Relationship Manager

1 week ago

Sydney, New South Wales, Australia CFS Full time
Relationship Manager - Corporate Superannuation


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 is in the Corporate Superannuation team in our Distribution business unit.

The team consists of Relationship Managers and Relationship Consultants who manage the ongoing employer, member, and adviser relationships for existing corporate superannuation plans.

They are responsible for the retention and development of our employer superannuation relationships, including ongoing member and employer services.

Your Responsibilities


You will help grow our fund by increasing the number of members that come through the employers we look after, and increasing the support we offer to retain existing members.


You will achieve this by:

  • Developing and maintaining strong relationships with the aim to improve overall growth and engagement across a dedicated panel of employers and advisers.
  • Understanding the needs and drivers of all clients across your panel and using these to implement a tailored Client Service Plan
  • Supporting CFS growth and retention initiatives and implementing them in a mutually beneficial way for the client and CFS
  • Planning and agreeing on the delivery of onsite education and engagement with internal Education and Marketing teams
  • Using effective presentation skills and material to educate clients by tailoring your approach to suit their level of knowledge
  • Establishing and attending regular policy committee meetings across your designated panel

Your Capability and Experience

  • Experience in corporate superannuation; sound understanding of current and proposed superannuation legislation, industry trends and superannuation products
  • Strong relationship management and influencing skills
  • Ability to identify client needs and respond in a timely, professional manner
  • Excellent communication and presentation skills
  • Commercial mindset with a sense of urgency and ownership of outcomes
  • RG 146 accredited

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.

Job ID

  • Relationship Manager

    1 week ago

    Sydney, New South Wales, Australia RELX Full time

    Job Purpose: The Relationship Manager is responsible for proactively managing existing customers, building and nurturing relationships within a defined territory. The portfolio consists of ~100 small to mid-sized clients in NSW, SA, Perth. The role will be tasked with upselling variety of LexisNexis products, identifying opportunities to grow accounts,...

  • Relationship Manager

    1 week ago

    Sydney, New South Wales, Australia BMS Performance Australia Pty Full time

    Sydney Location (Flexible WFH Options)- $80-100k Base + Super + Bonus ($20-30k Bonus) High Growth Talent Solutions LeaderOur client has a significant footprint with offices and clients right across the globe, you will be joining a business that has just secured funding to build out their team across Australia.You will be supported and inspired by a very...

  • Relationship Manager

    1 week ago

    Sydney, New South Wales, Australia Robert Walters Full time

    Corporate and Institutional Relationship ManagerResponsibilities:Building and maintaining strong relationships with corporate clients, providing personalised service and advice on financial solutions.Conducting market and industry research to identify new business opportunities and develop customised financial solutions for clients.Ensuring the delivery of...

  • Relationship Manager

    1 week ago

    Sydney, New South Wales, Australia Rest Full time

    About the JobLooking for a chance to shine as a Relationship Manager? At Rest, you'll be part of a dynamic team dedicated to retaining and growing a portfolio of our largest clients. Your role is crucial in providing exceptional account and relationship management services that meet the specific needs and goals of our clients, ultimately strengthening our...

  • Relationship Manager

    1 week ago

    Sydney, New South Wales, Australia TP ICAP Full time

    Role Overview The successful candidate will be responsible for building Liquidnet's brand and growing its presence in APAC with a focus on expanding our offering to Australian based clients (Members). The role will provide day-to-day coverage of Liquidnet members and will be responsible for forging deep relationships. This includes understanding in depth...

  • Relationship Manager

    1 week ago

    Sydney, New South Wales, Australia eFinancialCareers Ltd. Full time

    Relationship Manager McMillan Shakespeare Group Adelaide, Australia Posted 11 days ago Permanent Competitive Relationship Manager The McMillan Shakespeare Group (MMS) is a trusted provider of salary packaging, novated leasing, disability plan management and support co-ordination, asset management and related financial products and services. From our...

  • Relationship Manager

    1 week ago

    Sydney, New South Wales, Australia Vets Central Full time

    Vets Central is on a mission to become Australia's leading veterinary partner, supporting the delivery of quality veterinary services to the community and we're now on the hunt for a Relationship Manager to join our awesome (even if we do say so ourselves) team.The Relationship Manager holds overall responsibility for achieving the company vision through...

  • Relationship Manager

    1 week ago

    Sydney, New South Wales, Australia Plenti Pty Limited Full time

    Who is Plenti?Plenti is a fintech lender, providing faster, fairer loans by leveraging its smart technology. Plenti is a dynamic and innovative business that is growing strongly. By continuing to deliver better customer experiences, Plenti is taking market share from incumbent players in the personal lending, renewable energy, and automotive finance...

