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About the Role
The State Director (NSW) is accountable for driving growth and retention, net inflows and revenue outcomes across NSW by leading, coaching and enabling a team of BDMs & RMs. The role focuses on building high-quality adviser partnerships, growing share of wallet, and accelerating adoption of CFS platforms and solutions.
Responsibilities
- Lead, coach and develop a team of BDMs and RMs to deliver strong commercial and customer outcomes.
- Own the NSW growth strategy, driving net inflows, revenue growth and increased share of wallet across platform, managed accounts and investment solutions.
- Build and strengthen relationships with key advisers, practices, licensees and strategic partners.
- Improve adviser acquisition and conversion, taking opportunities from prospect through to active platform adoption and increased usage.
- Coach the team in value-based selling and practice development, including adviser business growth, pricing, profitability, workflow optimisation and technology adoption.
- Establish strong sales disciplines across pipeline management, territory planning, CRM, forecasting and account management.
- Use market, competitor and customer insights to identify opportunities and focus resources on areas with the greatest commercial potential.
- Partner with Product, Operations, Implementation and Risk teams to support major client transitions, resolve issues and continually improve the adviser experience.
- Champion strong capability across wrap platforms, SMA/MDA solutions, digital tools and reporting.
- Represent the business at industry conferences, licensee events, professional development days and other key adviser forums.
- Foster a strong risk and governance culture, ensuring growth is delivered responsibly and with a clear focus on customer outcomes.
Requirements
- Extensive experience in wealth management distribution, platform sales, or adviser-facing financial services roles, including leadership accountability.
- Strong understanding of the financial advice landscape, wealth platforms and investment products, and the drivers of adviser adoption and share-of-wallet growth.
- Proven ability to lead teams to grow and retain adviser relationships in a competitive market, including sponsoring key relationships and complex deals.
- Demonstrated coaching and enablement capability—uplifting sales behaviours, practice-development conversations and disciplined execution across a team.
- Strong stakeholder management, presentation and influencing skills, with the ability to align internal teams around adviser outcomes.
- Strong commercial acumen—able to interpret data, manage pipelines/forecasts, and drive performance through clear accountability and routines.
- Full work rights in Australia.
Skills
- People leadership
- Stakeholder management
- Distribution discipline
- Value-based selling
- Practice development
- Pipeline management
- Territory planning
- CRM
- Forecasting
- Account management
- Market insights
- Competitor insights
- Customer insights
- Risk and governance
- Sales disciplines
Location
- Sydney
Work Type
- Onsite
Experience Level
- Leadership accountability
- Extensive experience
Benefits
- 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
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
- 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.