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

Role Overview

This role is responsible for the formulation of the Old Mutual Multi-Manager strategy, ensuring overall business delivery and the Best of Breed capability.

Key Result Areas:

Leading the proposition from a solution as well as business development perspective.Driving the investment proposition.Ensuring positive flows, while managing the Best of Breed capability.Build and maintain a strong relationship with advisors (both tied and IFA’s).Good understanding of investment platforms, and the DFM market.Relevant experience in distribution.Ability to manage and influence people cross-functionallyAccountable for the profit/ revenue/ asset growth of the business.Build relationships across industry stakeholders.

Further responsibilities:

Create and execute a growth strategy for the Best of Breed capability, utilising in-house as well as partnership driven customised solutions.Manage the business development and client service teams that support the Multi-Manager proposition.Agree with Multi-Manager MD on sales and other targets and then track delivery according to business plan.Grow the presence of OM Multi-Managers in the market through visibility via online and other channels, as well as thought leadership and articles.Monitor competitive landscape and pro-actively adjust operating model to compete effectively with market leaders in Multi-management solutions.Drive relationships with key internal partners, and drive strategy for increased penetration of IFA market externally.

These responsibilities offer an overview of the role and are not confined or restricted solely to what is listed.

Qualification, skill and experience:

BCom/Business scienceMBA/CFA/Actuarial science being an advantageStrong business development knowledge and experience, coupled with a deep understanding of the investment industryAsset management experience non-negotiableProven experience in building and maintaining relationships with senior internal stakeholders and financial advisors/financial advice practice ownersMinimum 10 years’ experience within the investment industry compulsory.Offshore Investment Knowledge advantageous.A professional approach when dealing with both internal and external stakeholdersA team player with strong collaboration skills.Proactive, confident and shows initiative.A driven character with a sales / business development mindsetExcellent problem-solving and strategic skills.

Directs the implementation and execution of the investment strategy to optimise investment advisory services and maximise the support provided to the investment team to enable successful outcomes. Regularly reviews investment portfolios and adapts strategies to address evolving needs.

ResponsibilitiesStrategy Formation and Implementation

Develop the strategy for a significant area of responsibility, such as a function, anticipating complex issues, challenges, and opportunities. Ensure the strategy is successfully implemented and meets medium-term business needs.

Business Planning

Develop and gain agreement to annual business plans for a function or substantial business area, ensuring alignment with strategy; quantify business outcomes, i.e., revenues or other key performance indicators (KPIs); detail expense and headcount budgets; and develop business cases for key projects, ensuring cross-functional integration.

Investment Management

Take responsibility for developing and delivering an important part of the organization's investment policy. Also responsible for maximizing the value of investments by managing an investment department or unit.

Leadership and Direction

Communicate the function's strategy and its relationship to the organization's mission, vision, and values; clarify the actions needed to implement this strategy within the area of responsibility; motivate people to commit to the mission, vision, and values and do extraordinary things to achieve the organization's business goals.

Financial Products Development

Take responsibility for developing and delivering a major part of the organization's financial product development program to enable overall corporate strategy.

Organizational Risk Management

Take responsibility for developing and delivering the organization's risk management and/or risk control policies and procedures.

Customer Relationship Management / Account Management

Develop and implement a relationship management plan for strategic, complex, global existing accounts to build key relationships at local, national, and corporate levels. Coordinate the engagement of own organization with the customer organization to ensure effective two-way flow of information and resolution of issues. Manage strategic client and customer relationships, typically by deploying large account teams to ensure ongoing customer satisfaction and loyalty toward the organization.

Customer Relationship Development / Prospecting

Develop and implement a relationship management plan for strategic, complex, global potential accounts to build key relationships at local, national, and corporate levels. Coordinate the engagement of own organization with the customer organization to ensure effective two-way flow of information and resolution of issues.

Policies and Procedures Development

Lead the development of policies, procedures, and related guidelines for a significant area of responsibility, ensuring compliance with external requirements and integration with the broader corporate policy framework.

Stakeholder Engagement

Identify and manage stakeholders up to and including top management level, finding out their needs, issues, and concerns and reacting to them by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.

Performance Management

Manage and report on the performance of the function/business area; set appropriate performance objectives for direct reports and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.

Organizational Capability Building

Identify the capabilities needed to meet the current and emerging business needs of a significant business area. Evaluate current capabilities, identify gaps, and prioritize development activities. Motivate others to develop their capabilities and fulfill their personal potential. Build capabilities elsewhere in the organization through mentoring and other informal methods.

Organization Structure

Define the detailed organization structure for a business area to align with corporate principles, define the relationship between elements of the organization, and define the responsibilities of senior managers, to enable the organization to achieve its business objectives.

Corporate Representation

Represent the organization or institution in a variety of industry, institutional, and/or professional forums, boards, and committees, in order to promote the company or institution brand or efforts. Represent the organization in external relations with investors, clients, industry, partners, the public, and others. Focus is on a specific area of the organization, such as a function or department. May involve preparation of presentations and materials for professional partnering meetings, seminars, and conferences.

Skills

Action Planning, Adaptive Thinking, Business Requirements Analysis, Change Management, Client Management, Current State Assessment, Customer Service, Customer Value Management, Executing Plans, Legal Practices, Oral Communications, Policies & Procedures, Presenting Solutions, Prioritization

Competencies

Balances Stakeholders

Builds Effective Teams

Communicates Effectively

Drives Vision and Purpose

Financial Acumen

Instills Trust

Manages Complexity

Optimizes Work Processes

Education

NQF Level 9 – Masters

Closing Date

14 February 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!