Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
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Responsibilities:
Corporate Tax Reporting
- Manage monthly, quarterly, and annual corporate tax calculations (current and deferred tax).
- Lead preparation/review of ETR analyses and supporting schedules.
- Perform detailed review of tax disclosures for annual financial statements.
- Ensure accuracy and completeness of tax data used in financial reporting.
- Provide effective tax rate analysis and commentary.
- Prepare OMI Group consolidated tax reporting and commentary.
- Perform detailed review of the Global Minimum Tax for the OMI Group.
Corporate Income Tax Compliance
- Manage the preparation, perform detailed reviews, and manage the submission of corporate income tax and provisional tax returns, ensuring accuracy and timely filing.
- Manage SARS queries, audits, objections, and appeals related to corporate tax matters, ensuring timely and accurate resolution.
Tax Risk Management
- Implement the Tax Risk Policy, execute control assessments, and maintain tax risk registers.
- Ensure strong control evidence for internal and external audits.
- Monitor emerging tax risks and changes in legislation and escalate material risks.
- Support remediation of identified control weaknesses and track completion of corrective actions.
Tax Advisory
- Provide operational tax guidance to Finance, HR, Payroll, and business units.
- Assess the tax implications of transactions, restructures, and new initiatives, and ensure their correct implementation within the business.
- Analyse international tax implications, including Controlled Foreign Company (CFC) assessments, and ensure compliance with relevant legislative requirements.
People Management
- Provide day‑to‑day guidance and technical coaching to the tax team.
- Foster a collaborative, high‑performance culture aligned to OMI values and behaviours.
- Support performance management processes, including goal‑setting, feedback discussions, and development planning.
- Mentor junior team members to build technical capability and strengthen the tax talent pipeline.
Stakeholder Management
- Build effective working relationships with Finance, HR, Payroll, business units, OML Group, and external advisors to support accurate tax compliance and reporting.
- Maintain strong stakeholder relationships and positive stakeholder feedback scores through consistent, high‑quality engagement.
Qualifications:
- BCom Accounting/Tax + Postgraduate Tax qualification OR CA(SA).
- 5–8 years’ corporate tax experience, including reporting, compliance, and advisory, with experience in the insurance or financial services sector preferred.
- Hyperion Financial Management experience is advantageous.
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Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
Closing Date
10 March 2026 , 23:59
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Aspires to be a Financial Adviser
- 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.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
19 March 2026 , 23:59
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Responsibilities
Day-to-day operations will include:
- Collecting, sanitising, analysing and interpreting data to provide insights primarily to internal and management teams for business use.
- Visualising internal and external data flows and sets for valuable insights
- Assisting in designing and developing new or enhanced reports, dashboards, and other data visualisation tools to help internal and external stakeholders understand and act on data insights.
- Managing the technical operations of our data-driven tools, including troubleshooting and maintenance.
- Assisting in collaboration with cross-functional teams to identify opportunities for data-driven solutions.
- Staying up-to-date with industry trends and best practices in data analysis and business intelligence.
- Mathematically modelling scenarios and future projections/scenarios
- Managing and prioritising multiple projects simultaneously, ensuring timely delivery and high-quality results.
- Presenting insights and results to internal and external stakeholders
Technical Knowledge
- Proficient knowledge of technical data and visualisation platforms
Quality Assurance
- Adheres to service and quality standards.
- Produce accurate outputs within required deadlines.
Operational Efficiency
- Adheres to year planners of required deliveries of reports and outputs
- Generally operates and liaises with stakeholders
- Ensures that all deadlines and SLA requirements are met.
- Continually looks for ways to improve time standards by streamlining processes and passing this on to the relevant person/team.
- Manages and identifies enhancements required to improve operational effectiveness and process automation.
Relationship Building
- Builds relationships with stakeholders, seniors, peers and/or colleagues that impact across business areas.
Personal Effectiveness
- Accepts and lives the company values.
- Accountable for service delivery through self and others.
- Collaborates effectively with others to achieve individual results.
