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
You will be part of the Managed Accounts Product team within our Superannuation and Investments business unit. The team is responsible for managed account offerings on CFS platforms (CFS Edge and FirstChoice), including strategy roadmaps and product development.
Your Responsibilities
You will lead the delivery of successful managed account outcomes on CFS Edge from inception to implementation.
You will achieve this by:
- Manage the delivery of Managed Account from end to end, including writing Product Disclosure Statements, build financial models, reviewing Model Manager Agreements, setting up the portfolio in the system, monitoring trading and ensuring full awareness and compliance with all financial regulations.
- Managing all aspects of product management throughout the product lifecycle.
- Meeting with clients to discuss the delivery of Managed Accounts, fostering strong relationships and onboarding clients effectively.
- Writing board papers and presenting to boards, showcasing strategic insights and project outcomes.
- Conducting thorough research to understand industry trends and identify opportunities for product innovation and improvement.
- Collaborating with sales, marketing, operations, and technology teams to support the development and ongoing management of our managed account offerings.
Your Capability and Experience
- Proven experience in managing/developing wrap, master trust, funds management/MIS, and/or financial advice technology products; either on the super or investment side. Specific experience in Managed Accounts highly desirable.
- Demonstrated ability to develop and deliver business projects from conception through to delivery.
- Disciplined work ethic to meet tight deadlines.
- Strong logic and the ability to apply strategic frameworks to solve complex business issues.
- Exceptional written and verbal communication skills, with robust stakeholder management capabilities.
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.
