Distribution Associate, Fidante

Fidante; Melbourne; On-site; AUD 70,000 - 95,000; Full time

Job summary

Fidante, Australia’s multi-boutique investment manager, is seeking a Distribution Associate in VIC to support the VIC Sales Team and drive growth across Fidante’s product suite. You will build relationships with new and existing clients, coordinate fund manager visits, and manage Salesforce analytics and client communications.

Working with Distribution Managers, you will implement strategic sales initiatives, support campaigns for adviser networks, and ensure high-quality service while helping

Qualifications

• RG146 compliant, ensuring adherence to financial industry regulations.
• Tertiary qualification in finance, business, or a related field.
• Experience in financial services and wealth management is advantageous.
• Strong customer service orientation with relationship management skills.

Responsibilities

• Sales analytics & reporting – ad-hoc, monthly, quarterly to support decisions.
• Client & adviser support – handle inquiries via phone or email.
• Marketing campaigns – work with Fidante Marketing on adviser networks.
• Operational & sales support – regional and national sales targets.
• Portfolio analytics – assist in evaluating investment solutions.
• Relationship management – engage Fidante clients and boutique funds.

Skills

Sales

Client engagement

Relationship management

Financial markets

Regulatory compliance

Communication

Education

Tertiary qualification in finance, business, or a related field

Tools

Salesforce

Job description

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

Fidante is a multi-boutique investment manager, wholly owned by Challenger Limited an ASX-listed investment management firm managing $128 billion in assets (as at 31 March 2026).

We achieve our goals by providing a work environment where people from diverse backgrounds, with a range of skills and experiences can contribute and succeed.

Distribution Associate, VIC

Drive growth across Fidante’s suite of investment strategies by supporting sales activity and building strong client relationships across Victoria.

• Partner closely with Distribution Managers to deliver high-quality client engagement, from fund manager visits and events to Salesforce insights, client communications and RFPs.
• Opportunity to be part of a leading multi-affiliate investment management business, working alongside experienced distribution professionals and highly regarded investment managers.

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.

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), 83 per cent** of products are recognised as Recommended or Highly Recommended.

About the role

This role offers an exciting opportunity to support the VIC 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.

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.
• Marketing & Campaign Execution – Work closely with Fidante Marketing to implement targeted campaigns for adviser networks.
• Operational & Sales Support – Enhance service to investment affiliate partners by providing operational support in the Southern Region and assisting in achieving national sales targets through lead follow-ups.
• Strategic Sales Activity – Support affiliate 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 team with administrative tasks, including Salesforce analytics and client RFPs coordination in partnership with the Fidante Client Service team.
• Portfolio Analysis – Assist with portfolio analytics to assist our clients with investment solutions.

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 – Understanding of the wealth management landscape.
• Product & Regulatory Expertise – Understanding of financial products commonly used by advisers.
• Sales Experience – Background in a sales-driven environment, with a focus on client engagement and support.
• 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.

Read more about Fidante

https://www.fidante.com/au

We value inclusion and diversity of thought, promote flexible working practices so our people can integrate their work and personal lives, and are proud to be a Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality.

We believe in bringing your authentic self and a belonging in our culture. We are prideful in participating in the Australian Workplace Equality Index (AWEI) as a national benchmark on LGBTQ+ workplace inclusion and best practice in Australia. We offer the opportunity for a broad career experience and value people who are inquisitive and rigorous and are driven to make a difference.

Job type

Permanent

Posting Close Date

27/11/2026