Job Opportunities at Sanlam

Key Responsibilities

• Growing the SI institutional client and asset base.
• Retention of existing institutional multi-manager and SI clients.
• Actively manage the client experience of SI’s service delivery and execution of SLA.
• Formulate Account Plans for all clients in the specific client area, allocated by Segment Head.
• Work closely with the Head of business, other account executives, business heads and Sanlam Group colleagues in terms of developing overall client strategy and implementation plans.
• Influence overall profitability of clients by meeting targets, as agreed with Segment Head.
• Act as the key interface between the client and SI (including capability factories as well as other Sanlam distribution teams) as well as acting as a SI brand ambassador
• Understand client needs to identify and price appropriate capabilities simply and effectively.
• Independently prepare and deliver effective tender documents, selling presentations, and client feedback reports in order to defend the current book as well as grow client share-of-wallet.
• Actively use and leverage the capability of a cluster-wide CRM.

Minimum Requirements

• Undergraduate degree, preferably commercial (e.g. B.Com, B.Bus.Sc)
• Relevant postgraduate qualification would be advantageous (e.g. CFA, MBA)
• At least 5 years’ experience in institutional asset management, with middle office experience being an advantage
• Strong understanding of the corporate landscape, service providers and key needs of retirement fund

Core competencies

• Cultivates Innovation – Creating new and better ways for the organisation to be successful
• Client focus – building strong client relationships and delivering client-centric solutions
• Drives results – consistently seizing opportunities and achieving results even under tough circumstances
• Collaborates – building partnerships and working collaboratively and inclusively with others to meet shared objectives
• Being Resilient – rebounding from setbacks and adversity when facing difficult situations

Behavioural

• Business Insight – applying knowledge of business and the marketplace to advance the organizations goals
• Oganisational Savvy – Maneuvering comfortably through complex policy, process and people-related organizational dynamics
• Manages Complexity – making sense of complex, high quantity and sometimes contradictory information to effectively solve problems
• Plans and Aligns – planning

Functional competencies

• Key Account Management and Negotiation
• Customer Relationship Management
• Review, Reporting and Trend Analysis
• Product and Pricing Knowledge
• Technical advice and support
• Compliance and Risk management
• Strategic business plan development and implementation

Key differenciators

• Deep understanding and commitment to service excellence
• Strong and passionate about client experience
• Technical aptitude, knowledge and understanding of operational asset management functions
• Deep understanding of the Pension Fund regulations and requirements
• Proven ability to collaborate, influence and engage to secure a win-win result for all stakeholders

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Key Responsibilities

• Use modern development and modelling techniques and tools to implement BI Solutions that leverage data management components like data quality, metadata and reference data
• Engage with a wide range of technical stakeholders including data scientists, business analysts, data engineers, database administrators and solutions architects.
• Work with data analysts, data engineers and product owners to understand the dynamic nature that is required to support the solution that needs to be built.
• Load large, complex data sets to and make data available for a wide variety of stakeholders
• Source data from internal and external data sources, engaging with technical subject matter experts
• Identify, design, and implement internal process improvements: automating manual processes, optimizing data delivery, re-designing models for greater scalability
• Designing and building reusable artefacts to improve speed of delivery and reliability of solutions.
• Identifying performance enhancements for BI and Integration solutions.
• Define and create solution level BI and data architecture models that are aligned with business blueprints, non-functional requirements, delivery constraints, data, application and technology standards
• Ensure BI and data security conforms to information security and information governance policies and standards
• Document architecture and solutions for data acquisition, data integration and data modelling

Responsible for developing data warehousing blueprints, evaluating hardware and software platforms and integrating systems. Manages the data warehouse environment which includes data design, database architecture, metadata and repository creation. Translates business needs into long-term architecture solutions. Defines, designs and builds dimensional databases. . Evaluates reusability of current data for additional analyses. Conducts data cleaning to rid the system of old, unused, or duplicate data. Reviews object and data models and the metadata repository to structure the data for better management and quicker access.

What will make you successful in this role?

