Job Description

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

Reporting to the Executive Director of Investment Sales, this role sits within the Distribution business unit at CFS, which encompasses the strategy and execution of our Managed Account 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.

You will be responsible for the sales growth of Alliance Partner funds as well as the CFS suite of products. The role requires building and growing strong relationships with financial advisers, private banks and research professionals.

Your Responsibilities

• Leverage strong relationships with financial advisers, consultants and wealth businesses to achieve sales outcomes.
• Expand opportunities with existing clients to support long-term partnerships.
• Contribute to presentations and client pitches as a subject matter expert on alliance partner strategies and CFS managed accounts.
• Enact targeted campaigns and promotion of specific investment products.
• Manage key IFA dealer group research relationships, including campaigns, pitching and presenting strategies.
• Drive consistent external activity to meet strategic objectives and sales outcomes.
• Develop and implement strategic sales plans to achieve company sales targets using data-driven insights.
• Execute national roadshows for investment manager representatives to promote products through various channels.
• You will be responsible for the sales growth of Alliance Partner funds as well as the CFS suite of products. The role requires building and growing strong relationships with financial advisers, private banks and research professionals
• Participate in networking events and industry conferences.

Your Capability and Experience

• Solid experience servicing existing clients and identifying new business opportunities in the investment management industry is essential.
• Highly self-driven, proactive, resilient and motivated to work at pace.
• Excellent stakeholder management and influencing skills.
• Clear and articulate communication skills, both written and verbal.
• RG146 compliant or willing to obtain.
• Relevant tertiary qualifications or postgraduate qualifications, such as MAppFin, CFA or CIMA, will be highly regarded.
• Driver’s license and own vehicle is required

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).