Head: Corporate

Sanlam Group

Location
Cape Town, Western Cape
Minimum qualification
Diploma
Closing date

First listed . Last checked at source .

In brief

**Overview** This role is for a Head of Corporate within the Sanlam Group, focusing on strategically positioning the Glacier value proposition to Corporate Brokerages. The primary aim is to motivate the national management of these brokerages to promote Glacier's local, international, balance sheet, and investment solutions to their intermediary base. The Head of Corporate will play a critical role in increasing Glacier's market share through selected Corporate Brokerages/networks and private wealth businesses, as well as managing asset management relationships. **What you will do** * Strategically position the Glacier value proposition to Corporate Brokerages to drive the adoption of Glacier solutions. * Increase Glacier's market share through selected Corporate Brokerages/networks and private wealth businesses. * Design and implement business area plans and strategies aligned with SanlamConnect and Glacier Distribution objectives. * Identify and develop new corporate, network, and private wealth relationships. * Drive, report on, and ensure the profitability of corporate relationships (income, expenses, models, new business, outflows). * Maintain, improve, and update operational and contractual obligations with corporate and network entities. * Ensure Glacier's visibility and consistent message within corporate distribution teams/regions. * Support specific corporate initiatives through product, operation, or marketing efforts. * Provide monthly reports on production figures and strategy implementation to Glacier Exco, SanlamConnect, and Glacier divisions. * Oversee actions to deliver client data to Corporate Brokerages and networks, considering legal implications. * Initiate, coordinate, and implement marketing initiatives/campaigns as per strategy, including research, material gathering, concept presentation, and negotiation with brokerages. * Monitor and track the performance and progress of campaigns. * Represent Glacier regarding corporate brokerage initiatives from an investment perspective. * Act as a link/coordinator for strategic engagement and relationship management with stakeholders. * Present Sanlam Retail & Glacier’s value proposition and strategy at corporate brokerage conferences. * Manage the financial discipline of the division, including budgets, business targets, performance, and financial reporting. * Provide consistent reporting on the corporate brokerage landscape within Glacier and Sanlam Retail. * Understand financial drivers and implement focus areas to address them. * Drive collaboration across the Sanlam group for greater integration of corporate brokerages. * Provide strategic leadership and people management for direct reports and support roles, focusing on performance, motivation, and development. * Offer technical support and guidance to the wider distribution team. * Integrate the corporate brokerage value proposition into Sanlam Retail and ensure buy-in. * Act as a liaison between Glacier and corporate brokerages, networks, and private wealth practices. * Assist brokerages with administrative support on Sanlam processes (e.g., commission payments, policy queries, client data). * Identify, mitigate, implement, and manage controls related to risk and compliance for the business area. * Ensure adherence to service levels agreed with corporate partners and perform quality assurance checks across distribution engagement and operational support. **Requirements (from the original advert)** * Sound Financial Services experience at a senior level within the corporate environment. * Worked within a Sales & Distribution environment and/or the financial advice industry. * Business or Commercial Degree (CFP an advantage). * Sound experience in the drivers of solutions. * Proven ability to work cross-functionally and/or in partnership models. * Experience in campaign development and implementation. * Experience in financial and budget management. * Experience in strategy planning and implementation. * Comprehensive understanding of POPIA, FAIS, and RDR from a regulatory perspective. * Understanding the processes within Sanlam, the Brokerage, and Brokers. * People management experience with a solid understanding of leadership and culture. * Degree or Diploma with 8 to 10 years related experience. * Knowledge and Skills: Expense, risk, and compliance management; Management of employees; Drive sales and profitability; Partnership, network, and new markets development; Strategic sales and client retention and acquisition planning. **Who should apply** The ideal candidate will be adept at building partnerships, strategic decision-making, and influencing. They should possess strong analytical and innovative thinking, be results-driven, and demonstrate excellent communication skills, planning, organizing, business acumen, and customer service. Key personal attributes include a client focus, collaborative spirit, resilience, strong interpersonal skills, problem-solving, and decision-making abilities. They should be persuasive, capable of managing complexity, making quality decisions, and demonstrating business insight. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/head-corporate-sanlam Source: myjobmag

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

At a glance

  • At least 8 years of experience.
  • Customer service

Extracted automatically from the advert; confirm requirements on the original listing.