Qualifications And Experience

• Bachelor’s degree in Computer Science, Statistics, Informatics, Information Systems, Engineering or another quantitative field / National Diploma in an Information Technology related discipline preferred
• 8+ years Data Engineering experience with a solid background in SQL within a BI or Analytics environment is required
• Designing, building and maintaining a modern data platform, including data lakes, data warehouses, business friendly semantic layers required
• Extensive data warehousing and data modelling experience using Kimball required
• Deep technical knowledge and experience delivering data assets using SAP HANA (Calculation Views, Functions and Stored Procedure development) advantageous
• Exposure to integrating SAP HANA models with functional scripting languages (e.g. Python or R) advantageous.
• Exposure to modern data platform technologies that support cloud, big data, real-time data provisioning, advanced analytics and artificial intelligence implementations, including event streaming based data pipelines (e.g. HANA XSA, Cloudera Data Platform, HDFS, Hive, Impala) advantageous.
• Experience working with Orchestration tools such as (Control-M, Atomic, CA7)
• Exposure working with Data Management technologies (e.g. Informatica Data Quality (IDQ), Informatica Enterprise Data Catalog (EDC), Axon, EBX) advantageous
• Experience in agile development desired
• Experience in Financial Services advantageous

Competencies

• Decision Quality: Making good and timely decisions that keep the organization moving forward.
• Communicates Effectively: Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences.
• Ensures Accountability: Holding self and others accountable to meet commitments.
• Business Insight: Applying knowledge of business and the marketplace to advance the organization’s goals.
• Balances Stakeholders: Anticipating and balancing the needs of multiple stakeholders.
• Manages Ambiguity: Operating effectively, even when things are not certain or the way forward is not clear.
• Nimble Learning: Actively learning through experimentation when tackling new problems, using both successes and failures as learning fodder.
• Action Oriented: Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm.

Attributes

• Assertive
• Honesty, integrity and respect
• Teamwork
• Can-do attitude
• Performance driven

Qualification And Experience

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

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Minimum requirements?

• BCom Accounting or similar Degree from an accredited University with Auditing as a subject
• At least 1-4 years audit experience (in either internal or external audit environment)
• Operations experience in “middle office” role (essential)
• Unit Trust experience (highly beneficial)

Key responsibilities?

Operational Reporting

• Develop, maintain, and report on all incidents logged by the business; monthly to SCI EXCO and quarterly to the SCI Finance & Risk Forum;
• Report on incident trends, and formalizing the various categories & sub-categories on which logging & reporting is performed;
• Reporting on outsourced service provider incidents, and action taken to improve oversight requirements from SCI, and action taken by outsourced service provider to reduce probability of recurrence of similar incidents, and impact thereof on SCI, in future.

Technical

• Reporting: Ability to describe root cause of incident accurately and succinctly; ability to accurately classify incidents into categories for executive reporting purposes, while working on the granular details to suggest control improvements.
• Operational Processes and Control: Working knowledge and experience in unpacking operational processes to determine true root cause, and make practical recommendations for process improvement;
• Software proficiency: Excellent Microsoft Office experience.
• Technology: has a good understanding of how technology can improve processes and is comfortable with different technology solutions; implementing changes to systems, and introducing new systems for richer reporting of incident data.

Behavioural

• Collaborates – building partnerships & working collaboratively with others to meet shared objectives.
• Client focus – building strong client relationships & delivering client-centric solutions.
• Cultivates innovation – creating new & better ways for the organization to be successful.
• Drives results – consistently achieving results, even under tough circumstances.
• Being resilient – rebounding from setbacks & adversity when facing difficult situations.

