Strategic Account Associate

Colonial First State; Sydney; On-site; AUD 90,000 - 130,000; 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

Corporate health insurance rates withB

Confidential coaching and counselling

Job summary

Colonial First State (CFS) is seeking a Strategic Account Associate to support key licensee and strategic firm relationships within the Strategic Partnerships team in Sydney. You will coordinate inbound requests across Product, Marketing, FirstTech, Operations and Distribution, and help manage a portfolio of strategic accounts daily, reporting to the Director, Strategic Partnerships.

The role requires strong communication, organisation and risk awareness, with a proactive approach to compliance

Qualifications

• Interest in account management or sales support within financial services.
• Working knowledge of financial services products, investment vehicles, managed accounts and platform solutions.
• Strong communication, organisation, attention to detail and follow-through.
• Ability to coordinate multiple initiatives, priorities and stakeholders simultaneously.
• Experience supporting client-facing team members across Distribution.
• Proactive risk and compliance mindset; openness to questions and transparency.
• Knowledge of Australian advice industry dynamics and recent changes.
• Experience with larger AFSL groups and launching new financial solutions or products.
• Experience working with AI tools (Co-Pilot, ChatGPT, Claude).

Responsibilities

• Support and follow through on inbound requests from internal and external stakeholders; coordinate responses across Product, Marketing, FirstTech, Operations and Distribution.
• Prepare and follow up outstanding actions from meetings and keep commitments on track.
• Attend key partnership meetings with internal and external executives.
• Coordinate PD Day participation, conferences, registrations and follow-up actions with the Engagement and Events Manager.

Skills

Account management

Sales support

Financial services knowledge

Communication

Organization

Detail orientation

Stakeholder coordination

Risk & compliance awareness

Industry changes awareness

Client-facing support

AI experience

Tools

Co-Pilot (Chat GPT)

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 Strategic Account Associate position is a newly created role within our Strategic Partnerships team, supporting some of CFS's most important licensee and strategic firm relationships. Reporting to the Director, Strategic Partnerships, you'll help manage a portfolio of strategic accounts day to day - key to the operational rhythm that keeps engagement, delivery and service running smoothly, supported by an account strategy that provide clarity in the outcomes your role contributes towards.

Your Responsibilities

• Support and follow through on inbound requests, both from internal stakeholders and external strategic account stakeholders, ensuring they are actioned and resolved, including coordinating responses across internal CFS teams across Product, Marketing, FirstTech, Operations and Distribution.
• Prepare and follow up outstanding actions from meetings and keep commitments on track.
• Support and attend key partnership meetings with internal and external Executive level stakeholders.
• Coordinate PD Day participation, conference attendance, registrations and follow up actions by working closely with the CFS Engagement and Events Manager.

Your Capability and Experience

• Interest in account management or sales support within financial services.
• A working knowledge of financial services products, investment vehicles, managed accounts and platform solutions.
• Strong communication skills, organisation, attention to detail and follow-through.
• Ability to coordinate multiple initiatives, priorities and stakeholders simultaneously.
• Experience supporting client-facing team members across Distribution.
• Proactive approach to risk and compliance management, open to raising questions and transparency
• Existing knowledge and interest in the changing dynamics of the Australian advice industry and recent industry changes
• Existing experience working in or with larger AFSL groups
• Experience supporting the launch or adoption of new solutions or financial advice products and services.
• Experience working with artificial intelligence. Preferably Co-Pilot (Chat GPT, Claude)

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.

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.

This role is based on Gadigal Land (Sydney).