Head: MCI

Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses.

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Provide strategic leadership and ownership for Momentum Collective Investments (MCI), driving the development and execution of a forward-thinking strategic and operational initiatives that strengthens the brand, enhances operational and service excellence, and delivers sustainable, client‑centric investment solutions. The role ensures alignment with broader Momentum Investments and Institutional Operations strategies, positioning MCI for long‑term growth and resilience.

• Honours degree in Finance or related field (essential).
• CA / CFA / Actuarial qualification or MBA (advantageous).
• 10 years’ experience in investments with exposure to collective investment schemes.
• Experience managing operations and or service teams.
• Proven track record in strategy development and execution in investment management.
• Experience in leading multi‑disciplinary teams, with strong operational and client‑service orientation.

• Assume full strategic and management ownership of MCI, setting the direction in alignment with the Head of Institutional Operations and Momentum Investments’ objectives.
• Lead the execution, and continuous refinement of MCI’s strategy, ensuring agility and mitigating risk in response to investment practices, market trends, regulatory, business and technological changes.
• Drive the translation of business strategy and organisational needs into actionable features and initiatives that deliver measurable business value through enhanced efficiencies.
• Champion innovation and transformative practices across all business areas, positioning the collective investments division as an industry leader.
• Responsible for the full Collective investment scheme, product life cycle, operations, client experience, distribution enablement and defining the road map of strategic and operational priorities across all business areas.
• Hold overall accountability and strategic goal setting for the effectiveness, efficiency, and quality of all service and operational functions within MCI.
• Oversee the design and implementation of robust operational frameworks, ensuring seamless client experiences and operational excellence.
• Drive continuous improvement in service delivery, leveraging technology, process optimisation, and best‑in‑class practices.
• Ensure compliance with all regulatory, risk, and governance requirements, embedding a culture of ethical conduct and operational discipline.
• Ensure all risk management, compliance, and governance frameworks are embedded in operational practices.
• Lead and provide strategic direction to the Manager MCI operations and Service Portfolio Lead, fostering collaboration and operational excellence across their teams.
• Build and enable a positive and engaging culture that energises employees, enhances productivity, and creates meaning in work.
• Drive talent development by identifying growth opportunities, implementing learning interventions, and actively coaching team members.
• Manage performance effectively, ensuring business objectives are consistently achieved, ensuring high‑quality client interactions, efficient query resolution, and continuous improvement of service and delivery standards.
• Implement best practices and process improvements across service and operations to optimise efficiency and client satisfaction.
• Monitor and report on operational performance, identifying areas for enhancement and driving…