Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.
What will you do?
This role is responsible for providing operational support and assistance to the Head Business Development RSA North, and lead and coordinate the Business Development Consultants in Team North
Key Outcomes
The following outcomes will be expected to be achieved by the Operational Manager:
- Formulation and implementation of Business Development Consultants strategy within the context of the company and Team North strategies
- Leadership, management, and development of the Business Development Consultants Team
- General office management Meersig and Rosebank offices
- Management and coordinating of business development projects across Team North
- Sanlam Life | Legacy book maintenance for the Investment Channel
- REMs (Broker) Contracting for the Investment Channel
- General administrative support
- Management Information (MIS) adhoc reports
- Drafting and implementation of fee agreements
- Manage the data provisions for Team North
- Manage the FSP bulk transfer process.
- To develop and maintain relationships with internal and external stakeholders.
- Drive inflows to reach target through various initiatives, coaching, mentoring, and empowering the Business Development Consultants
- Drive Investment Hub strategy
- Investment Hub stats
- Organising and managing adhoc events (SSA national Gear up, GWG, Top Assistants, Gear up newsletter)
- Managing and distribution of Team North leads from Client services
- Work closely with the Glacier IT Operations and Mainframe team to ensure the business areas are functional
- Update Investment stats to Investment MIS reporting
- Reporting and solving of digital (Inter Web and IH queries) BAU queries with Operational and IT stakeholders
- B.Com and/or related tertiary management qualification/s
- At least 5 years experience in a similar role leadership and management
- Project management experience
- Knowledge and application of Sanlam systems is highly advantageous
- Advance computer skills (MS Excel advanced level) are essential
- Knowledge and application of Industry related legislation and regulations, and the application thereof
- A valid drivers license and own reliable vehicle
- Client-centric orientation and focus
- Cultivates innovation
- Collaborates
- Being resilient
- Drive optimal results
- Attention to detail, accuracy, following robust processes and procedures
- Quality in delivery
- Leadership skills
- Building and maintaining relationships
- Conflict resolution
- Analytical thinking and problem solving
- Planning and organising
- Advance communication and presentation skills (written & verbal)
- Positive, enthusiastic attitude
- Teamwork
- Ability to thrive under pressure
- Honesty, integrity, and respect
- Influencing and gaining commitment
- Can do attitude
- Ability to work independently
Qualification And Experience
Grade 12 with 4 to 5 years related experience.
Knowledge And Skills
Financial advice and support
Assist with production target achievement
Compliance
Partnership and network building
Personal Attributes
Business insight - Contributing independently
Communicates effectively - Contributing independently
Action orientated - Contributing independently
Plans and aligns - Contributing independently
Build a successful career with us
Were 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 independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently
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.
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
