Retail Operations Manager

Date: 18 Nov 2024

Location:

Tygervalley, Western Cape, ZA

Company: Sanlam Group

Who are we?

The retail business offers a comprehensive range of local and offshore investment products to individual (end) investors and financial planners. Our investment options include actively and passively actively managed unit trusts, hedge funds and multi-managed solutions for financial planners. Our retail business has been segmented, based on different client profiles and assets under management, into:
Independent Financial Advisers, including our Graviton partners (who are our higher net worth IFAs)
Sanlam Financial Advisers (our tied agents who sell Sanlam-only products)
Direct (end) retail clients - the ‘end investor’
Strategic partners (large multi managers)

What will you do?

Be actively involved in the greater SI business to implement new processes to enhance output and ensure the smooth running of the day-to-day operations.
Process monthly retail AUM and Flow data.
Provide operational and data support to the Retail distribution team.
Manage and organise the team intranet site.
Manage relationships with Internal and External retail partners.
Represent Retail Distribution in operational projects and forums.
Ensure online retail channels are updated and contain information that is fit for client consumption.
Facilitate the retail communication strategy, by managing retail distribution lists and obtaining data related to communications.
Manage activities relating to the retail CRM system.
Ad hoc query resolution.

What will make you successful in this role?

Business degree with at least 5 years’ experience
Minimum 5 years in depth retail operational experience
Knowledge of retail products including CIS, ETF, Hedge Funds & Structured Products
Computer literacy with proficiency in MS Office

Qualification and Experience

Degree or Diploma with 4 to 5 years related experience

Knowledge and Skills

Create and execute Operations Management infrastructure including trend analysis for future efficiencies

Office Management

Manages Operations procedures and processes including SLA's

Finance, Compliance and Risk Management/Audits

Leading of employees

Personal Attributes

Plans and aligns - Contributing through others

Interpersonal savvy - Contributing through others

Business insight - 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

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.