  • Relationship Manager

    1 week ago

    Sydney, New South Wales, Australia RELX Full time

    Job Purpose:The Relationship Manager is responsible for proactively managing existing customers, building and nurturing relationships within a defined territory. The portfolio consists of ~100 small to mid-sized clients in NSW, SA, Perth.The role will be tasked with upselling variety of LexisNexis products, identifying opportunities to grow accounts,...

  • Relationship Manager

    1 week ago

    Sydney, New South Wales, Australia RELX Trading Australia Pty Limited Company Full time

    Job Purpose:The Relationship Manager is responsible for proactively managing existing customers, building and nurturing relationships within a defined territory. The portfolio consists of ~100 small to mid-sized clients in NSW, SA, Perth.The role will be tasked with upselling variety of LexisNexis products, identifying opportunities to grow accounts,...

  • Relationship Manager

    1 week ago

    Sydney, New South Wales, Australia ROBERT WALTERS AUSTRALIA Full time

    Corporate and Institutional Relationship ManagerResponsibilities:Building and maintaining strong relationships with corporate clients, providing personalized service and advice on financial solutions.Conducting market and industry research to identify new business opportunities and develop customized financial solutions for clients.Ensuring the delivery of...

  • Relationship Manager

    1 week ago

    Sydney, New South Wales, Australia Cause Recruitment Full time

    **Relationship Manager - Children's medical research charity Sydney** Fulltime, flexible role with hybrid working arrangements: Competitive salary:- Outstanding opportunity responsible for implementing major gifts fundraising program for an incredible cause:Positive and collaborative working culture with a real opportunity to make an impactROLEAre you an...

  • Relationship Manager

    1 week ago

    Sydney, New South Wales, Australia StoneX Group Full time

    Overview:Job purpose:Due to ongoing growth we're on the hunt for a motivated, hungry and passionate senior relationship manager to join our team. As a key part of our customer experience team, you will act as a trusted advisor to our high-net-worth clients working in collaboration with our Client facing, Dealing, Marketing, Research and Global payment...

  • Relationship Manager

    1 week ago

    Sydney, New South Wales, Australia Afterpay Full time

    Company Description: It all started with an idea at Block in 2013. Initially built to take the pain out of peertopeer payments, Cash App has gone from a simple product with a single purpose to a dynamic ecosystem, developing unique financial products, including Afterpay/Clearpay, to provide a better way to send, spend, invest, borrow and save to our 47...

  • Relationship Manager

    1 week ago

    Sydney, New South Wales, Australia Prestige InHome Care Full time

    Sales & Account Management Sales Rep Sydney Part-time 31/5/2024 One of AFR's Best Places to Work in 2024 Know that you are having a positive impact on people's lives Part time role, car allowance for travel, and Bonuses ABOUT THE ROLEAre you ready to take on an exciting part time role that drives growth and fosters long-term relationships? We're...

  • Relationship Manager

    1 week ago

    Sydney, New South Wales, Australia Prestige InHome Care Full time

    Sales & Account Management Sales Rep Sydney Part-time 31/5/2024 One of AFR's Best Places to Work in 2024 Know that you are having a positive impact on people's lives Part time role, car allowance for travel, and Bonuses ABOUT THE ROLEAre you ready to take on an exciting role that drives growth and fosters long-term relationships? We're looking for...

  • Relationship Manager

    1 week ago

    Sydney, New South Wales, Australia Westpac Full time

    High performing team within our Commercial space Business lending $3M+ Sydney CBD based, with working flexibilityHow will I help?The purpose of the Business Division at Westpac is to support one of Australia's most important assets - its businesses. We're here to make Australian businesses stronger. As a Relationship Manager with us, you'll be responsible...

  • Relationship Manager

    1 week ago

    Sydney, New South Wales, Australia Livewire Markets Full time

    Job Description*_We empower investors to make better decisions._*What are we doing?Founded on the principal that access to the best investment information should be universal and that the world of investment is made complicated by too much noise and not enough signal - Livewire Markets exists to connect investors with insights from leading industry experts...

  • Relationship Manager/relationship Director

    1 week ago

    Sydney, New South Wales, Australia St Full time

    St.George Property Team is a Pure Property Vertical & is a significant contributor to the performance of St.George Business Bank. We support commercial property investors and developers across all sectors throughout New South Wales. Specialist Property Development and Investment portfolio Relationship Manager or Relationship Director opening (dependent on...

  • Relationship Manager

    1 week ago

    Sydney, New South Wales, Australia Rest Full time

    Company DescriptionSupporting millions of Aussies since 1988 with low fees and competitive long-term performance. Profits back to members, not shareholdersClosing date: 10th June 2024. Please note Rest does not accept speculative resumes from recruitment agencies Join a highly engaged and collegiate team Retain and grow an exceptional Portfolio Hybrid...