Colonial First State Benefits Overview

Provide personal financial advice to CFS direct customers on investments, superannuation contributions, retirement planning, and pension commencement. Ensure advice complies with legal, regulatory, licensee, and customer-best-interest obligations. Build customer relationships, collaborate with referral partners, improve advice accessibility, and contribute to the growth and continuous improvement of the Super Advice business.

Design accessible, consistent digital experiences across mobile, web, and authenticated channels. Responsibilities include creating user flows, wireframes, prototypes, and UI designs; contributing to design systems; conducting usability testing; using research, data, feedback, and AI tools to improve designs; and collaborating with product, technology, and design stakeholders to deliver customer-focused solutions.

Leads the functional design, configuration, and optimisation of Dynamics 365 Customer Insights - Journeys and Customer Insights - Data. Builds personalised email templates, complex segments, trigger-based journeys, consent frameworks, and marketing automation foundations. Partners with data, technology, developers, and marketers to translate business needs into requirements, manage Agile delivery, support Dynamics 365 integrations, and train non-technical users.