Job Description

• We are seeking a highly analytical and strategic Executive to lead the identification, design, and implementation of profit science initiatives. This role focuses on optimizing revenue streams, improving portfolio returns, and identifying new profit opportunities through data-driven decision-making. You will leverage data, mathematics, and science to solve complex business problems such as revenue leakages, tax inefficiencies, and cost optimization.
• Profit Science Initiatives: Design and implement initiatives that optimize revenue and portfolio returns by identifying key profit levers and addressing issues such as revenue and tax leakages.
• Product Evaluation: Provide input on product evaluations aligned with advice philosophy and segment customer value propositions (CVP). Serve on product and fund approval committees, ensuring alignment with client demand and segment strategy.
• Business Case Management: Lead the conceptual design and implementation of profit science business cases, orchestrating between internal and external stakeholders to drive successful outcomes.
• Cost Optimization: Identify and mitigate recurring cost leakages through improved cost allocation methodologies, implementing necessary controls and process changes.
• Revenue Interventions: Manage ongoing revenue interventions and commercial agreements with product manufacturers and platforms, ensuring compliance with financial and business objectives.
• Income Statement & Cost Modelling: Provide guidance on income statement mapping, cost modelling, and allocation methodologies to support profit drivers such as non-interest revenue and direct costs.
• Stakeholder Management: Collaborate with key stakeholders including product manufacturers, advisory teams, external financial service providers, and tax/legal partners to ensure alignment and drive strategic initiatives.
• Advisor Strategy: Align and optimize advisor remuneration and incentives with client-centric strategies, driving business growth and client satisfaction through targeted interventions.
• Succession Planning: Manage advisor succession and retention mechanisms to ensure business continuity and long-term financial performance.
• Regulatory Compliance: Ensure adherence to all regulatory requirements and governance standards in all profit science initiatives and processes.
• Market Analysis: Stay updated on market trends and insights to ensure product offerings remain competitive, especially for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

Qualifications

Minimum Qualifications
Type of Qualification: Post Graduate Degree
Field of Study: Business Commerce

Experience Required

• Over 12 years of experience in financial advisory, with expertise in data analysis, quantitative modelling, and financial statement interpretation.
• Deep knowledge of FAIS-regulated products, financial advisory, and related tax laws.
• Experience in commercializing data, developing financial models, and collaborating with finance, financial planning, investment, or insurance sectors.

Additional Information

Behavioral Competencies:

• Practical problem-solving skills with a strong attention to detail.
• Innovative thinker who can generate creative solutions and challenge established ideas.
• Strategic visionary with a focus on long-term trends and business planning.
• Ability to stay calm under pressure, resolve conflicts, and handle change effectively.

Technical Competencies:

• Quantitative Analysis: Advanced expertise in building and interpreting complex quantitative models to assess risk and revenue potential.
• Financial Modeling: Strong proficiency in financial models and quantitative analysis tools.
• Product Development: Ability to stay attuned to market needs, drive product innovation, and maintain competitiveness.
• Investment Analysis: Experience in assessing investment opportunities and their economic impact.