Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
Position Overview
- Sanlam Fintech x is a newly established digital first business unit within the Sanlam Group on a mission to democratize financial advice and solutions for everyone across the African continent. We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture is that of agility and constant deployment, we believe in learning fast, learning cheap and learning forward. Our aim is to provide a work environment where knowledge workers can accelerate the development of their ideas and bring innovation to market, at the same time provide compelling career and development proposition that will enable them to realize their dreams.
- Sanlam Fintech x is looking for a Product Manager to join the central Digital Product function, reporting to a Head of Product. This role will own a meaningful part of the end-to-end digital customer journey, from discovery and strategy through delivery, launch, optimisation and ongoing performance management. You will work closely with engineering, design, data, marketing, finance, risk, compliance and information security stakeholders to deliver customer and business value in a regulated financial services environment. This is a senior individual contributor role with strong influence across teams. It is not a people management role, but it does require leadership, sound judgement, stakeholder management and the ability to coach and support less experienced product managers where needed. The ideal candidate combines strong product thinking with commercial awareness, customer empathy, delivery discipline and the ability to make high-quality decisions using evidence, context and clear trade-offs
What will you do?
As a Product Manager, you will:
- Own product strategy, roadmap, prioritisation and execution for your assigned product domain or customer journey.
- Define clear product problems, opportunities, outcomes and success metrics aligned to business and customer goals.
- Partner with stakeholders across business units and central teams, including technology, design, data, marketing, finance, risk, compliance and information security.
- Drive product discovery by using customer research, behavioural data, analytics, market insight and business context to identify opportunities and validate ideas.
- Translate strategy into a well-prioritised product backlog that balances customer value, business value, technical feasibility and regulatory considerations.
- Work closely with a Tech Lead and a cross-functional team to build, test, release and improve digital products and features.
- Lead product decision-making across the product lifecycle, including trade-offs on scope, sequencing, timing and investment.
- Monitor product performance using input, output and outcome metrics, and use those insights to drive continuous improvement.
- Ensure that non-functional requirements such as security, compliance, auditability, operational resilience and customer data considerations are incorporated into product decisions.
- Communicate product direction, priorities, progress, risks and decisions clearly to stakeholders at different levels of the organisation. • Contribute to strong product practices within Sanlam Fintech, including mentoring and coaching less experienced product managers where appropriate.
Qualification and Experience
- 5+ years' product management experience, with at least 2 years on developer-facing or platform products (internal platforms, dev tooling, APIs, data/ML platforms) in a modern cloud context.
- Hands-on familiarity with AI coding agents and LLM-based products, shipped with them, or built on them, and you have a point of view on evals, cost and trust.
- Comfortable working with autonomous, high-performing engineering teams and with security/compliance stakeholders (data residency, POPIA, RBAC, audit).
- Experience defining and tracking product metrics and SLOs; exposure to budget and cost-of-compute thinking is a plus.
What will make you successful in this role?
In this role, success will typically include:
- Delivering product or feature outcomes that improve meaningful customer and business metrics.
- Shaping and executing a clear roadmap within your product area.
- Building strong working relationships across business, technology and control functions.
- Helping teams make better product decisions with better evidence.
- Raising the quality of product thinking and execution within the broader product function
Required Behavioural Competencies
SFTx's 6 Leadership Principles:
- Ownership Mindset – Looking for ways to do, instead of reasons not to. Being accountable for actions and decisions, owning both successes and mistakes, and learning and growing from each experience.
- Growth Mindset – Always learning and improving, getting better each time. Embracing challenges and failures as opportunities for growth.
- Customer Centricity – A deep understanding of the customer seen in everything you do. Being led by customers, their feedback and their behaviours.
- Innovation (Jugaad) – Where some see impossible, seeing a way. Doing more with less, applying creativity to turn obstacles into opportunities, chance into change.
- Velocity – Moving fast and fixing things. Working iteratively to deliver customer value without sacrificing long-term value for short-term results.
- Inclusion – Seeking out and valuing different perspectives. Believing that when we change how we look at things, how things look for us also changes, making tomorrow not just different, but better.
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Purpose of the Role
- This exciting opportunity is available within Group Procurement Risk & Governance - Group Procurement Commercial Legal Manager at Tygervalley, Bellville, Cape Town. This is a Group-level role in the Group Procurement Office, operating across the Sanlam and Santam Group.
