Teams at Colonial First State

Provide responsive phone and email support to employers and payroll contacts across operational and servicing enquiries. Own enquiries through resolution, coordinate internal teams, explain processes clearly, and improve employer service experiences. The role also identifies recurring issues and process gaps, supports continuous improvement, partners with relationship managers, and contributes to a consistent employer-centric servicing model within financial services.

Leads the Retirement Program portfolio, coordinating product development, digital engagement, and retention initiatives. Responsibilities include prioritization, resource and budget management, program reporting, governance, risk and issue escalation, change control, planning, and discovery of new initiatives. The role partners with project and delivery managers and manages executive stakeholders in a complex financial services environment.

Drive sales growth for Alliance Partner funds and CFS investment products by developing relationships with financial advisers, private banks, consultants, and research professionals. Responsibilities include expanding existing client opportunities, delivering pitches and presentations, managing dealer group research relationships, executing campaigns and national roadshows, developing data-driven sales plans, and participating in industry events.