Platform Implementation Specialist

2 weeks ago

Adelaide, South Australia COLONIAL FIRST STATE Full time
About the Role

CFS is seeking a skilled Platform Implementation Manager to join our Platform Sales team. As a key member of our team, you will play a critical role in supporting the implementation of our platform solutions for advice firms.

Key Responsibilities
  • Provide technical training, coaching, and guidance on CFS Platforms to drive retention and growth opportunities across a specific panel of clients.
  • Develop and deliver virtual and onsite training programs to ensure the effective utilization and effectiveness of the Edge Platform in clients' practices.
  • Provide insights, market intelligence, and frontline feedback on the CFS Platform, engaging with peers across Distribution and key stakeholders across CFS, to ensure the CFS Platforms are market leading.
  • Support sales activity of specialist offerings within the CFS product suite and report monthly on business activity, campaigns, and market-related information.
Requirements
  • Current experience in an administration function in an advice firm or relevant wealth experience.
  • Sound understanding of investment structures, funds management, and Wrap Platforms, with knowledge of the advice process highly regarded.
  • Excellent interpersonal and communication skills, with strong presentation skills.
  • High level of self-motivation, able to operate without supervision on a proactive basis.
  • RG146 qualification or willingness to obtain upon commencement.
  • Valid Driver's License essential for this role.
About CFS

CFS is a leading wealth management company that values expertise, passion, and diversity. We believe in celebrating individuality, have a passion for high performance, and creating an environment where you can unleash your full potential.

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.

We offer a range of benefits, including access to CFS Employer Super, support with financial services, and access to 24/7 confidential support.

CFS is 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.

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