An exceptional opportunity has emerged for a Director of Strategic Partnerships to lead the Western Cape region of an advisory-driven financial services company.
As the Director of Strategic Partnerships in this forward-thinking, modern, and entrepreneurial company, your role will encompass more than just managing operations. You will be instrumental in driving growth, promoting development, and ensuring the professional execution of all business activities.
Your diverse responsibilities will include everything from office management and marketing and branding to providing advice and engaging with clients. Additionally, you will have the unique opportunity to acquire ownership or profit-sharing rights in the Advisory Partnership in the Western Cape.
Key qualifications and experience required for the Director of Strategic Partnerships:
- Tertiary qualification in a relevant field (i.e., finance, accounting or business science)
- A minimum of 10 years of experience in the financial services sector
- Fully qualified CFA/CFP is advantageous
- Demonstrated success in managing distribution channels within a financial services company
- Previous experience as a Regional Business Head with oversight of financial advisors is highly preferred
- Strong financial management skills
- In-depth knowledge of FAISA and a solid understanding of financial markets
- Extensive experience and a thorough understanding of the financial services advisory landscape in the Western Cape
- Proficiency in technology and digital enablement tools
Key duties of the Director of Strategic Partnerships:
- Execute the broader strategy of the business in the Western Cape region
- Manage all regional office operations including cost management and profitability focus
- Oversee staff development, coaching, and training
- Ensure efficient practice operation through training and accreditation
- Proactively acquire quality advisor practices with emphasis on IFA markets
- Promote adoption of best advice practices by advisors focusing on client experience outcomes
- Implement best practice processes in line with proprietary practice management frameworks
- Develop the company’s brand through regional marketing and activation events
Key personal skills:
- Possesses a strong entrepreneurial mindset with innovative thinking
- Skilled at identifying opportunities for growth and innovation
- Performance-driven and excels in an owner-managed business environment
- Ability to demonstrate empathy as a key soft skill, allowing you to connect effectively with people at all levels
If you are a determined and strong-willed finance professional seeking to join a thriving business in a diverse and impactful role, we encourage you to get in touch for a discussion about this position.
