Jobs at Sanlam Group

PURPOSE OF THE ROLE

• To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
  • Providing sound financial advice and a high level of client service in a Branch context.
  • Creating opportunities for client optimisation and cross selling of value-added services.

KEY RESPONSIBILITIES

Sales delivery

• Gain and maintain an in-depth understanding of SRM product ranges.
• Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
• Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
• Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
• Conduct due diligence on clients to identify and flag risks.
• Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.

In-branch client service and client retention

•  Responsible for servicing and managing all client profiles to ensure clients remain on the books.
  • Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
  • Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
  • Manage persistency of client payments in favour of both the branch and the client.
• Gain insight into client risk profiles to proactively identify where support will be required.
  • Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
•  Responsible for in-branch servicing in line with client experience standards:
  • Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
  • Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.

Quality, compliance and continuous development

• Remain up to date with and continuously adhere to compliance and quality standards.
• Keep up to date with own registration, product knowledge and maintenance of own CPD points.
• Identify risks and flag potentially fraudulent activities.
• Keep and store relevant records of advice.
• Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making.

Monthly planning and reporting

• Responsible for reporting on activities daily, through using relevant technology platforms.
• Collate data on activities to deliver on weekly and monthly reporting deadlines.
• Perform any ad-hoc requirements as requested by the Retail Branch Manager.

Qualifications

• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12-months of employment)

Knowledge and Experience

Skills and Competencies

Personal Attributes

• Business insight - Contributing independently
• Decision quality - Contributing independently
• Builds effective teams - Contributing independently
• Plans and aligns - Contributing independently

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What will you do?
This is a regionally based specialist support role reporting to a Regional Business Manager.  This role undertakes a co-ordination and practice supporting function across Succession to Financial Advisors on both the AFP and SFP sides of the business.  Key responsibilities for this role are:

• Assist with practice development and business building
• Undertake monthly discussions and regular site visits to all Financial Advisors in the portfolio.
• Work closely with the Business Development Consultant to ensure that all Financial Advisors attend and complete the practice management modules/sessions
• Support projects and focus activities of the Regional Business Manager or National Manager: AFP that seek to drive production.
• Undertake networking with other stakeholders (head office and support departments) in the sales/support process
• Ensure that there is the general promotion of EoDB ( Ease of doing business) with respect to processes and procedures relating to sales support and assistance to intermediaries.
• Utilisation of BI/MIS to create opportunities/Possibilities Dashboards/ campaigns/conversations

Execute the on regional sales/marketing strategy/plan 

• Work closely with Vesting and Onboarding Consultant to ensure that new sales staff are properly on-boarded and trained in order to be fully productive as soon as possible.   
• Drives sales targets and execution including;
• Execute on marketing activities geared to generate sales 
• Create and direct opportunities to increase new business streams
• Launch/drive ad-hoc regional sales competitions and recognition events to stimulate motivate sales, in collaboration with Regional Marketing Consultant  

Drive marketing within the portfolio including:

• Work closely with the Regional Marketing Consultant in executing on Leads Management and Campaigns
• Support the Regional Business Manager to open doors and/or work closely with the Financial Advisors to develop tactical and operational plans for the penetration of new worksites 
• Continually review progress and adjust/enhance focus, plans and actions during the year so as to achieve the strategy
• Undertake requisite reporting and feedback to Regional Business Manager or National Manager: AFP as required (i.e.: expenses, sales, challenges, opportunities)  
• Execute on plans/initiatives as identified by Regional Business Manager or National Manager: AFP 
• Drive diversified income streams - more than one class of business
• Identify opportunities within a advisors practice and drive campaigns for NUB  growth

Support compliance in intermediary’s practices

• Support and assist in the process of ensuring that Financial Advisors are up to date and have a thorough understanding of the different compliance related processes, procedures and activities required in their practice 
• Work with the Advice and Risk Consultants as well as Gatekeepers should there be queries, issues or complaints that need to be investigated.  

Advisor Relationship Management & Coaching 

• Deliver structured one-on-one and group coaching to improve advisor performance across sales, client engagement, and business growth.
• Serve as a strategic guide through platform adoption, incentive dashboards, and advisor growth journeys.
• Conduct performance reviews that interpret MI dashboards, turning data into actionable coaching and advisor-led outcomes.
• Act as a trusted escalation point for complex client cases and operational challenges.
• Strengthening advisor loyalty and retention through human connection, clarity, and consistent support.

