Active Jobs at Sanlam Group

What will you do?

• 1st line business support helpdesk for systems like XPLAN via 4Me (Business processes and tools)
• System navigation and user support
• Investigate, analyse, resolve and advise on support issues in XPLAN support environment (not limited to but main focus)
• Building relationships with end users to continuously look at how we can improve their daily challenges
• Regression testing of UAT and production upgrades
• Conduct system monitoring & morning checks and mapping of accounts
• Proactive monitoring of daily recons to ensure client portfolios are always balanced
• Liaise with vendors to ensure timeous problem resolution
• Work with project teams to investigate complex issues, identify and implement solutions
• Work in partnership with other departments ensuring correct allocation of issues raised by the business
• Maintain appropriate levels of procedural documentation
• Adhere to appropriate departmental procedures and practices (such as auditing requirements, control procedures and incident management procedures)
• Communicate with end users and building relationships
• Data analysis: identify trends and recommend possible solutions

Qualification and Experience

• Tertiary qualification or a relevant qualification
• XPLAN application experience (recommended)
• Problem solving exposure at business level
• Commitment to performing routine as well as investigation/analysis work tasks
• Ability to solve complex problems
• Understand and develop the business support team competency
• Financial Service / Stockbroking experience beneficial

Knowledge and skills

• Excellent communication skills [English / Afrikaans] both written and verbal
• Strong numerical orientation
• Critical and analytical capability

Personal Attributes

• Self-motivated, proactive, taking ownership of problems until they are resolved
• Highly organized with a high level of customer focus
• Excellent time management
• Accurate and detail orientated
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-Active approach to work, clients, problem solving
• Learning agility and curiosity
• Assertive
• Passionate ownership for results

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Objective

• The primary focus of this role is to provide in-depth, original analysis of large-cap global stocks to the Chief Investment Officer and Sanlam Private Wealth’s portfolio managers, to facilitate investment decision-making.

What will you do?

• Focused industry research and analysis
• Fundamental research of leading publicly listed companies with a view to producing and maintaining a comprehensive investment case
• Communication of findings and recommendations

What will make you successful in this role?

• Self-starter who can operate at a professional level aimed at high net worth clients
• Strong analytical and problem-solving skills
• Ability to debate in a constructive manner, challenge popular wisdom
• Ability to research, analyze, synthesize and present information in a meaningful manner
• Strong presentation and communication skills
• You need to have strong relationship skills to establish and build relationships with stakeholders

Qualification and Experience

• Honours degree (B.Com, B.Bus.Sc, B.Sc or similar)
• Relevant postgraduate qualification would be advantageous (CA, CFA, MBA)
• A minimum of 5 years’ work experience in equity analysis. Preferably on the buy-side. 
• Strong track record of performance and delivery;
• Advanced financial modelling and Microsoft skills, particularly in Excel, Power Point 

Knowledge and Skills

• Ability to build and maintain comprehensive company valuation models
• Ability to use terminal services such as Bloomberg and Inet
• Excellent understanding of investment markets and the economy
• Strong networking ability
• Strong interpersonal and communication skills

Personal Atributes

• Sound business acumen
• Passion and flair for investments
• Networking and relationship builder
• Structured and good planning abilities
• Results driven
• Thrive in a high pressured and dynamic environment
• Proactive and the ability to think independently
• Excellent attention to detail
• Socially confident and skilled to communicate well
• Ability to solve problems and work with complexity

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What will you do?

• The Product Lead for Sanlam Group Loyalty & Rewards (supporting SLS) will manage the overall product and delivery streams within Sanlam Life & Savings (SLS), working closely with the product houses SRM, SRS, Glacier, Sanlam Connect, and Sanlam Corporate.
• The role focuses on developing and embedding the customer value proposition (CVP) into these product houses, ensuring seamless alignment of timelines, execution, and delivery management.
• You will own the end-to-end roadmap, coordinate across multiple stakeholders, and ensure that Loyalty & Rewards product is consistently integrated into SLS offerings as part of Sanlam’s broader digital and loyalty strategy.

What will make you successful in this role?

Product Strategy & CVP Development

• Define and align CVP with SLS product houses (SRM, SRS, Glacier, Connect, Corporate).
• Embed rewards and loyalty mechanisms into existing and new product offerings.
• Balance customer acquisition, retention, and engagement objectives with SLS business goals.

Delivery & Execution

• Manage the overall product and delivery roadmap across SLS, ensuring milestones are achieved.
• Coordinate with Tech, Data, and Ops teams to deliver integrations and product rollouts.
• Monitor dependencies across business units and proactively mitigate delivery risks.
• Ensure the team backlog is visible, transparent, and prioritised, giving all stakeholders clarity on delivery commitments.
• Help manage and remove impediments that block Tech, Design, and Product Owners, enabling them to deliver effectively on requirements from product houses.

Stakeholder & Partner Management

• Serve as the key product interface between Sanlam Group Loyalty & Rewards and SLS product houses.
• Facilitate ongoing alignment with SLS leadership and Sanlam FinTech.
• Drive collaboration with marketing, legal, and compliance to ensure seamless delivery.

Governance & Compliance

• Oversee delivery governance and ensure compliance with regulatory requirements.
• Track delivery outcomes, report progress, and align with broader programme governance.

Qualification and Experience

• Degree or Diploma and the required Certification with 8 to 10 years related experience.

Knowledge and Skills

• Strong product management and delivery leadership experience in financial services.
• Experience working with multiple product houses or business units.
• Proven stakeholder management skills at senior and executive level.
• Deep understanding of customer value propositions and rewards integration.