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 our Distribution team and will be responsible for accelerating growth across CFS Edge, Non-Custodial Administration Services, Wholesale Managed Accounts (SMAs) and Private Markets solutions, while building a strong industry presence and ecosystem of strategic partners. As a newly created leadership role, the successful candidate will play a critical role in designing the future team structure, coverage model and go-to-market strategy for this important growth segment.
Your Responsibilities
Develop and execute CFS’s private wealth growth strategy, driving growth across funds under administration, adviser adoption and market share.
Acquire, onboard and grow relationships with High Net Worth, Ultra High Net Worth and wholesale-focused advice firms.
Build trusted relationships with advice principals, CIOs, investment committees, wealth executives and other key market stakeholders.
Champion the needs of private wealth clients across the business and support the development of relevant products, platforms and propositions.
Partner with product, investments and platform teams to enhance CFS’s private wealth offering and support market adoption.
Represent CFS at industry events, conferences and specialist wealth forums to strengthen brand presence and market credibility.
Build strategic relationships with asset managers, private market providers, technology partners and industry influencers.
Develop a scalable operating model, future team structure and high-performance culture focused on growth, innovation and client outcomes.
Your Capability and Experience
Significant experience in wealth management, platform distribution, private wealth or investment consulting.
Strong network across advice firms, wealth managers, family offices and investment professionals.
Demonstrated success in driving commercial growth and strategic partnerships.
Deep understanding of the Australian advice and private wealth market.
Highly commercial, relationship-driven and strategic in approach.
Proven ability to influence senior stakeholders and lead through change.
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:
- Additional day for your birthday
- Hybrid working model
- Access to CFS Employer Super
- Life Leave - 3 days per annum
- Access to Sonder who provides human-powered medical, mental health and safety support through one easy-to-use app enabling you to get support whenever and wherever you need.
- Access to Corporate rates with BUPA Health Insurance
Confidential coaching and counselling services supporting life, mind, body, relationships, work and family to assist you in taking charge of your own health and wellbeing
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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).
