Distribution Manager, Intermediated Vic/Tas/SA

Challenger Limited is an ASX-listed investment management firm managing $123.9 billion in assets (as at 30 June 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 for our Southern Region. We welcome applications from candidates with experience covering Victoria, Tasmania, or South Australia.

• Drive growth across Fidante's suite of investment products by supporting strategic sales activity and nurturing strong client relationships in the Southern Region.
• 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

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 position is a unique and exciting opportunity for an outstanding Distribution Manager to take ownership of existing adviser relationships while also driving new business across the Victorian market with a focus on IFAs. 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.

The skills & experience you'll need.

We're seeking a collaborative and results-driven professional with at least five years' experience in a primary sales or distribution role within financial services, and a proven track record of exceeding sales targets and contributing to national initiatives.

Experience as a Business Development Manager within the financial services industry, supported by well-established client relationships, will be highly regarded. You'll bring strong investment knowledge across Equities, Fixed Income and Alternatives, exceptional relationship management skills, and the ability to navigate complex financial products with confidence.

A strong commitment to delivering outstanding client service and an existing network across Victoria, Tasmanian and South Australia markets will be viewed favourably.

As well as:

• Proven track record of success in building and managing distribution networks and exceeding sales targets.
• 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 we're small enough to be agile, but big enough to accelerate bold ideas. We support your growth and development, offering flexibility and a culture that values your unique contributions.

• Discretionary bonus scheme
• 18 weeks paid parental leave for all new parents
• Challenger Day – one extra day off every year in recognition of the effort our people make. 
• Additional support leave (fertility, gender affirmation)
• Extra superannuation contributions
• Employee share plan
• Employee Assistance Programme
• Subsidised on-site café and central location near Martin Place Metro
• Access to free onsite yoga, mindfulness and Pilates classes.
• Access to annual free flu shots.

Explore our benefits further:

Read more about Fidante

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Challenger's employee value proposition guides how we work: Grow and realise your potential, supporting each other, stronger together and making things happen. Our culture encourages curiosity, considered thinking and meaningful contribution, with opportunities to build a broad and rewarding career.

We are committed to fostering a safe, inclusive and respectful workplace where people of all backgrounds, identities and ways of thinking can thrive, and promoting flexible working to support work-life balance. 

Challenger is proud to be a Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality, a Family Friendly Workplace and recognised as a Bronze Employer in the Australian Workplace Equality Index (AWEI), the national benchmark for LGBTQ+ workplace inclusion.

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