Team Leader: Retail Investment Operations

at  Rory Mackie Associates

OVERVIEW:

Our client, a well-established asset management company, is looking for a Team Leader to join their dynamic and growing LISP, within the Retail Operations Team. You will be responsible for the leadership of a diverse group of consultants as well as manage the daily operational requirements/processes in alignment with the value structures of the broader retail department. You will be measured on the outputs of an engaged and motivated workforce, the maintenance of stable and autonomous operations, and the application of well-balanced service and compliance principles to those processes

REQUIREMENTS:

• Relevant and applicable tertiary qualification, eg Bcom.
• 3 continuous years’ experience as a team leader in the Financial Services Industry
• Knowledge of Pension Fund Act, Income Tax Act, Long Term Insurance Act, CISCA, JSE regulations
• Advanced MS Excel skills

Strategic:

• Execute the strategic objectives of the department and develop and maintain a results-driven environment
• Continuously develop a performance driven team culture by setting and aligning targets, seeking out multi-stakeholder feedback reviews on team outpu

People Management: Engage and invest in people

• Motivate and influence staff towards a culture that promotes accountability and service excellence
• Facilitate and guide the growth and development of staff by providing ongoing support, coaching and mentorship
• Contribute towards staff engagement and retention efforts

Operational: Daily management of all operational aspects of the environment

• Creating, analysing and reporting on key metrics of the team
• Responding pro-actively to analyses, findings and recommendations from various sources (such as KPA data, risk events, quality- and knowledge assessments)
• Implementing processes and controls to respond to events and service improvements. Ensuring sufficient staff complement, skills availability and autonomy

Strategic:

• Execute the strategic objectives of the department and develop and maintain a results-driven environment
• Continuously develop a performance driven team culture by setting and aligning targets, seeking out multi-stakeholder feedback reviews on team output

General:

• Collaborate with fellow peers and engage with stakeholders such as support and service teams, risk and compliance, human resources to drive a distinguished and highly developed team
• Manage relationships that foster a creative, engaged, high-performing environment
• Continuously work towards the implementation of processes and controls that fosters an effective Retail Department