Head: Investment Technical Support

What will you do?

Job Purpose

This role is responsible for the strategic positioning and leading of the Glacier Technical Support team. This senior role will focus on the technical support and competency of the Business Development (BD) team. The support focus on Glacier’s solution sets and the successful implementation and maintenance of these. The accountable subject matter includes regulation / industry / financial planning related issues, product support, technical investment solution competencies etc.

The role provides support to the Glacier Business Development team, Distribution channel management, Intermediaries, and Industry role players & media. The Head of Technical Support forms part of the Business Development leadership team and reports to the Executive Head of Business Development.

Strategic positioning and delivery on the competency of the Business Development team for the future

• Drive and take accountability for the industry competency and maintenance of the BD team.
• Accountability for the formal training of the BD team.
• Accountability for the resolution of technical queries in and to the BD team by the supporting market.
• Design and implement plans, projects and strategies to develop, enhance and support the competency levels and overall business objectives.
• Explore alternative and innovative solutions to increase the competency of the distribution channels and drive collaboration with business partners/structures both internally and in the Sanlam Group.

• Provide guidance, implement, and monitor quality content, consistency, and alignment in delivery of information and strategic messages to market through digital events and interventions.
• Responsible for the technical support to marketing.
• The role is also involved in technical problem solving with client services on behalf of Business Development.

• Provide guidance and input on all internal communication of the business division and all external communication to market.
• Responsibility to sign off on all communication of a technical nature on behalf of BD.

• Implement, lead and support the teams via competency to deliver the intended outcomes as it relates to the focus areas.
• Undertake and/or support the development, implementation and monitoring of operational plans to meet the strategic goals of the business area.

• Represent BD and support problem resolution with various stakeholders (internal and external) around competency & knowledge.
• Support and deliver on industry competency to market.
• Work across functions with peers (in Sanlam Group where applicable) to ensure collaboration for shared goals.

• Understand and support projects and operations around the financial drivers of the business and assist implementation of focus areas what will speak to the financial drivers.

• Provide guidance and ensure clarity around priorities and goals for the functional area.
• Take full responsibility for performance of all direct reports, motivating, developing, and managing the team in relation to quality standards and agreed benchmarks and objectives, focusing on all aspects of sound people management.
• Foster and cultivate practices that support the Glacier culture and values.

• Represent Glacier BD at forums and seminars.
• Implement and support projects and competency levels in relation to regulatory, legislative and industry changes in BD and on behalf of BD into Glacier.

• Related undergraduate degree plus Post Graduate Diploma in financial planning / CFP® status and membership of FPI.
• 5 to 7 years of experience in investment financial planning environment.
• A minimum of 3…