Strategic Partnerships Manager

1 week ago

Sydney, New South Wales, Australia CFS Full time

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


Your new role sits within the Sales Strategy & Engagement team, which is a national team responsible for dedicated sales and engagement strategies to be executed via direct engagement or via our various sales teams across Distribution.


Reporting to the Executive Director, Sales Strategy & Optimisation, you will have key internal relationships across New Business, State Platforms and Investment whilst working closely with the Group Executive, Distribution and other business units such as our Product team.

This is a national role which could be based in New South Wales, Victoria or Queensland.

Your Responsibilities
The Strategic Partnerships Manager is responsible for developing and managing strategic partnerships with CFS's platinum licensee groups.

This is a crucial role in understanding the strategies of partner organisations and identifying associated opportunities across CFS's business lines.


You will drive successful outcomes by:

  • Gaining a deep understanding of the strategy, goals and objectives of partner organisations and identifying alignment with CFS's business lines and opportunities for collaboration
  • Developing and executing strategies to optimise partnerships, including crossfunctional opportunities to enhance sales and advocacy
  • Building and maintaining strong relationships with partner organisations
  • Working with the Performance and Insights team to track the effectiveness and impact of strategic partnerships and provide insights and recommendations for improvement
  • Conducting market research to identify potential new partners, and staying updated on industry trends and the competitive landscape

Your Capability and Experience

  • Thorough understanding of how platform, investment, retail, institutional and superannuation markets work from an industry perspective and as they relate to CFS
  • Experience developing successful strategic sales plans, with the ability to identify and contextualise changes in the industry landscape in relation to opportunities for CFS and our clients
  • Proven communication skills and ability to build relationships up to executive level, both within CFS and our strategic account partners
  • Ability to collaborate across CFS and externally to align approach to execute on strategy through events and partnership implementation
  • Strong analytical skills and proficiency in Microsoft Excel
  • Relevant tertiary qualifications with a minimum RG146 (essential)

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
  • Life Leave 3 days per annum
  • Access to Sonder who provides humanpowered medical, mental health and safety support through one easytouse 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.

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