Job Description

Closing Date 2026/01/05
Reference Number MMH250701-5
Job Title MWI Product Specialist
Position Type Permanent
Role Family Sales
Cluster Momentum Investments
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Centurion
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
Play a key role in the strategic design, enhancement, and execution of Momentum Wealth International (MWI) product solutions, pricing structures, and platform capabilities. Demonstrate increased autonomy and accountability in driving initiatives that meet the evolving needs of investors and advisers across South Africa and selected international markets. Actively collaborate across functions to ensure competitive, compliant, and client-centric offerings that support business growth and innovation.
Requirements

• B.Com or related degree is required. A CFA designation or actuarial background is essential, reflecting the technical and analytical expertise needed to succeed in a specialist investment product role.
• Minimum of 5 years' experience in a financial services environment, specifically within the international LISP (Linked Investment Service Provider) or investment platform industry, with proven exposure to product development, pricing, platform strategy, or capability design.
• Comprehensive knowledge of the South African LISP landscape, including its regulatory frameworks, tax implications, and competitive dynamics. Exposure to or experience in the offshore LISP market is strongly preferred, given the international focus of Momentum Wealth International.
• Demonstrated ability to engage with and influence diverse internal and external stakeholders, effectively balancing technical detail with business impact to support sound product decisions.
• Strong critical thinking and problem-solving skills, with the ability to interrogate data, challenge assumptions, and integrate multiple perspectives when shaping product strategies.
• Proven experience working cross-functionally across product, IT, marketing, distribution, compliance, and operations, with the ability to navigate complexity and contribute to high-impact initiatives.

Duties & Responsibilities
Product

• Contribute meaningfully to the design, enhancement, and lifecycle management of Momentum Wealth International (MWI) platform products and capabilities, ensuring alignment with client and adviser needs, business strategy, and long-term sustainability.
• Evaluate and shape product and capability solutions through a multidisciplinary lens, incorporating regulatory, compliance, risk, and financial perspectives to ensure business-wide impact is well understood and proactively addressed.
• Drive the continuous review and optimisation of MWI products and platform features, ensuring they remain competitive, compliant, and fit-for-purpose across key South African and targeted international jurisdictions.
• Develop and refine content for product and platform-related communication, including marketing and digital material, industry thought-leadership pieces, and internal documentation such as Terms and Conditions, client statements, and formal correspondence.
• Stay ahead of local and global platform trends, conducting in-depth research and market analysis to identify strategic opportunities for new product development, capability enhancements, growth areas, or the rationalisation of existing offerings.
• Take ownership in translating strategic business initiatives into practical product and capability roadmaps, and assist in cross-functional implementation to drive business value and improved client outcomes.
• Monitor and interpret client and adviser feedback, behaviour, and experience metrics to assess the success of existing products and capabilities, and identify areas for proactive refinement or innovation.
• Prepare high-quality analysis and content to support governance and decision-making processes, including submissions to Boards, Excos, Mancos, and product forums, ensuring recommendations are robust, well-researched, and aligned to business priorities.

Engage with clients in a client-centric manner (Client Services)

• Provide specialist product expertise and insights to financial advisers, clients, and internal stakeholders, acting as a trusted partner in guiding strategic product conversations and resolving complex product-related queries.
• Proactively cultivate and strengthen collaborative relationships with key internal and external stakeholders, ensuring alignment, open communication, and support in driving product adoption, understanding, and satisfaction.
• Identify and recommend enhancements to improve the overall adviser and client experience, with a strong focus on ensuring the delivery of fair client outcomes and alignment with Treating Customers Fairly (TCF) principles.
• Actively contribute to a high-performance, client-centric culture by championing feedback loops, fostering relationship-driven engagement, and supporting initiatives that deliver exceptional service and enduring value.

Self-management and teamwork (People)

• Foster strong, solution-oriented relationships with the product team and cross-functional partners including IT, Marketing, Distribution, Compliance, and other relevant stakeholders, to ensure seamless collaboration in delivering value-driven product solutions.
• Actively engage in and positively influence change and transformation initiatives, contributing to business agility and the successful implementation of strategic priorities.
• Demonstrate a strong commitment to continuous professional development, staying ahead of industry trends, legislative developments, and emerging client needs to remain a credible and informed product specialist.
• Drive a culture of innovation by contributing and actioning fresh ideas, with a focus on improving product features, operational efficiencies, and client engagement.
• Take accountability for personal growth and career progression, seeking out opportunities to expand product knowledge, develop technical competencies, and increase strategic impact.
• Apply strong time management and prioritisation skills to consistently deliver high-quality outputs and meet business objectives within set timelines.
• Maintain up-to-date and in-depth technical and legislative knowledge, enabling the delivery of innovative, compliant, and future-fit client solutions that meet governance and regulatory standards.
• Exhibit self-confidence, drive, and resilience, consistently striving to meet and exceed performance goals while contributing to a high-performance product environment.

Competencies

• Strategic Thinking & Business Acumen

Ability to connect product initiatives to broader business strategy, anticipate market trends, and make informed decisions that support sustainable growth.

• Client-Centric Mindset

Consistently advocate for adviser and client needs, leveraging feedback and insights to inform product development and experience improvements.

• Product Lifecycle Management

Proficient in managing the end-to-end lifecycle of investment products, from concept through to market launch, review, optimisation, and retirement.

• Data-Driven Decision Making

Comfort with data analysis and insights to support product proposals, monitor performance, identify risks, and measure success.

• Regulatory and Compliance Knowledge

Strong understanding of local and international regulatory frameworks affecting wealth and investment products, with the ability to apply these practically.

• Innovation and Digital Fluency

Familiarity with digital platforms, fintech trends, and how technology can be leveraged to improve product competitiveness and client engagement.

• Stakeholder Engagement and Influence

Ability to engage, align and influence diverse internal and external stakeholders, including Distribution, Legal, Compliance, IT, and Executive Management.

• Effective Communication

Skilled at translating complex product and regulatory information into clear, compelling content for various audiences (e.g., advisers, clients, committees).

• Governance and Risk Awareness

Demonstrates sound judgment and adherence to governance protocols when contributing to proposals and engaging with oversight forums.

• Project Execution

Ability to manage or support product-related projects and initiatives from planning to execution, ensuring alignment with timelines, quality standards, and business goals.
Policy
We 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.

Skills Required