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Key Responsibilities

• Effectively manage and coordinate the daily workloads and work functions of a small team where required (in conjunction with TL)
• Provide Team Leader with input on the team members training needs on business processes and systems
• Identify system, process and training gaps
• Provide in-put to team’s reports and discussions.
• Checking quality of completed work and monthly reporting on errors made. (Provide feedback to TL)
• Checking and signoff of all claims, letters, journals & other work items.
• Ensure that the completed claim documentation meets the required audit standards, and complies with Legislation.
• Knowledge sharing and team assistance
• Assist with monthly and adhoc reporting
• Check and authorize payments

Qualification And Experience

• Matric with a C- symbol in either Mathematics or Accounting essential
• Relevant tertiary qualification will be advantageous
• At least 4 - 5 years’ experience in Employee Benefits
• General Administration knowledge of claims processes and procedures
• Employee Benefits experience essential

Knowledge and Skills

• Sound Knowledge of products, processes and services in the Group Risk environment
• Computer literacy (Microsoft Office)
• Understanding of rules and policy regulations with regards to schemes/funds
• Advanced excel skills is a requirement
• Experience on MIP workflow system will be advantageous

Behavioral Competencies

• Good communication skills (verbal and written)
• Client Service orientated
• Accurate and the ability to pay attention to detail
• Analytical capabilities
• Team player
• Results driven
• Decision making skills

Core Competencies

• Cultivates Innovation by creating new and better ways for the organisation to be successful.
• Client Focus - Building strong customer relationships and delivering customer-centric solutions.
• Drives Results - Consistently achieving results and meets deadlines, even under tough circumstances.
• Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
• Resilience - Rebounding from setbacks and adversity when facing difficult situations.

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BI Project and Delivery Management

• Management (Structure, Plan and Execution) of BI workloads and/or experiments, using an agile delivery methodology, in accordance with time and budgetary commitments.
• Stakeholder management and playback, including product owners, executive sponsors and other external teams
• Work closely with leadership to define and prioritise the platform portfolio and product backlog.
• Support BI team with resolution of roadblocks and interdependencies, managing risks and issues.

BI Operations

• Manage the BI team and processes for running the BI Solutions and experiments from Qualification to Delivery
• Manage the service model and relevant service level agreements with business and technical service providers.
• Manage the BI operational team to deliver its contracted services in line with the relevant service model agreements
• Stay informed of all regulatory, legislative and other issues relating to the acquisition and management of data in general

Business Support

• Respond to all relevant BI requests from business
• Establish new ways of working in in the business to make optimal use of information and insights
• Provide relevant input to businesses in meeting information governance requirements

People & change management

• Fulfil line management responsibility for a number of direct reports from potentially diverging backgrounds
• Manage diversity, performance and output delivery across various teams through cross-functional delivery
• Build a skilled internal Glacier team to deliver BI sustainably to the business over time
• Support the leadership in maturing the BI capability operating model (People, process and Services)

What will make you successful in this role?

Qualifications And Experience

• 7+ years Leading delivery of Business intelligence, data warehousing or analytics initiatives.
• Functional experience in at least two of the following roles: data strategy and governance, analytics, management information systems (MIS), data management, business intelligence, information technology (IT) or management consulting
• Hands-on experience with Agile/Scrum delivery management
• Vendor engagement and management experience including contracting and negotiation skills.
• Presentation and facilitation skills
• 2+ years financial services industry experience advantageous
• Practical experience in leading implementations that use any of the following, business intelligence or analytics capabilities (Cloudera/Hadoop, Informatica, SAP HANA, SAP Business Objects, etc) advantageous
• Experience of applying BI in a Life insurance and Investment business context would be advantageous
• Good knowledge and understanding of interaction between data, technology and business applications for insights and improving decision-making advantageous
• Sound knowledge of Glacier products, distribution models and processes would be an advantage
• Management development and/or appropriate management qualifications preferred.

Competencies

Living up to our Group-wide core competencies, will help you achieve a successful career with us.

• Cultivates Innovation: Creating new and better ways for the organization to be successful.
• Client Focus: Building strong customer relationships and delivering customer-centric solutions.
• Drives Results: Consistently achieving results, even under tough circumstances.
• Collaborates: Building partnerships and working collaboratively with others to meet shared objectives.
• Resilience: Rebounding from setbacks and adversity when facing difficult situations.
• Conflict resolution and negotiation skills

Role specific competencies

• Decision Quality: Making good and timely decisions that keep the organization moving forward.
• Communicates Effectively: Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences.
• Ensures Accountability: Holding self and others accountable to meet commitments.
• Business Insight: Applying knowledge of business and the marketplace to advance the organization’s goals.
• Balances Stakeholders: Anticipating and balancing the needs of multiple stakeholders.
• Manages Ambiguity: Operating effectively, even when things are not certain, or the way forward is not clear.
• Builds Effective Teams: Building strong-identity teams that apply their diverse skills and perspectives to achieve common goals

Attributes

• Honesty, Integrity and Respect
• Positive, enthusiastic attitude

Qualification And Experience

• Degree or Diploma with 6 to 8 years related experience

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What will make you successful in this role?

