The TSO Senior Technical Advisor (STA) for Social and Behaviour Change position provides high quality technical assistance to clients in trainings, assessments, programme design, execution, monitoring, evaluation and scale-up of social & behavioural change (SBC) tools, core project models and sector approaches in alignment with World Vision’s (WV) strategy to improve child well-being (CWB) impact. This includes all aspects of grant acquisition and management for foundations, bi-lateral and multi-lateral donors including facilitation, partnering with peer organizations and private sector engagement as per needs defined by Field Office, Regional, Support Office and Global Centre clients. The STA
will continue to learn and grow in technical expertise to provide best in class service while building capabilities of team members for SBC. This position may require travel up to 30%. The Senior Technical Advisor reports to the Health Technical Director with a matrix relationship to the Global Sector Lead, Health & Nutrition.
Senior Technical Advisor
Policies, Standards and Guidance:
- Upon assignment, TA refines terms of reference with clear objectives, timeline, role & responsibilities and deliverables.
- Provides high quality technical assistance to Field Offices for programme design, monitoring and evaluation, with a concentration on SBC tools (e.g. Barrier Analysis, Trials of Improved Practices [TIPS], positive deviance inquiries) and SBC CPMs (e.g. Nurturing Care Groups).
- Co-creates and develops new project models and sector approaches in collaboration with and as per the requests from the Global Center (GC) Sector Lead.
- Co-creates and develops online training resources (e.g. asynchronous Barrier Analysis and NCG trainings; smaller narrated presentations on SBC).
- Provides technical assistance to Field Offices (FO) to contextualize and adapt project models and sector approaches, and to apply SBC-related tools, to their contexts.
- Conducts technical reviews and provides consulting in response to requests from FO, Support Offices (SO), Regional Offices (RO) or GC clients.
- Engage with leading global practitioners and donors to learn, share, develop and communicate external best practices and standards aligned with WV strategy, Our Promise (OP).
- Using best practices, innovative thinking and cutting-edge technical expertise, TA provides insight and practical ideas for adaptive design of core project models, donor and partner models and next generation approaches.
- Contribute to FO,s strategy design, and sector Technical Programme (TP) process based on a service request.
- Work alongside Global Centre and Field Office staff to build understanding of WV’s global sectoral approaches and core project models and global best practices and lessons learned.
- Provides training to clients as requested, including using data to inform decision making.
- Mentors and coaches technical staff across sectors.
- Contribute to the development of learning pathways for technical staff across sectors.
- Identify best practices and lessons learned from program implementation, document and share to Community of Practice (COP) as needed.
- Participate in sector COP.
- Influence Global Centre and field implementation teams with innovative and promising approaches.
- Share learnings within team (sector and/or project model).
- Lead or support the development of articles, presentations, manuscripts for peer-reviewed journals, and other products that contribute to World Vision’s technical brand in alignment with relevant external engagement strategies.
- Provide technical expertise for all aspects of programme design (including win themes, theory of change development, logframe, proposal coordination and writing etc.) based on data, to enhance impact and evidence of impact.
- Develop research agendas for inclusion in grants to enhance evidence of impact.
- Lead, facilitate or participate in assessments.
- Lead or participate in developing winning programme design and resultant proposals for grant donors as per requests from clients including developing alternative approaches.
- Support FOs in developing capacity statement.
- Acts as key technical personnel of grant funded programmes for Field Offices during start-up or transition phases.
- Facilitate and/or participate in learning events.
- Document lessons learned and generate stories of impact.
- Ensure FO TP designs meet organizational standards.
- Influence decision makers and technical specialists across the partnership, (especially in FOs and SOs) for continuous Programme Quality and quality improvements using programme data.
- Lead and/or participate in programme assessments and evaluations and provide inputs and advice.
- Assist with scale-up of core project model implementation in FOs, in alignment with strategy.
TSO Business Processes
Knowledge Management and Communications:
- Contributes to organizational learning through active engagement and leadership within internal and external COPs, especially WV’s existing SBC CoP and the CORE Group SBCWG.
- Share client engagement best practices across TSO.
