Active Jobs at Old Mutual

Job Description

• This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
• The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.

Role Description 

Key /Performance Areas

• Financial Advice 
• Provides advice in line with the customer value proposition & compliance framework.
• Works in specific allocated markets.
• Works with a specific range of products.
• Personal Effectiveness  
• Accountable for service delivery through own efforts. 
• Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months. 
• Makes increased contributions by broadening individual skills. 
• Collaborates effectively with others to achieve personal results. 
• Accepts and lives the company values.
• Relationship Building 
• Establish sound working relationships and maximises opportunities with prospective clients.
• Uses appropriate interpersonal and communication techniques to gain client acceptance.
• Sales/ Productivity 
• Develops, tracks & reviews business plan to meet individual performance targets.
• Engages in limited prospecting.

Requirements: Skills, Qualifications and Experience required

• Grade 12 (Matric).
• Valid Driver’s licence and Own Car
• FAIS Compliance
• Clear criminal and credit check
• Minimum of 3 years working experience (preferably in sales)
• Computer literacy (MS Word, Powerpoint and Outlook)
• Excellent communication skills (written and verbal)
• Presentations skills an added advantage

Attributes / Competencies

Client Focus 
Decision Making 
Planning & Organising
Sales Ability
Technical Knowledge
Tenacity
 

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Job Description

• The Product Owner’s main responsibility is to work with the teams to ensure delivery of the agreed upon strategy.
• Working closely with the Product Manager and inputting into the consumer strategy, the Product Owner focuses efforts on the team to drive delivery that meets consumer needs.
• Working closely with the teams to take the requirements of the Product Manager in the form of Features, the Product Owner works with the team to break these into Stories with acceptance criteria that ultimately meet the features requirements.
• The Product Owner accepts all stories written by the team and ensures that the expectations of the Product Manager are managed effectively. To achieve this, Product Owner must have (or develop) deep technical knowledge on how products are built and designed as they are embedded within the teams.
• There is often overlap in roles between Product Managers and Product Owners – both can have input into Strategy, execution and customer insight. However, the Product Manager has overall responsibility for representing the customer, vision and strategy, whilst the Product Owner has overall responsibility to work with the teams to execute on the agreed plans.
• Ownership of Change Requests: Manage and prioritize financial change requests from customers and advisors, ensuring timely and accurate implementation.
• Process Improvement: Identify opportunities to enhance the administration processes for policy changes, improving efficiency and accuracy.
• Stakeholder Collaboration: Work closely with internal teams, including Customer Service, IT, and Compliance, to ensure seamless execution of change requests.
• Customer Focus: Maintain a customer-centric approach, ensuring that all changes enhance the customer experience and meet their financial needs.
• Regulatory Compliance: Ensure all process improvements comply with relevant financial regulations and company policies.
• Data Analysis: Analyse data to understand the impact of process changes on product performance and customer satisfaction.
• Documentation: Maintain detailed records of all change requests and their outcomes, providing transparency and accountability.
• Opportunity Identification: Scan internal and external environments to identify opportunities for improving the experience of customers, advisors, and internal staff.
• Backlog Management: Create and maintain a backlog of technical enhancements, facilitating and supporting the prioritization process.
• Feature Sizing and Business Value: Size features and assign business value to determine priorities effectively. 

Requirements:

• Education: Bachelor’s degree in Business, Finance, or a related field.
• 5 - 8 years’ experience in a Digital/self-service environment.
• Minimum of 3 - 5 years demonstrated, relevant experience in a large, complex organization preferably in the financial services industry.
• A postgraduate qualification is advantageous.
• Proven experience with several agile development methodologies, frameworks and concepts, including Kanban, Scrum, continuous delivery.
• Knowledge in Systems thinking is advantageous.
• Experience with customer journeys, demonstrated ability to synthesize data, and strong program/project management skills.
• Experience in defining and delivering successful products in the digital space is required.
• Good understanding of User Experience best practices.
• Experience working in a collaborative multi-disciplinary team within an interactive process and/or an Agile development methodology.
• Self-starter with outstanding organizational skills and ability to track multiple dependencies (3-5) going on all at once.
• Ability to thrive in a fast-paced environment, comfort in a dynamic and fast-moving work environment.
• Excellent communication skills; ability to communicate messages in simple language for better buy-in and tell a compelling story.
• Ability to build relationships and engage with various stakeholders to drive value proposition.

