Challenger Limited is an ASX-listed investment management firm managing $127 billion in assets (as at 30 June 2024). 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.
An excellent opportunity exists to join us as a Senior Business Development Associate in Victoria on a permanent basis.
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Are you ready to embrace an exciting opportunity in Victoria’s thriving financial sector?
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We’re looking for a detail-oriented and highly organised professional with strong time management skills to join our team as a Senior Business Development Associate.
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You’ll be joining a team who pride themselves in truly partnering with advisers, practices, and licensees to enhance client retirement and portfolio outcomes.
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Experience in financial planning or paraplanning is highly valued, though not essential.
About the team
The Challenger Distribution Team is made up of highly engaged, passionate, and results-driven individuals who collaborate to achieve our goals. The VIC team is driven to succeed as a collective, putting our customers first whilst having fun along the way.
We sit within the broader Customer department, and work closely with Marketing, Product & Technical Services teams in bringing the most innovative income solutions to the advice market.
About the role
In this role, you’ll partner with our respected Business Development Managers to support a select panel of financial advisers. You’ll be at the forefront of driving the success of Challenger's investment solutions, making a tangible impact on client retirement and portfolio outcomes. This is your opportunity to be part of one of Australia’s most trusted Distribution teams.
You’ll take on a diverse range of responsibilities, including building new relationships with targeted financial advisers and offices, all with the guidance and support of our Business Development Managers.
As well as -
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Cultivate relationships: You’ll regularly engage with existing financial advisers, ensuring their continued support for Challenger solutions and achieving business retention goals.
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Hands-on admin assistance: Provide high quality administrative support and business implementation guidance to advisers and their support teams.
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Problem-Solving: Assist advisers and the broader Distribution team in resolving product queries, ensuring seamless client service.
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Expert Training: You’ll deliver phone and web-based training to advisers and support staff on Challenger’s quoting and calculator platforms.
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Practical Guidance: You’ll deftly use Challenger’s different tools and calculators to showcase the positive impacts of various income strategies on real-life client scenarios.
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Reporting Assistance: Track and report on funds flow resulting from Challenger product sales activities.
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.
Key skills & experience needed
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Financial Expertise: Demonstrated experience in financial markets and products.
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Customer Service & Administration: Strong background in sales, customer service, and/or administration within financial services.
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Communication: Excellent verbal and written communication skills, with the ability to convey complex information clearly and concisely.
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Time Management: Skilled in prioritising tasks and effectively managing relationships with both internal and external stakeholders.
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Qualifications: RG146 compliant in areas including Managed Investments, Superannuation, Life Insurance, Securities, and Derivatives.
Additional Information
Working at Challenger means being part of a diverse, connected team that has fun and loves what they do. We’re small enough, but big enough to accelerate bold ideas, realising what’s possible for our customers and partners.
At Challenger, we provide access to a range of exclusive employee benefits that will support you both personally and professionally and a hybrid work environment including.
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Discretionary bonus scheme.
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Eighteen weeks paid leave for all new parents.
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Flexibility on when, and how, parental leave is taken.
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Challenger Day – one extra day off every year in recognition of the effort our people make.
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Additional support leave (fertility treatment leave, gender affirmation leave).
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Extra superannuation contributions.
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Employee share plan.
Visit our benefits page for more information https://www.challenger.com.au/about-us/careers/our-benefits
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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 :
21/03/2025
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