About the Business

At Commonwealth Private, we deliver exceptional personal service and trusted advice to high net worth individuals who intend to invest or borrow at least AU$2.5 million. Backed by the scale, strength and research capability of the Commonwealth Bank Group, we provide clients with access to market-leading banking, lending and wealth solutions.

Within this, Professional Services is a core strategic growth segment. This role focuses on deepening relationships with leading law, accounting and consulting firms, accelerating new-to-bank client acquisition and enabling high-quality proprietary flow into Commonwealth Private, playing a critical role in how we partner with the Professional Services ecosystem.

Position Specific Responsibilities

The State Lead – Professional Services NSW is accountable for delivering business development excellence across the segment. Reporting to a National Leader, you will role model best-practice business development, execute strategy, and drive scalable growth through high-quality, mutually beneficial partnerships.

Key Responsibilities

Business Development & Growth

• Build and execute a structured business development plan across priority Professional Services firms in NSW, aligned to national strategy.
• Deepen senior-level relationships with top-tier law, accounting and consulting firms to generate high-quality proprietary client flow.
• Create, manage, and convert a robust pipeline of prospective client and partnership opportunities.
• Identify emerging opportunities within firms and collaborate with bankers and lenders to deliver differentiated, high-value client outcomes.

Relationship Development & Market Coverage

• Establish deep, repeatable engagement rhythms with priority firms, ensuring consistent coverage and maintaining long-term, mutually beneficial relationships.
• Represent the Commonwealth Bank in market-facing activities, strengthening brand presence and reinforcing segment leadership.

Stakeholder Engagement & Advocacy

• Champion the Commonwealth Private value proposition across internal and external stakeholders, ensuring clear articulation of value and consistent market presence
• Partner closely with state and national leadership to shape and align market activity with the broader Professional Services strategy.

Risk, Conduct & Operating Discipline

• Exercise sound judgement in balancing growth opportunities with risk management and compliance obligations.
• Maintain clear documentation, reporting, and insights to support state and national planning.
• Role model CBA values and leadership principles, contributing to a culture of responsible growth and operational excellence.

Success Measures

• Volume, quality, and conversion of New-to-bank proprietary lending growth and Private Wealth delivered to the Private Banking team.
• Depth and strength of relationships across major Professional Services firms in NSW.
• Effectiveness of advocacy and collaboration across internal CBA stakeholders.
• Contribution to state and national strategic priorities through scalable business development practices.

What We’re Looking For

• Exceptional interpersonal, influencing and stakeholder management skills, with the ability to operate credibly at senior partner and executive level.
• Highly developed communication and presentation skills, with confidence representing the organisation in market-facing environments
• Demonstrated success in senior business development roles within financial services or professional services environments.
• Strong track record of prospecting, establishing, and growing strategic partnerships that deliver material and sustainable business outcomes.
• Ability to operate effectively within complex, matrixed organisations, collaborating across multiple teams and stakeholder groups
• Solid lending and credit knowledge, with the capability to identify and deliver holistic banking and wealth solutions for clients.
• Strategic mindset with strong execution discipline and commercial acumen.
• Relevant financial services experience and/or tertiary qualifications in business, finance, economics, or marketing.

Your Development

We are committed to developing leaders who drive responsible growth and exceptional customer outcomes. Through targeted learning, exposure, and career pathways, we support our people to build deep expertise, broaden capability, and progress their careers within the Group.