Investment Operations Assistant

About the Role

Reporting to the business development manager-partnerships, the role holder will drive growth of CIC Asset Management Limited retail and institutional business through non-tied distribution channels, including Independent Financial Advisors (SAO, ME & OLA) and other third-party agents. The role ensures effective onboarding, training, and performance driven and tracking to enhance SAO, ME & OLA contribution to total Assets Under Management

Key Responsibilities

Recruitment and Onboarding: Lead the identification, recruitment, vetting, and onboarding of Independent Financial Advisors (SAO, ME & OLAs), internal agents, and other third-party distribution partners to expand the retail network.

Performance Management: Achieve sustained AUM growth and improved client and business retention from the SAO, ME & OLA network by segmenting advisors by productivity tier, closing performance gaps through targeted, measurable support interventions, and strengthening advisor practices that reduce client attrition.

Compliance & Governance Oversight: Work closely with the Compliance and Risk teams to ensure that all agents operate within regulatory guidelines and internal policies, including timely licensing and renewal with CMA.

Training & Capacity Building: Design and deliver ongoing product, process, compliance, and sales training programs to enhance advisor knowledge, confidence, and sales effectiveness.

Sales Enablement: Coordinate with marketing and digital teams to distribute marketing collaterals, digital content, pitch decks, and sales kits customized for various audiences.

Commission Processing Support: Work with operations and finance teams to facilitate timely calculation, reconciliation, and payment of commissions to SAO, ME & OLAs.

Meeting & Presentation Support: Provide logistical and presentation support to SAO, ME & OLAs, including preparation of customized decks and data insights for client meetings and forums.

Market Penetration Strategy: Track regional SAO, ME & OLA penetration and retail uptake trends, and develop market activation strategies targeting underrepresented counties or customer segments.

Campaign Execution: Collaborate with the business development, product, and marketing teams to plan and roll out thematic campaigns, incentive programs, and client acquisition drives through the SAO, ME & OLA network.

Technology Adoption: Champion the use of CICAM digital tools and platforms (e.g., CIC Invest App, Web Portal, reporting dashboards) by agents to enhance efficiency, transparency, and client servicing.

Relationship Management: Build and maintain strong working relationships with SAO, ME & OLAs; provide regular updates, resolve operational issues, and gather market feedback to improve agent experience.

Reporting and Analytics:

Track and report key performance indicators (KPIs) including SAO, ME & OLA sales performance, activity levels, campaign outcomes, and commission trends for internal business reviews and strategy alignment.

Event Coordination:

Support the planning and execution of SAO, ME & OLA forums, recognition events, product launches, and webinars aimed at deepening engagement and motivation across the agent ecosystem.

Who We’re Looking For

Essential Knowledge/Skills and Experience Required:

Bachelor’s degree in Business, Finance, Actuarial science, or related field;

Master’s degree or professional certification (ICFA, CISI) is an added advantage.

5+ years of experience in business development, financial services, fintech partnerships, or distribution management.

Proven track record of building and growing B2B2C partnerships or sales networks in financial services.

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Minimum qualifications

BA/BSc/HND , Professional Certificate

Requirements

Use the link(s) below to apply on company website.

Assistant Business Development Manager – (SAO, ME & OLA)

Investment Operations Assistant

https://www.myjobmag.co.ke/apply-now/1343108