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Head: Value Proposition and Operations

Momentum Investments -
Sandton, Gauteng

Apply Now

Job Details

Permanent
4 hours ago

Full Job Description

Introduction

Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses.

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

The Head: Value Proposition and Operations is responsible for designing, integrating, and continuously enhancing a market-leading Private Wealth offering that delivers exceptional outcomes for high-net-worth individuals (HNWIs), ultra-high-net-worth individuals (UHNWIs) and their respective wealth managers.

This role will lead the strategic development and execution of a globally integrated wealth proposition spanning investments, fiduciary and tax structuring, insurance, concierge, and offshore banking solutions through a combination of internal capabilities and strategic partnerships, while ensuring the operating model, governance disciplines, and service infrastructure are fit for scale, consistency, and execution excellence.

The successful person will deeply understand the needs of high-net-worth individuals (HNWIs), ultra-high-net-worth individuals (UHNWIs), intermediaries, and wealth managers as well as how they operate, including their expectations, decision-making behaviours, service sensitivities, and relationship dynamics and translate these insights into a differentiated, individualised and premium client experience.

The role requires an uncompromising commitment to excellence, service quality, operational execution, and proposition relevance. The successful candidate will drive a culture where “good enough” is never acceptable and where every client interaction reflects best-in-class private wealth standards.

Requirements

Qualifications and Experience

Relevant postgraduate qualification.

8-10 years’ experience in private wealth, financial services, or a related environment, with significant exposure to adviser, client, proposition, and operational leadership.

Proven experience designing solutions to solve the needs for Advisers and clients.

Strong exposure to HNWI/UHNWI client servicing models.

Demonstrated experience managing strategic partnerships and multi-disciplinary solution ecosystems.

Strong understanding of adviser operating models and relationship management dynamics.

Demonstrated experience leading operating model design, process optimisation, delivery governance, and cross-functional execution at a senior level.

Duties & Responsibilities

Strategic Proposition Leadership

Define and evolve the end-to-end Private Wealth value proposition aligned to the organisation’s strategic objectives and target market positioning.

Develop integrated wealth solutions across:
- Investments and portfolio management solutions
- Global banking and lending solutions
- Concierge and lifestyle services
- Fiduciary and estate planning
- Tax advisory and structuring
- Insurance solutions
Identify opportunities to expand the proposition through internal capability enhancement and complementary external partnerships.

Ensure the proposition remains competitive, differentiated, commercially viable, and aligned with evolving HNWI/UHNWI needs.

Client & Adviser Insight Leadership

Develop deep insight into the behaviours, expectations, and servicing needs of high net-worth clients and wealth managers.

Understand how wealth managers and portfolio managers build trust, influence client decisions and structure relationships.

Maintain close engagement with wealth managers, relationship managers, investment specialists, fiduciary professionals, and external partners to ensure practical and relevant solution design.

Translate market intelligence and client feedback into tangible proposition enhancements.

Develop clear client segmentation, personas, life-stage needs, and service models for HNW, UHNW, family office, entrepreneur, professional, executive, and intergenerational wealth segments.

Ensure the proposition addresses key client moments including liquidity events, succession, wealth transfers, retirement, offshore diversification, philanthropy, business structuring, and legacy planning.

Service Excellence & Quality Delivery

Champion exceptional service standards across every touchpoint within the Private Wealth ecosystem.

Establish and work with the service teams to ensure service quality frameworks, client experience standards, and delivery governance are in place to deliver on the Private Wealth proposition.

Drive a culture of precision, responsiveness, professionalism for a great client experience.

Ensure execution excellence across internal teams and strategic partners.

Continuously identify service gaps, friction points, and operational inefficiencies and implement improvements rapidly across the team.

Set a high-performance benchmark where quality, consistency, and client satisfaction are non-negotiable. Ensure regular feedback from stakeholders to influence how we deliver service to retain and attract clients.

Partnership & Ecosystem Management

Identify, negotiate, and manage strategic partnerships that enhance the overall value proposition.

Ensure external partners meet the organisation’s standards for service, professionalism, compliance, and client experience.

Build an integrated ecosystem that enables seamless delivery of solutions across multiple disciplines.

Commercial & Growth Enablement

Support adviser effectiveness by ensuring propositions are practical, compelling, and easy to position with clients.

Drive proposition-led growth opportunities across client acquisition, retention, deepening, and share-of-wallet expansion.

Work closely with distribution teams to improve client engagement and solution adoption.

Contribute to revenue growth through innovative and commercially relevant proposition development.

Define and monitor proposition performance, including adoption, client penetration, retention, revenue contribution, profitability, partner performance, and client satisfaction.

Ensure propositions are commercially sustainable, appropriately priced, scalable, and aligned to business growth ambitions.

Identify opportunities to deepen client relationships through integrated solution design and improved adviser enablement.

Operational Leadership & Execution Governance

Translate strategic priorities into an effective operating model with clear governance, decision rights, service standards, and execution accountability.

Drive end-to-end operational excellence across the value chain by simplifying workflows, improving process efficiency, and embedding scalable ways of working.

Establish performance measures, service metrics, and management reporting to monitor delivery effectiveness, identify risks, and support data-driven decision-making.

Lead cross-functional execution across internal teams, service providers, and enabling functions to ensure seamless delivery of the Private Wealth proposition.

Oversee operational readiness for new propositions, partnerships, and service enhancements, ensuring implementation plans, controls, and capacity requirements are in place.

Identify and drive continuous improvement, automation, and operational resilience initiatives to enhance client experience, productivity, and business sustainability.

Governance, Risk & Regulatory Alignment

Partner with the Governance team to ensure all proposition components operate within regulatory, legal, fiduciary, and compliance frameworks.

Maintain strong governance standards across partnerships, client servicing, and proposition delivery.

Partner with Risk, Compliance, Legal, and Product teams to mitigate operational and reputational risks.

Leadership Expectations

The Head: Value Proposition & Operations is expected to:

Inspire excellence across teams and partners.

Raise service and quality standards continuously.

Build a culture of accountability, responsiveness, and ownership.

Lead with professionalism, integrity, and client obsession.

Challenge conventional thinking to create differentiated wealth experiences.

The role requires an individual who instinctively understands that affluent clients and advisers expect seamless execution, trusted expertise, discretion, and exceptional service, every time.

Competencies

Strategic & Commercial

Strategic thinking

Commercial acumen

Market insight

Innovation orientation

Solution design capability

Relationship & Influence

Executive presence

Stakeholder management

Influencing and negotiation

Relationship-building capability

High emotional intelligence

Operational Excellence

Attention to detail

Service quality obsession

Execution discipline and delivery oversight

Process improvement orientation

Strong governance mindset

Performance management and KPI oversight

Operating model design and process optimisation

Change leadership and transformation execution

Personal Attributes

Client-centric mindset

Professional maturity and discretion

High standards and low tolerance for mediocrity

Driven, resilient, and accountable

Naturally collaborative yet decisive

Passion for excellence and premium client experiences

Apply Now

Refine Your Search

estate executive jobs in gauteng

Head: Value Proposition and Operations

Sales Executive

Household Manager

Financial Manager: Property & Investment

Executive: Corporate Services

Sales Rep Security Industry

Multimedia Designer (UK Hours)

Senior Solutions Engineer

Real Estate Account Executive

Senior Banking Litigation Attorney

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