Senior Manager, Office of the Responsible Entity

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

The Office of the Responsible Entity (ORE) is part of CFS’s Legal, Governance, Risk & Compliance team which is accountable for strengthening governance and oversight across CFS to ensure customer, investor and unitholder outcomes remain central to business decisions and strategic initiatives. The Office of the Responsible Entity’s (ORE) role is to support the RE Board fulfil its duties, and to advocate for the best interests of investors and unitholders.

Your Responsibilities

• Supporting the RE Board in carrying out its governance role to ensure its legal and regulatory obligations are met

• Contributing to the RE Board’s understanding of how improved investor outcomes are achieved through strategic initiatives, business decisions and operational priorities

• Supporting the oversight of service providers (including related parties) to provide the RE Board with comfort that they are meeting their obligations, including by conducting test and challenge of the RE’s material service providers

• Provide pragmatic advice and guidance to the business on investment governance practices, including investment decision-making processes, portfolio management and fiduciary duties. 

• Support the business in integrating ESG factors into the investment decision-making processes and investment analysis, risk management and performance evaluation. 

• Proactively engaging with and influencing colleagues across CFS, including supporting the oversight of key activities (e.g. investment governance)

• Reviewing key policies, frameworks and Board papers and providing feedback to the business

• Supporting the continual improvement of the governance function and its processes, including contributing to the design and implementation of governance improvement initiatives

• Provide guidance on effective corporate governance practices that enhance decision-making processes

• Stay informed about changes in regulations and industry practices that may impact CFS and proactively assess the implications of these changes to relevant stakeholders.

• Providing advice on governance and compliance issues to support directors and management in the discharge of their duties and obligations

Your Capability and Experience

• Solid experience in a governance related role such as consulting, legal, governance and/or risk within the financial services sector

• Strong analytical and problem-solving skills, with the ability to assess complex situations and provide pragmatic recommendations

• Excellent communication and interpersonal skills, with the ability to interact effectively with stakeholders at all levels

• Proven track record of effectively advising and guiding business units on compliance, governance, or risk management matters

• Develops and maintains effective stakeholder relationships by being a valued and trusted adviser, exercising judgement and influencing key governance outcomes

• Thorough knowledge and understanding of corporate governance structure, standards, financial services regulations and legislation

• Strategic thinking ability (to best contribute to strategy, plans and initiatives) and strong track record of delivering transformational change

• Sound understanding of investment governance principles and fiduciary duties is desirable

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:

• Access to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions 

• Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution

• Access to 24/7 confidential support covering safety, medical and mental health services  

• Additional leave day to celebrate your birthday

• Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event

• Exclusive discounts on retail, travel and entertainment

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 can be based on Gadigal Land (Sydney).