Digital Enablement & Training

• Design and deliver high-impact learning experiences on products, regulations, market insights, and digital platforms.
• Facilitate digital onboarding and workflow transitions using system-guided, AI-supported pathways.
• Champion self-service adoption and build digital confidence across the advisor community.
• Serve as feedback conduit between advisors and tech/product teams, enhancing usability and innovation.

Data & Performance Analysis

• Leverage performance data to drive personalized enablement strategies and advisor accountability.
• Translate data insights into coaching prompts, dashboard nudges, and system enhancements that support advisor growth.

What will make you successful in this role?
Qualification and Experience:

• Grade 12
• Drivers licence
• 3-5 years financial services sales support/consultant experience
• Financial services (preferably Distribution) experience

Knowledge and Skills: (Functional)
IT:

• MS: Office (Excell, Word, PP, Outlook)
• Sales tools:  i.e.: Sanfin; Sanport; Xplan 
• Payroll/ Compay
• Lodging
• Good basic IT/systems operations knowledge

Business/Management:

• Financial Services Industry Knowledge 
• SFP and AFP value proposition
• Relevant regulatory legislation and compliance knowledge 
• Financial Services Product Knowledge (Sanlam and competitors) 
• Vesting
• On boarding processes
• ITC and credit checking
• SPF Contracts and agreements
• Commission and remuneration structures
• Sales metrics and measurements
• Practice Management and implementation

Personal Attributes:

• Confident
• High energy and pro-active
• Strong administrative skills and knowledge
• Sound relationship building skills
• Problem solver
• Results driven
• Communication abilities
• Structured, planned, organised and process orientated
• Collaborator

Personal Qualities:

• Cultivates Innovation 
• Plans and Aligns 
• Customer Focus 
• Being Resilient 
• Decision Quality 
• Optimizes Work Processes 
• Drives Results 
• Action Oriented 
• Communicates Effectively 
• Collaboration 
• Interpersonal Savvy 
• Instills Trust 
• Treating Customers Fairly 

Build a successful career with us

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Cultivates innovation - Contributing through others
• Customer focus - Contributing through others
• Drives results - Contributing through others
• Collaborates - Contributing through others
• Being resilient - Contributing through others
• Turnaround time

The closing date for applications is 24 July 2026

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Purpose of the role

To market Sanlam Risk & Savings’ Underwriting philosophy to Intermediaries, build relationships with the intermediary channels and liaise with the Intermediaries regarding large and complex cases.

What will you do?

• Manage a defined portfolio of financial advisors by building and maintaining collaborative working relationships with internal and external stakeholders.
• Primarily, but not limited to, underwriting of large cases with cover amounts of R15m and higher, business insurance, Sickness and Income Protector of R100 000 pm and higher, and complicated medical cases.
• Underwriting of occupational and part-time activities.
• Regular visits to regional offices to promote the Sanlam Underwriting philosophy.
• Relationship building with the SanlamConnect Management teams.
• Presentation, facilitation and resolving of relevant underwriting issues raised by Intermediaries and clients.
• Networking and interaction with other industry players in the market.
• Assist in pre-underwriting.
• Conduct and undertake complex case reviews, as and when required.
• Provide coaching and mentoring to the wider Underwriting team.
• Give feedback to stakeholders on referred cases during regional visits.
• Perform trend analysis on underwritten cases and communicate these to the relevant stakeholders.
• Provide support to the general Underwriting team when required.
• Provide training to Intermediaries.  

What will make you successful in this role?

Qualifications:

• Grade 12 with Biology / Life Science, Mathematics, Accountancy / Financial Accountancy as subjects.
• Relevant tertiary qualification will be an advantage.

Experience:

• At least 10 years relevant medical and financial underwriting experience.
• Good track record in medical and financial underwriting.
• Good track record in business insurance and understanding of financial statements.
• Exposure to authority limits of R15 million plus.
• Experience in presenting to brokers or advisors will be an advantage.

