Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.
Your Team
This role sits within the Sales Strategy and Adviser Services at CFS, a national function dedicated to shaping and executing sales and engagement strategies. The team’s mission is to design and enable sales pathways—either through direct engagement or in partnership with Distribution’s sales teams.
Your Responsibilities
- Own the development of sales capability tools and programs that build our people and lift our market impact.
Lead the analysis and presentation of adviser NPS and sentiment across all product lines to drive awareness, prioritisation, and stakeholder alignment in delivering exceptional customer experiences and market leading products.
Drive cohesive and timely communication and engagement strategies to support change initiatives across diverse stakeholder groups and ensure internal & external change readiness.
Provide governance and consultation on key strategic projects, change programs, and business risks on behalf of Distribution, to ensure sustained or improved performance and experiences for our clients & sales teams.
Support the execution of high-value sales and take to market (TTM) strategies to drive commercial outcomes.
Collaborate with key business stakeholders to develop impactful sales tools, messaging, and change readiness interventions.
Maintain a centralised knowledge library of sales toolkits, strategic initiatives, messaging frameworks, and TTM assets.
Design, coordinate, and deliver targeted communication activities to inform and engage internal teams and ensure sales readiness through co-ordinating skills drills, training & updates.
Monitor market trends, competitor activity, and CFS product and feature launches to identify new opportunities for sales and business growth, contributing fresh insights and innovative thinking to the team.
Your Capability and Experience
Deep understanding of financial services dynamics, including current market conditions, regulatory frameworks, and emerging trends.
Experienced managing multiple stakeholders while handling day-to-day responsibilities.
Strong technical knowledge of superannuation and platform operations (Master Trusts & Wraps).
Commercially minded self-starter with a high degree of ownership, accountability, and urgency.
Exceptional communication and interpersonal skills
Adept at leveraging internal and external networks to deliver client value and market-leading solutions.
Embodies CFS values: Make a Difference, Own It, and Customer Obsession
RG146 certified required
Background in training and capability development (highly favourable).
What to Expect
At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:
- Additional day for your birthday
- Hybrid working model
- Access to CFS Employer Super
- Life Leave - 3 days per annum
- Access to Sonder who provides human-powered medical, mental health and safety support through one easy-to-use app enabling you to get support whenever and wherever you need.
- Access to Corporate rates with BUPA Health Insurance
- Confidential coaching and counselling services supporting life, mind, body, relationships, work and family to assist you in taking charge of your own health and wellbeing
CFS Culture
At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.
Apply today and join us in helping Australians to achieve their financial freedom.
Please note, CFS requires all candidates to have full work rights in Australia.
Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate’s employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.
This role is based on Gadigal Land (Sydney).
Top Skills
Colonial First State Sydney, New South Wales, AUS Office
George St, Sydney, New South Wales, Australia, 2000