- Work collaboratively with staff in other TSO sectors, and with GC sector and ministry teams.
- Approach work with a commitment to client-service, that grows the capacity of FO clients.
- Engage with external agencies as needed in the provision of technical services to clients.
- Represent WV in external conferences, donor meetings, technical forum, etc. as requested by clients.
- Maintain projects in Workfront.
- Complete travel bookings and expense reports.
- Ensure internal information management systems are updated and maintained.
- Complete required Compliance Trainings.
- Participate in team meetings and communication.
Knowledge skills and abilities
- Senior technical specialist.
- 5 years (min) field level and headquarters experience.
- Master’s degree in relevant technical area of specialization (MPH preferred).
- Trained in Designing for Behaviour Change or Barrier Analysis (5 day minimum course) and the Care Group Approach (5 day minimum course).
- Knowledge of multiple behaviour change models.
- Substantive grant experience required.
- Practitioner/contributor DME experience preferred.
- Fragile context or humanitarian experience ideal.
- Language skills appropriate to geographic assignment’.
- Training / adult learning as a required capability.
- Multi-regional experience, multiple contexts, multiple languages.
- Strong experience in building competencies for Social and Behaviour change across contexts (fragile, development, urban) and across sectors (health, nutrition, child protection, WASH and others).
- Strong experience in training field staff and others in Barrier Analysis or Designing for Behaviour Change, and the Care Group approach. Training experience with Make Me a Change Agent a plus.
- Strong experience in grants acquisition and management with bilateral and multilateral donors as defined in attached GAM competency overview.
- Experience in programming, grant implementation and management.
Preferred Skills, Knowledge and Experience:
- Masters Degree in a relevant area (MPH preferred).
- Second language proficiency.
- Networked with deep knowledge of the sector and the significant actors.
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The Chief Risk Officer (‘CRO’) is a newly created senior management role within the Global Centre of VisionFund International, World Vision’s microfinance subsidiary. Reporting directly to the CEO, the CRO is responsible for global enterprise risk management, which includes oversight and leadership of all risks and compliance to policies across the VisionFund network of 28 microfinance institutions (MFIs). The role oversees, among other things, roles accountable for Corporate Governance, Credit Risk Policy, Information Security and Physical Security. To manage this, the CRO will set global risk strategy and oversee, manage and align the risk management frameworks, policies, tools and practices globally. The CRO must also drive a culture in which Risk and Compliance have sufficient voice and are embedded in all key decision-making processes. The Risk function is a strategic function that steers business direction and strategy, and ensures the long-term resilience of VisionFund. The Compliance function is also vital for operations in the MFI network. The CRO will manage a team and attend on the VFI Board committees.
The CRO is responsible for running the Risk and Compliance department. The Risk and Compliance department is the second line of defence for VisionFund to the risks that arise from its operations. The first line of defence to these risks is the responsibility of operational management within both the MFIs and Global Centre. The Risk and Compliance teams’ responsibilities are therefore to ensure that the MFIs and Global Centre operate with due regard to risk.
The key risks areas within VisionFund include:
- Insurance / other product (E.g. Savings / Remittances)
- Legal Compliance / Regulatory
- External Risk
The management of these risks is achieved via the below responsibilities.
Maintain and develop the risk management strategy, policy, frameworks, tools and practices:
- Guide and support internal VFI departments and teams with risk mapping and the development risk mitigation plans.
- Responsible for the periodic review of the effectiveness VisionFund’s risk management infrastructure.
- In conjunction with the CEO and Audit & Risk Committee, defines and sets VFI’s Risk Appetite and Risk Profile at a global level and works with local in-country Boards for the local businesses to underpin VisionFund’s strategy and plans.
- Ensure that VisionFund has an approved written risk management strategy, policy and frameworks which are consistent with the VisionFund business strategies, capital strength and management expertise
Ensure appropriate implementation of the strategy and policies globally – both at MFI and Global Centre level:
- Oversee the implementation of and adherence to risk control frameworks, policies and business standards aligned with VisionFund policies and procedures in risk.
