Disclosure Manager

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 Disclosure team is part of CFS's Superannuation & Investments (S&I) business unit which is accountable for delivering investment, superannuation and retirement products to our customers. The S&I business unit is led by the CEO - CFS Super who has fiduciary and compliance responsibilities to ensure all CFS businesses manage risks effectively in customers best interests.

The Disclosure Manager reports to the Director, Disclosure. The team sits within the broader Product Risk and Governance team. The Disclosure team is responsible for managing the end-to-end production and safe delivery of all CFS offer documents for investment, super and retirement products, and ensures that our disclosure material is compliant, customer centric and is produced in an efficient and timely manner in accordance with CFS policies

Your Responsibilities

• Ensuring all disclosure is up-to-date, accurate and compliant
• Ensuring a streamlined and efficient due diligence process is undertaken
• Engaging and managing internal stakeholders including SMEs, Legal, DDC, product and project teams etc inputting into any disclosure updates
• Providing advice and guidance to the business on all disclosure matters
• Understanding and applying regulatory change to disclosure
• Keeping all associated forms up to date and in line with changes made during the PDS process
• Assisting the team with constant development & refinement of the PDS production process in line with simplification measures or legislative changes
• Managing any compliance breaches or risk matters that impact disclosure materials.
• Assisting the team to meet their compliance obligations
• When relevant, representing the Disclosure team at internal Project team meetings where the project deliverables impact disclosure.

Your Capability and Experience

• Proven experience in financial services
• Previous experience in the preparation of PDSs and other disclosure materials (preferable) or equivalent document management and approval processes
• Good working knowledge of Objective Keystone software (highly desirable)
• Great attention to detail
• Superb written and verbal communication skills
• Working knowledge of the relevant laws and regulations governing the disclosure process
• Ability to manage and consistently meet deadlines
• Excellent stakeholder management skills with the ability to build relationships with stakeholders at all levels (i.e. ability to lead, negotiate and work within a team culture)
• Technical knowledge relevant to superannuation and investments industry (i.e. legal, tax, product and financial concepts)
• Strong technical skills in MS Office, ie. Word, Excel, Powerpoint
• Good knowledge of CFS products, systems and business (preferable)
• Relevant Tertiary qualification/s
• RG146 or relevant other industry related qualifications (desirable)

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
• Hybrid working model
• 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.

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).