Head: Enterprise VP & Acquisition: Enterprise Development (PG 14) at Sanlam Group

What will you do?

This is a senior management national role that forms part of Enterprise Exco.  The role is primarily responsible to develop, manage and execute the collective Enterprise Acquisition model value proposition for SRA SanlamConnect in a profitable and sustainable way.  Key focus areas for this role include;

• Develop the Strategies/Business plans for the Enterprise Acquisition models i.e. Bluestar, Managed Outsource and Sanlam Core Solutions franchise opportunities
• Develop  and refine the Value Propositions for the different Enterprise Acquisition Models
• Conduct market research and gather insights of different enterprise models in the market
• Undertake due diligence and deal structuring for new enterprises acquisitions and Authorised Principal (AP)
• Communicate, support and execute the business acquisition strategies within SRA
• Ensure smooth and timely onboarding of new enterprises and APs
• Drive enterprise growth ambitions initiatives through existing SanlamConnect structures
• Ensure the training, vesting, resourcing, support and development of AP’s and their advisers take place in collaboration with other stakeholders
• Budgets and expense management
• People management 
• Relationship management 

What will make you successful in this role?

• Strategic Leadership
• Develop and communicate the Enterprise Acquisitions Strategy and VP
• Execute the Enterprise VP for Acquisitions
• Ongoing development and structural optimisation of franchises 
• Contract and financial management
• Budgets and expense management
• Leadership and People Management

Qualification & experience 

• Preferably 8-10 years financial services distribution experience
• Management/leadership experience
• Financial/Business/Legal/MBA degree
• CFP

Knowledge and skills 

• IT:
• MS: Office (Excell, Word, PP, Outlook)
• Different sales tools/programs (SANFIN, SANPORT etc)
• SAP
• E2 Financials

Business/management:

• Financial Services Industry Knowledge 
• Financial Services Product Knowledge (Sanlam and competitors) 
• Relevant regulatory legislation and compliance knowledge 
• Contract development and management/ licensing agreements 
• Legal technical knowledge (product and structure related)
• Alternative models VP’s and structure/ Franchise Business model/concept and processes
• Market and client/product segmentation
• Marketing and sales principles
• Remuneration and fee structuring
• Product fees and structuring
• Advice and sales processes 
• Strategy and business plan formulation
• Commercial and business acumen 
• Financial management
• Financial markets and instruments 
• Business entity structures and legal / tax requirements
• Risk management
• Business consulting
• Business metrics and measurements
• Budgets and expense management