Minimum qualification(s) required:
- Grade 12 plus
- Bachelor's degree in data analysis, statistics, mathematics, data science, business intelligence, or a related field.
- 5+ years of experience in data analysis, business intelligence, or a related field.
- Proficient in platforms like R, Python, SQL, Alteryx, PowerBI and other data analysis tools.
- Strong project management skills, with the ability to manage multiple projects simultaneously.
- Excellent ability to communicate complex data insights to non-technical stakeholders.
- Strong attention to detail and problem-solving skills.
- Financial services industry and knowledge preferred
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The key focus of the role is to:
- Support the Head of Channel Finance including representing the unit on various decision-making committees.
- Drive specific projects through analysis, consultation, and recommendations and then driving implementation. Specifically, these projects will focus on how PF can improve its financial performance in three areas – Remuneration, Channel Income and Channel Costs.
- Working across PF functions including sales channels and operations functions and supporting other members of the Channel Finance team as required.
- Financial modelling of new business initiatives or projects within the business (Human Capital, Distribution Channels etc.).
- Understanding and interpreting business requirements and translating them into analytical reporting
- Translate data into insights. Present insights to business to enable strategic decision-making process
- Create and refine financial models for forecasting, budgeting, and strategic planning.
- Deliver high quality outputs/models to specified deadlines
- Back testing budgets, forecasts to actuals explaining variances
- Reviewing financial models, data, spreadsheets, budgets and reports, and translating quantitative information into easily communicable findings or implications
- Collaborate with Provincial General Managers (PGMs) to create accurate and achievable budgets and forecasts.
- Generate monthly, quarterly, and annual financial reports, offering clear insights into performance against goals.
- Monitor budget performance, explaining deviations and identifying risks and opportunities.
- Create dashboards and visualizations to present complex financial data.
- Assist with input for strategic initiatives, including investments, cost-saving opportunities, and growth strategies.
- Assist with ad hoc analyses to evaluate business opportunities or address specific operational challenges.
- Cleaning of data using Power Pivot, Power Query, modelling tools
- Identify opportunities to simplify and automate processes
- Responsible for building strong working relationships with internal clients.
- The ideal candidate will have a mix of technical knowledge, understanding of OM distribution and influencing skills to support implementation.
Key Deliverables:
- Contributes to and implements financial strategy.
- Assist with Business Plan and Forecasts for the Channels, in line with Channel Goals.
- Commercial reviews of projects and incentives.
- Financial modelling of new business initiatives.
- Understanding and interpreting business requirements and translating them into analytical reporting.
- Liaising with Board members, senior stakeholders and auditors.
- Implementation of controls, data analysis, testing of data flow/financial transactions.
- Analyse business, financial and general operating information to identify trends and opportunities for development.
- Advises management on how to interpret information relating to financial and business management, to help the segment reach its financial and non-financial goals.
- Advises management on financial reporting processes.
- Undertakes projects that will improve operating efficiency and profits.
- Identifies and remediates areas of the business where inefficiencies may occur and implement resolution.
- Providing technical support where needed.
- Delivering presentations tailored to meet the understanding of the target audience
Key Result Areas (in addition to items mentioned under “Key Deliverables” above ):
Financial Analysis
- Analyses business, financial and general operating information to identify trends and opportunities for development.
- Analyses and monitors the effect of budget or policy changes on the business unit's productivity.
- Reviews the validity of business cases for new services or products and/or product enhancements.
- Incorporate the launch of new products/services into the financial & reporting processes.
- Identifies areas of the business where inefficiencies may occur.
Financial Reporting and Control
- Plans and prepares budgets and forecasts according to organisational goals.
- Advises management or clients on financial reporting processes.
- Perform analytical reviews / trend analysis / reconciliations of various accounts.
- Contributes to and implements financial strategy.
Management Effectiveness
- Manages service delivery through a team of data analysts.
- Drives operational excellence through areas of collaboration.
- Develops Managers of Self, Others and specialists under supervision.
