Distribution Manager

3 weeks ago

Melbourne, Victoria, Australia Challenger Full time
About the Role

This is a unique and exciting opportunity for an outstanding Distribution Manager to service and grow the Independent Financial Advisory (IFA) and Retail customer channel.

You'll be responsible for driving affiliate fund manager sales as per the National Service Strategy, working autonomously to drive strategic sales activity across your allocated accounts and affiliate fund managers.

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.

  • Raise investments: Lead the acquisition of Seed and Cornerstone investments for new boutiques across wholesale clients.

  • Be a brand ambassador: Represent Fidante Partners with professionalism and excellence, building strong connections with new and existing clients.

  • Collaborate and mentor: Foster a supportive team environment by collaborating closely and mentoring less experienced colleagues.

  • Deliver impactful presentations: Facilitate engaging presentations and seminars to advisers, showcasing our offerings and insights.

  • Shape national strategies: Play a pivotal role in managing and contributing to National Account Strategies, driving our business forward.

Requirements

  • 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.

  • Strong investment knowledge across Equities, Fixed Income, and Alternatives.

  • Strong experience in identifying, pursuing, and creating sales opportunities, as well as developing long-term sales strategies.

  • Excellent communication and interpersonal skills with the ability to build and maintain relationships with clients and internal stakeholders.

  • Strong presentation skills both face-to-face and virtual.

  • RG146 compliant.

Preferred Qualifications

  • Bachelor's degree in finance, economics, or a related field.

  • Advanced degree or relevant professional certifications, such as CFA or CIMA.

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