Knowledge:

• Knowledge of Life underwriting processes.
• Application of Life underwriting- and re-insurance policy.
• Good understanding of medical terminology (anatomy and physiology).
• Knowledge of origin and prognosis of medical conditions.
• In-depth knowledge and understanding of Financial Statements and Health Questionnaires.
• Knowledge of financial underwriting and business insurance within the Life insurance industry.

Competencies:

• Communicates effectively
• Good presentation skills
• Decision quality
• Analytical thinking
• Cultivates innovation
• Concern for accuracy
• Plans and aligns
• Customer focus
• Collaboration
• Influencing and gaining commitment
• Negotiation skills
• Drives results
• Team success
• Independence
• Being resilient
• Computer skills

Build a successful career with us

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Cultivates innovation - Contributing through others
• Customer focus - Contributing through others
• Drives results - Contributing through others
• Collaborates - Contributing through others
• Being resilient - Contributing through others

Closing date: 3 August 2026

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What will you do?

• The Senior C# Full Stack Developer builds and delivers complex enterprise applications, integrations, APIs, and cloud-native solutions across the SLS ecosystem, implementing secure, reliable, and maintainable components across web applications, services, APIs, and platform integrations.
• The role ensures that all solutions adhere to engineering standards, including API design and versioning practices, integration patterns, architectural guardrails, and CI/CD pipeline quality gates to ensure scalable, reliable, and maintainable releases across the broader product ecosystem.
• Working under the technical direction of the Technical Lead, the role provides technical leadership on the selection and adoption of cloud services, integration technologies, software engineering practices, and platform capabilities. The role translates solution designs into high-quality implementations, strengthens engineering discipline through code reviews and collaboration, and improves operational resilience through testing, observability, and production-grade engineering practices.
• The Senior Developer mentors engineers across squads, uplifts engineering maturity, and drives design decisions that ensure long-term platform sustainability, architectural consistency, and alignment with strategic business outcomes.
• Experience with Microsoft Dynamics 365, Dataverse, and Power Platform is advantageous but not required.

What will make you successful in this role?

Architecture & Governance

• Implement integration architecture across the product domain, covering synchronous and asynchronous communication patterns, event-driven solutions using Service Bus and Event Grid, and API-first service boundaries.
• Own and govern Azure API Management (APIM) implementations, including workspaces, gateways, routing, policies, and developer experience.
• Establish and maintain REST API standards, including resource modeling, versioning strategies, request and response validation, pagination, and error handling.
• Define and standardize integration and orchestration patterns using technologies such as Azure Functions, Durable Functions, Logic Apps, and custom C# services.
• Engineer resilience patterns across distributed systems, including retries, circuit breakers, fault isolation, idempotency, and timeout strategies.
• Embed security best practices such as least privilege access, secure authentication, authorization, secrets management, and compliance-aligned logging.

Release & Quality Leadership

• Establish and continuously improve quality gates across environments, including unit testing, integration testing, contract testing, performance validation, and security testing.
• Ensure CI/CD pipelines enforce engineering and quality standards consistently across delivery teams.
• Drive observability and monitoring practices through logging, telemetry, trace correlation, dashboards, and actionable alerting.
• Use operational insights to prioritize technical debt reduction, resiliency improvements, and performance optimization.
• Lead incident reviews and root cause analysis activities, ensuring lessons learned are translated into action plans and backlog improvements.
• Guide teams in adopting shift-left testing practices, automated quality feedback loops, and effective test data management strategies.

People Leadership & Ways of Working

• Mentor developers through technical coaching, architectural guidance, code reviews, pair programming, and engineering best practices.
• Partner closely with Solution Architects and Technical Leads to shape roadmaps, influence design decisions, and ensure architectural consistency.
• Collaborate with Data and Analytics teams to establish and maintain reliable, versioned data integration patterns.
• Support QA and Test Automation engineers by enabling appropriate test environments, seeded data, mocks, stubs, and automation capabilities.
• Promote a high-performance engineering culture focused on accountability, collaboration, continuous improvement, and innovation.

Experience

• 6-10+ years of software engineering experience with a strong focus on C#, .NET, cloud-native development, APIs, and enterprise integrations.
• Proven experience delivering enterprise-scale applications and leading complex technical initiatives.
• Experience establishing and promoting engineering standards, API governance, CI/CD practices, and quality engineering principles.
• Demonstrated success improving resilience, performance, observability, scalability, and security in distributed systems.
• Experience working within Agile delivery teams and modern software engineering environments.
• Experience within insurance, financial services, or other regulated industries will be advantageous.
• Experience with Microsoft Dynamics 365, Dataverse, and Power Platform will be advantageous.

