• Strategic Development Support: • · Develop policy of persona categorization of targeted audience, engagement journey as well as delivery matrix • · Create, maintain, update and continually review for accuracy and relevancy data points on both recruited universe and prospective universe • · Draw recommendations for engagement from analytics, data points and feedback for improvement of fund offering under the FL and Mass education • · Develop tools for financial planning under a mass personalization arrangement to serve at scale for the various categories of the population making savings a way of life and willingness to save fun • · Develop an engagement model over the different fora to deliver and monitor behavior and response to engagement. • Engagement Management: • · Define and categorise the various Financial Persona • · Define and understand the depth of the various persona and make recommendation of engagement frequency and methodology • · Collect and maintain the data collection of the different financial persona • · Oversee the delivery of engagement programs over the customized platforms • · Craft and update communiques for appropriateness and relevance • · Coordinate engagement content, messages and communiques with experts and professionals to ensure accuracy and quality • · Monitor and evaluate effectiveness, efficiency and progress of programs/initiatives and document reports for stakeholder • Operation of Financial Planning Practice Mass Market. • · Coordinate and determine appropriate method of identification for Financial Needs Analysis for the targeted audience. • · Develop skilling programs and plans for the Fund staff in collaboration with the ODM • · Coordinate the experts and professional over the nine Persona Financial Planning areas and harmonize the same with Fund goals of making savings a way of life personalized to the unique lifestyle of the mass market • · Determine action options that translate to attainment of willingness to save and making savings fun • · Align the Funds mass financial practice to national financial inclusion Policy and Global Financial Planning Standards and produce a routine report to management on the same. • · Support the implementation of Financial Planning best practices • Engagement and Mass personalization Operation • · Determine financial persona journey shots and monitor for effectiveness and relevance • · Build, integrate and operate systems, platforms and fora over which engagements are rendered under mass personalization arrangement • · Institute and run a financial planning journey and practice localized to the mass market and maintained at global financial planning standard • · Review and maintain self-serve engagement channels as well as integrate with Funds existing channels • Data Analysis and Reporting • · Collect, analyse, and interpret data related to member engagement and program effectiveness. • · Prepare comprehensive reports and presentations for senior management, highlighting key findings and actionable insights. • · Utilize data analytics tools and techniques to track progress and measure the impact of strategic initiatives. • · Determine mode, method and or platform for engagement of the targeted population • Team Supervision and Development • · Foster a high-performance culture within the team, ensuring that all team members are motivated and equipped to achieve their objectives. • · Provide training and development opportunities to build the capabilities of the Training team. • · Provide leadership, training and mentorship to the team growth to financial planners/wealth advisors over the 9 financial planning professional areas • · Develop skilling programs and plans for the Fund staff in collaboration with the ODM

• · Bachelor’s degree in business, Social Sciences, Communications, Education, or a related field Relevant Professional qualifications and membership where applicable is an added advantage • · Postgraduate qualification in Human Resources, Customer Experience, Project Management, or related discipline is an added advantage. • · Professional certification in Customer Experience Journey Mapping or Customer Value Management is desirable. • Work Experience: • · Minimum of seven (7) years’ relevant experience, with at least three (3) years at a management or supervisory level. • · Extensive experience in Customer Value Management, driving retention, loyalty, and revenue growth through targeted initiatives. • · Proven track record in designing and implementing large-scale engagement programs for diverse audiences. • · Experience in persona segmentation, audience profiling, and targeted engagement strategies. • · Demonstrated success in training/engagement needs analysis, program development, facilitation, and post-training evaluation. • · Strong background in stakeholder management, content coordination, and cross-functional collaboration. • · Skilled in data analysis, monitoring, and evaluation to measure engagement effectiveness and drive improvements. • · Experience managing and developing high-performing teams across multiple locations. • · Exposure to multinational/multi lingual or cross-sector program delivery is an added advantage • Key Competences: • · Customer Lifetime Value Management (CVM Skills) • · Strategic engagement planning • · Persona segmentation and audience profiling • · Training design, facilitation, and coaching • · Stakeholder collaboration and relationship management • · Data analysis and reporting • · Digital and offline engagement tools • · Team leadership and performance management • · Content coordination and quality assurance • · Adaptability and resilience in fast-paced environments • · Strong communication and presentation skills

Interested individuals should click the link below to fill the application form: https://nssfuganda.jotform.com/252654460158560 and also attach copies of their application letter, curriculum vitae and academic qualifications addressed to the Chief of People and Culture by Wednesday October 8, 2025 Please note that canvassing or lobbying will lead to automatic disqualification of the candidate, and that providing minimal information or not attaching the required documentation may lead to the disposition of your candidature due to insufficient information provided.