Job Description

9684//Cape Town//
Package to attract and entice
This is a brand-new role. The role is to work in a crack team. super smart and fun skilled people work here.
The team needs a more diverse make up; so, we are also looking for women or men who are also employment equity South Africans. Report to the
This global, top performing investment company is one of Southern Africa's most successful third-party fund management companies. They are a pure fund management business that provides both individual and institutional investors with access to markets across a number of geographies.
You have chutzpah and strong institutional asset management experience and have worked at a 'big' player in this industry. You will manage a team of 15. You have FANTASTIC people management skills and you inspire and are instantly credible. You don't just work in asset management, you LOVE it. You are plugged into this space!
You are smart but also keen to learn. You are a change manager but not in a dictatorial fashion - you bring people along with you while managing the business' ever-changing needs!
JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:

• You will be required to lead and manage the full institutional client delivery function, overseeing a multidisciplinary team responsible for client service and new business operations, communications, presentation material, events, reporting, data and project execution. This role ensures that all elements of client-facing execution - from daily deliverables to strategic initiatives - are delivered timeously with excellence, efficiency and alignment to the company's standards;
• You will be required to ensure that systems, workflows, and operational processes are continuously reviewed and improved, leveraging off innovation where appropriate across all client delivery and new business activities;
• You will be required to, in addition to leadership responsibilities, be expected when necessary to actively contribute to hands-on task delivery as a flexible team member, particularly during periods of high demand or capacity constraints, to ensure deadlines are met and service excellence is maintained;
• Team leadership & people management:

• You will be required to manage a team including client associates, communications specialist, presentation coordinators, event coordinator, data analyst;
• You will be required to set clear objectives, provide coaching and feedback, conduct performance reviews and drive a culture of high standards and collaboration;
• You will be required to monitor team workload and reassign resources as needed to meet business priorities;
• You will be required to collaborate proactively with other senior team members to ensure a seamless workflow within the wider team and foster effective collaboration with other departments where needed to ensure alignment and efficient cross-functional delivery. Handle complaints, provide appropriate solutions and alternatives within the time limits and follow- up to ensure resolution;
• Client associate oversight:

• You will be required to oversee day-to-day execution of all client deliverables including reports, meeting packs, onboarding documentation and FICA / AML requirements, DDQ's, tenders, ad hoc requests and completion of databases;
• You will be required to ensure accuracy, consistency, and timely delivery across all outputs;
• You will be required to develop service-level expectations and task tracking for better visibility and accountability;
• Communications & content delivery:

• You will be required to work closely with the communications specialist to maintain and improve client content quality;
• You will be required to ensure consistent brand tone and language across platforms;
• You will be required to deliver accurate, timely communication to internal and external stakeholders. This includes ensuring a communications pipeline is maintained and monitored, with clear timelines for all re-occurring and ad hoc communications;
• Presentation & visual material coordination:

• You will be required to supervise presentation coordinators to maintain visual standards across all decks and presentation material;
• You will be required to support preparation of pitch decks, reviews, and bespoke client content;
• You will be required to obtain regular feedback from stakeholders with a view to continuously improving the quality of presentations and refinements of process where needed;
• Event management oversight:

• You will be required to support and guide the event coordinator in planning, project managing and executing all client events;
• You will be required to ensure events align with client strategy and brand positioning;
• You will be required to review post-event insights and feedback to improve future planning;
• Data, reporting & management information:

• You will be required to oversee the Data Analyst to produce and maintain management dashboards and client analytics;
• You will be required to develop regular reporting that informs client trends, team performance and project progress;
• You will be required to use data insights to inform improvements in service delivery, efficiency and risk management;
• You will be required to ensure that team members, where applicable, are inputting data timeously to enable accurate, timely and integrated management information;
• Project & process management:

• You will be required to own the pipeline of strategic and operational projects within the CIB team;
• You will be required to drive execution of key initiatives such as onboarding redesign, report automation, FFS, system;
• You will be required to track progress, manage stakeholders, and mitigate risks to delivery timelines;
• You will be required to ensure all cross-functional teams are engaged early in projects, identify impacts on their areas and provide the necessary inputs and deliverables to enable successful implementation;
• You will be responsible for AI integration and adoption;
• Additional responsibilities:

• You will be required to act as the escalation point for service delivery issues across the client team;
• You will be required to identify and implement opportunities to improve workflows and leverage technology;
• You will be required to collaborate cross-functionally with investments, compliance, IT, finance, implementation, operations and marketing. Ensure appropriate cross functional SLA's are in place, monitored and complied with;
• You will be required to promote a culture of learning and knowledge sharing within the team and cross-functionally;
• You will be required to assist with task delivery, particularly within the CA team, when necessary.

CORE COMPETENCIES REQUIRED, BUT NOT LIMITED TO:

• You have strong project and workflow management capability;
• You have excellent communication (verbal and written) skills in English, delegation and interpersonal skills with the ability to engage stakeholders at all levels, from junior team members to senior leadership;
• You have a keen eye for detail and commitment to quality;
• You have sound judgement;
• You are a good people manager;
• You have a collaborative leadership style with the ability to develop talent while also demonstrating confidence to take clear decisions when needed;
• You are proactive and solutions-oriented with a process-improvement mindset and a focus on excellent client service delivery;
• You are comfortable interpreting data and using it to drive decisions;
• You are adaptable, accountable and have a team orientated mind-set.

CORE QUALIFICATIONS AND EXPERIENCE:

• You have a bachelor's degree in business and / or finance at honours level as a minimum;
• You have a minimum of 10 years' current, relevant experience in operations, systems, marketing; project management and people management - so you know its all and can pull it all together. There is no real title for this role and in an asset management business;
• You have proven experience managing teams across multiple workstreams;
• You have strong familiarity with client-facing deliverables, reporting tools, CRM systems and events; you will not put on an event but must know where the client should be positioned- it could be a live stream event etc.
• You have knowledge of the Salesforce system - this would be a distinct advantage.

You are the go-to person for institutional business - how do we do things; better, smarter, with all on board and focused to the common goal. FAB role for a FAB candidate - who is technically superior and strategic but will also be operational and approachable and generate energy and ideas for continuous improvement!

Skills Required