Knowledge and Skills

• Strong experience in C# and .NET / .NET Core development.
• Experience with ASP.NET Core, MVC, and Web API development.
• Solid understanding of object-oriented design principles and software engineering best practices.
• Strong understanding of design patterns and clean code principles.
• Experience with SQL Server and relational databases.
• Familiarity with RESTful APIs and API-first development practices.
• Experience with source control systems such as Git and Azure DevOps.
• Experience with Microsoft Azure (not negotiable).
• Knowledge of container technologies such as Docker and Kubernetes.
• Exposure to microservices architecture and distributed systems.
• Knowledge of CI/CD pipelines, DevOps practices, and Infrastructure as Code.
• Understanding of monitoring, observability, logging, and operational support practices.
• Experience with event-driven architectures, messaging platforms, and enterprise integrations.
• Strong troubleshooting, analytical, and problem-solving abilities.
• Excellent communication, stakeholder engagement, and collaboration skills.
• Experience within insurance or financial services will be advantageous.
• Exposure to Microsoft Dynamics 365, Dataverse, and Power Platform will be advantageous.

Qualification

• Degree in Computer Science, Information Systems, Software Engineering, or equivalent qualification.
• Relevant Microsoft, Azure, AWS, or cloud-related certifications will be advantageous.
• Microsoft AZ-204 (Azure Developer Associate) certification will be advantageous.
• Experience with Azure DevOps, GitHub Actions, CI/CD tooling, and modern development practices.
• Experience with application lifecycle management (ALM), release management, and environment governance.
• Experience with Power Platform, Dataverse, or Dynamics 365 is advantageous but not required.

Core Competencies

Technical

• C# and .NET/.NET Core development.
• ASP.NET Core, MVC, and Web API development.
• Integration architecture (synchronous and asynchronous patterns).
• REST API design, governance, and lifecycle management.
• Azure cloud services and cloud-native application development.
• Event-driven architectures and messaging platforms.
• Microservices and container-based architectures.
• SQL Server and enterprise data integration.
• CI/CD pipelines, DevOps practices, and automated testing.
• Monitoring, observability, and operational resilience.
• Security-by-design and enterprise integration practices.
• Dynamics 365, Dataverse, and Power Platform knowledge is advantageous.

Delivery & Process

• Designs for operability, supportability, scalability, and maintainability.
• Drives engineering excellence through standards, testing, automation, and continuous improvement.
• Establishes and enforces quality gates throughout the software delivery lifecycle.
• Leads incident reviews and promotes a culture of learning and continuous improvement.

Leadership

• Provides technical leadership and mentorship to development teams.
• Sets engineering direction and establishes best practices.
• Promotes collaboration across teams and disciplines.
• Raises standards for code quality, testing, documentation, and delivery excellence.
• Coaches and develops engineering talent within the organization.

Build a successful career with us

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Turnaround time

• The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Closing date 31 July 2026. 

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What will you do?

• This is a pivotal finance technology role at the centre of Sanlam’s Group reporting environment. The Group Finance Consolidation & Technology Specialist will own and evolve the Group’s financial consolidation capability, ensuring that reporting platforms, data structures, business rules and close-management processes are stable, controlled, scalable and fit for the future.
• The role goes beyond supporting HFM. It is about enabling a modern Finance function through stronger data governance, automation, digital enablement and the responsible use of emerging technologies, including AI. Working across Finance, Group Financial Reporting, IT and external partners, the incumbent will improve reporting quality, operational resilience, user experience and the speed and confidence of Group reporting.
• The incumbent serves as a senior finance leader and technical authority for the Group, working closely with Group Finance, Investor Relations, Tax, Actuarial, Risk, Company Secretariat, external auditors and regulators to protect reporting integrity, support market credibility and build a resilient, well-governed reporting capability.
• As the ultimate reporting role within Group Office, the incumbent provides Group-wide reporting steer, standards and guidance across the Group's geographic footprint, including South Africa, Pan-Africa, India and Malaysia. The role must ensure that local reporting environments are appropriately aligned to Group reporting principles, while recognising jurisdiction-specific regulatory, statutory and market requirements.

