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Distribution Portfolio Specialist

1 month ago

Melbourne, Victoria, Australia Challenger Limited Full time

About the Opportunity

As a Distribution Portfolio Specialist with Fidante, you will play a pivotal role in driving affiliate fund manager sales and expanding our portfolio. This is a unique opportunity to grow your career in one of Australia's largest active investors.

We are seeking a strong team player with at least 5 years' experience in a primary sales/distribution role within financial services, with a proven track record of exceeding sales targets and contributing to national initiatives.

You'll be responsible for building and nurturing client relationships, advocating boutique fund managers, and expanding our portfolio through strategic sales activity. Your expertise in identifying, pursuing, and creating sales opportunities will drive growth and exceed expectations.

Key Responsibilities

  • Advocate boutique fund managers: Act as an expert advocate, representing their unique value propositions in the market.
  • Build and nurture client relationships: Drive engagement through proactive account and relationship management, becoming a trusted partner to clients.
  • Expand our portfolio: Strategically increase funds under management for Fidante Partners' suite of products, contributing to our growth.

What We Offer

We provide access to a range of exclusive employee benefits that will support you both personally and professionally. These include:

  • A discretionary bonus scheme.
  • EIGHTEEN WEEKS PAID LEAVE FOR ALL NEW PARENTS.
  • Flexibility on when, and how, parental leave is taken.
  • CHALLENGER DAY – ONE EXTRA DAY OFF EVERY YEAR IN RECOGNITION OF THE EFFORT OUR PEOPLE MAKE.
  • Additional support leave (fertility treatment leave, gender affirmation leave).
  • Extra superannuation contributions.
  • Employee share plan.

Requirements

Proven track record of success in building and managing distribution networks and exceeding sales targets. Strong investment knowledge across Equities, Fixed Income and Alternatives. Excellent communication and interpersonal skills with the ability to build and maintain relationships with clients and internal stakeholders. RG146 compliant essential.

Salary Estimate

The salary for this position is approximately $120,000 - $150,000 per annum, depending on experience.