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About the Role
Join the Adviser Digital Team within Customer Office, supporting CFS priorities across growth and retention, retirement innovation, digitisation, service transformation and empowering our people. This role will bring a deep understanding of adviser and practice workflows to digital and AI-enabled initiatives, helping create a coherent FirstChoice platform experience that saves advisers time and supports them to serve more Australians.
Responsibilities
- Own the adviser experience backlog across the adviser platform and AI initiatives, prioritizing by adviser value, business outcomes and regulatory requirements.
- Map key adviser and practice workflows and identify opportunities to embed AI.
- Partner with Technology, Operations and Product teams to shape AI agent use cases, including hand-offs to platform experiences or people.
- Plan and lead discovery and testing with advisers and practice staff, working closely with UX Designers.
- Define success measures and use data, analytics and adviser feedback to iterate after release.
- Identify where AI can genuinely remove effort for advisers and where it cannot.
- Connect AI agent capabilities with the adviser platform experience to create one coherent experience.
- Communicate progress, risks and trade-offs to stakeholders, including the executive leadership team.
- Assess external trends and competitor experiences to inform the roadmap.
Requirements
- Deep understanding of financial advisers, their practices and day-to-day workflows, supported by experience in superannuation or wealth management.
- Demonstrated success as a Product Owner, leading complex digital products, platforms or customer journeys from strategy and discovery through delivery, adoption and optimisation.
- Experience shaping, delivering or testing AI-enabled features, such as conversational, automation or decision-support capabilities, with a sound grasp of accuracy and responsible AI considerations.
- Strong capability in prioritisation, MVP definition, experimentation, backlog management and evidence-based decision-making.
- Demonstrated ability to lead complex cross-functional initiatives and influence senior stakeholders.
- Strong customer and commercial judgement, balancing user needs, business value, operational efficiency, scalability and risk.
- Strong technical fluency, with the ability to partner effectively with engineering teams and understand platforms, integrations and performance measures.
- Conversational design experience, or familiarity with designing agent journeys and prompts.
- Hands-on curiosity about AI tools and a clear point of view on where they genuinely help and where they do not.
- Full work rights in Australia.
Skills
- Product Ownership
- AI
- UX/UI Design
- Content Strategy
- Prioritization
- MVP Definition
- Experimentation
- Backlog Management
- Data Analysis
- Customer Journey Mapping
- Stakeholder Management
- Technical Fluency
- Conversational Design
- AI Tools
Location
- Sydney
Work Type
- Hybrid
Experience Level
- Product Owner
- Senior
Education Level
- Tertiary or postgraduate qualifications (Desirable)
Benefits
- Additional day for your birthday
- Hybrid working model
- Access to CFS Employer Super
- Life Leave - 3 days per annum
- Access to Sonder (medical, mental health, safety support)
- Access to Corporate rates with BUPA Health Insurance
- Confidential coaching and counselling services
About the Company
- CFS values expertise, passion, and diversity, believing that exceptional people are the foundation of their success.
- They foster an environment that celebrates individuality, encourages high performance, and allows individuals to unleash their full potential.
- CFS is committed to creating a thriving environment where individuals can flourish, built upon strong teams, celebrating uniqueness, championing individuality, and supporting a diverse and inclusive workforce.
- CFS is in the wealth management industry.
Equal Opportunity
- CFS is committed to supporting a diverse and inclusive workforce.