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About the Role

This leadership role within the Distribution team is responsible for accelerating growth across CFS Edge, Non-Custodial Administration Services, Wholesale Managed Accounts (SMAs), and Private Markets solutions. The successful candidate will build a strong industry presence, establish strategic partnerships, and design the future team structure, coverage model, and go-to-market strategy for this important growth segment.

Responsibilities

Develop and execute CFS’s private wealth growth strategy, driving growth across funds under administration, adviser adoption, and market share.
Acquire, onboard, and grow relationships with High Net Worth, Ultra High Net Worth, and wholesale-focused advice firms.
Build trusted relationships with advice principals, CIOs, investment committees, wealth executives, and other key market stakeholders.
Champion the needs of private wealth clients across the business and support the development of relevant products, platforms, and propositions.
Partner with product, investments, and platform teams to enhance CFS’s private wealth offering and support market adoption.
Represent CFS at industry events, conferences, and specialist wealth forums to strengthen brand presence and market credibility.
Build strategic relationships with asset managers, private market providers, technology partners, and industry influencers.
Develop a scalable operating model, future team structure, and high-performance culture focused on growth, innovation, and client outcomes.

Requirements

Significant experience in wealth management, platform distribution, private wealth, or investment consulting.
Strong network across advice firms, wealth managers, family offices, and investment professionals.
Demonstrated success in driving commercial growth and strategic partnerships.
Deep understanding of the Australian advice and private wealth market.
Highly commercial, relationship-driven, and strategic in approach.
Proven ability to influence senior stakeholders and lead through change.
Full work rights in Australia.

Location

Sydney

Work Type

Hybrid working model

Benefits

Additional day for your birthday
Hybrid working model
Access to CFS Employer Super
Life Leave - 3 days per annum
Access to Sonder for medical, mental health, and safety support
Access to Corporate rates with BUPA Health Insurance
Confidential coaching and counselling services

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.

Equal Opportunity

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