ADDITIONAL QUALIFICATIONS/EXPERIENCE (PREFERRED, NOT A REQUIREMENT)

• Project Management Tools: Proficiency in tools such as JIRA, Trello, or Asana for managing and tracking change requests.
• Data Analysis Tools: Experience with data analysis and visualization tools like Excel, Tableau, or Power BI.
• CRM Systems: Familiarity with Customer Relationship Management (CRM) systems such as Salesforce.
• Financial Software: Knowledge of financial software and systems used in the insurance industry.
• Agile Methodologies: Understanding and experience with Agile methodologies and frameworks like Scrum or Kanban.
• Technical Documentation: Ability to create and manage technical documentation related to product changes and requirements.

COMPETENCIES REQUIRED

• Detail-oriented with a strong focus on accuracy.
• Customer-focused with a commitment to delivering high-quality service.
• Proactive and able to manage multiple priorities in a fast-paced environment.
• Strong leadership skills with the ability to influence and drive change.

Education

• Bachelors Degree (B)  (Required)

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Job Description

• An exciting opportunity has arisen to join Old Mutual Alternative Investments’ (OMAI) International Private Equity (IPE) as an Operations Manager.  The IPE business is a seasoned global alternatives programme founded in 2007. It makes primary and secondary private equity investments in buyout, growth and venture capital funds across the USA, Europe and Asia.
• The team has demonstrated a consistent ability to outperform benchmarks, industry peers and the relevant public markets. The successful incumbent will join as an integral member of the IPE team with a responsibility in performance analysis  and operations (primarily legal & financial), which will contribute towards strong investment outcomes and protect and enhance the IPE’s brand and culture.

Keyt Result Areas:

• Preparation of relevant reports and supporting documentation for board meetings
• Actively contributing to a world class operating environment for the IPE business
• Performs most reporting functions for the IPE business, such as, but not limited to, stakeholder reports, IC valuations reports, investment managers report, banking reports, etc.
• Set-up of new sub-funds and new products
• Liaise with key stakeholders, such as lawyers, bankers, administrators, auditors and investment managers
• Provide recommendations to capital calls, cash statements review and make cash management decisions
• Conduct State Street reporting reviews
• Provide net asset value confirmation to the investment manager
• Prepare advisory fee calculation reviews & arranging invoices
• Update Preqin performance data
• Financial statements reviews & responding to audit queries
• Credit facility renewals (State Street Bank & Standard Chartered Bank)
• Dealing with FATCA / CRS update requests from portfolio funds
• Preparation of Subscription documents & AML for all new portfolio funds
• Tax requests from OM Group Tax
• Updates to sub-fund prospectuses
• Invoices reviews & allocation between sub-funds
• Data management - maintaining documents on OneDrive
• Handling subscriptions relating to additional Dealing Days when applicable
• Monitoring and valuation of Legacy Assets
• Liaison with Old Mutual Wealth in respect of their investors in the sub-funds
• Arranging for semi-annual IUT filings
• Strive for continuous improvement in the IPE operating processes

Skills, Qualifications & Experience required:

• Relevant degree
• CA (SA) or legal qualification would be a beneficial but not essential
• At least 10 years of private market or financial services experience
• Prior experience working in a middle office Investment banking, asset management or a private equity finance environment would be beneficial but not essential
• Strong attention to detail
• Ability to complete tasks independently
• Strong cultural fit – partnership, humility, perspective, respect
• Good technical ability, specifically the ability to understand complexities and nuances around international private equity investments and portfolios
• Strong operational capabilities
• Ability to communicate and influence at senior levels
• Strong communicator, confident and at ease with people