- The Group Procurement Commercial Contracting Manager is a specialist management level role responsible for commercial procurement contracting oversight, legal risk management and contracting governance across the Sanlam and Santam Group with the support of Group Legal. Reporting to the Head: Group Procurement Risk & Governance, the incumbent supports the formulation and implementation of the commercial contracting strategy for Group Procurement, ensures compliance with Group and Cluster policies, frameworks, standards and regulatory requirements, and enables efficient first-line legal risk management in collaboration with Group Legal through sound advice, contracting oversight, governance discipline and business intelligence.
Overview of Role Responsibilities (Level 1-13)
Procurement- Level 8 - Innovation
- Manage a portfolio of major procurement programs in line with overall procurement strategy.
Contract Management- Level 8 - Innovation
- Manage the delivery of a major part of the organization's contract management program while taking personal responsibility for a limited number of mission-critical contracts.
Leadership and Direction- Level 7 - Optimisation
- Communicate the actions needed to implement the function's strategy and business plan within the team; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these and to do extraordinary things to achieve local business goals.
Organizational Capability Building- Level 7 - Optimisation
- Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities. Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Performance Management- Level 7 - Optimisation
- Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
Contract Requirements- Level 7 - Optimisation
- Identify contract requirements and write specifications for a medium-sized portfolio or area of the business for existing contracts and/or new contracts.
Required Skills
Negotiation - Advanced
- Works at an advanced level to obtain consensus between two or more parties who may have different interests, for the benefit of the organization. Typically works independently and provides guidance.
Contract Management - Advanced
- Works at an advanced level to administer, monitor and manage the provision of services in line with an agreed contract. Typically works independently and provides guidance.
Contract Administration - Advanced
- Works at an advanced level to administer contracts effectively. Typically works independently and provides guidance.
Managing Change - Advanced
- Works at an advanced level to demonstrate a change mindset as well as plan, execute and monitor activities during times of change whilst keeping performance levels up. Typically works independently and provides guidance.
Costing and Budgeting - Advanced
- Works at an advanced level to systematically estimate, allocate, and control costs in order to manage financial resources effectively. Typically works independently and provides guidance.
Procurement software - Advanced
- Works at an advanced level to automate the end-to-end procurement process, including sourcing, vendor evaluation, purchase order creation, supplier management, and invoice reconciliation, to streamline operations and improve cost control. Typically works independently and provides guidance.
General Experience
- BComm Law, LLB Degree, LLM advantageous.
- Admitted Attorney or Advocate is highly preffered
- Relevant procurement qualification(s), industry certification and/or professional membership advantageous.
- Minimum 8-10 years’ post-qualification experience as a legal officer, legal practitioner, contracts lawyer, contract specialist or legal advisor within a large insurance, financial services or comparable complex organisation.
- Minimum 10 years’ experience in commercial, corporate, procurement or commercial litigation-related legal work.
- Minimum 5 years’ senior management-level experience, including managing complex contracting matters and high-pressure deadlines.
- Experience in technical legal interpretation and application, procurement systems, procurement processes and legal frameworks.
- Familiarity with Contract Lifecycle Management software and advanced proficiency in the MS Office Suite.
Managerial Experience
- Experience of planning and managing resources to deliver predetermined objectives as specified by more senior managers (Over 3 years to 6 years)
Education
- Bachelor's Degree or Equivalent Level
Required Behavioural Competencies
- Manages Complexity
- Instils Trust
- Drives Results
- Cultivates Innovation
- Builds Effective Teams
- Directs Work
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Overview
- The Wealth Manager will be responsible for acquiring, managing and growing high-net-worth client relationships through the provision of holistic wealth management solutions. The role requires a commercially driven professional who can identify client needs, provide strategic wealth advice and contribute to the growth of the Wealth Management business.
What will you do?
- Acquire, manage and grow relationships with high-net-worth private clients.
- Build and grow a profitable client book through new client acquisition.
- Provide holistic wealth management, investment and financial planning solutions.
- Conduct regular client reviews and provide strategic wealth advice.
- Identify opportunities to expand existing client relationships and grow revenue.
- Develop a deep understanding of client financial objectives and wealth planning needs.
- Work closely with Portfolio Managers and specialist teams to deliver integrated wealth solutions.
- Build and maintain relationships with professional intermediaries and referral partners.
- Monitor financial market developments and their impact on client portfolios.
- Ensure compliance with all relevant regulatory, governance and policy requirements.
What will make you successful in this role?
- Strong sales and business development track record.
- Proven ability to acquire new clients and grow revenue.
- Strong relationship-building and networking capability.
- Ability to identify client needs and provide appropriate wealth solutions.
