Senior Consultant, Consulting & Advisory at Zamara Kenya

Roles and responsibilities

Achieving Zamara’s ambitious strategic priorities will be complex and challenging. Its continued success will be dependent on building and retaining a world-class team. The Senior Consultant will be responsible for managing an assigned portfolio of clients, providing consulting and advisory service, managing client and stakeholder relationships in order to retain client satisfaction. The role holder will also be responsible for the delivery of set revenue targets, driving performance and compliance in order to achieve the division’s objectives and targets.

This role reports to the Team Leader.

In more detail, the areas of responsibility include:

Budget Setting & Management and Financial Management

• Support the determination of income forecasts in line with company goals and objectives
• Support and contribute towards attaining departmental budgets
• Review and monitor the individuals’ monthly revenues in order to ensure the division meets its targets, taking remedial action where necessary
• Monitor invoicing and overseeing collection of business income

Business Development

• In liaison with the Team Leader, provide support in new business and cross selling initiatives across all lines of Zamara business.
• Collaborate with the Consulting & Advisory team to identify new revenue opportunities and solutions for recommendation to Exco
• Achieve individual revenue targets from existing and new clients

Client Management

• Continuously strengthen stakeholder (members, clients, regulator, service providers) relationships in order safeguard market share, ensure speedy resolution of issues and entrench Zamara brand as a market leader
• Represent the business in external forums as and when necessary
• Ensure formal and informal engagement with clients, service providers and industry stakeholders is done by the team, providing guidance as and when necessary
• Coordinate internal departments and drive adherence to all internal service standards and client SLAs to ensure deliverables and client expectations are continuously met
• Proactively manage any potential areas of client and stakeholder complaints and non-compliance escalating where necessary.
• Actively plan, coordinate and deliver client trainings and company seminars (income generating and pro bono) to ensure successful achievement of objectives and client expectations.
• Formulate and ensure distribution of standard or ad hoc member/trustee/employer communication as required from time to time – circular, market briefs, quarterly consulting tools and materials

Internal Operations & Compliance

• Ensure compliance to statutory and internal requirements as stipulated in the C&A ISO manual are met by assigned team within statutory and internal timelines
• Conduct periodic peer review of training material and other business presentations prepared by the C&A team
• Continuously educate clients on the regulatory requirements and keep them informed of any changes and the potential impact/implication, initiating a review process where necessary
• Prepare and present internal and statutory compliance reports for your assigned team’s portfolio
• Conduct periodic reviews to ensure that client meetings for your assigned team’s portfolio are properly planned for, coordinated and action items conclusively addressed.
• Coordinate the annual client audit process between internal and external parties to ensure that clients for your assigned team complete their audits within statutory deadlines and conduct financial review
• Follow up to ensure findings and observations from audits are appropriately addressed and communicated to the necessary parties.
• Coordinate the approval of expenses incurred by your assigned clients and ensure payment is done in a timely manner and all documents are well maintained for future reference.

Advisory

• Provide advice or guidance to employers, trustees and members as required on matters relating to administration function e.g. advice pertaining to investments, legislation and pending changes which could impact on each particular benefit program.
• Engaging the services of experts where applicable on request from client - tax consultants. Legal advisor etc
• Assist in contracting service providers on behalf of clients maintaining ethical and professional standards throughout the process.

People

• Support the Team Leader in performance management from business strategy perspective
• Drive staff engagement and client retention within the Consulting & Advisory team
• Support the Team Leader in the development of staff within the Consulting & Advisory team

Experience and personal qualities

• Bachelor’s Degree
• Master’s degree, CFA, ACII, Actuarial, PMI, CFP professional certification and added advantage
• Minimum 6 years’ experience in pension administration and management
• High level of Business/industry acumen
• Strategic and innovative thinker
• Expert technical knowledge
• Possess strong managerial skills
• Proven analytical and problem-solving skills
• Proven presentation skills
• Excellent interpersonal skills
• Strategic and innovative thinker
• Strong leadership attributes
• Ability to persuade, influence and lead
• Resilient
• Strong Networking ability