What will make you successful in this role?

• Enterprise finance technology expertise – Strong understanding of consolidation platforms, including HFM, finance architecture, metadata, business rules, reporting models and close processes.
• Finance data stewardship – Ability to protect the integrity of finance master data, metadata structures and reporting information across a complex Group environment.
• Digital enablement mindset – Curiosity and capability to automate, simplify and improve finance processes using workflow, analytics, modern technology and AI-enabled solutions where appropriate.
• Control and resilience – Strong discipline around system stability, access, testing, governance, auditability and business continuity during critical reporting cycles.
• Partnership and influence – Ability to work across Finance, IT, reporting teams and external partners to translate requirements into practical, adopted solutions.

Key responsibilities

• Own the Group consolidation technology capability – Maintain and enhance the Group’s consolidation and reporting platforms, including HFM, metadata, business rules, validations, access, reporting outputs and period-close readiness.
• Strengthen finance data governance – Improve finance master data, metadata, dimensional governance, reference data and validation frameworks to support trusted Group reporting.
• Drive digital finance improvement – Identify and implement automation, workflow redesign, data quality improvements and AI-enabled opportunities that reduce manual work and improve reporting efficiency.
• Support a future-ready technology roadmap – Contribute to system enhancements, integration opportunities and digital capabilities aligned to Group Finance strategy.
• Embed strong change and control governance – Manage change impact, testing, deployment readiness, documentation, access controls and audit evidence across the reporting environment.
• Enable adoption across Finance – Partner with Finance, Group Financial Reporting, IT, vendors and business users to solve problems, improve ways of working and deliver user-focused solutions.

Qualification and Experience

• Relevant Finance, Accounting, Information Systems or Business Analysis qualification. CTA, CA training contract, BCom Accounting or equivalent Finance qualification would be advantageous.
• Minimum of 4–5 years’ experience in financial reporting, consolidation, financial systems or finance transformation.
• Practical experience with enterprise consolidation platforms, preferably HFM, including metadata, consolidation structures, validations, reporting outputs and period-close support.
• Strong understanding of Group consolidation, IFRS reporting principles, ownership structures, intercompany eliminations, foreign currency translation and financial data quality.
• Experience working across Finance, IT and data teams to deliver technology-enabled reporting improvements.
• Demonstrated exposure to process improvement, automation, data integration, analytics, cloud finance technologies or modern finance architecture.
• Experience in insurance or broader financial services, and exposure to AI, advanced analytics or intelligent automation in Finance, would be advantageous.

Competencies

• Consolidation technology depth, including HFM or equivalent platforms, metadata architecture, dimensions, consolidation logic, validations, reporting models and system performance.
• Finance data governance, including master data, metadata management, dimensional modelling, data lineage, validation frameworks and reporting integrity.
• Automation and digital enablement, with the ability to identify, design and implement improvements that reduce manual effort, improve controls and enhance reporting efficiency.
• AI and emerging technology awareness, with a practical understanding of how modern tools can improve finance processes while maintaining governance, control and human oversight.
• Systems integration and control by design, including upstream ERP processes, data pipelines, APIs, downstream reporting solutions, access governance, testing and auditability.
• Problem solving and delivery discipline, with strong analytical skills, sound judgement, planning ability and resilience during critical reporting cycles.
• Stakeholder partnership, with the ability to challenge existing processes, influence stakeholders and drive adoption across Finance, IT, vendors and business users.
• Digital leadership, demonstrating curiosity, continuous learning and a practical focus on modernising Finance through data, technology and innovation.

This role will suit a finance technology professional who wants to do more than keep systems running. It is an opportunity to help modernise Group Finance by improving the quality, integrity, efficiency and user experience of financial reporting, while progressively introducing smarter, more automated and digitally enabled ways of working.

Knowledge and Skills

• Security management and data recovery
• Change control
• Operating system software and hardware and utility software
• Software installations and upgrades
• Business Requirements

Personal Attributes

• Organisational savvy - Contributing through others
• Plans and aligns - Contributing through others
• Manages complexity - Contributing through others
• Optimises work processes - Contributing through others

Build a successful career with us

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Cultivates innovation - Contributing through others
• Customer focus - Contributing through others
• Drives results - Contributing through others
• Collaborates - Contributing through others
• Being resilient - Contributing through others

The closing date for applications is 31 July 2026.

