EQT Platform Operations Lead at Old Mutual

Job Description


The EQT Operations Lead is responsible for the day-to-day operational running, stability and efficiency of the EQT platform. The role ensures the platform functions smoothly for clients, internal teams and partners, while continuously improving processes and supporting scalable growth.
This role acts as the operational owner of EQT and serves as the bridge between client servicing, platform providers, vendors and leadership..


Key responsibilities will include amongst others:

Platform Operations Ownership


Monitoring trading, funding, FX and withdrawal activity.
Ensuring transactions process correctly and within expected timelines.
Investigating and resolving operational issues.
Managing and tracking platform incidents to resolution.
Identifying risks before they impact clients.


Operational Escalation and Support


Supporting client service teams with operational and platform queries.
Investigating root causes of recurring issues.
Providing clear communication and resolution updates.
Ensuring client impact is minimised and managed effectively.


Platform Functionality Ownership


Onboarding processes
Funding and withdrawal mechanics.
Trading and settlement flows.
FX transaction processes
Corporate action and reporting functionality.
Validating operational readiness for new platform changes.
Ensuring platform functionality works effectively in real-life usage.
Maintaining knowledge of platform rules and behaviours.


Vendor and Partner Coordination


Serve as the operational contact for platform vendors and partners by:
Logging and managing platform issues with service providers.
Monitoring service level agreements and turnaround times.
Escalating operational risks where required.
Coordinating resolution across multiple service providers.


Process Ownership and Improvement


Maintaining and improving operational procedures.
Identifying manual or inefficient workflows.
Supporting automation and digital workflow improvements.
Working closely with business support or automation functions.
Ensuring operational processes are followed across teams.


Operational Risk and Control


Ensuring transaction controls and reconciliations are completed
Monitoring operational risk exposure.
Identifying and escalating control weaknesses.
Supporting compliance and regulatory requirements where operational processes are involved.


Product and Enhancement Support


Identifying recurring client or operational pain points.
Providing operational input into new feature design.
Supporting testing and rollout of new platform functionality
Helping prioritise enhancements based on operational impact.


Behavioural and Leadership Skills


Strong ownership mindset and accountability.
Ability to operate independently and make decisions.
Strong attention to detail and risk awareness.
Clear communicator across technical and business teams.
Ability to manage multiple priorities in a fast-moving environment.


Success in this role will be measured through


Platform stability and operational reliability.
Reduction in operational errors and client-impact incidents.
Improved turnaround times and servicing efficiency.
Effective vendor issue resolution.
Strong operational support to EQT growth initiatives.


These responsibilities offer an overview and a general outline of the role and are not exhaustive.

Qualifications and Experience required:


Bachelor's degree, Advanced Diploma or equivalent qualification (NQF 7) in Business Science, Commerce, Information Systems, or a related field.
Exposure to digital platforms, product management, operations, or technology-enabled businesses.
5 - 7 years' experience in a digital platform, fintech, wealth management, product, operations, or delivery environment.


Strong understanding of:


Digital product environments and platform-based businesses.
Client lifecycle management, End-to-end platform journeys and user experience.
Practical technical and digital literacy, with the ability to engage effectively on platform enhancements, system changes, data flows, testing, and operational impact.


Proven experience:


Operating in live environments.
Delivering execution and change initiatives.


Preferred Experience


Wealth management, brokerage or investment platform experience
Exposure to digital onboarding and client lifecycle processes
Experience working with third-party platform vendors
Familiarity with automation or workflow systems


Skills


Action Planning, Adaptive Thinking, Analytical Thinking, Business Requirements Analysis, Client Needs Analysis, Current State Assessment, Customer-Focused, Data Compilation, Developing Creative Solutions, Evaluating Information, Futures Thinking, Gap Analysis, Presenting Solutions, Probing Questions, Project Resource Management


Competencies


Action Oriented
Business Insight
Cultivates Innovation
Drives Engagement
Drives Results
Ensures Accountability
Manages Ambiguity
Manages Complexity


Education


NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent


Closing Date


16 July 2026