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, within the Marketing Strategy and Transformation team in the Brand and Customer Engagement (B&CE) function. B&CE 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.

The Manager, Marketing Performance & Operations is responsible for day-to-day running of workflows and processes for the BC&E team. You ensure that teams can plan, prioritise and execute programs at pace with clear reporting that provides visibility of activity from intake through to delivery and optimisation.

Your Responsibilities

Operating Model Uplift

• Drive execution of the marketing operating model uplift, embedding scalable ways of

  working

• Proactively identify and deliver simplification and standardisation opportunities to lift

  speed, quality and effectiveness at scale.

• Create end‑to‑end delivery clarity and consistency, giving portfolio and cross‑functional

  teams the structure, visibility and confidence to execute at pace.

• Establish clear delivery structure, visibility and prioritisation discipline

Marketing Workflow & Workfront Capability

• Own Adobe Workfront as the workflow system of record
• Embed disciplined usage, data quality and sustained adoption
• Design and implement scalable end‑to‑end workflows (intake → optimisation)

Performance, Governance & Decision Support

• Provide clear visibility of delivery performance (throughput, cycle time, bottlenecks,

  compliance)

• Deliver trusted, decision‑ready reporting and dashboards to support prioritisation and

  trade‑offs

• Embed governance and compliance by design within workflows
• Coordinate board and executive reporting and associated deliverables across the team.
• Manage the monthly budget reconciliation process
• Lead key supplier management relationships from a procurement perspective.

Planning Operationalisation & Delivery Discipline

• Embed the B&CE planning rhythm - annual/quarterly planning operationalisation,

  prioritisation cadence, trade-off rhythm so that strategy becomes executable work with

  clear sequencing and governance‑ready reporting.

• Translate strategy and planning outputs into structured execution through workflows,

  portfolio views, dependency management and WIP controls.

• Support leaders with visibility of delivery readiness, risks and trade‑offs to improve

  predictability and outcomes.

Change, Enablement & Continuous Improvement

• Embed new ways of working through targeted enablement, reinforcement and

  coaching, supporting value realisation of Adobe Workfront.

• Drive continuous improvement through structured enablement, reporting and workflow

  optimisation - manage triage, issue resolution, documentation and enhancement

  backlog in partnership with MarTech.

• Translate the team’s AI ambition into practical ways of working, prioritising use cases,

  embedding governance and enabling adoption that improves impact and quality.

• Embed practical AI‑enabled ways of working that improve efficiency, quality and speed,

  with appropriate governance

Your Capability and Experience

• Experience in marketing operations or team change within complex, fast‑paced

  environments, with a focus on improving effectiveness.

• Strong execution capability, translating strategic priorities into practical, adoptable

  ways of working.

• Experience designing and embedding disciplined, end‑to‑end workflows and

  performance reporting at scale.

• Adobe Workfront expertise (or equivalent) highly desirable.

• Strong analytical mindset, using workflow and delivery data to surface risks, insights

  and decision support.

• Experience embedding governance and compliance by design in regulated

  environments.

• Working knowledge of AI‑enabled ways of working, a curiosity to use it to improve

  productivity and quality with appropriate controls.

• Strong stakeholder management

• A proactive, solutions‑oriented self‑starter who identifies issues, drives improvement

  and delivers outcomes with minimal direction

• A collaborative team player who can work effectively across teams, models constructive behaviours positively contributes building a strong team dynamic.

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).