Director, Wrap Product Operations

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 Wrap Product Management team is part of CFS's Superannuation & Investments business unit which is accountable for product oversight, regulatory requirements, disclosure and general product management of the Edge platform. The role reports to the Executive Director, Wrap Product and will lead a team of 5-10 staff.

Your Responsibilities

• Manage and mentor a team of product professionals, fostering a collaborative and high-performance culture.
• Oversee the daily management of our product offering, ensuring accuracy, efficiency, and compliance with internal policies and external regulations.
• Oversight of all disclosure related material including but not limited to PDS's, Offer Documents, investment disclosure and forms, along with annual member and tax statements 
• Ensure all activities comply with regulatory requirements and internal risk management policies
• Prepare and present regular reports on service performance and key metrics
• Manage operational processes supporting investment onboarding for the Edge investment menu
• Manage all related fund manager rebates for the platform 
• Participate in projects, working groups and steering committees for Regulatory Reform and Strategic Projects
• Manage any product obligations, controls and risk matters owned by the product team
• Work with a range of 3rd parties to oversee any agreed services and reporting

Your Capability and Experience

• Experience working in the wrap platform space in a senior product role 
• Extensive experience in product management, disclosure, investment operations, with a proven track record of managing teams and driving operational excellence
• Strong understanding of the regulatory environment governing wrap platforms
• Understanding of risk management practices
• Excellent leadership, communication, and interpersonal skills
• Ability to work effectively in a fast-paced and dynamic environment
• Strong analytical and problem-solving skills
• Experience in writing and presenting Board papers
• Bachelor's degree in Finance, Commerce, Business, or a related field

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
• Additional leave day to celebrate your birthday · Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event
• Exclusive discounts on retail, travel and entertainment

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 Boon Wurrung land (Melbourne).