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
You will join the Adviser Digital Team within Customer Office, working alongside Product Owners, UX/UI Designers and content specialists. The team supports CFS priorities across growth and retention, retirement innovation, digitisation, service transformation and empowering our people. In this role, you will bring a deep understanding of adviser and practice workflows to digital and AI-enabled initiatives, helping create a coherent FirstChoice platform experience that saves advisers time and supports them to serve more Australians in need of advice.
Your Responsibilities
Own the adviser experience backlog across the adviser platform and AI initiatives, prioritising by adviser value, business outcomes and regulatory requirements.
Map key adviser and practice workflows and identify opportunities to embed AI.
Partner with Technology, Operations and Product teams to shape AI agent use cases, including hand-offs to platform experiences or people.
Plan and lead discovery and testing with advisers and practice staff, working closely with UX Designers.
Define success measures and use data, analytics and adviser feedback to iterate after release.
Identify where AI can genuinely remove effort for advisers and where it cannot.
Connect AI agent capabilities with the adviser platform experience to create one coherent experience.
Communicate progress, risks and trade-offs to stakeholders, including the executive leadership team.
Assess external trends and competitor experiences to inform the roadmap.
Your Capability and Experience
Deep understanding of financial advisers, their practices and day-to-day workflows, supported by experience in superannuation or wealth management.
Demonstrated success as a Product Owner, leading complex digital products, platforms or customer journeys from strategy and discovery through delivery, adoption and optimisation.
Experience shaping, delivering or testing AI-enabled features, such as conversational, automation or decision-support capabilities, with a sound grasp of accuracy and responsible AI considerations.
Strong capability in prioritisation, MVP definition, experimentation, backlog management and evidence-based decision-making.
Demonstrated ability to lead complex cross-functional initiatives and influence senior stakeholders.
Strong customer and commercial judgement, balancing user needs, business value, operational efficiency, scalability and risk.
Strong technical fluency, with the ability to partner effectively with engineering teams and understand platforms, integrations and performance measures.
Desirable
Conversational design experience, or familiarity with designing agent journeys and prompts.
Hands-on curiosity about AI tools and a clear point of view on where they genuinely help and where they do not.
Relevant tertiary or postgraduate qualifications.
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
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).