- Strong understanding of financial planning, investment management and wealth management principles.
- Commercially astute with a client-centric approach.
- High levels of credibility and professionalism when engaging with affluent clients and professional advisers.
Qualification and experience
- BCom / Honours / CA(SA) / CFA / MBA / LLB.
- CFP qualification would be advantageous.
- Higher Diploma in Tax would be advantageous.
- FAIS representative status and RE5, where applicable.
- Proven experience within private client wealth management, financial planning or investment management.
- Demonstrated success in acquiring and managing high-net-worth client relationships.
- Proven ability to develop and grow a profitable client book.
- Existing high-net-worth client network and/or transferable client book will be a distinct advantage.
Knowledge and skills
- Strong understanding of investments, wealth management and financial markets.
- Ability to assess client needs and provide holistic wealth management solutions.
- Excellent client relationship management capability.
- Strong business development and networking skills.
- Excellent communication, presentation and influencing skills.
- Sound commercial judgement and decision-making ability.
Personal qualities
- Entrepreneurial mindset.
- Strong numerical and analytical orientation.
- Results-driven with a strong sense of ownership and accountability.
- Exceptional client focus and service orientation.
- Highly organised and detail-oriented.
- Strong interpersonal and communication skills.
- Resilient and able to perform effectively under pressure.
- Learning agility and intellectual curiosity.
- Professional confidence and maturity.
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What will you do?
The Business Development Manager will be responsible to build and utilise their own networks to attain and retain direct clients to Sanlam Private Wealth. The key outcome of the roles is to:
- Attract new business and increase retention of existing business in the intermediated and direct client space
- Source and introduce new Intermediaries to Sanlam Private Wealth for portfolio managers to manage
- Ensure that profitable annual sales and monthly targets are met
- Further develop and grow the regional business from Sanlam Connect Advisers and Brokers
- Implementing an Intermediary support model to Sanlam Private Wealth, the intermediary and the various Sanlam Group providers
- Train and develop the Intermediary and Intermediary support staff
- Be present at all strategic meetings and gatherings where regional presence is required
- Support marketing efforts and events
- Participate in client value proposition implementation
- Facilitate or identify intermediary needs and developing a profitable practice for HNW and UHNW clients
- Co-ordinate and maintain effective SLA’s with all relevant stakeholders
- Ensure adherence to all regulatory requirements
- Train and facilitate the use of Sanlam Private Wealth’s digital strategy and tools
What will make you successful in this role?
- Resilience and tenacity in a sales environment
- Building and maintaining relationships
- Contributing to team success
- High performing and target driven
- Client service orientation
- Effective written and verbal communication and presentation skills
- Driving impact and influence
- Innovative thinking
- Entrepreneurial skills
- Problem-solving
- Ability to work under pressure
Qualification and experience
- Relevant financial/ investment tertiary qualification
- A minimum of five years’ experience in a distribution environment
- Supporting and developing of intermediary practices
- Proven Sales related success and track record
- Valid drivers’ license and own reliable vehicle
Knowledge and skills
- Technical knowledge about the client value proposition across investments, Fiduciary & Tax, lending and industry trends
- Understanding of financial markets
- Knowledge of the trading environment
Personal qualities
- Highly organised with a high level of customer focus
- Ability to perform well under pressure and show maturity, confidence and resilience
- Excellent listening, communication and interpersonal skills
- Pro-active approach to work, clients and problem-solving
- Positive, can do attitude with high self confidence levels
- Willingness to travel extensively
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Purpose of the Role
- To serve as a senior advisory authority by managing complex intermediary and/or client portfolios, providing thought leadership on advice solutions, influencing distribution strategy at a segment level, and safeguarding long-term client and business outcomes.
Overview of Role Responsibilities (Level 1-13)
Customer Relationship Management / Account Management- Level 6 - Adaptation
- Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Information and Business Advice- Level 6 - Adaptation
- Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
Financial Advice- Level 6 - Adaptation
- Implement the strategy for providing financial advice within an area of limited complexity, taking its distinctive client demographics and needs into account.
Pricing and Terms Negotiation- Level 6 - Adaptation
- Lead and deliver structured pricing and terms projects and procedures. Negotiate within approved boundaries.
Customer Needs Clarification- Level 6 - Adaptation
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Required Skills
Verbal Communication - Advanced
- Works at an advanced level to express ideas, request actions, formulate plans, and policies by means of clear and effective verbal communications. Typically works independently and provides guidance.
