Senior Product Associate - Retirement

KEY ROLES AND RESPONSIBILITIES 

In more detail, the areas of responsibility include

Scheme Governance & Compliance

• Prepare for and ensure smooth running of the Retail pension schemes as per regulation and as per set Zamara standards
• Ensuring the record keeping of all division documents, contracts, agreements, policies, licenses and any other such documentation according to division standards
• Ensure all relevant scheme policies and contracts are up to date and are properly serviced.
• Undertake daily administrative tasks to ensure the functionality and coordination of the department’s activities.
• Co-ordinate external and internal service provider teams to ensure scheme deliverables are met and on time.
• Ensuring the success of all relevant scheme events i.e. BOT meetings, AGM’s, SGM’s and Member engagement days.

Product Management

• Come up with and maintain product checklists as per division standards to ensure effective product management
• Ensure continuous development of tech-enabled product toolkits
• Ensuring that Financial Advisors & Product Specialists are well trained and enabled to distribute retirement products
• Co-ordinate internal teams to ensure that the Holistic product experience is as intended and standardized
• Co-ordinate with Marketing to ensure that all Retirement Product collateral is up to the required Product standard

Commercial & Operational

• Continuously prepare and update Product-Client Analytics to support data driven decisions
• Ensure billing and collection of product fees & revenue and ensure that all service providers are paid
• Ensure Monthly billing & payment of all service providers.
• Assist in coming up with and maintaining Product commercials, both structured (Monthly) and periodically, as and when needed to ensure effective commercial management of the Retail retirement products
• Ensure all relevant product commissions are paid out correctly and on time as per the division standards
• Ensure that all product S.O. P’s are as envisioned and are being applied in the correct manner in conjunction with the relevant operations team
• Ensure that all audit queries and operational issues are addressed and closed according to division standards

KEY SKILLS AND QUALIFICATION

The following experience is preferred: 

• Bachelor’s degree in a business-related field.
• Minimum of 7 years’ experience in Retirement Scheme Administration & Relationship Management.
• Good knowledge of Zamara retail solutions and products.
• Business Acumen
• Relationship building & networking skills.
• Excellent oral & written communication skills.