Output/Core Tasks

The Operations Manager is responsible to:

• Develop, implement and facilitate the strategy for the business unit in collaboration with other operational areas and ensure alignment with Business Shared Services business.
• Provide an excellent customer satisfaction experience
• Collaborate on, implement and drive the customer experience strategy for Business Shared Services together with the other Operational Managers within the team.
• Prioritise interventions and processes to improve on client experience.
• Effectively manage the leads referral & income generation processes.
• Effectively manage the business unit’s budget and its resource (including the capacity model)
• Effectively manage projects, with internal and external impact (i.e. those allocated at a business unit level, operation specific, and those that require interaction with other business units within Retail Affluent).
• Build strategic and operational alliances with business units within the group that have a vested interest in the services provided by the Client Contact centre/ Client Facing Unit
• Secure effective relationships with Sanlam Connect (internal Advisers & Brokers groups)and act as the contact and support point for specific Regional Managers.
• Align the business service model to support Retail Affluent business objectives
• Constantly ensure that a balance is created between client experience, team experience and operational excellence
• Mentor and lead production managers in delivering on the set business objectives
• Play a key role in the management of our relationships with key external bodies regarding the Call Centre Industry
• Conduct and/or make use of benchmark information affecting the Contact Centre environment to ensure the service offered remains relevant to Sanlam client needs.
• Drive best practice in terms of people development and leadership to create an environment in which the team can thrive and grow.

Qualifications

• A relevant university Bachelor’s degree (Business, Commercial or related)

Experience

• A minimum of 8 years’ leadership experience in call centre operations and/or customer service environments.
• Experience in developing and implementation of effective strategy in Call Centres.
• Experience in dealing effectively with large teams and implementing continuous innovation and culture advancement programmes would be an advantage.

Knowledge

• The life insurance industry and products, client services and operations background, processes and call centre systems.
• Advanced call centre technologies and best practices.
• Success in working with cross-functional groups both internal and external to the organization
• Industrial Relations and Human Resource processes and procedures
• Knowledge and application of call centre capacity management strategies
• Knowledge of legislation applicable to the call centre environment, business processes and products.

Competencies

• Exceptional written and verbal communication skills
• Effective organizational skills
• Effective and sound decision-making capability
• Superior collaboration skills
• Good judgement
• Strategic insight
• Emotional intelligence
• Integrity
• Managing interaction at various levels
• Business Acumen
• Development Orientation

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Project Related Tasks

• Drive general company and Sanlam Group projects
• Ensure alignment between strategic projects, finance projects and appropriate resourcing and management of timelines
• Identifying and drive the IFRS 17 and SWIFT post implementation tasks for the Glacier Finance team
• Assist with implementation and integration of acquired businesses
• Drive change management within the Finance team

General Finance Responsibilities

• Provide support for budgeting and Balance Scorecard measurements
• Ensure financial governance and controls
• Facilitate collaboration across all departments within Glacier and across the Finance and project delivery communities within the greater Sanlam Group.
• Negotiate and influence business, accounting and process rules within the greater Sanlam Group.
• Responsible for building and maintaining relationships with key project stakeholders.
• Play an integral part in implementing the Finance strategy to support the business strategy.
• Support a culture of high performing teams, grounded in the core values of the organisation to ensure high employee engagement.
• Promote and uphold the brand, culture and values.

Qualifications And Experience

• CA (SA) Qualification, minimum 8 years post articles experience preferably within the Financial Services Industry
• Extensive Project experience: Design, build & implementation. Valuations/deal making experience would be an advantage
• SAP4HANA and Oracle Hyperion Financial Management (HFM) experience
• IFRS 17 Reporting knowledge