R HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUS
Our client is a leading financial services company, delivering a broad range of financial services and products, on a face-to-face model and via integrated electronic platforms. They specifically focus on wealth management, asset management and insurance solutions for individuals, families and enterprises.
The company offers a range of wealth management services for individuals, families or businesses. Their advisers are ready to help you build an investment portfolio to meet your financial goals. You can also invest directly on their online trading and investment platform. Get access to unit trusts, multi-managed funds and solutions, shares and other securities through our investment products. For their business clients they offer employee benefits and bespoke investment solutions to suit your requirements.
They now seek a head of fund operations to join their team. You will report to the COO.
JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:
- You will be responsible for management oversight of all the financial operations operational teams;
- You will be required to review, design and implementation of target operating model;
- You will be required to continuous process improvement (automation and customer experience);
- You will be responsible for daily review of all reconciliation dashboards, key indicators, retirement and board reporting pack preparation and reviews;
- You will be responsible for key projects (tax, data clean up, finance operating system, etc.);
- You will be responsible for vendor management (Lautus, FinSwitch, Apex, Mancos);
- You will be responsible for expense management;
- You will be responsible for stakeholder reporting (management information deadlines to be met).
CORE COMPETENCIES REQUIRED, BUT NOT LIMITED TO:
- You have a keen eye for detail;
- You are client centric;
- You are resilient;
- You are risk conscious;
- You have excellent communication (verbal and written) skills in English;
- You have strong interpersonal skills;
- You are deadline driven;
- You have culture fit requirements;
- You are able to interact at all levels;
- You have regular accountability meetings with direct reports;
- You are able to engage with teams regularly;
- You are able to maintain positive team dynamic.
CORE QUALIFICATIONS AND EXPERIENCE:
- You have a B.Com honours (accounting);
- You have a CA (SA) – this would be a distinct advantage;
- You have a minimum of 6 years current, relevant operations experience within an investment company (LISP, CIS or investment manager) – this would be a distinct advantage;
- You have leadership / management experience – this is essential;
- You have retail investment platform experience;
- You have project management experience – this would be a distinct advantageous;
- You have a proven track-record to manage operations with multiple teams;
- You have a proven track-record for cross-functional execution;
- You have a proven track-record for managing multiple complex projects simultaneously.
Great opportunity – exacting environment that rewards effort well! Superb COO, with great leadership and knowledge. Superb opportunity.