A leading wealth management firm is seeking a dynamic and strategic Managing Director to take the helm of its investment division. This individual will oversee a portfolio of investment management entities and drive high-level performance, regulatory compliance, and long-term strategic alignment across all functions. The role requires a seasoned leader with a strong financial background, advanced investment qualifications, and a proven ability to manage multidisciplinary teams in a complex regulatory environment.

Key Responsibilities

Strategic Leadership

• Define and implement the division’s strategic direction in line with group-wide goals.

• Ensure investment offerings are aligned across entities and tailored to meet evolving market and client needs.

• Foster inter-company collaboration and integration across the investment landscape.

2. Operational Management

• Lead the daily operations and management teams across investment portfolio management, operations, and support functions.

• Ensure the division meets its performance benchmarks and client service standards.

• Drive organizational development and maintain a high-performance culture.

3. People Leadership

• Inspire, develop, and manage senior leadership and operational teams.

• Embed a culture of accountability, integrity, and continuous development.

• Promote diversity, inclusion, and employment equity practices throughout the division.

• Ensure effective succession planning and leadership pipeline development.

4. Financial Oversight

• Prepare and manage the division’s annual budget.

• Oversee financial performance, ensuring resources are optimally allocated.

• Collaborate closely with the finance team to maintain profitability and growth.

5. Product and Distribution Strategy

• Work with sales and marketing teams to develop and promote new investment products and solutions.

• Analyze and improve distribution channels and client engagement strategies.

• Ensure product offerings are risk-aligned and meet compliance requirements.

6. Technology and Systems

• Champion the use of technology and systems to support business efficiency and investment decision-making.

• Ensure alignment with group IT and security policies.

• Oversee the implementation and continuous improvement of operational systems.

7. Regulatory Compliance

• Maintain regulatory fit and proper status, including Key Individual designation for Category II investment products.

• Ensure adherence to applicable laws and regulations, including FAIS, FICA, POPIA, and others.

• Collaborate closely with the group’s compliance function to ensure robust governance across all entities.

• Embed a culture focused on the fair treatment of clients.

Required Qualifications and Experience

Education & Certifications

• Bachelor’s degree in business, finance, or a related field (mandatory).

• Advanced investment qualification is mandatory, such as:

  • Chartered Financial Analyst (CFA)

  • Certified Financial Planner (CFP)

  • Or an equivalent recognized investment management designation

• Fluency in both English and Afrikaans is required.

Experience

• Minimum of 12 years of experience within the financial services sector.

• Demonstrated success in a senior executive or leadership role within an investment management environment.

• Strong background in managing diverse teams and multi-entity operations.

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Core Competencies

• Strategic Vision & Execution – Ability to define long-term goals and translate them into actionable strategies.

• Commercial Acumen – Deep understanding of financial, regulatory, and investment markets.

• Leadership Excellence – Proven ability to lead large teams and build consensus at all levels.

• Technical Expertise – Broad knowledge of investment products, legal frameworks, compliance requirements, and financial systems.

• Communication Skills – Exceptional ability to communicate clearly and effectively with internal and external stakeholders.

• Problem Solving & Decision Making – Sound judgment in complex scenarios with a balanced, stakeholder-aware approach.

• Time Management – Ability to prioritize and delegate effectively while managing multiple competing demands.

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Personal Attributes

• Adaptable and solutions-oriented

• Composed under pressure

• Fair and principled

• Collaborative and diplomatic

• Results-driven with a long-term focus

• Resilient and proactive in facing challenges

Please Note, if you don't match the Requirements or Industry, you won't be consider for this role..

Benefits

• Competitive salary.

• Contact Hire Resolve for your next career-changing move today

  • Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
  • Send me your CV on +27 63 584 7231 (Whatsapp)
  • You can also visit the Hire Resolve website: hireresolve.us or email us your CV: gustav.vogel@hireresolve.us
  • Please use "MD" as your subject line when applying via email 

  We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise