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About the Role

The Education & Enablement Manager (Tech and AI) role is within the Sales, Strategy & Adviser Services team at CFS. This national team focuses on sales and engagement strategies to deliver sales pathways and enable strategy execution through direct engagement or sales teams. The role reports to the Director - Education, Engagement & Events and collaborates with New Business, State Platforms, Investments, and Adviser Marketing.

Responsibilities

Develop and deliver CFS's AI and technology education strategy for financial advisers, positioning CFS as a market leader in adviser capability, innovation, and practice efficiency.
Support the delivery and growth of the 10x program through technology-focused consulting engagements, resources, communities, and learning experiences.
Design and facilitate engaging education programs including webinars, workshops, roundtables, consultancy engagements, and conference presentations focused on AI, technology, and business transformation.
Create practical, relevant, and commercially focused content that helps advisers improve productivity, client engagement, operational efficiency, and business outcomes through technology.
Identify emerging trends in artificial intelligence, technology, and practice management and translate these into actionable insights, tools, and educational resources for advisers and internal stakeholders.
Measure and evaluate the effectiveness of education initiatives through attendance, engagement, feedback, business impact, advocacy, and adviser adoption metrics.
Develop and maintain strong relationships with external technology partners, industry experts, and strategic stakeholders to support content development and innovation initiatives.

Requirements

Demonstrated experience in artificial intelligence, emerging technologies, digital transformation, or business productivity solutions.
Strong understanding of the financial advice industry and the opportunities technology creates to improve adviser productivity, client engagement, and business performance.
Ability to simplify complex technical concepts and communicate them in a practical and engaging manner.
Exceptional presentation and facilitation skills, both face-to-face and virtual.
Experience creating educational content and thought leadership materials across multiple formats.
Strong stakeholder management capabilities with a proven ability to influence and collaborate across diverse teams.
Highly self-motivated with the ability to operate autonomously and drive outcomes.
Strong analytical skills with the ability to measure impact, identify insights, and continuously improve programs.
Excellent written and verbal communication skills.
Strong organisational skills, attention to detail, and ability to manage multiple priorities.
Advanced proficiency in Microsoft 365, including Copilot and AI-enabled productivity tools.
Candidates must have full work rights in Australia.
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.

Skills

Artificial intelligence
Emerging technologies
Digital transformation
Business productivity solutions
Financial advice industry
Technology
Presentation skills
Facilitation skills
Content creation
Thought leadership
Stakeholder management
Influencing
Collaboration
Analytical skills
Microsoft 365
Copilot
AI-enabled productivity tools

Location

Gadigal Land (Sydney)

Work Type

Hybrid working model

Education Level

Relevant tertiary qualification in Business, Technology, Education, Digital Innovation or a related discipline.

Benefits

Additional day for your birthday
Access to CFS Employer Super
Life Leave - 3 days per annum
Access to Sonder who provides human-powered medical, mental health and safety support through one easy-to-use app enabling you to get support whenever and wherever you need.
Access to Corporate rates with BUPA Health Insurance
Confidential coaching and counselling services supporting life, mind, body, relationships, work and family to assist you in taking charge of your own health and wellbeing

About the Company

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.
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.
Join us in helping Australians to achieve their financial freedom.

Equal Opportunity

We believe in celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce.