Head: Adviser Enablement - Pinelands at Old Mutual

Job Description

• Old Mutual Personal Finance is looking for a dedicated Head of Adviser Enablement to support our mission of delivering exceptional financial solutions to South Africa’s middle-income market. This role manages a variety of responsibilities, including adviser operations, compliance, digital solutions, and business continuity. The position plays a key role in fostering a culture of professionalism, excellence, and continuous improvement. If you have a passion for solutions for financial planning, investments, retirement planning, insurance, and more, we want to hear from you.

Role Overview

• This role sets direction for an operational unit, develops, and takes accountability for a business plan which is aligned to the segment strategy. It integrates delivery and metrics across the people, process, finance, and customer dimensions of the business at a strategic or tactical level. The role delivers on strategic projects as sponsor or owner. This position is responsible for managing a large team through senior managers. It is accountable for thought leadership and most effective operating practice in response to the external environment. The role has a strong focus on cross functional operations and networking across internal and external boundaries, as well as direction setting and achieving operational results through building a strong operational management team, in collaboration with enablement partners. The role requires the ability to operate operationally, tactically, and strategically.

Responsibilities

This role is responsible for delivering a positive experience to Customers by enabling the Intermediary Value Proposition through:

• Providing input and building the Adviser Experience requirements that are bespoke to the Business Unit as well as adviser enablement capabilities that are shared across the Enterprise.
• Facilitating and incorporating new innovative digital solutions into the Business Unit, as well as driving efficiencies of the sales and other related processes.
• Driving the continuous optimisation of adviser solutions which include useability, simplicity, ease of use (UI and UX) and digital adoption.
• Ensuring an integrated digital Business Unit experience between customer, adviser and Old Mutual.
• Building and maintaining key Old Mutual Limited stakeholder relationships and ensuring the delivery of key services from relevant business partners.
• Ensuring Compliance in critical Licence to Operate processes: (i) ensuring that all adviser legislative requirements are in place; (ii) ensuring that all customer legislative requirements are being executed, etc. (iii) ensuring that licence to operate projects are appropriately transitioned and operationalized into business as usual.
• Provide oversight of the Delivery of the Business Unit Outflow / Retention initiatives as per the agreed management action plan and targets, to reduce outflows and increase Persistency.
• Delivering appropriate Business Intelligence (BI) applications, infrastructure, tools and best practices that enable insightful analytics relating to sales, production and operationally related metrics which informs strategic and tactical decision-making within the Business Unit.
• Responsible for the Business Unit Data Management and Stewardship, ensuring that the Business Unit implements the Enterprise Data Strategy and related adherence to Data Policies and Governances.
• Ensure effective execution of money management strategy through influencing and monitoring.
• Ensuring that all Remuneration and Commission processes are effective to deliver earnings to advisers, timeously and accurately.
• Leading the User Acceptance Testing capability across various system deployments (new + enhancements).
• Building an effective and efficient Business Processes Management Capability in the Business Unit.
• Ensuring adherence to privacy standards and compliance with the Enterprise Privacy Compliance Framework, as the Business Unit Privacy Champion.
• Ensuring that Customer Tax, Foreign Account Tax Compliance Act (FATCA)/Common Reporting Standard (CRS), and Anti-Money Laundering (AML) changes are documented, tracked and delivered within the legislative timelines.

Qualifications & Experience

• Relevant Commercial degree 
• 10 years’ business experience in financial services industry
• At least 5 years at middle/senior management level
• Demonstrated experience in project and stakeholder management
• Working knowledge of AGILE delivery mechanisms, and a formal certification in AGILE, Lean Portfolio Management, etc., advantageous
• Facilitation of decision-making through effective influence across different management levels

Competencies & Personal Effectiveness

• Strategic
• Collaboration
• Customer First
• Execution
• Innovation
• Leading with Influence
• Personal Mastery
• Organisational, Administrative and analytical abilities
• Self-starter, motivated, and able to learn quickly and to work independently with limited supervision
• Well organized and detail oriented
• Advanced accuracy and numeracy skills
• Excellent interpersonal and communication skills
• Flexible and able to handle time-sensitive and complex issues