Team Lead

SUMMARY:
Our client, an independent, active global asset manager, is seeking a Team Leader to join their offices in Port Elizabeth.

The team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our products, processes, transactions, web services as well as general queries regarding their client’s investments.

POSITION INFO:
Key Responsibilities:

Workflow & Work Management:

• Proactively manage AWD dashboards and email communications
• Make strategic decisions on case escalations with comprehensive follow-through
• Rigorously monitor and ensure SLA compliance
• Critically analyze and propose dashboard enhancements

• Comprehensively manage team performance across key performance indicators
• Translate organizational strategy into actionable team tactics
• Embed company values and culture through active implementation
• Lead diversity management and team collaboration efforts
• Oversee full recruitment lifecycle, including interviewing and selection
• Implement robust performance management processes
• Develop individual and team training strategies
• Provide professional coaching and conflict resolution
• Conduct operational planning and staff capacity management
• Monitor team performance trends and proactively address issues
• Manage quality assurance processes
• Execute strategic succession planning

• Implement comprehensive call tracking systems
• Generate detailed management reports on consultant performance
• Manage inbound and outbound phone interaction performance

• Establish and drive monthly strategic sales team meetings
• Develop data-driven agendas focusing on value-added topics
• Conduct in-depth trend analysis of client profiles

• Broker corporate and IFA transaction patterns
• Client behavior and service usage
• Cultivate relationships with top twenty clients
• Identify and mitigate potential threats
• Capitalize on strategic opportunities
• Vendor performance metrics

• Represent company in vendor liaison meetings
• Negotiate and extract maximum value from service providers

• Participate in comprehensive project requirement gathering
• Make critical resource allocation decisions for development and implementation
• Conduct thorough post-implementation success assessments
• Develop business cases for new process initiatives
• Generate management-ready insights
• Manage complex and sensitive cases
• Conduct rigorous UI testing
• Serve as subject matter expert on legislative, compliance, and regulatory themes

• 5 to 7 years’ experience within the LISP industry
• Demonstrable management skills
• Management of Human Resources, Business Processes, Change, Manager Dashboards/Data, Capacity and Client Relationships
• Linked Products, Unit Trusts and Offshore Funds knowledge is essential or previous experience in financial services
• 3-year relevant Bachelor or Commercial degree with subjects Economics and/or Finance
• Other: SAIFM (South African Institute of Financial Markets AKA registered persons)
• The ability to build and maintain meaningful relationships
• Driven by results
• A client focused and collaborative approach