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About the Role

As a senior lawyer in the Superannuation, Investments, and Advice Legal team, you will partner with key business stakeholders to provide legal advice and guidance in the management and administration of CFS’ products and services.

Responsibilities

• Provide incisive, practical legal advice on a broad range of platforms, managed investments, and managed accounts matters, including product design, disclosure, regulatory compliance, investment management, distribution, agreement negotiation, and restructuring.
• Deliver plain English, accurate, and timely advice through effective communication.
• Maintain and enhance a strong culture of compliance and manage risk regarding regulatory and legal obligations.
• Establish and maintain effective and positive working relationships with internal stakeholders and external contacts.
• Contribute to the achievement of goals and targets for the legal team.
• Act as an active team member to enhance shared expertise, simplify processes, and identify opportunities for continuous improvement.

Requirements

• Strong PQE experience in financial services, ideally with private practice experience.
• Deep expertise in unlisted assets arrangements including private equity, infrastructure, and other private markets strategies.
• Demonstrated experience in reviewing and negotiating investment documents for various investment vehicles across jurisdictions, including trusts, limited partnerships, investment companies, joint ventures, and co-investment structures.
• Experience developing and negotiating bespoke side letters to address regulatory and commercial requirements.
• Strong capability to manage stakeholder relationships at all levels, acting as a valued and trusted advisor, exercising judgment, and influencing key governance outcomes.
• Experience managing legal risk in complex environments, including providing practical and concise advice and guidance to management on legal and regulatory matters.
• Strong understanding of relevant legislation, regulations, standards, and corporate governance for a large financial services group.
• Understanding of relevant superannuation requirements impacting investment options (Desirable).
• Full work rights in Australia.

Skills

• Legal advice
• Product design
• Disclosure
• Regulatory compliance
• Investment management
• Distribution
• Negotiation
• Restructuring
• Communication
• Risk management
• Stakeholder management
• Legal risk management
• Corporate governance

Location

• Sydney

Work Type

• Full-time

Experience Level

• Senior

Benefits

• Access to CFS Employer Super with an expansive investment menu and flexible insurance solutions
• Support with financial services, including discounts on home loans and daily bank accounts
• Access to 24/7 confidential support covering safety, medical, and mental health services
• Additional leave day for birthday
• Life Leave - 3 days per annum
• Exclusive discounts on retail, travel, and entertainment

About the Company

• CFS values expertise, passion, and diversity.
• The foundation of CFS's success lies in its exceptional people.
• CFS believes in celebrating individuality, has a passion for high performance, and creates an environment where employees can unleash their full potential.
• CFS people enable the organisation to make a difference and deliver exceptional experiences to help customers achieve financial freedom.
• The CFS Legal division is the trusted adviser for CFS in the provision of financial products and services.
• CFS is committed to creating a thriving environment where individuals can flourish.
• CFS believes that success is built upon strong teams and is dedicated to celebrating uniqueness, championing individuality, and supporting a diverse and inclusive workforce.
• CFS believes that when you can truly be yourself, you can unlock your full potential.

Equal Opportunity

• 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.