Distribution Manager

Challenger Limited is an ASX-listed investment management firm managing $127 billion in assets (as at 30 June 2024). Life with us is fast moving and always exciting. Together we’re driving to deliver our vision to provide our customers with financial security for a better retirement._
- We achieve this goal by providing a work environment where people from diverse backgrounds, with a range of skills and experiences can contribute and succeed._

Join Fidante as a Distribution Manager focusing on our Independent Financial Advisory (IFA) and Retail portfolio in Victoria
- At Fidante, we provide investors with access to best-in-class investment managers
- We are a global investment management business with approximately A$100bn* under management and form part of the Challenger Limited Group, an ASX-listed investment management firm.
- This position is a unique and exciting opportunity for an outstanding Distribution Sales professional to further grow their career at one of Australia’s largest active investors.

About Fidante

Fidante offers investors access to a curated range of active strategies that span traditional and alternative asset classes - both liquid and illiquid. Investments can be tailored to the specific needs and objectives of institutional, wholesale and family office investors to optimise opportunities.

We are one of Australia’s largest active investors, offering compelling strategies across equities, fixed income, and alternative assets, via partnerships with leading investment teams.

Investing across the globe (including Australia, Europe, Asia, and North America), 85 per cent** of our investment managers have beaten their respective benchmarks since inception, and total AUM has increased four-fold in the past decade.

About the role

This position is a unique and exciting opportunity for an outstanding Distribution Manager to service and grow the 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.

As well as;- 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.

The skills & experience you’ll need.

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’re adept at managing and nurturing relationships, providing exceptional service, and navigating the complexities of financial products.

You'll have a good network of existing client contacts across the Independent Financial Advisory (IFA) and Retail Markets

As well as:
- Proven track record of success in building and managing distribution networks and exceeding sales targets. (3yrs +)- 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 (essential)
- Highly advantageous to hold a bachelor's degree in finance, economics, or a related field; advanced degree or relevant professional certifications preferred i.e. CFA (preferred) - CIMA (preferred)_

Additional Information

Working at Fidante, as part of the Challenger Limited Group means being part of a diverse, connected team that has fun and loves what they do. We’re small enough, but big enough to accelerate bold ideas, realising what’s possible for our customers and partners.

At Challenger, we provide access to a range of exclusive employee benefits that will support you both personally and professionally and a hybrid work env