Job Description

Who are we?

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.

What will you do?

Job Purpose

We are looking for a proactive and detail-oriented Consultant to support the Glacier Partners team with both operational and reporting needs. In addition, this role will play a key role in onboarding new intermediaries, handling contract-related queries, and ensuring partner processes run smoothly and efficiently. It's an ideal opportunity for someone who enjoys working across data, processes, and stakeholder engagement.

Key Outcomes

Service and Support:
Facilitate intermediary contracting processes for Glacier Partners under the Glacier Partners master agreement Sanlam Sanpay liaison General administrative support Coordinate and execute the Financial Services Provider (FSP) bulk transfer process Manage MANCO approvals and coordinate the full fund loading process, ensuring all steps are delivered within SLA Facilitate and manage the onboarding and approval of Third-Party Managers (TPMs) and Discretionary Fund Managers (DFMs) onto the Glacier Partners Platform Develop and maintain relationships with internal and Glacier Partners stakeholders Co-ordinate, maintain and implement SLAs with all relevant stakeholders with regards to reporting and administrative support Collaborate closely with Glacier IT Operations and the Sanlam REMS team to ensure operational efficiency across business areas Lead and support various ad hoc projects as required




Reporting:
Manage data provisions for Glacier partners team Compile regular reporting Glacier Business Intelligence (BI system) super user for Glacier Partners Glacier Hub adoption reporting Explore opportunities to streamline and enhance reporting

Qualifications and Experience

B-Com and/or related tertiary management qualification/s Degree in Business, Finance, or related field (or equivalent experience) 2 to 4 years' experience in operations, reporting, or consulting (financial services advantageous) Exposure to intermediary onboarding and contract management preferred. Strong Excel skills; knowledge of BI/reporting tools an advantage

Competencies

Client-centric orientation and focus Cultivates innovation Works collaboratively while establishing and maintaining relationships Being resilient Drive optimal results Attention to detail, accuracy, following robust processes and procedures Analytical thinking and problem solving

Attributes

Honesty, integrity, and respect Positive, enthusiastic attitude Honesty, integrity, and respect Works well in a team environment but also can function independently Ability to thrive under pressure Influencing and gaining commitment Can do attitude

What will make you successful in this role?

Qualification and Experience

Degree or Diploma with 3 to 4 years related experience.

Knowledge and Skills

Processing transactions and conduct simple calculations
Record keeping; filing and maintenance of databases
Maintain work standards and quality verification
Data Collection and processing of transactions
Procedures Knowledge

Personal Attributes

Plans and aligns - Contributing independently
Interpersonal savvy - Contributing independently
Communicates effectively - Contributing independently
Optimises work processes - Contributing independently

Build a successful career with us

We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.

Core Competencies

Being resilient - Contributing independently
Collaborates - Contributing independently
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.