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
This role sits within our Distribution team which is the Advisor facing part of CFS. The Business Development Manager reports to the State Manger VIC. The purpose of the BDM role is to own growth outcomes, both within our most important existing firms and across new business opportunities in the market.
You will drive revenue, inflows, and adviser engagement by partnering with financial advisers, licensees and practices to help them grow, improve efficiency, and effectively use the company’s investment and platform solutions.
Your Responsibilities
- Manage, retain, and grow a defined panel of financial advisers and practices.
- Conduct regular face-to-face and virtual meetings to understand business needs, goals, and pain points.
- Serve as the primary contact for all commercial, service, or platform-related discussions.
- Drive net inflow targets across platform, managed accounts, and investment products.
- Identify new opportunities and convert prospects to active users of the platform.
- Support advisers in transitioning client books, migrating assets, and adopting new features
- Facilitate workshops, webinars, and strategic planning sessions for practices.
- Provide input to product teams on adviser feedback, platform enhancements, and market insights.
- Develop and execute a structured territory plan aligned to national distribution strategy.
- Track competitor offerings and provide timely intelligence to internal stakeholders.
Your Capability and Experience
Solid experience in wealth management, platform distribution, or adviser-facing financial services roles.
Strong understanding of financial advice process, wealth platforms, investment products, and advice tech.
Proven ability to grow new business and retain adviser relationships in a competitive market.
Ability to translate market intelligence into real growth opportunities
Able to deliver structured practice-development conversations and business analysis.
Trusted adviser capable of building deep, long-term relationships
Strong communication, presentation, and influencing skills.
Ability to interpret data, business metrics, and inflow pipelines
RG146 compliant.
Exceptional business and commercial acumen
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.
Apply today and join us in helping Australians to achieve their financial freedom. 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 Wurundjeri Woi Wurrung land (Melbourne, VIC).