What Your Impact And Success Looks Like
- As a FP&A Analyst we expect your success and impact in the early stages of your career with us to look something like this:
Within 1 Month
- Understand company operations, income statement modelling processes, and business systems.
- Maintain revenue, balance sheet, and cash flow models.
- Build strong relationships with Provincial General Managers (PGMs).
Within 3 Months
- Take full responsibility for the revenue model partnering with regional general managers.
- Take full responsibility for balance sheet and cash flow forecasting.
- Refine, simplify and automate financial models and processes
Job Requirements
- Degree in Finance, Mathematics, Statistics, or Accounting required.
- Completed a professional qualification (ACCA, CIMA, CA(SA), CFA, FMVA, CIPM).
- 5+ Years' experience working in a planning, financial modelling or valuations team.
- Highly skilled in MS Excel and PowerPoint with strong income statement model building experience.
- Strong analytical, problem-solving, and attention-to-detail skills.
- Excellent communication, presentation, and interpersonal skills.
- Ability to work independently and manage multiple projects in a fast-paced environment.
- Knowledge of Alteryx, Power BI a strong advantage.
- Self-starter.
- Influencer.
- An ability to build support for solutions and influence senior management.
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Skills
- Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling
Education
- Matriculation Certificate (Matric)
Closing Date
11 March 2026
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Job Description
- Grade 12 (Matric)
- FSCA Approved Qualification
- FAIS Compliant
- Product category experience (Long term Insurance subcategory B1, Long term Insurance subcategory B2 and Retail pension benefit)
- CPD – Continuous Professional Development – All cycles
- COB – Class of Business
- A valid Driver’s licence and your own car
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- 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.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential 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.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
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Job Description
- Grade 12 (Matric)
- FSCA Approved Qualification
- FAIS Compliant
- Product category experience (Long term Insurance subcategory B1, Long term Insurance subcategory B2 and Retail pension benefit)
- CPD – Continuous Professional Development – All cycles
- COB – Class of Business
- A valid Driver’s licence and your own car
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- 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.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential 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.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
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IT Strategy and Planning
- Developing and aligning IT Strategies and Programmes to business objectives
- Defining Strategic Runway Themes for Cloud and Infrastructure Architecture
- Develop required multi-cloud architecture roadmaps containing target and transition landscapes
- Provide input into investment planning to transition the integration architecture and practice
- Aligning cloud architecture roadmaps and runways to business planning and investments
- Define key cloud architecture runway initiatives to be delivered for the intentional cloud architecture
- Participate into business planning, costing and business case definition related to cloud architecture initiatives
Architecture Capability and Design Management
- Develop and maintain the cloud architecture views and viewpoints
- Maintain the cloud artifacts in the set enterprise repository aligned to the rest of the architecture
- Manage the cloud architecture processes based on the requirements for each architype
- Manage change impact of the architecture with stakeholders
- Build the cloud architecture practice with embedded architects and engineers including the relevant methods, repository and tools
- Manage the cloud and related infrastructure architecture transition
- Participate in the architecture practice development
- Apply well-architected frameworks in design reviews
Technology Research and Assessments
- Review trends with regards to the cloud infrastructure and platform technologies
- Determine feasibility of these technologies in the organisational landscape
- Innovate with teams to determine more optimal approaches
- Conduct proof-of-concepts where options have been evaluated and considered feasible to explore
- Product and technology selection options, business case definition and sourcing evaluations
Risk, Governance and Compliance
- Identify and mitigate risks with stakeholders associated with a technology decision, design and implementation
- Ensure that architectures comply with the relevant policies, standards, and regulations
- Align cloud architecture to the risk, compliance and security frameworks
- Conduct and participate in architecture reviews
- Integrate with other governance and compliance functions to ensure continuity in managing the investment and risk for the organisation
- Driving principles, practices, guardrails and standards within Cloud Centre of Excellence
- Maintain a decision register aligned to the enterprise governance on architecture decisions taken
Implementation and Collaboration
- Design multi-cloud solutions and integrations depending on the enterprise architecture requirements with key considerations on transaction alignment, scalability, security, latency, resilience and costs.
