LISP Product Specialist | Actuary / CFA | Gauteng / Cape Town

SUMMARY:
LISP Product Specialist

POSITION INFO:

We are seeking a Product Specialist to join our team. In this role, you will be instrumental in the strategic design, enhancement, and execution of our international product solutions, pricing structures, and platform capabilities. The ideal candidate will be highly autonomous and accountable, driving initiatives that meet the evolving needs of investors and advisors in South Africa and select international markets.

Key Responsibilities

• Product Development: Contribute to the design, enhancement, and lifecycle management of platform products and capabilities. This includes evaluating solutions from a multidisciplinary perspective, including regulatory, compliance, risk, and financial viewpoints. You will also conduct in-depth research and market analysis on local and global platform trends to identify strategic opportunities for new product development or enhancements.

• Client Engagement: Provide specialist product expertise and insights to financial advisers, clients, and internal stakeholders. You will act as a trusted partner, guiding strategic product conversations and resolving complex, product-related queries.

• Content and Communication: Develop and refine content for product and platform communications, including marketing materials, digital content, industry thought-leadership pieces, and internal documentation. You will be responsible for translating complex product and regulatory information into clear, compelling content for various audiences.

• Strategic Planning: Take ownership of translating strategic business initiatives into practical product and capability roadmaps. You will also prepare high-quality analysis and content to support governance and decision-making processes for various boards and committees.

Qualifications, Experience, and Skills

• A B.Com or a related degree is required.

• A CFA designation or an actuarial background is essential due to the technical and analytical nature of the role.

• You should have a

  minimum of 5 years of experience in the financial services industry, specifically within the international LISP (Linked Investment Service Provider) or investment platform sector. This experience should include exposure to product development, pricing, platform strategy, or capability design.

• You must have

  comprehensive knowledge of the South African LISP landscape, including regulatory frameworks, tax implications, and competitive dynamics. Exposure to or experience in the offshore LISP market is also strongly preferred.

• Demonstrated ability to

  engage with and influence diverse internal and external stakeholders is a key requirement.

• Strong critical thinking and problem-solving skills, with the ability to interrogate data and integrate multiple perspectives, are necessary for shaping product strategies.