Are you a seasoned professional in the financial industry with a proven track record of leading and developing high-performing teams? Our prestigious client, a prominent player in the financial services sector, is seeking a dynamic individual to join them as the Head of Tied Distribution. You will be responsible for the Advisory distribution channel strategy across the Group for Tied distribution. Oversee strategies and ensure the implementation for significant growth in the business through building and implementing a digitally enabled Advisory model and digitally disrupting the market.
Responsibilities: Leadership and Direction: Set and communicate the strategy for achieving the organisation's mission, vision and values within a function, together with the broad actions needed to implement it; inspire a large or diverse workforce to commit to these and to doing extraordinary things to achieve the organisation's business goals.Digital Strategy/Transformational Projects Execution: Oversee the execution of digital road map for the Advisory model, establishing and managing business processes, programs, and projects, resource allocation, KPIs, and governance activities.Functional Strategy Formation & Implementation: Develop the strategy for the Tied Distribution function, anticipating mega-trends and complex challenges and opportunities.Distribution: Lead development and successful implementation and monitoring of the digitally enabled Advisory processes, procedures and models for intermediated sales operations.Sales (Manager): Oversee the implementation of the Advisory Sales strategy. Sell complex, often customised products and services to significant customers and/or manage a significant sales department.Business Planning: Lead the development and ensure alignment of annual and longer-term business plans for the function, ensuring alignment with strategy.Stakeholder Engagement (Internal and External): Identify and manage stakeholders up to C-suite level, finding out their needs/issues/concerns and reacting to these by leading and coordinating the development of stakeholder engagement plans.Customer Relationship Management (CRM) Data: Ensure that the internal function and/or cross-functional, customer account team maintains high-quality customer information.Sell Customer Propositions: Lead a cross-functional internal team to configure a complex tailored or bespoke product and services solution.Organisational Capability Building: Identify the capabilities needed to meet the current and emerging business needs of a significant business area.Compliance: Help develop compliance policies for an area of the organisation, while also developing underlying procedures and monitoring their implementation.Performance Management: Manage and report on business performance; hold direct reports accountable for achievement of business plans.Personal Capability Building: Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team and beyond in the function.Strategic Mindset: Sees ahead to future possibilities and translates them into breakthrough strategies.Business Insight: Applies knowledge of business and the marketplace to advance the organization's goals.Cultivates Innovation: Creates new and better ways for the organization to be successful.Drives Results: Consistently achieves results, even under tough circumstances.Plans and Aligns: Plans and prioritizes work to meet commitments aligned with organizational goals.Manages Complexity: Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems.Collaborates: Builds partnerships and works collaboratively with others to meet shared objectives.Builds Effective Teams: Builds strong-identity teams that apply their diverse skills and perspectives to achieve common goals.Communicates Effectively: Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences.Customer Focus: Builds strong customer relationships and delivers customer-centric solutions.Interpersonal Savvy: Relates openly and comfortably with diverse groups of people.Financial Acumen: Interprets and applies key financial indicators to make better business decisions.Builds Networks: Effectively builds formal and informal relationship networks inside and outside the organization.Being Resilient: Rebounds from setbacks and adversity when facing difficult situations.Skills: Commercial Acumen: Apply comprehensive understanding of the business environment and objectives developing solutions while providing guidance and training to others.Action Planning: Use comprehensive knowledge and skills and provide guidance and training to others to develop appropriate plans or perform necessary actions based on recommendations and requirements.Sales Planning and Coordination: Uses comprehensive knowledge and skills to act independently while guiding and training others on achieving the best possible returns.Account/Client Management: Uses comprehensive knowledge and skills to act independently while guiding and training others on managing client accounts.Strategic Planning: Applies comprehensive knowledge and/or skills to independently engage in strategic planning.Financial analysis: Apply comprehensive knowledge / skill, and provide guidance and training to others.Presentation skills: Uses comprehensive knowledge and skills to communicate with other people independently.Review and Reporting: Apply comprehensive knowledge and skill and provide guidance and training to others to review and create relevant reports.Analytical Processes: Works independently and provides technical guidance when required.Computer skills: Provide insight to digitization trends, providers and technology.Policy and Regulation: Provide guidance and training to others while interpreting and applying comprehensive knowledge of laws, regulations and policies.Verbal and Written Communication: Apply comprehensive knowledge and provide guidance and training to others to use clear and effective verbal and written communications skills.Understands Customer Needs: Uses comprehensive knowledge and skills to act independently while guiding and training others to articulate the customer needs.Education: Relevant Marketing or Commercial Degree / Diploma or Business Administration qualification; RE, KI and COB as required by the Financial Services Regulatory body (Essential).CFP or a postgraduate qualification (Advantageous).Experience: 10 or more years' substantial general work experience together with comprehensive job related experience with a specific focus on intermediated sales and distribution (Essential).5 or more years' senior management experience in Financial Services / General Management experience in the short-term insurance industry (Essential).Experience managing in a Tied Channel Distribution (Advantageous).
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