Job Description

Introduction

Through our client-facing brands and our other specialist brands, Momentum Group enables business 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 organisations 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.

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

Lead and manage the Implementation and Transition teams responsible for executing investment decisions, coordinating client transitions, and supporting strategic initiatives across Momentum Investments. This role ensures the delivery of high-quality operational processes, risk management, and stakeholder engagement, while maintaining alignment with internal controls, regulatory requirements, and reporting standards. The manager will also provide leadership, mentorship, and oversight across both implementation and transition activities, and contribute to strategic projects as required.

Requirements

5 - 8 years institutional Investments operations experience, with at least 5 years in an implementation or transition role
Experience in managing a team of professionals
Relevant financial/investment qualification (e.g., B. Commerce)
Experience in a multi-manager or asset management environment preferred
Strong understanding of investment instruments and legal structures
Exposure to portfolio construction, analysis, and multi-asset allocation
Working knowledge of Interlink and other reporting tools advantageous
Advanced Excel, Power Pivot, and Power BI skills beneficial

Duties & Responsibilities

Team Leadership and People Management:

Lead, coach, and develop a high-performing team across the implementation and transition functions.
Manage team capacity and performance, and identify training and development needs to ensure the team remains equipped to meet operational and strategic objectives.
Foster a culture of accountability, collaboration, and continuous improvement.

Transition Management

Lead the team responsible for managing all aspects of client and portfolio transitions, ensuring seamless execution and alignment with strategic, operational, and regulatory requirements.
Overseeing the development and execution of comprehensive transition plans and timelines in collaboration with portfolio managers, administration teams, and key stakeholders such as compliance, fees, legal, performance, and risk.
Proactively identifying and mitigating transition-related risks, including market exposure, trading costs, and operational errors.
Managing the estimation and optimisation of transition costs, taking into account market impact.
Supervise the execution of client onboarding and disinvestments processes, portfolio transitions, changes and launches, ensuring accuracy and timeliness.
Ensuring the team provides clear communication to all stakeholders during transition events, regular progress updates, and final reporting.
Ensuring all transition activities are conducted in full compliance with regulatory standards and internal policies.

Implementation Oversight

Oversee portfolio implementation activities including rebalancing, restructuring, and fee execution.
Monitor daily cash flows, allocations, and portfolio breaches. Liaise with portfolio managers to manage liquidity.
Ensure accurate and timely execution of investment instructions in line with mandate constraints and portfolio targets.
Coordinate implementation activities across business units, ensuring alignment with systems such as Interlink and Lighthouse, and their impact on MML Group and MCI reporting.

Strategic Projects and Business Initiatives

Participate in and contribute to strategic initiatives across Momentum Investments, MML, and MCI.
Support the design and implementation of new capabilities, systems, and operational processes.
Collaborate with cross-functional teams to drive business transformation and operational excellence.
Contribute to defining the strategic direction of the Implementation and Transition function by leveraging market research, industry trends, and best practices.

Stakeholder Engagement

Build and maintain strong relationships with internal and external stakeholders.
Ensure effective communication and coordination across teams and business units.
Understand stakeholder needs and proactively manage expectations.

Risk and Compliance

Ensure adherence to internal controls, governance frameworks, and regulatory requirements.
Contribute to the development and implementation of a risk management framework within the area of accountability.
Identify and escalate operational risks and implement mitigation strategies.

Continuous Improvement and Innovation

Drive process enhancements, automation initiatives, and operational efficiencies.
Develop client reports and dashboards to better communicate internally and externally.
Encourage innovation within the team.
Promote a culture of continuous learning and responsiveness to business needs.


Ad-hoc Support



Provide support to the Transition and BAU team during periods of high demand or limited capacity.
Review work performed by the BAU team to ensure quality and accuracy.

Competencies

Strategic and operational leadership
Strong business and investment acumen
Motivating and inspiring leadership style
Change agility and innovation mindset
Excellent interpersonal and communication skills
High attention to detail and problem-solving ability
Results-oriented and deadline-driven
* Ability to manage multiple priorities under pressure