Head: Corporate

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.

Job Purpose

This role is responsible for the strategic positioning of the Glacier value proposition to Corporate Brokerages in a way that creates a situation where the national management of those brokerages are motivated to push Glacier solutions (local, international, balance sheet solutions and investment solutions) and value propositions to their respective intermediary base.

As Head of Corporate, you will play a critical role through increasing the market share of Glacier solutions sold through selected Corporate Brokerages / networks and private wealth businesses. Play also a key role in asset management relationships.

Key Outcomes

Strategic positioning of the business area for the future

• Design and implement business area plans and strategies to support the overall business objectives and align with the distribution business strategies in Sanlam Connect and Glacier Distribution.
• Identify and develop new corporate, networks and private wealth relationships.
• Drive, report and ensure the profitability of these corporate relationships (income / expenses / models / new business / outflows).

Build Partnerships & provide support

• Ensure operational and contractual obligations with corporate and network entities are maintained, improved, and updated.
• Ensure visibility of Glacier within the Corporates distribution teams/regions ensuring that our message to market is consistent and pertinent to the strategy of the corporates own strategic intent.
• Undertake to support the specific corporates initiatives, either through product, operation, or marketing initiatives to grow and develop their strategy.
• Provide monthly reports to Glacier Exco and Sanlam Connect, and Glacier divisions to indicate production figures and progress on strategy implementation.
• Take responsibility and oversee the actions to deliver client data to the respective Corporate Brokerages and networks with due consideration of legal implications.

Initiate, co-ordinate and implement marketing initiatives/campaigns as per strategy

• In line with strategies for each Corporate, undertake research and preparation for the different marketing initiatives/campaigns.
• Gather necessary information (MIS, data mining) and support material, product information etc. from different Head Office functions to present to corporate management.
• Present campaign concepts and ideas to Brokerage management for discussion and approval.
• Discuss strategies with corporate brokerage management to increase the % of Supporting brokers.
• Negotiate with Corporates on their support for the campaign, including their endorsement on the marketing material, distribution the leads through their leads systems and communicating internally to their Brokers and management.
• Monitor and track the performance and progress of the campaigns.

Collaborate with various stakeholders

• Represent Glacier regarding corporate brokerage initiatives from an investment perspective
• Be the link / coordinator and “go to person” for strategic engagement and relationship management.
• Present Sanlam Retail & Glacier’s value proposition and strategy at corporate brokerage conferences (like PSG / SFP and Efficient).

Manage the financial discipline of the division as it relates to budgets, business targets, performance, and financial reporting

• Provide a consistent and regular reporting model of the corporate brokerage landscape within…