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 role of Events & Engagement Manager sits within the Sales, Strategy & Adviser Services team in Distribution at CFS, which is a national team responsible for dedicated sales & engagement strategies ultimately aimed at delivering sales pathways and enabling the strategy ready for execution via direct engagement or via the various sales teams across Distribution.

This role reports to the Director - Education, Engagement & Events and has key relationships across New Business, State Platforms, Investments and Adviser Marketing. You will play a crucial role within Distribution by overseeing the design and execution of flagship events for strategic accounts, along with centralised events for Distribution.

Your Responsibilities

• Ownership of client experiences and activities (such as CFS-led national events, licensee professional development days) to drive commercial outcomes that are aligned to our growth strategy
• Event Design and Execution: Take the lead in conceptualising and planning events.
• Collaborate with cross-functional teams to ensure seamless execution of events, including identifying venues, coordinating logistics, managing budgets, and overseeing event timelines.
• Work with our SME’s to source quarterly content for consistent delivery at Licensee PD Days and ad hoc events.
• Develop and manage relationship with external stakeholders to assist in engagement strategy and execution.
• Develop and manage budgets for the centralised engagement initiatives and events
• Monitor and analyse the return on investment for various engagement initiatives and events with the support of the performance and insights team

Your Capability and Experience

• Experience in event design and execution
• Experience in expense management, including owning a budget and measuring return on value
• High levels of motivation, proactivity, and the ability to operate without supervision
• Excellent communication skills (written and verbal)
• Strong organisation and time management skills
• Understanding of how platforms, investment, retail, institutional and superannuation markets work from an industry perspective and as they relate to CFS (advantageous)
• The willingness and ability to develop a strong network of contacts and relationships both within CFS and our strategic account partners
• Knowledge and experience in using event management software (Microsoft CIJ preferable)
• Competent user of the Microsoft office suite, knowledge of Dynamics and Copilot advantageous
• Relevant tertiary qualifications in Events Management preferred

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).