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What will you do?
This role will report to the Business Manager

• Your primary focus will be to work with brokers being the interface between themselves and Sanlam to reach business objectives in a dynamic, innovative and high performance business.This is a third party marketing role and the Broker Consultant markets and promotes Sanlam products to Brokers.
• The Broker Consultant seeks to build a trusting and partnering relationship that seeks to build new business opportunities; supports and up-skill Brokers with relevant information, tools and technologies that will enable them in their practice.   

Output/Core Tasks:
Your success will come from:

• Promoting and marketing the company products
• Building strong relationships with brokers
• Providing efficient service
• Meeting and exceeding your targets
• Supporting brokers in their practices and assist them to grow their businesses.

What’s in it for you?

• Unique remuneration structure that will see you well rewarded for your success
• Get to manage your own income
• Work with visionaries in the industry who value entrepreneurship and creativity
• Represent one of the top well-respected South African companies
• Be invested in and grow your talents

What will make you successful in this role?
Qualification & experience 

• Completed Business/Commerce/Marketing degree
• Preferably Post graduate diploma in Financial Planning/RFP3/Wealth Management 3
• Goal and target motivated
• Sales and marketing orientation
• Natural relationship-builder

Knowledge and skills
To be successful you will need to demonstrate good experience in:

• The financial services industry, specifically in life insurance
• Marketing principles and sales skills in order to meet your targets
• Experience in third-party marketing
• Relevant regulatory legislation and compliance knowledge

Core Competencies

• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Drives results - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently

Personal Attributes

• Business insight - Contributing independently
• Decision quality - Contributing independently
• Builds effective teams - Contributing independently
• Plans and aligns - Contributing independently

Build a successful career with us

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Turnaround time

• The closing date for applications is 28 July 2026.

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What will you do?

Job Purpose

• The Governance Manager is responsible for supporting the development, implementation and oversight of the governance framework within Glacier. Operating within the first line of defense, the role will report to the Senior Governance Manager and assist in supporting the Glacier Board and Exco in fulfilling their first line governance and compliance obligations by ensuring regulatory and governance requirements are optimally understood, implemented, embedded and monitored across the business.
• The role provides governance advisory services to business stakeholders, facilitates regulatory reporting, monitors adherence to governance requirements and supports the implementation of regulatory changes. The Governance Manager plays an integral role in promoting a culture of good governance, ethical conduct and regulatory compliance across the organization, with particular emphasis on product governance and a deep understanding of the long-term insurance and the investment product landscape.