- Develop cost effective models and patterns for cloud infrastructure and platform architectures
- Provide standards, guidance, guardrails, frameworks and tools to deliver effectively
- Collaborate with the architects and delivery teams to share knowledge and to ensure the architecture objectives are achieved.
- Manage deviations with teams to reduce the risk to the organisation
- Drive or assist in the determining of architecture options and selections
- Provide related technical specialisation knowledge and experience into the solution design and build implementation
- Update architecture after agile programme increments (Pis)
- Drive continuous delivery and improvement in the architecture approach in retrospectives.
Communication and Knowledge Sharing
- Communicate the up-to-date views for the architecture
- Communicate and collaborate the relevant standards, practices, guardrails and tools to stakeholders
- Ensure that IT teams are well informed or trained in the respective architecture requirements
- Communicate and collaborate with stakeholders' relevant views on planning, technology assessments, risk, compliance, governance and project assessments
- Drive or participate in the relevant Centres of Excellence (CoEs)
- Communicating technology vision and roadmap aligned to the business strategy
- Participate in the architecture collaboration forums
MINIMUM QUALIFICATIONS/EXPERIENCE (REQUIRED FOR THE JOB)
- Matric
- Degree or diploma in Information Technology, Computer Science, Engineering OR relevant diploma / degree OR 4 to 8 years of relevant work experience
Cloud and Infrastructure Experience:
- Requires a minimum of 5 years in a senior technology role with a proven track record in architecture/design and a minimum of 10-15 years relevant IT experience
- Requires a minimum 10 years related infrastructure/cloud role with relevant experience in infrastructure and cloud technologies such as cloud compute, cloud compute platforms, serverless, cloud migration and modernisation, well-architected frameworks and infrastructure/cloud operations and management.
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IT Strategy and Planning
- Developing and aligning IT Strategies and Programmes to business objectives
- Defining Strategic Runway Themes
- Develop required architecture roadmaps containing target and transition landscapes
- Provide input into investment planning for the relevant landscape
- Aligning architecture roadmaps and runways to business planning and investments
- Define key architecture runway initiatives to be delivered for the intentional architecture
- Participate into business planning, costing and business case definition related to architecture initiatives
- Ensure architecture artefacts are lightweight, consumable, and decision-focused rather than shelfware.
- Guide and mentor embedded architects and engineers to uplift architectural maturity
Architecture Capability and Design Management
- Develop and maintain the enterprise architecture views and viewpoints
- Maintain the artifacts in the set enterprise repository aligned to the rest of the architecture
- Manage the architecture processes based on the requirements for each architype
- Manage change impact of the architecture with stakeholders
- Build the architecture practice with embedded architects and engineers including the relevant methods, repository and tools
- Manage the architecture across business, application, information and data as well as technology
- Participate in the architecture practice development
Technology Research and Assessments
- Review trends with regards to the technology domain and technologies related to business capabilities
- Determine feasibility of these technologies in the organisational landscape
- Innovate with teams to determine more optimal approaches
- Conduct proof-of-concepts where options have been evaluated and considered feasible to explore
- Product and technology selection options, business case definition and sourcing evaluations
Risk, Governance and Compliance
- Identify and mitigate risks with stakeholders associated with a technology decision, design and implementation
- Ensure that architectures comply with the relevant policies, standards and regulations
- Conduct and participate in architecture reviews
- Integrate with other governance and compliance functions to ensure continuity in managing the investment and risk for the organisation
- Driving principles, practices, guardrails and standards within Centres of Enablement
- Maintain a decision register aligned to the enterprise governance on architecture decisions taken
- Maintain an authoritative architecture decision register aligned to enterprise governance
Implementation Guidance and Collaboration
- Provide standards, guidance, guardrails, frameworks and tools to deliver effectively
- Collaborate with the delivery teams to share knowledge and to ensure the architecture objectives are achieved.
