Head Investment Distribution Product Lead

Momentum is a trusted financial services company and part of the Momentum Group Limited, a listed company on the Johannesburg Stock Exchange (JSE). We believe that with the right #AdviceForSuccess, you can turn small steps into giant feats, with tailored solutions and advice that can accelerate your journey to success.

We enable clients, financial advisers, and businesses to achieve their financial goals and life aspirations. We do this by growing their savings, protecting what matters most, and investing in their future through innovative solutions, trusted advice, and world-class service.

We are known as a business with heart, ensuring genuine care and integrity in every interaction with clients, stakeholders, and communities.

Momentum Investments is a leading local and international investment administrator, stockbroker and investment manager, recognised for delivering innovative, client-focused investment solutions across a broad spectrum of markets. Through our diverse and specialized businesses – including Momentum Wealth, Momentum Wealth International, Momentum Securities, Equilibrium, Curate, and Structured Products and Annuities – we support advisers, institutions, and investors with robust platforms, expert insight, and tailored strategies.

Great businesses like Momentum are never content with the ordinary. We seek an investment leader who understands that progress is born of bold thinking, strategic execution, and to the courage to embrace change. This is an opportunity to shape the future of Investment distribution in one of South Africa’s most respected financial institutions.

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

Role Purpose

The Head: Investment Distribution Product Lead is accountable for shaping and executing the Investment Product House distribution strategy across Momentum Investments' product businesses, including Momentum Wealth, Momentum Wealth International, Curate Asset Management, Momentum Securities, Equilibrium, and Structured Products & Annuities.

The role serves as the strategic link between the Product Houses and Momentum Distribution Services (MDS), ensuring effective market positioning, commercial growth, adviser engagement, and national sales enablement. The incumbent will drive strategic initiatives, strengthen stakeholder relationships, enhance product visibility, and establish Momentum Investments as a leading thought leader within the independent financial adviser (IFA) market.

Requirements

Qualifications

• Degree in Finance, Marketing or Business Management,
• Bachelor of Commerce Honours (Preferred), and
• Certified Financial Planner (CFP) (Preferred).

Experience

• 7- to 10 years’ experience in insurance and investment distribution market with a focus on the Investment Intermediaries in South Africa,
• 3-to 5 years’ snr management experience,
• Successful and productive thought leadership Market position Investment experience essential
• Exposure to IFA development and portfolio management,
• Knowledge of the legislative impact on the insurance and investment industry,
• Proven ability to drive the sales process from plan to close, and
• Proven sales executive experience, meeting, or exceeding targets.

Duties & Responsibilities

Responsibilities, Work Outputs And Individual Contribution

Product House Distribution Strategy

• Partner with Product House leadership teams to co-create and execute the Investment Distribution Strategy.
• Translate strategic priorities into actionable distribution initiatives that drive growth and market penetration.
• Act as a brand ambassador for Momentum Investments, articulating the Product House value proposition internally and externally.
• Ensure product propositions remain relevant, competitive, and aligned with an advice-led distribution philosophy.
• Identify and drive strategic change initiatives that improve distribution effectiveness and support business growth objectives.
• Monitor market trends, competitor activities, and client needs to inform strategic decision-making

Market Thought Leadership

• Lead Momentum Investments' thought leadership agenda within the South African investment and adviser market.
• Build Momentum's reputation as a trusted investment partner through market engagement, industry participation, and strategic communication.
• Develop deep, meaningful, and sustainable relationships with targeted independent financial advisers and key industry stakeholders.
• Increase visibility and engagement within strategic IFA practices through regular adviser and support staff interactions.
• Represent Momentum Investments at industry forums, conferences, client events, and leadership engagements.
• Collaborate with Marketing, Product Development, Technical Marketing, Technology, Sales, and Creative teams to deliver compelling market propositions and communications.
• Drive integrated marketing strategies across traditional and digital channels, including social media, video, mobile, and adviser platforms.
• Establish and monitor key marketing and distribution metrics to evaluate effectiveness, market share growth, profitability, and adviser engagement.

Strategic Stakeholder Management

• Develop and maintain strong strategic relationships across Product Houses, Distribution, Finance, Operations, and other key business areas.
• Clearly articulate and embed the operating model between Distribution and Product Houses.
• Implement stakeholder engagement frameworks, including stakeholder mapping, governance forums, and agreed engagement cadences.
• Facilitate strategic planning and collaboration sessions with Product House executives and leadership teams.
• Ensure appropriate service level agreements (SLAs) are established, monitored, and reviewed for effectiveness.
• Provide strategic oversight on adviser and distribution-related escalations, identifying trends and implementing sustainable solutions

Sales Enablement and Distribution Support

• Support MDS leadership and distribution teams in driving the successful adoption and growth of Product House solutions.
• Build trusted relationships with Heads of Distribution, Heads of Department, Regional Managers, Investment Consultants, and Distribution Executives.
• Partner with MDS Exco members to achieve strategic objectives, sales growth, and market share targets.
• Ensure product positioning, sales enablement tools, and adviser support initiatives align with business objectives.
• Monitor adviser satisfaction and implement corrective action plans to enhance the adviser experience.
• Provide feedback and recommendations regarding SLA performance and distribution effectiveness.
• Support the alignment and execution of Elite Adviser Programme requirements and related distribution initiatives.

Leadership and Business Growth

• Lead through influence, fostering collaboration across multiple business units and stakeholders.
• Champion innovation and continuous improvement within investment distribution practices.
• Drive accountability, performance excellence, and a client-centric culture.
• Contribute to the achievement of Momentum Investments' strategic growth, revenue, and profitability objectives.
• Mentor and develop internal teams to build capability and strengthen succession pipelines.

Competencies

• Business and market acumen. Understands how the business operates, the key issues.
• and risks that drive business success and their impact on the commercial viability of potential ventures and the profitability of the Group.
• Adviser commitment. Anticipates, meets, and exceeds advisers’ needs by creating long- lasting relationships that support the adviser value proposition, supports their financial wellness, and ensures client centricity.
• Drives for results. Drives a sense of urgency, focus, accountability, agility, and execution to deliver business results.
• Leads change and innovation. Actively leads change, does what is right for the business, and drives continuous improvement through innovation.
• Prioritises the business interests of MMH and invests in the success of the group by aligning effort across divisions.
• Motivates and inspires the team. Creates and maintains an open, positive working environment by generating commitment, building trust, a shared sense of purpose and empowerment in others, and encouraging them to contribute to the best of their ability.
• Impact and influence. Persuades, convinces, influences, and inspires others, both within MMH and externally to win support, loyalty, and gain commitment to the purpose of MMH.
• Self-awareness and insight. Effectively manages self and relationships with others and provides perspective in difficult situations.
• Diversity and inclusiveness. Is sensitive to individual and cultural similarities and differences, demonstrates humility and openness to engage people from diverse backgrounds and cultures for mutual benefit of all.