Key Outcomes

• Governance Framework - Assist in the development, implementation and maintenance of the governance framework, including policies, procedures, controls and standards. Support periodic reviews to ensure the framework remains current and fit for purpose considering regulatory developments.
• Product Governance - Support the oversight of product governance processes across Glacier's product range, including endowments, sinking funds, retirement annuity funds, discretionary investment products and other long-term insurance and investment products. Ensure that products are designed, distributed and reviewed in accordance with applicable regulatory requirements and sound governance principles, and that product-related compliance obligations are identified, monitored and reported.
• Regulatory Monitoring and Change Management - Monitor the regulatory landscape for applicable changes across all relevant legislation and assist in managing the implementation of new or amended regulatory requirements across the business. Ensure business stakeholders are timeously informed of regulatory changes and their implications for products, processes and governance structures.
• Advisory Services - Provide governance advisory support to business stakeholders, senior management and the Exco team, offering practical guidance on regulatory requirements, governance obligations and compliance expectations across the full spectrum of applicable legislation.
• Monitoring and Reporting - Monitor governance and compliance practices across the business and prepare accurate, timely governance reports which can be presented to Exco or relevant Governance or Risk Forums. Facilitate the compilation of regulatory and statutory reports from a first-line perspective.
• Regulatory Liaison - Support the Senior Governance Manager in engaging with regulatory bodies, auditors and external stakeholders on governance and compliance matters. Assist in preparing the organization for regulatory engagements and ensuring leadership is appropriately briefed.
• AML, FICA, FATCA and CRS Oversight - Support the oversight of Anti-Money Laundering, FICA, FATCA and Common Reporting Standard compliance, including monitoring the implementation of related policies, procedures and controls. A thorough understanding of FATCA and CRS obligations and their operational application is essential to this role given the cross-border nature of Glacier's product offering.
• Conduct Risk and TCF - Assist in the development and monitoring of conduct risk management programmes, including Treating Customers Fairly initiatives, ensuring that customer outcomes remain central to business practices and product governance decisions.
• Strategic Project Management - Support strategic projects within the business from a governance perspective, including regulatory change implementation projects, governance framework enhancement initiatives and cross-functional compliance programmes. Ensure projects are managed effectively, stakeholders are appropriately engaged and deliverables are completed within agreed timelines.
• Training and Awareness - Design and facilitate training sessions to promote awareness and understanding of governance requirements, regulatory obligations and compliance expectations across the organization.
• Collaboration with Assurance and First Line Functions - Work closely with second line assurance functions, including Risk and Compliance, to ensure alignment between governance practices and the broader risk and compliance framework. Collaborate with other first line functions, including the Legal team, to ensure governance obligations are appropriately embedded in business processes, legal documentation and product structures.
• Stakeholder Engagement - Maintain effective working relationships with internal and external stakeholders, including regulators, auditors, legal counsel and business units, to support sound governance and compliance outcomes.
• Board and CEO Support - Assist in preparing governance reports and briefing materials for the Board and CEO, ensuring that governance issues, regulatory developments and compliance matters are clearly and accurately communicated.

Qualifications and Experience

• B. Juris / BA Law / B. Proc / LLB / BCom or other relevant commercial degree
• Certificate or Diploma in Compliance Management or Financial Planning
• FAIS Fit and Proper requirements to be a FSCA registered Compliance Officer (Cat I, II or III) will be advantageous
• CPRAC, CRM Prac or equivalent qualification will be advantageous
• Minimum five years of experience in Compliance, Legal and Risk Management within the Financial Services industry, with a minimum of three years in a team leadership capacity
• Experience in the LISP industry preferred
• Thorough working knowledge of the Pension Funds Act, CISCA, Insurance Act, Long-term Insurance Act, FAIS, FICA, Financial Markets Act, Exchange Control Regulations, FATCA and CRS
• Sound understanding of long-term insurance and investment products, including endowments, sinking funds, retirement annuity funds, provident and pension fund products and discretionary investment products
• Exposure to international regulatory frameworks, including Bermuda insurance legislation, will be advantageous

Knowledge and Skills

• Excellent written and verbal communication, including presentations and stakeholder influence
• Strong understanding of financial services legislation and regulatory frameworks
• Proficient in drafting legal documents and interpreting legislation
• Skilled in stakeholder management and client engagement
• Strong analytical and conceptual thinking
• Data analysis and digital literacy
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Experience in an IT or project environment is advantageous

Competencies

• Innovation and ability to exercise sound independent judgement
• Strategic mindset with the ability to support strategic initiatives with sound governance input
• Legal drafting and advisory
• Regulatory reporting, implementation, collaboration and governance
• Risk identification, analysis and management
• Management of people and processes
• Execution - strategic and operational delivery on risk and compliance matters
• Client focus - building strong stakeholder relationships and delivering client-centric governance solutions
• Drives results - consistently achieving outcomes and meeting deadlines, even under demanding circumstances
• Collaborates - building partnerships and working collaboratively across functions to meet shared objectives

Attributes

• Action oriented - takes on new opportunities and tough challenges with urgency, energy and enthusiasm
• Innovative - creates new and better ways for the organization to be successful
• Plans and aligns - plans and prioritizes work to meet commitments aligned to organizational goals
• Flexible and adaptable - ability to adjust to an evolving regulatory environment and changing requirements
• Courageous - steps up to address difficult issues and says what needs to be said
• Independent and accountable - holds self and others accountable to meet commitments
• Resilient - rebounds from setbacks and adversity when facing difficult situations

What will make you successful in this role?

Qualification and Experience

• Degree with 6 to 8 years related experience.