Builds Rapport - Advanced
- Works at an advanced level to quickly and effectively establish trust within the buying centers in the client's organization. Typically works independently and provides guidance.
Closes Effectively - Fully Competent
- Works with full competence to pre-plan, suggest, and confirm mutually beneficial commitments that are appropriate and clear and that move the sales/client relationship forward. Typically works without supervision and may provide technical guidance.
Initiates Compelling Sales Conversations - Fully Competent
- Works with full competence to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Typically works without supervision and may provide technical guidance.
Intermediaries Process - Fully Competent
- Works with full competence to understand the role and responsibilities of the intermediary in relation to both client and product providers. Typically works without supervision and may provide technical guidance.
Maintains the Relationship - Advanced
- Works at an advanced level to cultivate and sustain positive interpersonal connections, fostering trust, collaboration, and effective communication to support enduring professional relationships. Typically works independently and provides guidance.
General Experience
- Experience enables job holder to deal with the majority of situations and to advise others (Minimum 5 years)
Managerial Experience
- Very limited (0 to 3 months)
Education
- Undergraduate Degree / Honours Tertiary Degree
Required Behavioural Competencies
- Communicates Effectively
- Manages Complexity
- Ensures Accountability
- Builds Networks
- Instils Trust
- Customer Focus
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Purpose of the Role:
- This is a senior management role that focuses on designing, leading and executing SFP’s end to end go to market strategy, creating a high growth advisor ecosystem where advisors acquisition, onboarding, practice development, lead generation, client engagement and advisor retention operate as an integrated growth engine.
Overview of Role Responsibilities:
- Serve as a member of the SFP EXCO, contributing to the strategic direction, leadership and execution of business priorities to achieve SPF’s vision and objectives.
- Lead the national and regional management of the SFP brand, leveraging sponsorships and client experiences to strengthen market positioning, enhance adviser loyalty, and deliver measurable return on investment.
- Develop and execute the SFP Go-to-Market Strategy, leveraging market, client and business insights, while driving stakeholder alignment across the business to deliver sustainable growth, effective execution, and the achievement of strategic and commercial objectives.
- Execute and optimise the SFP Go-to-Market Strategy and Value Proposition, partnering with business and regional stakeholders to drive growth, ensure strategic alignment, strengthen marketing capability, and deliver impactful communication and thought leadership that supports commercial objectives.
- Lead the planning, execution and optimisation of national campaigns and events, ensuring strategic alignment, stakeholder engagement, targeted adviser outreach, effective coordination with regional initiatives, and measurable commercial outcomes through performance analysis and continuous improvement.
- Develop, manage and monitor the annual marketing budget, allocating resources across national initiatives, campaigns, promotions and events to ensure effective cost control and optimal return on investment.
- Lead the recruitment, onboarding, performance management and development of team members, fostering capability growth, accountability and high performance through coaching, goal setting, regular feedback and employee relations processes.
Required Skills:
Media Management and Utilization
- Operates as a recognized expert to assess and utilize media channels and opportunities in order to gain maximum benefit for the brand, product or service. Typically known as a subject matter authority.
Presentation Skills
- Operates as a recognized expert to communicate and deliver information verbally in a clear, concise and compelling manner to other people. Typically known as a subject matter authority.
Effectively Presents Solutions
- Operates as a recognized expert to communicate and articulate potential resolutions or strategies in a clear, compelling, and tailored manner to address specific challenges or meet organizational needs. Typically known as a subject matter authority.
Brand Management and Development
- Operates as a recognized expert to manage and develop all aspects of a brand to ensure it achieves its full impact and value in the market. Typically known as a subject matter authority.
Campaign Management
- Operates as a recognized expert to implement public relations, product development, and sales to create, execute, monitor, and measure marketing programs directed at specifically targeted audiences. Typically known as a subject matter authority.
Marketing Commercialization
- Operates as a recognized expert to develop a commercial proposition that meets and maximizes the needs of the client and the overall market.
General Experience:
- 8-10 years financial services distribution experience (Marketing focus preferable)
- Management/leadership experience
Managerial Experience
- Experience of interpreting strategy and policy in order to set and deliver objectives within medium to long time frames (Minimum 10 years)
Education:
- Degree or Diploma with 8 to 10 Years related experience.
Qualifications:
- Financial/Business/Marketing degree
- CFP (preferable)
Required Behavioural Competencies:
- Cultivates Innovation
- Drives Vision and Purpose
- Manages Complexity
- Instils Trust
- Drives Results
- Drives Engagement
go to method of application »
Purpose of the Role
- To serve as a senior advisory authority by managing complex intermediary and/or client portfolios, providing thought leadership on advice solutions, influencing distribution strategy at a segment level, and safeguarding long-term client and business outcomes.
