Data Strategy Lead, Retirement Strategy

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 entertainment
• Additional 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. 

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).