VIC Distribution Specialist — Sales Analytics & Client Engagement

C635 Fidante Group Services Pty Limited; Melbourne; On-site; AUD 70,000 - 95,000; Full time

Job summary

Fidante Partners, part of Challenger Limited, seeks a Distribution Associate in VIC to support the sales team and strengthen client relationships across Victoria. You will work with Distribution Managers to deliver strategic initiatives, coordinate fund manager visits, and manage Salesforce analytics and RFPs.

The role offers exposure to a leading multi-affiliate investment management business, with collaboration across experienced distribution professionals and investment managers.

Qualifications

• Experience in financial services or wealth management is a plus.
• RG146 compliance is required.
• Strong communication and client service orientation is essential.
• Ability to understand regulatory requirements and translate them to client interactions.
• University degree in finance or business is preferred.

Responsibilities

• Sales analytics & reporting to support decision-making.
• Client & adviser support via phone or email.
• Coordinate fund manager visits and campaigns with Fidante Marketing.
• Provide operational support and assist in achieving national sales targets.

Skills

Sales analytics

Relationship management

Client support

Salesforce

CRM software

Education

Finance or business degree

RG146 compliant

Tools

Salesforce

CRM systems

Job description

Fidante Partners, part of Challenger Limited, seeks a Distribution Associate in VIC to support the sales team and strengthen client relationships across Victoria. You will work with Distribution Managers to deliver strategic initiatives, coordinate fund manager visits, and manage Salesforce analytics and RFPs.

The role offers exposure to a leading multi-affiliate investment management business, with collaboration across experienced distribution professionals and investment managers.