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Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

The CSI Specialist supports the implementation of OM Insure's Corporate Social Investment strategy by coordinating and managing social impact initiatives, strategic partnerships and employee volunteerism programmes. The role is responsible for effective programme delivery and governance, stakeholder and beneficiary management, monitoring and evaluation, impact reporting, financial oversight, and the maintenance of appropriate evidence to support assurance and applicable Financial Sector Code (FSC) B-BBEE requirements.

Responsibilities will include the following:

CSI Strategy and Programme Delivery

Plan and manage CSI projects and initiatives end to end, from assessment and approval through contracting, implementation, monitoring and close-out, ensuring that intended outcomes are achieved.

Stakeholder and Partner Engagement and Management

Engage NPOs, beneficiaries, implementation partners, suppliers and relevant internal stakeholders to develop effective working relationships, understand stakeholder needs and concerns and support the successful delivery of CSI projects and initiatives. Provide appropriate advice and support to internal stakeholders and implementation partners. Identify and manage partnerships that advance the organisation’s CSI and social impact objectives.

CSI Governance and Risk Management

Apply appropriate governance and risk-management processes to CSI submissions and initiatives, including committee processes, maintenance of programme documentation, tracking of approved initiatives, and retention of decision and supporting evidence. Ensure that programme records support governance, assurance and verification readiness. Identify programme risks and issues; support remediation and continuously improve CSI processes.

Monitoring, Evaluation & Impact Measurement

Coordinate standardised monitoring and evaluation processes and tools; track agreed indicators, outputs and outcomes; coordinate beneficiary and partner reporting; and maintain credible evidence of programme performance and impact.

Financial Management & Business Planning

Manage and monitor expenditure against approved budgets, ensuring that appropriate beneficiary and supporting documentation is maintained. Contribute to the development of annual and longer-term business plans; develop business cases for key initiatives/projects; and estimate the financial and human resources required to deliver against the Social Impact strategy.

FSC – Socio-Economic Development (SED) & Consumer Education (CE)

Support alignment of applicable initiatives to FSC SED/CE requirements and maintain appropriate supporting evidence for verification and assurance activities.

Employee Volunteerism

Design, coordination and deliver employee volunteerism initiatives aligned with the organisation's strategy, and support business areas seeking appropriate volunteering opportunities.

Impact Reporting

Prepare timely and accurate CSI programme, performance, impact, risk and governance reports for relevant management and governance stakeholders.

Minimum Qualifications required:

Bachelor’s degree in Social Sciences, Development Studies, Public Management, Business, Sustainability or a related field. A relevant postgraduate qualification or certification in Monitoring and Evaluation, Project Management or Social Impact would be advantageous.

Experience required:

2-5 years’ relevant experience in CSI, CSR, social impact or community development programme management. Experience in monitoring and evaluating social impact programmes. Experience in stakeholder and partner management, including engagement with NPOs, beneficiaries and internal stakeholders. Experience in budget monitoring, programme governance and compliance. Experience preparing reports and presentations for operational, management and governance audiences. Experience maintaining programme documentation and evidence for governance, assurance or verification purposes.

Required Skills & Competencies

Technical Skills

• Understanding of South African social development landscape, including key socio-economic challenges, development priorities and the NPO sector.
• Understanding of the United Nations Sustainable Development Goals and South Africa’s National Development Plan 2030.
• Working knowledge of the Financial Sector Code, particularly Socio-Economic Development and Consumer Education requirements, would be advantageous.
• Sound project and programme management skills, including planning, implementation tracking, risk management and record-keeping.
• Proficiency in Microsoft 365, particularly Word, Excel, PowerPoint and Outlook, including the preparation of reports and presentations and the recording and analysis of data.
• Presentation skills (online and in-person)
• A basic understanding of the financial services or non-life Insurance industry would be advantageous.

Behavioral Competencies

• Ability to plan, prioritise and manage multiple deliverables.
• Effective stakeholder engagement, relationship management and communication skills.
• Strong analytical, problem-solving and report-writing skills.
• Attention to detail and commitment to sound governance and record-keeping.
• Ability to work independently and collaboratively across functions.
• Proactive, solutions-oriented and delivery-focused mindset.
• Sensitivity when engaging with communities, beneficiaries and social-impact partners.

The Recruitment Process:

TA Interview: This will be a discussion with our Senior Talent Acquisition Specialist to give you an understanding of our business, our culture & values and more context on the role. It will also allow us the opportunity to get to know you more and ensure OMI can meet your career aspirations. Panel Interview: This will be with 2 members of the Senior Leadership of the Hiring Team and 1 member of the HC Senior Team. Technical & Psychometric Assessments: These will depend on the role and will sometimes happen concurrently with Vetting through an external service provider, as well as Internal Verification. Final Feedback.

All About OMI:

https://www.oldmutual.co.za/about/old-mutual-insure/

Please note that, unfortunately, we cannot accept any applications after the closing date.

Skills

Budgeting, Communication, Planning, Program Management

Competencies

Action Oriented, Balances Stakeholders, Business Insight, Communicates Effectively, Cultivates Innovation, Drives Engagement, Drives Results, Financial Acumen

Education

Bachelor of Commerce (BCom): Social And Economic Science (Required)

Closing Date

28 October 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

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