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  • Posted: Feb 13, 2026
    Deadline: Feb 28, 2026
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  • PSG is a leading independent financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance. PSG has more than 250 offices throughout South Africa, and two offices in Windhoek. Ou...
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    Manager: Integrated Platform Services | Bellville

    Job description:

    • The Manager of Integrated Platform Services is responsible for defining, prioritising, and delivering digital platform capabilities that enable seamless integration across the Wealth and Insure advice and other distribution systems.
    • This includes connecting advice, finance, commission, codes, product, compliance, and client engagement functions into one coherent digital platform experience.
    • The Manager: Integrated Platform Services acts as the bridge between business stakeholders, clients, and the delivery teams (developers, designers, analysts, etc.).
    • The role owns the platform that supports advisers and clients with efficient, compliant, and insight-driven tools that enhance advice quality, improve client experience, and drive business growth – linked to clearly traceable success metrics.

     Key Responsibilities:

    Digital Platform Ownership, Vision and Strategy

    • Own the Integrated Distribution Digital Platform (incl. myPractice and myPSG).
    • Define, maintain and communicate the Capability vision and roadmap for the Integrated Distribution Digital Platform.
    • Align platform development with the firm’s advice strategy, business growth priorities, and client experience goals.
    • Translate strategic objectives into clear, actionable platform outcomes and measurable success criteria.
    • Translate market and technology trends into business enablers.
    • Ensuring that processes are in compliance with Financial Services Legislation

    Platform Roadmap and Delivery Management

    • Own and manage the platform roadmap and delivery outcomes, defining Epics that reflect adviser, client and business needs.
    • Prioritise features in line with the Target Operating Model and advice processes to maximise business value, adviser usability, improved client experience and adherence to compliance.
    • Oversee Agile delivery teams to plan sprints, validate solutions, and ensure timely, quality delivery.
    • Manage trade-offs across adviser needs, regulation, user experience and delivery priorities.

    Adviser and client experience - stakeholder engagement

    • Engage with advisers, adviser support staff, and partners to identify pain points and drive adviser and client digital journeys.
    • Improve user confidence in platform and ease of use, manage expectations and communicate platform goals, priorities, and progress transparently.
    • Collaborate with key stakeholders across Advice, Distribution Heads, Finance, Compliance, Operations, and IT.
    • Engage with Group IT on group functionality and support i.e. WhatsApp, Cloud, Cyber Security, Apps and AI.

    Platform Adoption and Performance Optimisation

    • Define and track key metrics such as adviser and client adoption, process efficiency, data quality, and client satisfaction.
    • Manage change through pilots and formal forums.
    • Own adoption of new features and capabilities.
    • Continuously gather user feedback and performance insights to inform platform enhancements.
    • Drive innovation through automation, data integration, and digital engagement capabilities.
    • Ensure ongoing service capabilities are prioritised and sustained.

    Governance Alignment

    • Align platform direction with Distribution and Group governance.
    • Ensure platform design and workflows align with regulatory standards (FAIS, POPIA, Treating Customers Fairly, etc.).
    • Work with Compliance and Risk teams to embed governance, audit trails, and data integrity into platform functionality.
    • Anticipate and mitigate risks associated with integrations, data flows, and operational dependencies.

    Minimum requirements:

    • Bachelor’s degree in Business, Finance, Engineering, Computer Science, or similar relevant degree
    • 8–10 years of experience (preferably as a solutions architect), with at least 4 years in a senior product, platform or digital leadership role(s) within a payments, financial advice, wealth management, insurance or banking environment.
    • Proven track record in owning complex platforms, driving adoption, and delivering change in a regulated environment.)

    Key Skills and Competencies:

    • Strong understanding of the financial advice lifecycle — from client onboarding and advice creation to product implementation and review.
    • Ability to translate adviser and client needs into functional digital platforms that improve adviser and client experience and reduce friction, errors, and rework.
    • Data-driven and outcome-oriented, including adoption, with strong analytical, judgement and problem-solving ability.
    • Familiarity with advice technology and digital ecosystems (CRM, planning tools, integration platforms).
    • Experience with Agile frameworks.
    • Excellent communication and stakeholder engagement skills at Distribution Exco and Adviser level.
    • Understands how to drive change in a complex adviser driven and regulated environment.
    • Pragmatic, delivery-oriented, and biased toward visible improvements within 12–18 months

    Closing date: 24-Feb-2026

    Check how your CV aligns with this job

    Method of Application

    Interested and qualified? Go to PSG Konsult Ltd on myfocus.psg.co.za to apply

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