Competencies:

• Self-Starter, smart and clear, with integrity, humility and perspective
• Partnership and teamwork mentality, collaborative
• Ability to see big picture and detail
• Respect for process and ability to institute structure
• Excellent verbal and written communication skills
• Excellent listening skills with strong EQ
• Excellent organizational skills, ability to prioritize and manage multitude of issues simultaneously
• Has strong inter-personal skills to interface at a senior level inside and outside the Old Mutual Group leading to the ability to build working relationships internally and with third parties
• Resourceful and creative

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Job Description

• To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts
• Meets monthly sales targets in terms of lending and other products.
• Meets collections and arrears targets in terms of lending products.
• Educates clients on responsible use of credit and effective money management.
• Establishes a new business pipeline through marketing, lead generation and tracking.
• Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
• Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
• Provides excellent face to face and telephonic service to customers.
• Builds sustainable relationships that enhances the brand.
• Delivers on daily production standards and adheres to service and quality standards

Education

• National Certification (Nat Cert)  (Required)

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Job Description

• This role manages a team of financial and client relations consultants and all processes in a branch to ensure achievement of objectives and drive overall branch performance. Individually accountable, over periods of 1 day to 3 months for ensuring sales targets and objectives of the team are achieved.
• Supports and motivates the consultant team in the branch to drive sales and service of insurance and lending products, as well as referrals and collections and effectively communicating and setting clear expectations on targets and required outcomes.
• Manages the branch as a profit centre, ensuring the appropriate balance of products sold, service and expenses.
• Manages and supervises the consultant team through effective performance appraisal, handling of disciplinary issues, and monitoring of staff attendance.
• Conducts manager reviews and ensures policies, procedures and company values are adhered to in all branch operations, and that there is a compliance of processes for audit purposes and deal proactively with any non-compliance.
• Ensures that consultants are properly trained and internal capabilities are developed through the identification of talent, ongoing informal and formal coaching and mentoring and the structuring of effective development plans focused on both sales and soft skills.
• Plans and monitors daily and future activities and progress to identify any impact on targets and productivity and ensure all operations run smoothly and efficiently.
• Maintains branch operations through effective expense and cost management in support of branch profitability.
• Ensures that all people resources, systems and equipment are in place, functional and comply with the corporate identity to promote professionalism and efficiency of the branch.
• Achieves superior customer service and client centric behaviour through resolving client queries and complaints promptly, professionally and effectively.
• Manages the relationship with internal & external stakeholders (RMM, i-Wyze, Octogen, PFA, etc.) and to effectively manage the referral process between business units.
• Proactively identifies new business or sales opportunities and actively and effectively market the products and services to ensure business growth.

Minimum Requirements:

• Matric or NQF4 equivalent qualification
• RE5 qualification (Advantageous)
• A minimum of 2 years experience in a similar role

go to method of application »

Job Description

• This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
• The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.
• Provides advice in line with the customer value proposition & compliance framework.
• Develops, tracks & reviews business plan to meet individual performance targets.
• Works in specific allocated markets.
• Works with a specific range of products.
• Prospecting is limited.
• Receives a base salary & bonuses - no commission.

Role Description Key /Performance Areas

• Financial Advice 
• Provides advice in line with the customer value proposition & compliance framework.
• Works in specific allocated markets.
• Works with a specific range of products.
• Personal Effectiveness  
• Accountable for service delivery through own efforts. 
• Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months. 
• Makes increased contributions by broadening individual skills. 
• Collaborates effectively with others to achieve personal results. 
• Accepts and lives the company values.
• Relationship Building 
• Establish sound working relationships and maximises opportunities with prospective clients.
• Uses appropriate interpersonal and communication techniques to gain client acceptance.
• Sales/ Productivity 
• Develops, tracks & reviews business plan to meet individual performance targets.
• Engages in limited prospecting.

