Vesting Senior Manager: SLS SanlamConnect Intermediaries (Gauteng) at Sanlam Group

What will you do?

• “This is a leadership role within the adviser vesting environment that supports both regional and business models, across regions.  The role report to the Head of Adviser Development and Transformation: Intermediaries from a line management perspective but has a strong matrix functional and multi-regional focus.  
• As part of the functional focuses the role would serve on regional Manco’s and report to the newly created Multi-Disciplinary Forum (MDF) for Vesting with regards to best practice and alignment across regions.  
• The primary focus of the role is to improve the quality and execution of on-boarding and vesting through the development of best practice processes, approaches, tools and skills, and thereby increase the retention of Advisors in the business.  
• The role would functionally engage policy best practice and implementation via a reporting line to the Multi-disciplinary Forum for Vesting that would guide the overall on-boarding and vesting practice.
• This role works through and manages teams of Development Managers as well as liaison with Enterprise model AP’s within each of their designated regions to drive the above outcomes.  
• Contribute to the establishment and execution of the regional manpower and vesting strategy
• Drive best practice vesting methodology 
• Build and promote a supportive development environment 
• Create and drive robust vesting sales plans and retention 
• Support and enable the DM’s / SM’s and their adviser’s portfolio 
• Manage the effective incubator back office support function
• Provide effective People and Performance Management 
• Budgets and expense management of unit”

What will make you successful in this role?

Qualification & experience 

• Extensive Financial Services experience in a marketing/sales environment
• Sales and Operational Management/leadership of a team/unit 
• Management Diploma
• Commercial/Financial or business related diploma/degree 
• CFP/RFP3 or equivalent (i.e.: 120 credits)

Knowledge and Skills

IT:

• MS: Office (Excell, Word, PP)
• Web based platform tool/site
• Advisor tools (i.e.: Sanfin; Leads program, Santrust, Santax, Sanport)
• AUTONUB 
• J-ISTELL/NUB 974
• E2 financials

Business/Management:

• Financial Services Industry Knowledge 
• Financial Services Product Knowledge (Sanlam and competitors) 
• Relevant regulatory legislation and compliance knowledge (FAIS accredited)
• Legal technical Knowledge (product related)
• New and Existing business processes
• Advisor contracts and remuneration
• Sales and marketing processes and practices
• Leads management and campaigns/competitions
• Leadership and Management skills to manage staff 
• Budgets and expense management
• SFA distribution model and value propositions

Personal Attributes:

• People developer (coaching)
• Good networker and relationship builder
• Sound planning and co-ordination abilities
• Sales orientation
• Ability to motivate and build a team
• Strong administrative and operational skills and knowledge
• Socially confident and skilled to communicate well 
• Ability to solve problems and work with complexity

Personal qualities 

• Cultivates innovation 
• Client focus 
• Drives results  
• Collaboration 
• Flexibility and adaptability 
• Financial acumen 
• Directs work
• Plans and aligns
• Balances stakeholders 
• Decision quality