Regional Director: Employee Benefits Consulting | Cape Town
An established leader in the industry is seeking a seasoned professional to lead their Western Cape consulting division and oversee operational functions at their Cape Town branch. This is a strategic and hands-on role that combines high-level client consulting, team leadership, and operational oversight. You’ll be responsible for delivering service excellence to clients, retaining and growing accounts, and managing a multidisciplinary team across Consulting, Actuarial, Claims Administration, and general support services.
Key Responsibilities:
Client Consulting & Business Development:
- Maintain strong client relationships across all levels, including Boards, Unions, and Trustees.
- Oversee strategic consulting services to ensure client retention and satisfaction.
- Drive new business development initiatives and maximise revenue growth within existing accounts.
- Handle high-level client negotiations, proposals, and stakeholder engagement.
- Develop and implement client-specific annual plans and service strategies.
- Act as a technical resource on EB matters, legislation, compliance, and Fund governance.
- Represent the business in meetings, caucuses, and client forums; manage and mitigate risks.
- Guide consultants in responding to FSCA queries, fund rule amendments, and board governance.
- Lead, mentor, and coach the Consulting team to deliver high performance and exceed KPIs.
- Facilitate onboarding and training of new consultants.
- Ensure FAIS compliance across the consulting function.
- Promote collaboration across internal departments and drive a high-performance culture.
- Play a key role in recruitment, succession planning, and talent development.
- Provide on-the-ground leadership for the Cape Town branch and ensure smooth operations across departments.
- Oversee budgets, cost control, supplier contracts, and office expenditure.
- Approve operational spend, travel expenses, and petty cash usage.
- Manage vendor relationships and office facilities, ensuring health and safety compliance.
- Maintain clean financial processes, including invoice approval and debtor management.
- Relevant tertiary qualification (Business, Finance, or related field).
- Minimum of 8 years' experience in Employee Benefits consulting, with at least 3 years in a management role.
- RE5 certification is essential.
- Proven track record in high-level stakeholder management (Boards, Trustees, Unions, etc.).
- Strong understanding of retirement fund legislation, fund governance, and EB operations.
- Strategic thinker with business development capability and financial insight.
- Confident in presentations, negotiations, and decision-making under pressure.
