Director, State Manager NSW

Colonial First State; Sydney; On-site; AUD 180,000 - 240,000; Full time

Benefits offered by this job

Employer Super

Financial discounts

24/7 confidential support

Birthday leave

Life Leave

Retail/travel discounts

Job summary

Colonial First State in Sydney seeks a senior leader to drive wealth-management distribution, lead BDMs and RMs, and strengthen adviser relationships while accelerating adoption of CFS platforms and solutions.

You will partner with Product, Operations, Risk and licensees to set a NSW growth plan, coach teams, and manage pipelines, forecasts and governance to deliver strong commercial outcomes.

Qualifications

• Experience in wealth management distribution or adviser-facing roles with leadership accountability.
• Strong understanding of wealth platforms and adviser adoption drivers.
• Proven ability to lead teams and sponsor key relationships in a competitive market.
• Coaching and enablement across sales behaviours and disciplined execution.
• Strong stakeholder management and influencing skills.

Responsibilities

• Lead and develop a team of BDMs and RMs to achieve outcomes.
• Own NSW growth strategy across platform and investments.
• Build relationships with advisers, licensees and partners.
• Improve adviser acquisition, conversion and platform adoption.
• Coach on value-based selling, pricing, and profitability.
• Establish sales disciplines: pipeline, territory, CRM, forecasting.
• Partner with Product, Operations, Risk to support transitions.
• Represent the business at industry events.
• Foster risk and governance culture.

Skills

Wealth management

Team leadership

Stakeholder management

Coaching & enablement

Sales discipline

Forecasting

Tools

CRM systems

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 Distribution team is the key Advisor facing channel of CFS. 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.

Your Responsibilities

The role combines strong people leadership, stakeholder management and distribution discipline to set a clear state plan, remove barriers, and deliver consistent execution. You will partner closely with Product, Operations, Marketing, Risk and licensee stakeholders to position CFS as a strategic partner to advice businesses, while running a strong operating cadence (pipeline and territory reviews, coaching, joint calls) to lift productivity and forecast accuracy.

You will:

• 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.

Your Capability and Experience

• 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.

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:

• 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

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).