- Manage deviations with teams to reduce the risk to the organisation
- Drive or assist in the determine of the architecture options and selections
- Provide technical specialisation knowledge and experience into the solution design and build implementation
- Update architecture after programme increments (Pis)
Communication and Knowledge Sharing
- Communicate the up-to-date views for the architecture
- Communicate and collaborate the relevant standards, practices, guardrails and tools to stakeholders
- Ensure that IT teams are well informed or trained in the respective architecture requirements
- Communicate and collaborate with stakeholders' relevant views on planning, technology assessments, risk, compliance, governance and project assessments
- Drive or participate in the relevant Centres of Excellence (CoEs)
- Communicating technology vision and roadmap aligned to the business strategy
- Participate in the architecture collaboration forums
- Operate effectively in an agile delivery environment, balancing intentional architecture with emergent design
Technology and Platform Expectations
- The Enterprise Architect is expected to be fluent in modern cloud-native platforms and architectural patterns, including:
- Deep architectural experience with AWS in multi-account, regulated environments
- Strong understanding of AWS Well-Architected Framework
- AWS core services (VPC, IAM, EC2, ECS/EKS, Lambda, S3, RDS, DynamoDB)
- Integration and messaging patterns (API Gateway, EventBridge, SNS, SQS)
- Observability and operational patterns (logging, monitoring, alerting)
- Security and compliance services (KMS, Secrets Manager, GuardDuty, Config)
- DevSecOps and CI/CD concepts at architectural level
- Infrastructure as Code concepts (Terraform, CloudFormation, CDK)
- Cost-aware architecture design informed by FinOps principles
MINIMUM QUALIFICATIONS/EXPERIENCE (REQUIRED FOR THE JOB)
- Matric
- Degree or diploma in Information Technology, Computer Science, Engineering OR relevant diploma / degree
- Experience: Requires a minimum of 5 years in a senior technology role with a proven track record in architecture/design and a minimum of 10-15 years relevant IT experience
- Preferable experience: 10 years architecture experience
ADDITIONAL QUALIFICATIONS/EXPERIENCE (PREFERRED, NOT A REQUIREMENT)
- TOGAF
- ArchiMate
- Cloud Certifications (AWS, Azure)
- Financial Industry Experience
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Job Description
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
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- 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.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential 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.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
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KEY RESULT AREAS
- Lead the UX design team across multiple squads
- Ensure the highest levels of consistency and quality across all UX projects.
- Collaboration: Work closely with product owners to define user experience goals.
- Communication with BA’s, Dev leads and other team members to ensure designs are feasible and implemented accurately.
- Participate in UX Team development processes and stand-ups.
- User Testing: Assist in planning and assisting in usability tests and other design research activities. Take the user feedback and iterate designs accordingly to enhance user experience and satisfaction.
- Innovation: Stay abreast of UX trends, tools, and technologies. Propose innovative design solutions that enhance user experience and drive digital banking forward.
- Mentorship: Mentor designers, providing guidance and feedback to help them grow in their UX design skills.
- Reports into the Head of UX
ROLE REQUIREMENTS
- Minimum 8 years of experience in UX/UI/Product design, specifically in the banking or financial services industry.
- Minimum 2 years of experience leading a team of designers.
- Relevant Qualification in Design, Human-Computer Interaction, or a related field.
- Extensive experience in UX design and proven track record in a leadership role.
Expert level skills in Figma (Including but not limited to:
- Design system architecture,
- General file hygiene
- Creating assets from scratch,
- Ensure clear and consistent naming for layers and components,
- Create, edit and apply, variants, variables, and interactions to manage different states, density modes, and layouts
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KEY RESULT AREAS
Enterprise Architecture
- Develop a strategic architecture plan, ensuring that data features are prioritized appropriately, estimates are reliable, benefits can be realized, and design activities are proactively monitored and tracked to meet planned time frames and the overall architecture plan.
