• BCom with Honours (essential).
  • Certified Financial Planner (essential)


  • 5-8 years’ implementation management experience
  • 5–8 years’ project management experience in corporate business development / corporate client service, or marketing/financial planning within a financial services environment.

ResponsibilitiesManage the delivery of projects and implementations within the agreed parameters

  • Drive the implementation of the department’s strategic intent
  • Operate as liaison between Retalisation & EB Distribution department and Product Houses / stakeholders regarding projects and implementation requirements / scope as directed by the Head of department to achieve both tactical and operational implementation and alignment of projects
  • Align with Head of Department’s strategic lead with the overall transformation plan
  • Partner with stakeholders to investigate the feasibility of innovative projects, change requests and implementation requirements that support the achievement of business objectives.
  • Define the project scope in collaboration with relevant stakeholders internally and externally in order to ensure that project deliverables and expectations are clearly articulated and aligned to business objectives.
  • Determine & articulate the project measures of success which will be used to evaluate project effectiveness.
  • Accountable for the project implementation process including the implementation plan that highlights deliverable
  • Develop and maintain productive working relationships with internal and external stakeholders to achieve optimal cross process integration.
  • Manage resources and third-party relationships (i.e., SLA) to produce results and meet operational objectives and goals.
  • Drive, manage and track the implementation and delivery of the project plan in line with the scope, cost and time parameters of the project.
  • Execute on defined implementation plans
  • Monitor all aspect of the implementation process including the identification of risks and the collaboration with stakeholders to manage the mitigation of risks.
  • Monitor project progress and deliver reports that accurately reflect the progress of the project.
    • Organize, maintain, follow up and update accurate project-related metrics, dashboards and reports, take project minutes and agreed action items.
  • Manage the project close out and the assessment of project effectiveness in order to make recommendations to improve project impact.
  • Identify and support the implementation of initiatives that address project shortcomings or areas of concerns
  • Schedule and coordinate project meetings, workshops and agendas, as and when required.
  • Analyze all project and implementation data to effectively provide insight to Head of Retailisation & EB Distribution.
  • Accountable for internal communication and status updates on projects

Maintain and advance the stakeholder relationships through support and guidance leading to growth of the IFA

  • Ensure compliance to business, industry and legislative requirements
  • Establish productive, professional relationships with key internal and external stakeholders in the various Retailisation and EB Distribution ecosystems
  • Engage with internal and external stakeholders to identify opportunity for growth and provide relevant sales support
  • Coordinate and facilitate with relevant internal stakeholders to provide the required technical product, platforms and financial planning support to Retailisation IFAs for the benefit of their networks and clients

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