- Provide appropriate guidance, challenge and advice to the MFIs’ executive management on all risks that they own and that they have accountability to manage.
- Responsible for training in risk management globally.
- Manage the development and regular testing of VisionFund Business Continuity and Disaster Recovery Plans and ensure that they are formally approved by the Board of Directors. Report on all events on system failures and other emergency issues.
- Ensure appropriate global minimum standards of credit are adhered to by all MFIs and establish and enforce appropriate credit risk limits and credit product structuring.
Monitoring and reporting of compliance with Vision Fund’s risk policies and frameworks:
- Work with Internal Audit to ensure that the risk based audit approach taken is not susceptible to gaps in the risk management process. As part of the continuous improvement loop, participate in internal audit finding reviews to help identify areas of existing or potential risk to be addressed.
- Monitoring risks should be a continuous process and undertaken on a formal and informal basis. The CRO is responsible for keeping abreast of activities globally that may impact on the ability of VisionFund to operate successfully.
- Develop regular risk reporting for each function that provides functional heads with the quantitative measures identified with respect to risk exposure and control compliance.
- Perform stress testing and modelling of risks where appropriate.
- In the event that the risk indicators are outside of established limits, or there is a breach of controls, discuss and document the specific issues with the functional heads responsible. All such failings must be highlighted in any risk reports at both Executive Management and Board levels. In addition, the CRO should ensure that Internal Audit are alerted.
- Prepare a monthly and quarterly risk reports for use at the Senior Management meetings, Management Risk Committee and Board ARC Committee that provides an overview of the risks faced by VisionFund together with recommended actions where appropriate. The report should include a monthly risk dashboard that provides key risk indicators with respect to risk exposure (against defined limits) and control compliance as well as stress testing results. Such reports should also provide a view and opinion of the ratios over defined time periods e.g. weekly, monthly, quarterly, annually.
Ensure that Risk and Compliance considerations are properly reflected in the decision-making processes of VisionFund. Represent Risk and Compliance in these processes:
- Work to feed in the voice of Risk in developing VFI’s Finance and Business strategies including integration between the VFI and MFI strategies, business and financial plans. Working with the Regional Finance teams, ensure the development of the MFI strategies and plans are aligned to VFI Risk tolerances and appetites, and are achievable.
- Responsible for consulting and advising on actions to address significant risk issues and events, table recommendations to the risk committee for approvals.
Executive committee participation in board committees and appropriate management committees.
The CRO is also responsible for the good corporate governance of VisonFund. This is achieved by designing and implementing an appropriate governance framework; managing the formation of and appointments to boards and committees; designing and managing the use of delegated authorities; and developing the monitoring procedures to ensure adherence.
In collaboration with OCS, responsible for the development and implementation of a corporate security strategy for MFIs and VF network.
Responsible for the day-to-day management of the Risk and Compliance teams:
- Lead, manage and develop talent for future organisational needs.
- Ensure all work and influence is in alignment with VisionFund’s vision and mission, and that World Vision’s values are embedded in everything done.
Knowledge, skills and abilities
- Minimum 15 + years’ experience in banking or financial institutions, specifically with a minimum of 10 years’ experience in risk management and compliance at a senior management level.
- 5+ years’ experience in a Credit policy / underwriting / Credit operations / MIS function.
- Broad risk management knowledge including fraud and operational risk management and the ability to lead risk governance and control through recognized frameworks.
- Experience of operating at senior management and board level.
- Proven ability to develop and implement risk strategy in a multinational organisation.
- Experience of compliance and regulatory environments.
- Ability to be cross culturally sensitive through awareness of cultural differences, persuasive with good negotiating style to achieve the buy in of key stakeholders and partners.
- Must have high integrity and must be approachable.
- Professionally Qualified Accountant and/or other relevant qualifications such as masters or MBA.
- English fluency.
Preferred Skills, Knowledge and Experience:
- Graduate from an International Business School (Master’s level).
- Microfinance and loan underwriting experience.
- International experience in emerging/developing markets.
- Experience of chairing executive committees.
- Knowledge of either French or Spanish.