Job Description

Closing Date 2025/05/09
Reference Number MMH250502-2
Job Title Direct Digital Client Engagement Lead
Position Type Permanent
Role Family Client Services
Cluster Capital Centre
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Centurion
IntroductionThrough our client-facing brands the Momentum Metropolitan Group, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables businesses 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 organisationxe2x80x99s 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.We build and protect our clients' financial dreams.Visit us at www.momentummetropolitan.co.za
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role PurposeAccountable for the strategic direction and implementation of direct-to-client digital channels/platforms for Momentum Retail and other key product units to achieve long-term digitally active ambitions for clients. This role aligns with our Advisor Engagement strategies to deliver on our overall Advice Strategy. The individual and team will ensure that the digital direct-to-client ambitions and requirements of various product and business units are clearly defined and understood, matched with innovative channel and engagement features, and delivered in a manner that meets the needs of clients, business units, and the Group as a whole. Additionally, the role will advise other non-Momentum Retail branded business units on their direct-to-client engagements, ensuring that best practices and capabilities are leveraged across our Group.
RequirementsExperience and Knowledge:xc2xb7 Bachelorxe2x80x99s degree in Information Technology or similar is a minimum requirementxc2xb7 Honours degree preferredxc2xb7 8-10 years of experience in client relationship management, consulting, and related fieldsxc2xb7 5-7 years of management experience in the financial services industryxc2xb7 In depth knowledge of financial services, healthcare financing, and administration .xc2xb7 In depth knowledge of customer experience management, client satisfaction measurement, and service improvement methodologiesKey Skills:xc2xb7 Strategic Leadership in Mobile & Online Banking: Proven ability to define, execute, and manage global digital strategies for mobile and online banking, including convergence of apps and platforms.xc2xb7 Hyper-Personalization & UX/UI Excellence: Successfully implemented hyper-personalized client experiences through AI-driven Conversational Banking, recognized by leading industry bodies.xc2xb7 Agile Methodologies & Digital Adoption: Expertise in leveraging agile methodologies to drive product development and adoptionxc2xb7 Vendor & Stakeholder Management: Led relationships with strategic partners and third-party vendors, collaborating with solution architects to align platform capabilities with business needs.xc2xb7 Large-Scale Portfolio & Budget Management: Experience managing large-scale digital portfolios, ensuring regulatory compliance and balancing user needs with business objectivesxc2xb7 Client-Centric & Data-Driven Approach: Strong track record of using data and insights to influence product decisions, driving client engagement through user-centric digital solutionsxc2xb7 Digital Transformation Expertise: Championed digital transformation strategies focused on client behavior and platform adoptionxc2xb7 Strategic Leadership and Communication: Led a resolute team in crafting a world-class product, owning both the business and product vision
Duties & Responsibilitiesxc2xb7 Develop and implement an aligned and integrated direct-to-client digital strategy and execution plan, considering the needs of various client segments, distribution channels, and product units, which are signed off by Business Units.xc2xb7 Identify non-product features and capabilities required to achieve digitally active engagement targets with clients, leveraging global innovation insightsxc2xb7 Develop technical and data architectures needed to deliver on next-generation platforms, including delivery roadmaps, selection of appropriate partners, and agreements on business cases, performance targets, and budgetsxc2xb7 Execute the strategy with appropriate channel operating models across key channels, ensuring clear alignment across all business units in terms of expectations and target achievementxc2xb7 Provide ongoing thought leadership around all aspects of direct-to-client digital engagement, including local and international competitor assessment, and continuously mature the design and delivery of digital capabilities to achieve leading client experience outcomes. Client:xc2xb7 Build and maintain relationships with clients and stakeholders that promote cross-delivery practice solutionsxc2xb7 Engage with key internal and external stakeholders to identify changing client needs and make recommendations to align service offerings with client needsxc2xb7 Manage a client service excellence culture that builds enduring relationships and allows the team to provide exceptional client servicexc2xb7 Monitor and evaluate delivery on service level agreements made with clients to ensure client expectations are managedxc2xb7 Provide authoritative expertise and advice to clients and stakeholders, offering valuable insights and guidance to support their needs and objectivesCompetenciesExamining informationDeveloping strategiesDirecting PeopleProviding InsightsArticulating InfomationEmbracing ChangeExploring PossibilitiesMaking DecisionsPolicyWe are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

Momentum Group