Distribution Associate, Victoria

Challenger Limited is an ASX-listed investment management firm managing $123.9 billion in assets (as at 30 June 2025). 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._
- Distribution Associate, Victoria
- Drive growth across Fidante’s suite of investment products by supporting strategic sales activity and nurturing strong client relationships in the Southern Region.
- Partner with BDMs to deliver seamless execution — from managing fund manager visits and Salesforce insights to coordinating client communications and RFPs.
- About Fidante:

- At Fidante, we provide investors with access to best-in-class investment managers. 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. We are a global investment management business with approximately A$95.5bn* under management and form part of the Challenger Limited Group, an ASX-listed investment management firm.
- 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.
- Investing across the globe (including Australia, Europe, Asia and North America), 77 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 role offers an exciting opportunity to support the Southern Region Sales Team in driving growth across the Fidante Partners suite of products. You’ll represent the Fidante brand with professionalism, building and strengthening relationships with new and existing clients. Working closely with Distribution Managers, you’ll help deliver strategic sales initiatives, coordinate fund manager visits, manage Salesforce analytics, and ensure the seamless execution of administrative and client-focused activities.
- By managing Fidante client queries and partnering with the Client Service team to deliver client RFPs, you’ll play a key role in enhancing the team’s effectiveness and supporting the success of our boutique fund managers.
- Fidante’s Distribution team partners with financial intermediaries to grow funds under management. We’re a highly engaged, collaborative, and results-driven group, passionate about achieving outstanding outcomes for our clients and boutique partners.
- Role responsibilities include, but not limited to:

- Sales Analytics & Reporting - Prepare and compile sales analytics on an ad-hoc, monthly, and quarterly basis to support decision-making.
- Marketing & Campaign Execution - Work closely with Fidante Marketing to implement targeted campaigns for adviser networks.
- Operational & Sales Support - Enhance service to boutique partners by providing operational support in the Southern Region and assisting in achieving national sales targets through lead follow-ups.
- Strategic Sales Activity - Support boutique fund manager sales and collaborate with Senior Distribution Managers to drive strategic sales efforts for allocated accounts and boutique funds.
- Account & Relationship Management - Maintain strong engagement with Fidante clients, ensuring a collaborative and supportive approach within the team.
- Administrative & CRM Support - Assist the Senior Distribution Manager and broader team with administrative tasks, including Salesforce analytics and client RFPs coordination in partnership with the Fidante Client Service team.
- Rebate & Portfolio Management - Collaborate with Fidante Product teams to execute rebate platform agreements and generate portfolio analytics for adviser sales and portfolio construction.
- About you:

- To succeed in role, you’ll be a proactive, results-driven individual who thrives in a collaborative environment. Your background in financial services, coupled with your strong customer service orientation, sets you apart. You’re adept at managing relationships, providing exceptional service, and navigating the complexities of financial products.
- Strong Understanding of Financial Markets - Ability to navigate market trends and investment products effectively.
- Industry Knowledge - Familiarity with key dealers, advisers, and target markets.
- Product Expertise - Understanding of financial products commonly used by advisers.
- Sales Experience - Background in a sales-driven environment, with a focus on client engagement.
- Regulatory Compliance - RG146 compliant, ensuring adherence to financial industry regulations.
- Relevant Education - Tertiary qualific