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 Sales Strategy & Adviser Services team sits within Distribution and is focused on driving growth through our advised channel. In this role, you will help drive CFS’s growth culture by strengthening and evolving our adviser value proposition - shaping a compelling and differentiated offering that clearly sets CFS apart in the market. You will shape how our proposition is positioned, communicated and activated, ensuring advisers clearly understand the value CFS brings and how our capabilities support the growth, efficiency and long ‑term sustainability of their businesses.

Your Responsibilities

• Plan, build, and deliver integrated, multi-channel campaigns that bring the adviser proposition to life across acquisition, engagement and retention.
• Lead an always‑on promotional approach for the value stream, ensuring effective cross‑promotion of available assets across relevant channels.
• Support with end-to-end execution - from proposition framing and messaging through to delivery, optimisation and performance review.
• Create and manage collateral including pitch materials, presentations, brochures, and testimonials and success stories.
• Identify moments that matter, engagement gaps and opportunities to strengthen adviser experience and perception of value

Your Capability and Experience

• Experience in marketing, ideally within B2B, financial services or another regulated industry
• The ability to craft clear, compelling and compliant marketing messages
• Hands-on experience with platforms like Adobe Experience Platform and Microsoft Dynamics & Customer Journey Insights, along with other tools
• Excellent stakeholder management skills with the ability to influence without authority
• A proven track record of developing and executing impactful marketing campaigns

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).