Enterprise Infrastructure Modernization
- Lead definition of architectural standards for all technology services and components (applications, data, integration, technology, security, business). Present business and IT leaders with signature-ready recommendations for adjusting policies and projects to achieve target business outcomes that capitalize on relevant digital disruptions.
Analysis of "As Is" and "To Be"
- Document the most complex "as is" and "to be" processes and describe the changes required to migrate to the "to be" capability to record accurately the change required.
Design and Conceptualization
- Lead a collaborative digital product/service design process by gathering input across all product/service portfolios to define a design system that is viable and scalable, and that strengthens the brand. Lead a cross-portfolio, multidisciplinary team that contributes to the evolution of the system.
Horizon Scanning
- Explore and develop a detailed understanding of external developments or emerging issues and evaluate their potential impact on, or usefulness to, the organization.
Business Requirements Identification
- Elicit the most-complex business requirements using a variety of methods, such as interviews, document analysis, workshops, and workflow analysis, to express the requirements in terms of target user roles and goals.
Digital Vision and Strategy
- Collaborate on development of the digital road map and key strategic enablers, designing the workflow and business processes that allow new applications, products, and services to be rolled out quickly, while ensuring that legacy applications and IT operations are maintained at optimal levels.
Operational Compliance
- Ensure that business activities within area of responsibility comply with relevant external regulatory and/or voluntary codes and with internal policies and procedures to minimize business risk and to protect the reputation of the organization.
Personal Capability Building
- Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team and beyond in the function.
- Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attending conferences, and reading specialist media.
ROLE REQUIREMENTS
- Bachelor’s degree in Information Technology, Computer Science, or a related field (Advantageous)
- Postgraduate qualification in Enterprise Architecture, Digital Transformation, or Business Technology Strategy (Advantageous)
- Certifications: TOGAF (essential), ITIL Foundation or higher, PMP/Prince2, COBIT (advantageous)
- Minimum of 8–10 years of experience in enterprise architecture and/or strategic ICT roles
- Proven experience leading digital transformation programmes and enterprise-wide system implementations
- Demonstrated success in aligning technology strategies with organisational goals
- Strong background in IT operations, infrastructure management, and compliance
- Domain experience in Financial Services and Financial technologies will be an added advantage
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KEY RESULT AREAS
- Define and maintain baseline domain architecture.
- Define and maintain the future-state architecture and roadmap for Risk and Finance domains.
- Derisk the domain and the organization from any architectural risk identified (i.e. Make the domain compliant).
- Maintain zero audit funding rate for the domain.
- Translate finance and risk policies into architectural guidelines and technical solutions.
- Ensure architectural alignment with enterprise standards and regulatory frameworks.
- Act as a subject matter expert in areas such as Regulatory Reporting, Financial Risk Management (e.g., credit, market, operational risk), Accounting and General Ledger systems, Compliance and audit requirements.
- Design scalable, secure, and integrated solutions using platforms like Oracle Financial Services, etc.
- Lead API and microservices integration across finance and risk systems. Collaborate with DevOps teams to guide implementation and ensure architectural integrity.
- Partner with business leaders, IT teams, and external vendors to align architecture with strategic goals.
- Provide consulting and thought leadership on domain-specific challenges and trends.
- Contribute to global standards and frameworks.
- Ensure compliance with security controls, risk policies, and data governance.
- Mentor system architects and developers. · Collaborate across domains (e.g., Payments, Trade Finance) to ensure cohesive architecture.
- Trusted advisor from IT to our CFO and the entire Finance department.
- Bring alignment and cohesion between data, solution, business, and security architectures within the domain.
- Domain architecture governance (maintaining architecture artifacts, run with architecture reviews and submissions, maintain domain decision registry).
ROLE REQUIRMENTS
- Minimum 8–12 years in banking or financial services, with at least 3 years in architecture roles.
- Deep understanding of finance and risk processes, systems, and regulations. Experience with SaaS, cloud (private/public), and data platforms.
