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

This role sits within the Customer Office at CFS, leading the Marketing Strategy and Transformation team in the Brand and Customer Engagement (B&CE) function. The B&CE team shapes and delivers brand, marketing and customer engagement strategies that drive customer outcomes and growth across Direct and Employer segments, supported by enterprise centres of excellence including Data & Analytics, Digital and Corporate Communications.

You are accountable for setting the strategy, operating model and performance framework that enable the team to deliver at scale. Operating across lifecycle marketing, marketing transformation and operations, you translate enterprise and customer strategy into a prioritised, governed marketing agenda that links activity to clear customer and commercial outcomes, with portfolios and journeys as the organising unit. This role is responsible for creating the strategic, operational and performance environment that enables the team to deliver consistent, high-quality outcomes.

Your Responsibilities

Strategy & Planning

• Own the marketing strategy across Superannuation, Retirement and Investments, as well as the B&CE annual and quarterly planning and prioritisation cycle.
• Translate enterprise and customer strategy into a governed, sequenced and funded marketing agenda with clear priorities, dependencies and success measures.
• Ensure marketing strategies are insight‑led, customer‑first and aligned to commercial objectives and regulatory expectations.
• Provide strategic leadership on customer needs, segmentation, targeting, positioning and experience design to drive growth, retention and engagement.
• Lead the strategic go to market approach for major new initiatives, products and propositions.
• Maintain a forward-looking view of the marketing industry, regulatory and consumer environment to ensure marketing strategy remains effective, compliant and future ready.
• Build strong senior stakeholder relationships across the Customer Office, Product, Advice, and Risk to enable alignment and delivery.

Change & Transformation Leadership

• Lead as a strategic enabler of scale, quality and efficiency across B&CE.
• Contribute to the future state vision for marketing strategy, operations and delivery at CFS.
• Lead ongoing change across ways of working, decision‑making, capability and technology adoption.
• Partner with Digital, Data, and Risk teams to unlock value from marketing platforms and data.

Marketing Operations & Execution Enablement

• Set and embed standards for workflow, governance, tooling utilisation, throughput and execution quality.
• Drive simplification of end‑to‑end marketing processes, reducing rework, hand‑offs and cycle times.
• Establish repeatable ways of working (e.g. SOPs, SLAs, engagement models) and ensure sustained adoption across teams.
• Strengthen reporting discipline and performance visibility from intake to delivery and outcomes.
• Supplier management - performance management, terms etc

Your Capability and Experience

• Senior marketer with extensive demonstrated experience in financial services (superannuation, wealth or retirement strongly preferred)
• Strong senior stakeholder and people leader, collaborative and adaptable, with the ability to influence cross‑functionally and build high‑performing teams in fast‑paced environments.
• Proven experience operating at enterprise and portfolio level, setting strategy and operating discipline.
• Deep understanding of superannuation, investment and retirement markets, including customer, commercial and regulatory drivers, with a strong customer‑first mindset.
• Strong commercial and analytical capability, linking marketing investment to value creation through data‑led insights, performance measurement and optimisation.
• Demonstrated change and transformation leader with a track record of adopting new processes, tools and performance frameworks, and motivating teams through periods of change.
• Extensive experience designing and leading modern marketing operating models, including marketing operations, ways of working, governance and risk management in regulated environments.
• Data‑led with the ability to synthesise complex information into clear insights and recommendations.
• Experience in driving programs and outcomes via sophisticated Martech stacks.
• Experience with Adobe, including WorkFront is highly desirable.
• Strong governance and risk mindset, with experience operating in regulated environments.
• Collaborative leader with a solution‑oriented mindset who builds trust, models constructive behaviours and leads high‑performing teams through change.
• Excellent written and verbal communication—able to make complex topics accessible, clear and compelling.

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).