Job description

Job Purpose * This role is responsible for the strategic positioning of the Glacier value proposition to Corporate Brokerages in a way that creates a situation where the national management of those brokerages are motivated to push Glacier solutions local, international, balance sheet solutions and investment solutions and value propositions to their respective intermediary base. * As Head of Corporate, you will play a critical role through increasing the market share of Glacier solutions sold through selected Corporate Brokerages / networks and private wealth businesses. Play also a key role in asset management relationships. Key Outcomes Strategic positioning of the business area for the future * Design and implement business area plans and strategies to support the overall business objectives and align with the distribution business strategies in SanlamConnect and Glacier Distribution. * Identify and develop new corporate, networks and private wealth relationships. * Drive, report and ensure the profitability of these corporate relationships income / expenses / models / new business / outflows. Build Partnerships & provide support * Ensure operational and contractual obligations with corporate and network entities are maintained, improved, and updated. * Ensure visibility of Glacier within the Corporates distribution teams/regions ensuring that our message to market is consistent and pertinent to the strategy of the corporates own strategic intent. * Undertake to support the specific corporates initiatives, either through product, operation, or marketing initiatives to grow and develop their strategy. * Provide monthly reports to Glacier Exco and SanlamConnect, and Glacier divisions to indicate production figures and progress on strategy implementation. * Take responsibility and oversee the actions to deliver client data to the respective Corporate Brokerages and networks with due consideration of legal implications. Initiate, co-ordinate and implement marketing initiatives/campaigns as per strategy * In line with strategies for each Corporate, undertake research and preparation for the different marketing initiatives/campaigns. * Gather necessary information MIS, data mining and support material, product information etc. from different Head Office functions to present to corporate management. * Present campaign concepts and ideas to Brokerage management for discussion and approval. * Discuss strategies with corporate brokerage management to increase the % of Supporting brokers. * Negotiate with Corporates on their support for the campaign, including their endorsement on the marketing material, distribution the leads through their leads systems and communicating internally to their Brokers and management. * Monitor and track the performance and progress of the campaigns. Collaborate with various stakeholders * Represent Glacier regarding corporate brokerage initiatives from an investment perspective * Be the link / coordinator and “go to person” for strategic engagement and relationship management. * Present Sanlam Retail & Glacier’s value proposition and strategy at corporate brokerage conferences like PSG / SFP and Efficient. Manage the financial discipline of the division as it relates to budgets, business targets, performance, and financial reporting * Provide a consistent and regular reporting model of the corporate brokerage landscape within Glacier and Sanlam Retail. * Understand the financial drivers of the business and implement focus areas that will speak to the financial drivers. * Drive collaboration across the Sanlam group to ensure more integration of a corporate brokerage within Sanlam. Provide strategic leadership / people management * Take full responsibility for performance of direct reports as well as seconded- and support roles in the context of corporate brokerage engagement, motivating, developing, and managing the team in relation to quality standards and agreed benchmarks and objectives, focusing on all aspects of sound people management. * Technical support and guidance to the greater distribution team. * Integration of the corporate brokerage value proposition into Sanlam Retail and ensure buy in to the strategy for the business. * Act as “go between” for Glacier to the corporate brokerages, networks and private wealth practices. * Assist Brokerages with admin support on Sanlam processes e.g., commission payments, policy queries, client data, etc. Identify, mitigate, implement, and manage controls as it relates to risk and compliance for the business area. * Ensure that service levels agreed with corporate partners are adhered to. * Quality assurance checks across distribution engagement and operational support. Qualifications and Experience * Sound Financial Services experience at a senior level within the corporate environment * Worked within a Sales & Distribution environment and/or the financial advice industry * Business or Commercial Degree. CFP an advantage * Sound experience in the drivers of solutions * Proven ability to work cross-functionally and/or in partnership models * Campaign development and implementation * Financial and budget management * Strategy Planning and implementation * From a regulatory perspective comprehensive understanding of the following are important POPIA / FAIS and RDR * Understanding the processes within Sanlam, the Brokerage and Brokers * People management experience with a solid understanding of leadership and culture Competencies * Building partnerships * Strategic decision making * Influencing * Analytical and innovative thinking * Results driven * Communication * Planning and organizing * Business acumen * Customer service Attributes * Client focus * Collaborates * Being resilient * Strong interpersonal skills * Problem solving and decision making * What will make you successful in this role? Qualification and Experience * Degree or Diploma with 8 to 10 years related experience. Knowledge and Skills * Expense, risk and compliance management * Management of employees * Drive sales and profitability * Partnership, network and new markets development * Strategic sales and client retention and acquisition planning Personal Attributes * Persuades - Contributing through others * Manages complexity - Contributing through others * Decision quality - Contributing through others * Business insight - Contributing through others

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