Jobs at Colonial First State

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.

Manage end-to-end procurement, sourcing, contract negotiation, renewals, supplier onboarding, and supplier risk assessments across corporate services. The role requires competitive sourcing, contract review, stakeholder engagement, and compliance with CFS policies and APRA CPS 230 and CPS 234 requirements. This is a six-month contract based in Sydney, supporting procurement initiatives across financial services teams.

Develop and operationalize scalable Dynamics 365 and Power Platform solutions supporting customer engagement, adviser effectiveness, segmentation, personalization, and predictive intelligence. Build Dataverse, integration, automation, and secure application capabilities while delivering predictive models for propensity, churn, recommendations, and next-best actions. Collaborate across technology and business teams on solution design, governance, ALM, CI/CD, and continuous improvement.

Develop and enhance Microsoft Dynamics 365 CRM and Power Platform solutions across customer service, sales, journeys, and data. Design Dataverse models, integrations, security, workflows, and model-driven applications. Support data migration, quality remediation, ALM, CI/CD, deployments, documentation, troubleshooting, and production support while collaborating with architects, consultants, testers, and business stakeholders.