Distribution Associate, Victoria at Challenger Australia

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

08 Jan, 26

Salary

0.0

Posted On

10 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales Analytics, Client Support, Marketing Execution, Operational Support, Strategic Sales Activity, Account Management, Administrative Support, Portfolio Management, Financial Markets Understanding, Industry Knowledge, Product Expertise, Sales Experience, Regulatory Compliance, Funds Management Experience

Industry

Financial Services

Description

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. Client & Adviser Support – Assist with ad-hoc client requests via phone or email and manage inbound adviser inquiries through the Fidante Distribution inbox. 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 qualification in finance, business, or a related field. Funds Management Experience – Previous exposure to the funds management industry, enhancing product and market insights. 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: https://www.challenger.com.au/about-us/careers/our-benefits Read more about Fidante https://www.fidante.com/au #LI-GW1 #LI-Fidante #LI-Hybrid 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. Job type: Permanent Posting Close Date : 14/11/2025 Life at Challenger is fast moving and always exciting. Together we’re driving to deliver our vision to provide our customers with financial security for retirement. Our people bring their diverse backgrounds and perspectives to a workplace which is inclusive, flexible, and driven by our values – act with integrity, aim high, collaborate and think customer. Our environment is one where our passionate teams can thrive. Our people quickly discover that a role at Challenger is much more than just a job. Our working environment is unique and encourages our employees to share their ideas and feel empowered to tackle new opportunities.

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Responsibilities

The Distribution Associate will support the Southern Region Sales Team in driving growth across Fidante's investment products. Responsibilities include managing client communications, coordinating fund manager visits, and assisting with sales analytics and reporting.