Head of Investment Technical Support | Cape Town
The Recruitment Council · Cape Town, Western Cape
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Start free — we apply for you →- Our client, a premier financial services firm, is seeking an accomplished senior leader to shape technical solution competency, market alignment, and strategic growth across their Business Development division.
Key Responsibilities
- Drive the strategic positioning, industry competency, and formal training programs for the Business Development team.
- Lead the resolution of complex technical queries and maintain complete sign-off authority on all technical market communications.
- Design and execute strategic plans, digital interventions, and marketing support initiatives to enhance distribution channel capability.
- Provide expert technical problem-solving support to client services and marketing divisions.
- Collaborate across business units and broader group structures to align operational plans with overarching financial drivers and budgets.
- Deliver strategic leadership, coaching, and performance management for direct reports while fostering a high-performance culture.
- Represent the business at industry forums and seminars, staying ahead of regulatory changes and implementing required operational adaptations.
Key Requirements
- Related undergraduate degree accompanied by a Post Graduate Diploma in Financial Planning, CFP designation, and active FPI membership.
- 5 to 7 years of progressive experience within an investment financial planning environment.
- Minimum of 3 years in senior management and direct team leadership.
- In-depth understanding of the financial planning landscape, investment product offerings, platform drivers, and distribution channels.
- Proven track record of cross-functional collaboration and partnership management.
- Strong authoring capabilities to write for technical industry audiences as well as public financial education content.
- Exceptional strategic thinking, problem-solving, negotiation, and resilience.