Data Strategy Lead, Retirement Strategy

5 days ago

Sydney, Australia Colonial First State 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**
The Data Strategy Lead, Retirement Strategy reports to Senior Manager, Retirement Strategy and is part of CFS’s Superannuation and Investments business unit. This role will shape the future of retirement strategy by embedding data-driven insights into member communication and guidance and Support CFS’s mission to help Australians achieve financial freedom by delivering actionable intelligence for regulatory compliance, product design and customer engagement.

**Your Responsibilities**
- Design and enhance retirement modelling frameworks and methodologies to evaluate member outcomes and guide strategic decisions.
- Create and refine cohort approaches and advanced predictive models (e.g., Retirement Customer Lifetime Value) to anticipate member behaviours and needs.
- Oversee the development of retirement dashboards and key performance indicators that enable data-driven management insights.
- Continue to enhance Retirement Confidence Scores and outcome measures, leveraging member surveys and behavioural analytics.
- Conduct industry research to identify and adopt innovative, market-leading data analytics and modelling tools, such as retirement calculators and projection platforms

**Your Capability and Experience**
- Proven experience in data strategy, analytics, or modelling within financial services.
- Strong technical expertise in predictive modelling, segmentation, and customer analytics.
- Proficiency in data analysis tools (e.g. Tableau, Power BI) and programming languages (e.g., Python, R, SQL, Excel).
- Familiarity with regulatory reporting (e.g., APRA) and compliance frameworks.
- Strategic mindset with an innovative approach to leveraging data for understanding member needs and generating insight-driven support and guidance for super fund clients.
- Knowledge of retirement, superannuation, or wealth management products and related regulations in Australia.

**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, which offers an expansive investment menu and flexible insurance solutions
- Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution
- Access to 24/7 confidential support covering safety, medical and mental health services
- Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event
- Exclusive discounts on retail, travel and entertainmentAdditional leave day to celebrate your birthday

**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.
- This role is based on Gadigal Land (Sydney)._

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