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Develop and deliver an AI and technology education strategy for financial advisers to enhance their practice efficiency and innovation. Design and facilitate engaging educational programs, including workshops and webinars, while measuring their impact on adviser adoption and business outcomes.
Requires demonstrated experience in artificial intelligence, digital transformation, or business productivity solutions within the financial advice industry. Candidates must possess strong presentation skills, the ability to simplify complex technical concepts, and a relevant tertiary qualification.
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 role of Education & Enablement Manager (Tech and AI) sits within the Sales, Strategy & Adviser Services team in Distribution at CFS, which 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.
Strong understanding of the financial advice industry and the opportunities technology creates to improve adviser productivity, client engagement and business performance.
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.
Advanced proficiency in Microsoft 365, including Copilot and AI-enabled productivity tools.
Relevant tertiary qualification in Business, Technology, Education, Digital Innovation or a related discipline.
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:
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 Gadigal Land (Sydney).
We’ve helped over 3 million Australians and counting
We’ve helped over 3 million Australians and counting. We provide superannuation, investment and retirement products to members as well as to corporate and superannuation fund investors. Our wide range and investment management expertise spans Australian and global shares, property, fixed interest, credit, hedge funds, infrastructure and private equity. The privacy of your personal information is important to us. We will handle all personal information collected in accordance with applicable privacy laws and our privacy policy and collection statement which can be accessed here www.cfs.com.au/privacy. If you have any questions in relation to our privacy practices or would like to request a copy of our privacy policy please contact us on 13 13 36. Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee and issuer of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the issuer and Investor Directed Portfolio Services (IDPS) operator and administrator of investment products. Information on this social media may include general advice but does not consider your individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at www.cfs.com.au/tmd, which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statement (PDS), Investor Directed Portfolio Service Guide (IDPS Guide) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. You can get the FirstChoice PDSs and the FSG from www.cfs.com.au or by calling 13 13 36 and FirstWrap PDSs, FSGs and IDPS Guides from www.firstwrap.com.au or your adviser.
Offices: George St, Sydney, New South Wales 2000, AU
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