Retail Finance Team Lead - Cape Town at Sygnia Asset Management

Job Description

• Retail Finance Team Lead to oversee the full financial operations function for retail investment and retirement products. This is a critical leadership role within a fast-paced, regulated environment, requiring a strong technical foundation, attention to detail, and the ability to lead and develop a high-performing team.

The duties and responsibilities of this position include (but are not limited to):

Financial Operations

• Oversee end-to-end financial operations across retail investment and retirement products
• Manage daily banking, investment, and redemption processes with strong control frameworks
• Oversee distribution processing for unit trusts and ETFs, including dividend /interest withholding tax

Regulatory & Tax Compliance

• Ensure timely and accurate submission of statutory tax reporting (INS, IT3B, IT3C, IT3S, FATCA/CRS)
• Perform Regulation 28 compliance monitoring for retirement funds
• Manage SARB and FSCA regulatory submissions

Financial Reporting

• Oversee monthly processes including trial balances, billing, and reconciliations
• Manage PAYE calculations and submissions
• Lead year-end financial reporting, audit preparation, and resolution of audit queries
• MI Reporting

Systems & Process Improvement

• Contribute to system design and implementation initiatives
• Drive automation and process improvements across finance operations
• Enhance controls and efficiencies through system and process optimisation

Stakeholder Collaboration

• Work closely with Operations Support teams on batch processes (debit orders, income runs, phase-ins, model rebalances)
• Work closely with Service recovery dealing with exception handling
• Liaise with internal stakeholders, auditors, and external service providers
• Prepare trustee reporting packs and present at Trustee Meetings

Leadership

• Lead, mentor, and develop a team of finance professionals
• Oversee workload management, performance, and delivery against deadlines
• Foster a culture of accountability, control, and continuous improvement

Qualifications and Experience:

• Qualified Chartered Accountant – CA(SA)
• 5–8+ years’ experience in financial services, asset management, or investment platforms
• Proven experience in fund accounting, retail investments, or retirement products
• Strong knowledge of regulatory frameworks (e.g. Regulation 28, FATCA/CRS, Pension Funds Act, FAIS/POPIA)
• Experience managing teams and leading finance operations
• Advanced Excel skills and strong systems aptitude
• Experience with Sage Pastel/ Case-ware

Core Competencies:

• Strong leadership and team development skills
• High attention to detail and accuracy
• Ability to manage multiple priorities and tight deadlines
• Strong analytical and problem-solving ability
• Excellent communication and stakeholder management skills
• Risk-aware with a strong focus on governance and controls

Deadline:10th April,2026