Consultant - Glacier Partners

Cape Town, Western Cape
Permanent
Full-time

1 day ago

Who are we?Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients' investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.What will you do?Job PurposeWe are looking for a proactive and detail-oriented Consultant to support the Glacier Partners team with both operational and reporting needs. In addition, this role will play a key role in onboarding new intermediaries, handling contract-related queries, and ensuring partner processes run smoothly and efficiently. It's an ideal opportunity for someone who enjoys working across data, processes, and stakeholder engagement.Key OutcomesService and Support:

Facilitate intermediary contracting processes for Glacier Partners under the Glacier Partners master agreement
Sanlam Sanpay liaison
General administrative support
Coordinate and execute the Financial Services Provider (FSP) bulk transfer process
Manage MANCO approvals and coordinate the full fund loading process, ensuring all steps are delivered within SLA
Facilitate and manage the onboarding and approval of Third-Party Managers (TPMs) and Discretionary Fund Managers (DFMs) onto the Glacier Partners Platform
Develop and maintain relationships with internal and Glacier Partners stakeholders
Co-ordinate, maintain and implement SLAs with all relevant stakeholders with regards to reporting and administrative support
Collaborate closely with Glacier IT Operations and the Sanlam REMS team to ensure operational efficiency across business areas
Lead and support various ad hoc projects as required

Reporting:

Manage data provisions for Glacier partners team
Compile regular reporting
Glacier Business Intelligence (BI system) super user for Glacier Partners
Glacier Hub adoption reporting
Explore opportunities to streamline and enhance reporting

Qualifications and Experience

B-Com and/or related tertiary management qualification/s Degree in Business, Finance, or related field (or equivalent experience)
2 to 4 years' experience in operations, reporting, or consulting (financial services advantageous)
Exposure to intermediary onboarding and contract management preferred.
Strong Excel skills; knowledge of BI/reporting tools an advantage

Competencies

Client-centric orientation and focus
Cultivates innovation
Works collaboratively while establishing and maintaining relationships
Being resilient
Drive optimal results
Attention to detail, accuracy, following robust processes and procedures
Analytical thinking and problem solving

Attributes

Honesty, integrity, and respect
Positive, enthusiastic attitude
Honesty, integrity, and respect
Works well in a team environment but also can function independently
Ability to thrive under pressure
Influencing and gaining commitment
Can do attitude

What will make you successful in this role?Qualification and ExperienceDegree or Diploma with 3 to 4 years related experience.Knowledge and SkillsProcessing transactions and conduct simple calculationsRecord keeping; filing and maintenance of databasesMaintain work standards and quality verificationData Collection and processing of transactionsProcedures KnowledgePersonal AttributesPlans and aligns - Contributing independentlyInterpersonal savvy - Contributing independentlyCommunicates effectively - Contributing independentlyOptimises work processes - Contributing independentlyBuild a successful career with usWe're all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.Core CompetenciesBeing resilient - Contributing independentlyCollaborates - Contributing independentlyCultivates innovation - Contributing independentlyCustomer focus - Contributing independentlyDrives results - Contributing independentlyTurnaround timeThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.Our commitment to transformationThe Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

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