AddressAre 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
Reporting to Executive Director of Investments, your new role sits within the Distribution business unit at CFS, which encompasses the strategy and execution of our Multi-Asset and Alliance Partner funds. The overall objective of the Investment Sales team is to deliver net sales and revenue growth for CFS through targeting new revenue channels, clients and commercial relationships.
Your Responsibilities
You will be responsible for driving sales growth for the Investment Sales products, as well as driving campaigns for the Investment Sales team and the broader CFS distribution business.
Key accountabilities include:
- Driving sales into CFS alliance partner and multi-asset funds through targeted campaigns and promotion of specific investment products.
- Achieving individual sales targets across financial adviser, managed accounts and consultants.
- Supporting the Investment Sales team to reach sales targets for relevant products.
- Contributing to presentations and pitching to clients as a subject matter expert on specific CFS investment products.
- Account management of key IFA dealer group research relationships.
- Supporting presentations and pitches for broader distribution business including retail sales and corporate superannuation teams.
- Executing national roadshows for investment manager representatives to further promote products through various channels.
- Delivering educational and sponsorship opportunities through various conferences and professional development days.
Your Capability and Experience
- Proven sales experience in wealth management, with relevant experience in distribution, investments or advice favourable
- Strong knowledge of the investment management industry, including investment structures, funds management and Platforms
- Highly self-driven, proactive, resilient and motivated to work at pace
- Excellent stakeholder management and influencing skills
- Clear and articulate communication – both written and verbal
- RG146 compliant (essential)
- Relevant tertiary qualifications or postgraduate qualifications (e.g. MAppFin, CFA, CIMA) will be highly regarded
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
- Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event
- Exclusive discounts on retail, travel and entertainment
- Additional leave day to celebrate your birthday
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.
