Senior Vesting Manager -(EE) - Gauteng

SUMMARY:
Seeking a Senior Vesting Manager with a Financial/ Commercial or business related Diploma/Degree and Management Diploma plus CFP/RFP3 or equivalent (i.e.: 120 credits) as well as extensive Financial Services experience in a Marketing/Sales environment for a position in Gauteng.

POSITION INFO:

Job Role

• This is a leadership role within the adviser vesting environment that supports both regional and business models, across regions.
• Improve the quality and execution of on-boarding and Vesting through the development of best practice processes, approaches, tools and skills, and thereby increase the retention of Advisors in the business.
• The role would functionally engage policy best practice and implementation via a reporting line to the Multi-disciplinary Forum for Vesting that would guide the overall on-boarding and vesting practice.
• This role works through and manages teams of Development Managers as well as liaison with Enterprise model AP’s within each of their designated regions to drive the above outcomes.

 Responsibilities

• Contribute to the establishment and execution of the Regional Manpower and Vesting strategy.
• Drive best practice vesting methodology.
• Build and promote a supportive development environment.
• Create and drive robust vesting sales plans and retention.
• Support and enable the DM’s / SM’s and their adviser’s portfolio.
• Manage the effective incubator back office support function.
• Provide effective People and Performance Management.
• Budgets and expense management of unit.

 Requirements

 Qualifications

• Financial/ Commercial or business related Diploma/Degree
• Management Diploma
• CFP/RFP3 or equivalent (i.e.: 120 credits)

Experience

• Extensive Financial Services experience in a Marketing/Sales environment.
• Sales and Operational Management/Leadership of a team/unit.

Business/ Management Skills

• Financial Services Industry Knowledge
• Financial Services Product Knowledge
• Regulatory legislation and Compliance knowledge (FAIS accredited)
• Legal technical Knowledge (product related)
• New and Existing business processes
• Advisor contracts and remuneration.
• Sales and marketing processes and practices
• Leads management and campaigns/competitions
• Leadership and Management skills to manage staff
• Budgets and expense management

IT Knowledge/ Skills

• MS: Office (Excell, Word, PP)
• Web based platform tool/site
• Advisor tools (i.e.: Sanfin; Leads program, Santrust, Santax, Sanport)
• AUTONUB
• J-ISTELL/NUB 974
• E2 financials

Competencies

• People developer (coaching)
• Good networker and relationship builder
• Sound planning and co-ordination abilities
• Sales orientation
• Ability to motivate and build a team
• Strong administrative and operational skills and knowledge
• Socially confident and skilled to communicate well
• Ability to solve problems and work with complexity

NB! This job is now closed. You can apply for other jobs by uploading your CV.