- Strong engineering background with ability to produce structured documentation and visualizations.
- Familiarity with accounting principles and data-driven finance architectures. Knowledge of security and compliance frameworks.
- Strong end to end cloud knowledge and experience (especially AWS and Azure). Qualifications:
- Bachelor’s or Master’s degree in Computer Science, Finance, or related field.
- Certifications in enterprise architecture (e.g., TOGAF), cloud platforms (e.g., Azure, AWS), or financial systems.
- Experience with Oracle, Python, and service-oriented architectures.
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KEY RESULT AREAS
Architecture Design & Strategy
- Define and maintain the digital channels architecture (web/app) aligned with business strategy and enterprise architecture.
- Develop target-state architectures and transition roadmaps for digital platforms.
- Ensure robustness, resilience, security, and reliability in all channel designs.
Governance & Compliance
- Ensure architectural conformance to approved reference models and standards.
- Ensure digital channels comply with OM Bank’s enterprise controls for PII handling, data lineage, audit trails, and observability standards.
- Document and manage deviations from architecture and ensure traceability.
- Embed regulatory compliance (e.g., POPIA, GDPR) and security controls into channel designs.
Collaboration & Leadership
- Work closely with product owners, IT squads, business analysts, and other domain architects.
- Provide architectural guidance and mentorship to delivery teams.
- Engage with global and cross-functional teams to ensure alignment and reuse.
Innovation & Continuous Improvement
- Stay abreast of emerging technologies (e.g., micro frontends, composable architecture, PWA).
- Drive innovation in customer experience, personalization, and omnichannel enablement.
- Promote agile architecture practices and DevSecOps principles
ROLE REQUIRMENTS
- Minimum 8–10 years in solution or domain architecture, with a focus on digital channels.
- Proven experience in designing and implementing web and mobile banking platforms.
- Strong understanding of API-led integration, cloud-native architectures, and CI/CD pipelines.
- Experience with customer identity and access management (CIAM), UX/UI frameworks, and mobile SDKs.
- Experience with container orchestration (EKS/GKE), service mesh (Istio/Linkerd), observability (Datadog/Grafana), and security scanning (Snyk/Twistlock) Qualifications:
- Bachelor’s or Postgraduate Degree in Computer Science, Information Systems, or related field.
- TOGAF or equivalent architecture certification. · AWS/GCP/Azure certifications advantageous.
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Responsibilities:
- Lead the creation and implementation of multi-year category strategies and plans to maximize lifecycle value. Determine high value and crucial sourcing activities for the following year with relevant business stakeholders. Establish and define objectives for allocated categories on an annual basis.
- Plan, lead and manage the required supplier negotiations to deliver the agreed business requirements as well as commercial value outcome.
- Oversee the implementation of the strategic and operational sourcing processes, approve commitments based on delegated authority, and make sure that any organization’s standards and procedures are executed.
- Control the process of contract negotiations and alterations in collaboration with the business area and legal advisor to ensure that the required contract life-cycle management process is fulfilled.
- Implement the prescribed risk and compliance mechanisms to ensure that procurement policy, operating procedures and processes are upheld throughout the source-to-contract process.
- Assist in managing relationships with strategic suppliers by supporting and utilizing the supplier relationship management framework/methodology/tools provided.
- Leadership and Direction: Communicate action plans and motivate people to achieve business goals.
- Stakeholder Engagement: Identify stakeholders, understand their needs, and assist with developing procurement solutions that are fit-for-purpose. Support the goal of being a trusted business partner throughout the stakeholder engagement process.
- Budgeting: Develop and/or deliver budget plans with guidance from senior colleagues.
- Performance Management: Set objectives, manage performance, and take corrective action where required.
- Organizational Capability Building: Identify development needs and implement capability-building actions, including coaching and training.
Qualifications:
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Based on the categories managed, the role holder will possess a bachelor's degree in business, supply-chain, information technology, finance, or a similar sector, as well as a professional procurement qualification (such as MCIPS).
Experience:
Method of Application
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