AI & Tech - Education & Enablement Manager

Colonial First State; Sydney; On-site; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Additional day for your birthday

Access to CFS Employer Super

Life Leave - 3 days per annum

Sonder mental health support app

BUPA health insurance corporate rates

Confidential coaching and counselling

Job summary

Colonial First State (CFS) seeks an AI & Tech - Education & Enablement Manager within the Sales, Strategy & Adviser Services team in Distribution. This senior role leads education strategies, webinars, and content to empower financial advisers with AI-driven tech and productivity solutions.

You will influence education programs, design engaging formats, and collaborate with internal and external stakeholders to drive adoption and business impact.

Qualifications

• Demonstrated experience in artificial intelligence, emerging technologies, digital transformation or business productivity solutions.
• Advanced proficiency in Microsoft 365, including Copilot or similar and AI-enabled productivity tools.
• Strong understanding of the financial advice industry and the opportunities technology creates to improve adviser productivity, client engagement and business performance is desirable.
• 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.

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.

Skills

AI

Emerging technologies

Digital transformation

Business productivity

Tools

Microsoft 365

Copilot

Job description

Are you ready to be part of an organisation that values expertise, passion and diversity? 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.

Your Team

The incredible AI & Tech - Education & Enablement Manager sits within the Sales, Strategy & Adviser Services team within Distribution at CFS. This is a national team responsible for dedicated sales & engagement strategies ultimately aimed at delivering sales pathways and enabling the strategy ready for execution either via direct engagement or via the various sales teams across Distribution. This role reports to the Director - Education, Engagement & Events and has key relationships across New Business, State Platforms, Investments and Adviser Marketing.

Your 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.

Your Capability and Experience

• Demonstrated experience in artificial intelligence, emerging technologies, digital transformation or business productivity solutions.
• Advanced proficiency in Microsoft 365, including Copilot or similar and AI-enabled productivity tools.
• Strong understanding of the financial advice industry and the opportunities technology creates to improve adviser productivity, client engagement and business performance is desirable.
• 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.

What to Expect

At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:

• 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

CFS Culture

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.

Please note, CFS requires all candidates to have full work rights in Australia.

Where we have preferred candidates, 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.

This role is based on Gadigal Land (Sydney).