Knowledge and Skills

• Compliance advice, training and documentation reviews
• Compliance and legal projects management
• Risk Management
• Coaching and mentoring of less experienced compliance employees
• Regulatory compliance reporting and monitoring

Personal Attributes

• Business insight - Contributing through others
• Builds networks - Contributing through others
• Manages complexity - Contributing through others
• Persuades - Contributing through others

Build a successful career with us

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Cultivates innovation - Contributing through others
• Customer focus - Contributing through others
• Drives results - Contributing through others
• Collaborates - Contributing through others
• Being resilient - Contributing through others

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Position Overview

• We’re on a transformation journey to be an innovative company at forefront of the financial services industry's digital transformation. By harnessing advanced technologies such as Artificial Intelligence (AI) and Machine Learning (ML), we aim to redefine the financial landscape with intelligent, advice-led solutions. To do this, we aim to be a net producer of technology, rather than a net consumer and Product Managers are a critical part of this mission.
• This is an internal product leadership role focusing on enabling Sanlam to accelerate autonomous value creation through Insights and ML across Sanlam Group. As a head of product management for the group data & ML platform tribe, and the product manager for the platform overall, you’ll build and lead the product capability for 3+ cross functional engineering squads. With your mastery of Product Management, your expertise in data technologies and your experience leading high performing, autonomous technology teams, you’ll ensure business teams across the group make data a source of competitive for them in their markets.  

What will you do?

Achieve a free flow of information between internal users and your team(s):

• Initiate internal user research to understand internal data teams needs and willingness to pay, improving our ability empower and accelerate the value they create with data. Success will be measured by value created by our users on the platform.

Raise the bar for how Product Managers give engineers the context and clarity they need to deliver the roadmap:

• Build our ability to clarify ‘the what’ for development teams effectively, ensuring timely and accurate product & feature delivery based on group needs. Find ways to empower teams with the additional context engineers so they’re also clear about ‘the why’. Success will measured by on-time in full delivery and alignment with product artefacts along with team engagement surveys.

Define and measure team success openly:

• Define or refine success metrics and Service Level Objectives (SLOs) for the platform to cover adoption, satisfaction, cost as well and reliability Service Level Indicators (SLIs) such as accuracy, recency, latency and so on. Inspire your entire team to take full ownership of their performance as measured through these metrics. Success is measured by continuous improvement in performance of the metrics as well as unanimous approval of their definitions.

Develop and retain world class product management talent:

• Hire, coach and collaborate with product managers who report to you. Create an environment that supports their high performance and champions their development. Success will be measured by the retention and development of your direct reports in terms of excellence and outcomes.

Qualification and Experience

• 10+ years' experience in leading data platform teams with at least 2 in a modern context with cloud technologies and autonomous high performing team organisational patterns
• Experience owning and managing a budget, including resource planning from storage and compute costs to cost of team development and retention
• A track record of high impact and investing in your own development
• Excellent leadership and communication skills. Ability to collaborate effectively with various stakeholders across the organization

What will make you successful in this role?

You look for ways to do, instead of reasons not to.

• You are high agency, high ownership in everything you do. You know we own our future, only we can make it happen.  If you find something that keeps us from our mission, you own it or work collaboratively with others until you find the right owner of it.

Where some see impossible, you see a way:

• You have the strong conviction in our ability to innovate and bring financial services, and financial confidence to everyone across the continent. You turn obstacles into opportunity, chance into change.

You move fast and fix things.

• You publish early and often, when you fail you learn and go again. You know that speed gives you the licence to fail, because you’re moving fast enough to correct course.

You love creating more with less.

• Knowing that the biggest impact is born of the smallest acts, scale is built into your thinking from day 1. This is not about meeting the needs of thousands; it’s about exceeding the needs of millions. And working through small and mighty teams is way we’ll do it.

You seek out and value 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.

Knowledge and Skills

• Product Strategy
• Product concept design, evaluation and prototyping
• Product Development
• Knowledge Management
• Management of employees

Personal Attributes

• Business insight - Contributing through others
• Financial acumen - Contributing through others
• Organisational savvy - Contributing through others
• Decision quality - Contributing through others

Build a successful career with us

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Cultivates innovation - Contributing through others
• Customer focus - Contributing through others
• Drives results - Contributing through others
• Collaborates - Contributing through others
• Being resilient - Contributing through others