Senior Product Manager - Investment Governance

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 Investment Governance team is part of CFS’s Superannuation & Investments (S&I) business unit which is accountable for delivering investment, superannuation and retirement products to our customers. The S&I business unit is led by the CEO – CFS Super who has fiduciary and compliance responsibilities to ensure all CFS businesses manage risks effectively in our customers best interests. 

Reporting to the Director of Investment Governance, this role supports end-to-end accountability for investment governance approvals, monitoring activities for products such as FirstChoice, Managed Accounts, and CFS Edge, and preparation of quarterly Board reporting. 

Your Responsibilities

• Conduct initial review of managed fund or listed security additions 

• Perform data analytics to support our ongoing monitoring activities of fund managers 

• Support the review of our investment menu of over 700 managed funds, sectors and 

  competitor insights 

• Liaise with product and distribution to support the addition pipeline

• Regular reporting activities as defined in our Investment Governance Framework encompassing both quantitative and qualitative assessments.

• Contribute to the coordination of quarterly board reporting to the CFSIL Board and Board Investment Committee. 

   

Your Capability and Experience

• Demonstrated experience in investment governance, portfolio research, or wealth/superannuation management, ideally within a trustee, platform, or institutional environment. 
• Bachelor’s degree or equivalent in finance, postgraduate investment studies (such as CFA/CAIA) is highly regarded. 
• Strong knowledge and understanding of investment products and structure (managed funds, SMAs and unlisted vehicles) across equities, fixed income, credit and alternatives. 
• Technical understanding and implementation of investment governance principles (e.g. SPS530), policies, and practices.   
• Strong understanding of the CFS business (or equivalent experience in a similar APRA regulated entity/business) 
• Previous experience in end-to-end delivery of projects /initiatives, and to manage cross functional projects. 
• Ability to develop strong working relationships across both CFS and within the team 
• Strong ability to solve complex problems, drive process improvements and automation. 
• Strong verbal and written communication skills 
• Attention to detail - Able to lead, pivot, roll up your sleeves and implement with quality and 
• passion 
• Experience and credibility in engaging with senior internal stakeholders 
• RG146 or relevant other industry related qualifications

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 is based on Gadigal Land (Sydney).