Colonial First State

Director Retirement Propositions

Colonial First State  •  Sydney, AU (Onsite)  •  5 hours ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

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

The Retirement team, within the CFS Superannuation and Investments business unit, is responsible for the Retirement strategy, product innovation and management, development and delivery of key superannuation and investment products offered in conjunction with our key strategic Insurance partners.

This role reports to the Executive Director Growth & Retirement and operates at the intersection of Customer, Product, Technology, Risk and Operations. The Director plays a critical leadership role in shaping CFS’s retirement product strategy and execution, supporting CFS’s ambition to be Australia’s first choice for retirement and investment savings.

Your Responsibilities


• Define and evolve CFS’s retirement proposition strategy, market positioning and multi-year roadmap
• Align product, distribution and experience to deliver differentiated retirement outcomes
• Lead end-to-end delivery of key retirement initiatives, from planning through to implementation and post-launch optimisation
• Ensure initiatives are delivered on time, within scope and aligned to expected commercial, regulatory and member outcomes
• Drive embedding of retirement capabilities across advised, direct, employer and bank channels Lift adviser and member adoption through integrated experiences and targeted enablement
• Lead execution of strategic retirement initiatives
• Own governance, performance tracking and benefits realisation at enterprise level
• Deliver clear, engaging presentations and education that builds awareness, confidence and understanding of CFS’s retirement offering
• Represent CFS in external forums, tender processes, roadshows and industry engagements to support distribution and growth opportunities
• Lead adjacent retirement partnerships and supplier governance
• Build high-performing specialist capability across the retirement team and business


Your Capability and Experience

We are seeking a senior leader with proven experience in shaping and delivering retirement strategies within complex, regulated environments into easy to understand and relevant opportunities for our advisers and members.


• Extensive experience leading strategy execution or delivery within superannuation, wealth management or financial services, ideally with exposure across advised and direct channels.
• Demonstrated ability to translate strategy into execution, including developing and delivering prioritised roadmaps across multiple channels, client segments or distribution models.
• Deep expertise in retirement and post-retirement solutions, including strong understanding of product design and regulatory frameworks.
• Proven experience leading complex, cross-functional initiatives at a senior level.
• Strong delivery and governance capability, including risk management, dependency management, and benefits realisation tracking across large-scale programs of work.
• Commercial acumen, with experience supporting business case development, adoption strategies and performance monitoring to drive sustainable growth.
• Exceptional stakeholder engagement and influencing skills, with the ability to operate effectively at executive level.
• Experience driving adviser and member adoption, including partnering with Distribution and Marketing to embed new capabilities and maximise uptake across channels.


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).

Colonial First State

About Colonial First State

We’ve helped over 3 million Australians and counting.

We provide superannuation, investment and retirement products to members as well as to corporate and superannuation fund investors. Our wide range and investment management expertise spans Australian and global shares, property, fixed interest, credit, hedge funds, infrastructure and private equity.

The privacy of your personal information is important to us. We will handle all personal information collected in accordance with applicable privacy laws and our privacy policy and collection statement which can be accessed here www.cfs.com.au/privacy. If you have any questions in relation to our privacy practices or would like to request a copy of our privacy policy please contact us on 13 13 36.

Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee and issuer of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the issuer and Investor Directed Portfolio Services (IDPS) operator and administrator of investment products. Information on this social media may include general advice but does not consider your individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at www.cfs.com.au/tmd, which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statement (PDS), Investor Directed Portfolio Service Guide (IDPS Guide) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. You can get the FirstChoice PDSs and the FSG from www.cfs.com.au or by calling 13 13 36 and FirstWrap PDSs, FSGs and IDPS Guides from www.firstwrap.com.au or your adviser.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Sydney, AU
Year Founded
Unknown
Social Media