Manager: Retail Operations - Sandton - Alexforbes

    Alexforbes
    Alexforbes Sandton

    6 days ago

    Default job background
    Description

    Oversight and governance management of outsourced partners involves managing service levels, key performance indicators, relationship management, and development of systems requirements. The role entails management of member administration operations in the AFIJ business, reporting to the Head of Operations in AFIJ, as well as oversight of member operations in the unit trust business and reporting to the MD of AFIU. Additionally, this position is responsible for ton administration matters and reporting to various stakeholders.

    Overview

    Key Responsibilities

    • Manage operational functions to ensure smooth running and regular engagement with stakeholders to determine business requirements.
    • Oversight of FCC/AML embedment and process adherence within operational functions.
    • Continuous review of processes and systems to improve client experience, operational efficiency, and reduce controllable costs.
    • Initiate processes and procedures to improve operational efficiencies and adviser/client experience.
    • Identify, monitor, and manage operational, financial, regulatory, and compliance risk within the team and outsourced partner.
    • Implement system enhancements, changes to business rules, processes, and regulatory changes relating to systems and technology used by outsourced administrator.
    • Manage all projects, change requests, system maintenance, quarterly statements, and tax statements.
    • Client remediation, errors, complaints, error and omissions reporting, root causes, and mitigation opportunities to increase operational efficiency.
    • Manage costs with outsourced service provider.
    • Unit Trust distributions: Review and enhance process, oversee full distribution process.
    • Unit Trust launches and amalgamations: Coordinate and own process.
    • Oversight of Hedge Fund Operations: Working with pricing team, support process.

    Requirements

    Education

    • Matric – Essential
    • Bachelors Degree (4 years - 480 credits) – Advantageous

    Experience

    • Minimum 5 years practical experience in administration of unit trust/Management Companies investment products.
    • Long only and Hedge Fund Experience - Essential (Local and Offshore).
    • Minimum 5 years' experience managing relationships with LISPS, Financial Advisors, and Outsourced Providers.
    • 5-7 years management experience within Financial Services industry – Essential.

    Competencies

    • Teamwork and collaboration.
    • Impactful leadership.
    • Driving change.
    • Growing capability.
    • Practical execution management.
    • High Emotional Intelligence.
    • Ability to profile staff and place staff into positions aligned to their strengths and development areas.
    • Strong integrity and good character traits.
    • Must embody a trust culture.
    • Must exemplify responsive customer service.
    • Professional demeanour.
    • Takes initiative and responsibility.
    • Able to take ownership and lead the team.
    • Strong people management skills.
    • Strong analytical and problem-solving skills.

    Culture Fit

    The company's approved employment equity plans and targets will be considered as part of the recruitment process. As an equal opportunities employer, we actively encourage and welcome people with disabilities.



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