Requirements: Skills, Qualifications and Experience required

• Grade 12 (Matric).
• Valid Driver’s licence and Own Car
• FAIS Compliance
• Clear criminal and credit check
• Minimum of 3 years working experience (preferably in sales)
• Computer literacy (MS Word, Powerpoint and Outlook)
• Excellent communication skills (written and verbal)
• Presentations skills an added advantage

Attributes / Competencies

• Client Focus 
• Decision Making 
• Planning & Organising
• Sales Ability
• Technical Knowledge
• Tenacity

go to method of application »

Job Description

• Scrum Masters are servant leaders, facilitator and coach for an Agile Team. Scrum Masters help educate the team in Agile, Scrum, and SAFe principles, ensuring that the agreed Agile practices are being followed. Scrum Masters facilitate the removal of impediments and foster an environment for high-performing team dynamics, continuous flow, and relentless improvement.

Job Description

• The Scrum Master’s primary accountability is enhancing team effectiveness and assisting self-organizing, self-managing team achieve its goals. Scrum Masters do this by facilitating, teaching, and coaching team practices, implementing and supporting Agile values and principles through practices.
• Facilitate the team coordinating with other teams in the programme.
• Facilitate the team engagements for better efficiency of the team.
• Facilitate stakeholders and team engagement to ensure total alignment on work required.
• Facilitate the removal of impediments for the team.
• Facilitate events such as daily stand-up meetings, Backlog Refinement, Sprint Planning, Sprint Reviews, Sprint Retrospectives, and decision-making processes in order to ensure optimal value.
• Aligns across other teams at Scum of Scrums to improve overall programme delivery. Leads team effort in relentless improvement.
• Builds a high-performing team, focuses on ever-improving team dynamics and performance, and coaches the team in self-management. Facilitates preparation and readiness for ART events.

MINIMUM QUALIFICATIONS/EXPERIENCE (REQUIRED FOR THE JOB)

• Bachelor's Degree in a related field such as Computer Science, Business Administration, Industrial Psychology or Management Information Systems
• Foundational Agile certifications required:
• Scrum Alliance Certified Scrum Master (CSM) OR Scrum.org Professional Scrum Master (PSM I)
• Relevant work experience: Must have 1-3 years as a scrum master

ADDITIONAL QUALIFICATIONS/EXPERIENCE (PREFERRED, NOT A REQUIREMENT)

• Knowledge of agile way of working and frameworks like Scrum, Kanban, Scaled Agile (SAFe) etc. so that they can explain and motivate their team if needed.
• Professional facilitation skills to empower the team through facilitation.
• Understand the value of team metrics and keep track of them to drive team performance.
• Ability to run and facilitate core events and activities: Backlog Refinement, Sprint Planning, story writing, sizing, prioritising, Daily stand-ups, Sprint Reviews and Sprint Retrospectives.
• Stakeholder Management, Negotiation & Communication Skills.
• JIRA/Confluence experience (or other relevant tools). Making work visible though a Sprint board

Role specific certifications advantageous:

• Industry standard certification, i.e. CSM or PSM

COMPETENCIES REQUIRED:

• Managing Tasks
• Developing expertise
• Following procedures
• Meeting time scales
• Making decisions
• Directing people
• Empowering individuals
• Interacting with people

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Aspires to be a Financial Advisor

• We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
• The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

Education

• Bachelors Degree (B), High School (Grade 12)  (Required)

go to method of application »

Aspires to be a Financial Advisor

• We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
• The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

Education

• Bachelors Degree (B), High School (Grade 12)  (Required)

go to method of application »

Aspires to be a Financial Advisor

• We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
• The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

Education

• Bachelors Degree (B), High School (Grade 12)  (Required)