Title:  Asset Management: Senior Sales Manager (Digital Distribution) - JHB or Cape Town

Job Family

Career Stream

Leadership Pipeline

FAIS Affected

Location

Johannesburg (135 Rivonia Road, Sandton) or Cape Town (V & A Waterfront) office

About Nedgroup Investments

Nedgroup Investments is an award-winning global investment manager that offers a broad range of investment solutions to both retail and institutional clients. As a division of Nedbank Group Ltd, the business draws on the depth of investment and financial expertise of one of South Africa’s leading financial services groups.

Our in-house offering comprises three main fund franchises. Through the Best of Breed™ range, we partner with selected specialist fund managers who are chosen for their ability to deliver consistent long-term outperformance. These partnerships are typically long-term in nature, providing managers with sufficient time to execute on their mandates and deliver against client expectations. This is complemented by our Core Range, which follows a disciplined, rules-based passive investment philosophy. In addition, we offer the Select Multi-Manager range for all Nedbank advisers and clients.

We remain relentlessly focused on long-term performance, with our primary objective being to deliver a superior investment experience for our clients.

Job Purpose

To build an embed a technology-enabled distribution capability that increases adviser coverage, sales productivity and commercial effectiveness across all regions.

The role will:

• Connect CRM, AI, automation and adviser intelligence to improve meeting preparation, opportunity conversion, cross-selling and retention to all advisers nationally.
• Create growth at scale nationally, without relying on additional front-line headcount.

Job Responsibilities

Sales

• Establish adviser segmentation and service models that direct sales effort toward the highest-value opportunities while enabling scalable coverage of the broader adviser market.
• Proactively understand and respond to client business requirements.
• Turn CRM, sales, servicing, marketing and product data into commercially usable insights for sales leaders and front-line teams nationally.
• Define and maintain measures for adviser coverage, share of wallet, opportunity progression, retention risk and sales productivity.
• Demonstrate a deep understanding of intermediary business models and anticipate, and address client needs.
• Demonstrate strong investment expertise across product specifications and operational processes.

CRM and Opportunity Management

• Design simple and repeatable sales workflows that reduce duplicated administration.
• Partner with national sales leadership to establish regular pipeline reviews, opportunity prioritization and follow-through routines.
• Improve data quality through clear ownership, controls, exception reporting and front-line feedback.

AI-Enabled Sales Productivity

• Implement AI-enabled meeting preparation, adviser research, meeting summaries, follow-up drafting and opportunity capture within approved enterprise controls.
• Identify high-volume administrative activities that can be automated, simplified or removed, with a focus on returning selling time to the national sales team.
• Create reusable prompts, playbooks and workflows that help salespeople prepare better, ask sharper questions and complete follow-up consistently.
• Coordinate pilots, measure adoption and business impact, and scale the use cases that produce demonstrable commercial value.

Job Responsibilities Continue

Commercial Growth

• Work with Marketing and Client Services to design segmented adviser journeys based on adviser needs, behaviour, opportunity and product relevance.
• Enable coordinated engagement across sales activity and automated communication, while avoiding duplication and over-contacting.
• Create feedback loops so adviser responses and sales-team learning improve campaign design, product positioning and new-product commercialisation.
• Support stronger retention, cross-selling and share of wallet through timely identification of adviser opportunities and at-risk assets.
• Deliver consistently against agreed sales target and KPIs.

Operational Excellence

• Partner closely with internal teams across Nedgroup Investments by sharing insights and information that support strategic priorities.
• Maintain and grow current and relevant expertise, consistently meeting stakeholder expectations.
• Run the Adviser Productivity Programme as a business-growth initiative rather than a technology implementation.
• Own the sales enablement roadmap, prioritisation of productivity use cases, adoption plan and benefits reporting.
• Coordinate delivery across Retail Sales, Marketing, Operations, Data, Technology and Compliance.
• Manage programme dependencies, risks, governance, benefits tracking and executive reporting.
• Measure improvements in coverage, selling time, opportunity conversion, net flows, retention, CRM usage and data quality.
• Drive continuous improvement by identifying low-value activity, adoption barriers and non-performing workflows
• Drive continuous improvement in knowledge, efficiency, and effectiveness.
• Maintain high standards of quality and turnaround times through disciplined adherence to systems, processes, and procedures.
• Build effective working relationships with internal service providers, ensuring communication and delivery in line with agreed service level agreements.

Culture and Transformation

• Build trusted relationships with internal stakeholders and clients, reinforcing Nedbank’s capability to manage complex client business needs.
• Encourage innovation, knowledge sharing and consistent ways of working across the sales team.
• Foster a client-centric culture in which technology improves relevance and responsiveness rather than making engagement impersonal.
• Ensure the use of data and AI remains within approved privacy, information-security, conduct and compliance controls.

People Specification

We seek to employ highly motivated, capable, and quality-focused individuals who perform effectively within a diverse, creative, collaborative, challenging, and dynamic environment. In line with our purpose of enabling investors to achieve their investment goals, Nedgroup Investments is committed to supporting employees in achieving their full potential and long-term career development.

For this role, candidates should demonstrate the following:

• A high standard of personal presentation.
• Strong self-motivation and organisational capability, with the ability to adapt to and manage a broad range of challenges.
• The ability to interact effectively with both internal stakeholders and external clients.

Essential Qualifications - NQF Level

Preferred Qualification

• A postgraduate qualification in business, strategy, technology or change management.

Preferred Certifications

• Relevant CRM, data, analytics and project-management experience.
• Microsoft Dynamics 365, Microsoft Power Platform, Microsoft Copilot, Power BI or comparable platform credentials would be advantageous.

Minimum Experience Level

• Practical experience dealing with clients and data.
• Relevant experience in client enablement, strategy and execution.
• Practical experience with management information.
• Demonstrated ability to translate data and technology into measurable front-line commercial outcomes.

Technical / Professional Knowledge

Behavioural Competencies

Employment Equity

Preference will be given to individuals from under-represented groups.