENTATION SPECIALIST OPPORTUNITY | CENTURION

The purpose of the Implementation Specialist: Retalisation & EB Distribution is to manage the planning, execution and tracking of business initiatives according to deadlines and budget parameters in order to achieve segment (Retailisation & EB Distribution) strategic objectives or business goals. The strategic objective and business goals will include but not limited to the following key outcomes.

Qualifications:

• BCom with Honours (essential).
• Certified Financial Planner (essential)

Experience:

• 5-8 years’ implementation management experience
• 5–8 years'' project management experience in corporate business development / corporate client service, or marketing/financial planning within a financial services environment.

Manage the delivery of projects and implementations within the agreed parameters

• Drive the implementation of the department’s strategic intent
• Operate as liaison between Retalisation & EB Distribution department and Product Houses / stakeholders regarding projects and implementation requirements / scope as directed by the Head of department to achieve both tactical and operational implementation and alignment of projects
• Align with Head of Department’s strategic lead with the overall transformation plan
• Partner with stakeholders to investigate the feasibility of innovative projects, change requests and implementation requirements that support the achievement of business objectives.
• Define the project scope in collaboration with relevant stakeholders internally and externally in order to ensure that project deliverables and expectations are clearly articulated and aligned to business objectives.
• Determine & articulate the project measures of success which will be used to evaluate project effectiveness.
• Accountable for the project implementation process including the implementation plan that highlights deliverable
• Develop and maintain productive working relationships with internal and external stakeholders to achieve optimal cross process integration.
• Manage resources and third-party relationships (i.e., SLA) to produce results and meet operational objectives and goals.
• Drive, manage and track the implementation and delivery of the project plan in line with the scope, cost and time parameters of the project.
• Execute on defined implementation plans
• Monitor all aspect of the implementation process including the identification of risks and the collaboration with stakeholders to manage the mitigation of risks.
• Monitor project progress and deliver reports that accurately reflect the progress of the project.
  • Organize, maintain, follow up and update accurate project-related metrics, dashboards and reports, take project minutes and agreed action items.
• Manage the project close out and the assessment of project effectiveness in order to make recommendations to improve project impact.
• Identify and support the implementation of initiatives that address project shortcomings or areas of concerns
• Schedule and coordinate project meetings, workshops and agendas, as and when required.
• Analyze all project and implementation data to effectively provide insight to Head of Retailisation & EB Distribution.
• Accountable for internal communication and status updates on projects

Maintain and advance the stakeholder relationships through support and guidance leading to growth of the IFA

• Ensure compliance to business, industry and legislative requirements
• Establish productive, professional relationships with key internal and external stakeholders in the various Retailisation and EB Distribution ecosystems
• Engage with internal and external stakeholders to identify opportunity for growth and provide relevant sales support
• Coordinate and facilitate with relevant internal stakeholders to provide the required technical product, platforms and financial planning support to Retailisation IFAs for the benefit of their networks and clients
• Coordinate and facilitate the delivery of relevant marketing and training to networks on all solutions, products, engagement mechanisms, systems, platforms and business processes
• Coordinate and facilitate with the relevant internal stakeholders ongoing support and guidance to IFAs in the portfolio to embed the engagement and Retailisation strategy and related projects

Client:

• Engage with key internal and external stakeholders to identify changing client needs and make recommendations to align service offering with client needs.
• Manage a client service excellence culture which builds enduring relationships and allows team to provide exceptional client service.
• Deliver on agreed deliverables made with clients and stakeholders in order to ensure that client expectations are managed
• Build and maintain relationships with clients and internal stakeholders
• Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments
• Deliver on service level agreements made with clients, internal and external stakeholders in order to ensure that client expectations are managed.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

People:

• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Positively influence and participate in change initiatives.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving career development

Finance:

• Contribute to the financial planning process within area
• Identify opportunities to enhance cost effectiveness and increase operational efficiency
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum

• Strategic Thinking
• Impact and Influence
• Self-Awareness and Insight
• Customer/ Stakeholder Commitment
• Business Acumen
• Drive for Results
• Mange Change and Innovation
• Motivating and Inspiring Team
• Collaboration