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
Your new role is part of the Managed Accounts Product team in our Superannuation and Investments business unit. The team is responsible for the managed account offers on CFS platforms (CFS Edge and FirstChoice), including strategy, roadmaps and product development.
Your Responsibilities
Working closely with a Senior Product Manager, you will drive and own the delivery of successful managed account outcomes on CFS Edge from inception to implementation.
You will achieve this by:
- Identifying client needs, conducting financial modelling, planning technology and operations requirements, writing Product Disclosure Statements, reviewing Model Manager Agreements and onboarding clients.
- Conducting thorough research to understand industry trends and identify opportunities for product innovation and improvement.
- Working closely with sales, marketing, operations and technology teams to support the development and ongoing management of our managed account offerings.
- Understanding the changing needs of investors, advisers, advice licensees and investment consultants, and integrate this feedback into product development.
- Managing all aspects of product management throughout the product lifecycle.
- Contributing to the end-to-end delivery of ad-hoc strategic projects.
- Assisting the sales team by managing the potential sales pipeline and providing information to any potential clients and investment managers.
- Ensuring full awareness and compliance with all financial regulations.
Your Capability and Experience
- Proven experience in managing/developing wrap, superannuation, funds management and/or financial advice technology products. Specific experience in managed accounts is highly desirable.
- Experience in developing and delivering a business project from conception phase through to delivery.
- Disciplined attitude to work to tight deadlines.
- Demonstrated examples of conducting research and applying strategic frameworks to solve complex business issues.
- Strong written and verbal communication skills and stakeholder management capability.
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
- 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.
