R HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUS
Our client is committed to quality investments that are sophisticated but simply structured and competitively priced. The company is part of the group, which for over 8 decades has been the trusted financial partner for graduate professionals in South Africa. Unlike a company that is listed on a stock exchange, the company belongs to its members and operates under the ethos of mutuality. This means that qualifying members can exclusively share in the profits of the group, through the unique company profit-share account. The company exists to create and grow the wealth of graduate professionals and their families to live the lives they want in a world worth living in. They offer diversified and flexible investment solutions that are mutually beneficial to their clients in the long run because they believe that success is better shared.
They now seek a technical marketing specialist to join their team. This is a highly visible and important role. The role has arisen as a result of promotion and growth of the business. The business is highly profitable.
JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:
- You will be required to support the development and delivery of the company positioning and adviser enablement strategy by translating investment capability, product features and performance outcomes into clear, accurate and compelling technical content;
- You will be required to play a key executional and analytical function within technical marketing, supporting advisers, distribution and internal stakeholders through high-quality insights, positioning and technical marketing collateral across the company platform, solutions and asset management businesses;
- Investment platform & product support:
- You will be required to support the positioning of the company products, platform capabilities and solutions in alignment with business strategy;
- You will be required to translate investment performance, data and platform features into clear, adviser-facing insights;
- You will be required to compile and maintain due diligence documentation across the business and managers to support consistent positioning;
- You will be required to provide technical support to distribution, product and internal stakeholders on positioning-related queries;
- You will be required to support positioning and communication of solution packaging aligned to adviser segments;
- You will be required to support the integration of the company’s value proposition, including mutuality, into product and platform positioning;
- Investment positioning & technical content:
- You will be required to involved in all aspects of collateral development from idea generation to implementation. Liaise with internal and external parties to prepare and implement presentations while ensuring brand consistency;
- You will be required to create and update presentations for new business pitches, client presentations, staff updates, investment committee and event-driven presentations;
- You will be required to develop and maintain adviser-facing sales aids, collateral and technical marketing material (brochures, pitch decks and guides);
- You will be required to ensure positioning content and market data remain accurate and up to date;
- You will be required to produce fund-level data, asset allocation, holdings and performance analytics;
- You will be required to maintain core presentation packs and positioning content on a regular basis;
- You will be required to liaise with stakeholders to ensure relevance, accuracy and impact of content;
- You will be required to translate complex investment concepts into clear, compelling narratives for adviser and client engagement;
- You will be required to support the development of repeatable positioning frameworks across funds, solutions and platform capabilities;
- Research, insights & market analysis:
- You will be required to analyse the external asset management landscape, including competitor positioning, industry trends and market data;
- You will be required to prepare insights to support business decision-making and positioning;
- You will be required to translate research into actionable insights for internal stakeholders and adviser communication;
- You will be required to identify opportunities and gaps using internal and external data;
- Marketing, campaigns & content:
- You will be required to support the development of marketing campaigns and adviser engagement initiatives (e.g. webinars) aligned to business objectives;
- You will be required to assist in drafting and editing collateral across channels including social media, emails, invitations, newsletters and client communication;
- You will be required to contribute to thought leadership, editorial content and investment insights;
- Adviser enablement and sales support:
- You will be required to support adviser engagement initiatives through technical and educational content, presentations and insight-driven material;
- You will be required to assist in preparing content for adviser education initiatives, including webinars, training sessions and masterclasses;
- You will be required to partner with investments, product, distribution and marketing teams to support projects, campaigns and solution launches;
- You will be required to act as a link between technical investment teams and distribution to ensure consistent positioning;
- Value proposition alignment:
- You will be required to support initiatives that reinforce the company’s core value proposition, including mutuality and long-term member outcomes.
CORE COMPETENCIES REQUIRED, BUT NOT LIMITED TO:
- You have a keen eye for detail;
- You have the ability to interpret and translate data into meaningful insights;
- You have excellent presentation and communication (verbal and written) skills in English;
- You have strong time management and ability to meet deadlines;
- You are proactive, self-driven and have a solutions-oriented mindset;
- You have the ability to work both independently and collaboratively;
- You have strong interest and passion for financial markets and investments.
CORE QUALIFICATIONS AND EXPERIENCE:
- You have a bachelor’s degree in commerce, finance, investments or related field;
- You have an honours degree – this would be a distinct advantage;
- You have a minimum of 5 years’ current, relevant experience in the investments industry;
- You have exposure to LISP, DFM, asset management or platform environments;
- You have experience in investment analysis, reporting or positioning;
- You have knowledge of Microsoft Office (Excel and PowerPoint at an advanced level);
- You have knowledge of Morningstar, Refinitiv or similar – this would be a distinct advantage;
- You have knowledge of Power BI or data visualisation tools – this would be a distinct advantage;
- You have accurate high-quality technical content;
- You have the ability to clearly translate technical investment concepts;
- You have strong collaboration skills and can work across teams;
- You have contribution to adviser enablement and engagement.
Outstanding opportunity – superb leadership. You are going to work with the sales team, product team and meet clients – so a rare role that uses your technical skill and your client facing skills in equal measure and ensures you have meetings with the CIO and CEO as they are very supportive of this important role.