Overview of Role Responsibilities (Level 1-13)
Customer Relationship Management / Account Management- Level 6 - Adaptation
- Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Information and Business Advice- Level 6 - Adaptation
- Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
Financial Advice- Level 6 - Adaptation
- Implement the strategy for providing financial advice within an area of limited complexity, taking its distinctive client demographics and needs into account.
Pricing and Terms Negotiation- Level 6 - Adaptation
- Lead and deliver structured pricing and terms projects and procedures. Negotiate within approved boundaries.
Customer Needs Clarification- Level 6 - Adaptation
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Required Skills
Verbal Communication - Advanced
- Works at an advanced level to express ideas, request actions, formulate plans, and policies by means of clear and effective verbal communications. Typically works independently and provides guidance.
Builds Rapport - Advanced
- Works at an advanced level to quickly and effectively establish trust within the buying centers in the client's organization. Typically works independently and provides guidance.
Closes Effectively - Fully Competent
- Works with full competence to pre-plan, suggest, and confirm mutually beneficial commitments that are appropriate and clear and that move the sales/client relationship forward. Typically works without supervision and may provide technical guidance.
Initiates Compelling Sales Conversations - Fully Competent
- Works with full competence to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Typically works without supervision and may provide technical guidance.
Intermediaries Process - Fully Competent
- Works with full competence to understand the role and responsibilities of the intermediary in relation to both client and product providers. Typically works without supervision and may provide technical guidance.
Maintains the Relationship - Advanced
- Works at an advanced level to cultivate and sustain positive interpersonal connections, fostering trust, collaboration, and effective communication to support enduring professional relationships. Typically works independently and provides guidance.
General Experience
- Experience enables job holder to deal with the majority of situations and to advise others (Minimum 5 years)
Managerial Experience
- Very limited (0 to 3 months)
Education
- Undergraduate Degree / Honours Tertiary Degree
Required Behavioural Competencies
- Communicates Effectively
- Manages Complexity
- Ensures Accountability
- Builds Networks
- Instils Trust
- Customer Focus
go to method of application »
Purpose of the Role
- To serve as a senior advisory authority by managing complex intermediary and/or client portfolios, providing thought leadership on advice solutions, influencing distribution strategy at a segment level, and safeguarding long-term client and business outcomes.
Overview of Role Responsibilities (Level 1-13)
Customer Relationship Management / Account Management- Level 6 - Adaptation
- Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Information and Business Advice- Level 6 - Adaptation
- Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
Financial Advice- Level 6 - Adaptation
- Implement the strategy for providing financial advice within an area of limited complexity, taking its distinctive client demographics and needs into account.
Pricing and Terms Negotiation- Level 6 - Adaptation
- Lead and deliver structured pricing and terms projects and procedures. Negotiate within approved boundaries.
Customer Needs Clarification- Level 6 - Adaptation
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Required Skills
Verbal Communication - Advanced
- Works at an advanced level to express ideas, request actions, formulate plans, and policies by means of clear and effective verbal communications. Typically works independently and provides guidance.
Builds Rapport - Advanced
- Works at an advanced level to quickly and effectively establish trust within the buying centers in the client's organization. Typically works independently and provides guidance.
Closes Effectively - Fully Competent
- Works with full competence to pre-plan, suggest, and confirm mutually beneficial commitments that are appropriate and clear and that move the sales/client relationship forward. Typically works without supervision and may provide technical guidance.
Initiates Compelling Sales Conversations - Fully Competent
- Works with full competence to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Typically works without supervision and may provide technical guidance.
Intermediaries Process - Fully Competent
- Works with full competence to understand the role and responsibilities of the intermediary in relation to both client and product providers. Typically works without supervision and may provide technical guidance.
Maintains the Relationship - Advanced
- Works at an advanced level to cultivate and sustain positive interpersonal connections, fostering trust, collaboration, and effective communication to support enduring professional relationships. Typically works independently and provides guidance.
General Experience
- Experience enables job holder to deal with the majority of situations and to advise others (Minimum 5 years)
Managerial Experience
- Very limited (0 to 3 months)
Education
- Undergraduate Degree / Honours Tertiary Degree
Required Behavioural Competencies
- Communicates Effectively
- Manages Complexity
- Ensures Accountability
- Builds Networks
- Instils Trust
- Customer Focus
Method of Application
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