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Manager : Financial Wellness

Employer
Old Mutual Limited Ltd.
Location
Johannesburg Johannesburg, Gauteng Gauteng, South Africa
Salary
Competitive
Closing date
Jul 21, 2024
View moreView less
Job Role
Manager
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

You will be responsible for crafting the experience, content and pathway to help customers achieve financial wellness.

This role is focused on both management and also on the craft and execution. As a core member of the "Coach" team, you will work closely with members of the rewards, product, UX as well as relevant team members from OMG.

You will need to define the journey which will inspire and enable OM Bank customers to improve their financial wellness over time - specifically relating to:

o Learning: e.g. Financial education videos, articles, etc.

o Practising: e.g. Tools, scenarios, calculators, games, etc.

o Doing: e.g. Actions and tasks

KEY RESULT AREAS

This includes, but us not limited to:

Financial education
  • Defining the required financial education material
  • Creating / Managing the creation of financial education material
  • Personalization of financial education content - how we need to personalize and on what basis should we personalize
  • Maximising engagement with FW education content and ensuring it translates into improved FW of customers

Financial tools
  • Defining the required financial tools
  • Creating / Managing the creation of financial tools
  • Personalization of financial tools - how we need to personalize and on what basis should we personalize
  • Maximising engagement with FW tools and ensuring it translates into improved FW of customers

Actions
  • Defining the required actions
  • Creating / Managing the creation of financial actions
  • Personalization of actions - how we need to personalize and on what basis should we personalize
  • Maximising engagement with actions and ensuring it translates into improved FW of customers
  • To enable a highly compelling customer experience while delivering improved financial wellness
  • Working closely with an internal delivery team and partners to define and map requirements and deliver
  • Working with the Experience owner in defining the strategy and roadmap for the set of core capabilities that power Financial Wellness
  • Map out key success measures to track against

Strategy
  • Models and defines the financial implications and considerations of potential solutions.
  • Considers and understands how product builds may influence customer behavior and/or profitability
  • Keeps abreast of competitor trends and capabilities

ROLE REQUIREMENTS
  • Tertiary Degree required
  • Minimum of 5 years in a similar role within the banking/financial services industry
  • Financial services experience, more than 5 years - preferably banking
  • Behavioral science experience required - understand customer motivations and how to positively influence
  • Agility to respond to new situations by developing new skills and abilities.
  • Team player and strong communication skills
  • Experience in working in an agile delivery team
  • Experience in shaping UX design or similar
  • Practice empathy and understand how your designs will impact users.
  • A problem solver who loves a challenge.
  • Individually accountable for managing own time, tasks and output quality
  • Accepts and lives the company values

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit.

Skills

Education

Closing Date

19 July 2024

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual's Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

The Old Mutual Story!

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