Group Information and Technology Enablement Lead

Role Overview

Lead a group-wide information, data and technology-enablement agenda within a wealth-management and investment environment. Connect information and technology initiatives to client service, operational efficiency, compliance and business outcomes.

Responsibilities

• Lead and support the group-wide information, data and technology-enablement agenda.
• Establish and maintain data governance, including data ownership, quality standards, access, retention, lineage and system integration.
• Drive data-quality assessment, remediation and ongoing controls across the organisation and portfolio businesses.
• Identify opportunities to simplify and optimise business processes, workflows and operational practices.
• Translate business requirements into practical process designs, workflows, controls and platform solutions.
• Assess technology platforms and recommend enhancement, integration, consolidation or replacement.
• Improve the quality, consistency and reliability of management information, dashboards, reporting and analytics.
• Develop and execute a roadmap for digital transformation, workflow automation, systems integration, digital client journeys and AI-enabled productivity.
• Identify practical AI and automation opportunities across client service, advice delivery, compliance, reporting, administration and meeting preparation.
• Coordinate cyber security, privacy, resilience and technology-risk activities.
• Manage outsourced and insourced technology, data, cyber-security and implementation partners, including SLAs, deliverables, performance, escalations and commercial reviews.
• Contribute to information and technology strategy, roadmap, investment priorities and governance.
• Provide executive and board-level reporting on information quality, technology delivery, adoption, cyber security, privacy risk, platform performance and benefits achieved.

Requirements and Experience

• Relevant tertiary qualification in Information Systems, Information Management, Data, Commerce, Business Analysis, Engineering or a related discipline.
• Financial-services experience, ideally wealth management, financial planning or investment administration, is advantageous.
• Approximately five to eight years' relevant experience across information management, business-process improvement, data operations, digital delivery, business analysis, platform implementation or technology-enabled transformation.
• Experience translating business requirements, processes and user needs into practical workflow, data and technology solutions.
• Experience with CRM, client-lifecycle platforms, workflow solutions and system integrations.
• Experience managing outsourced technology providers, vendors and specialist delivery partners with accountability for outcomes.
• Exposure to POPIA, information governance, cyber security, privacy, compliance workflows and operational-risk controls is advantageous.
• Strong business and commercial acumen and ability to connect initiatives to business outcomes.

Benefits

• Performance bonuses.