Investment Director - Alternative Investments
At Kelly+Partners, we operate with one clear mission: "to help our people, Private Business Owners, and the communities we work in Be Better Off". We are committed to providing personal and professional growth opportunities to ensure all our team members are set up for a fulfilling and successful future.
About Kelly+Partners
Top 20 accounting firm in Australia
Certified Great Place to Work 3 years running
Winner of the Australian Business Awards for Employer of Choice 2022
Awarded one of Australia’s Best Workplaces for Women 2023
Established in 2006 and growing at over 30% per annum
Why Join Us?
In addition to working in an organisation committed to offering the best services and opportunities, you will also have access to:
Opportunity to have equity ownership in a Top 20 Accounting Firm
Diverse range of clients to grow your skills
Interstate retreats and company events
Modern, bright workplaces with state-of-the-art technology
Awards and bonuses for top performers
WFH and flexible work arrangements
CA and postgraduate study support
Employee Assistance Program
Paid Community Service Leave
The Opportunity
Kelly+Partners Private Wealth is seeking a driven Investment Director – Alternative Investments. This is a key role within our expanding wealth advisory business, ideal for someone passionate about building relationships and delivering alternative investment solutions.
Key Responsibilities
Grow Funds under Management (FUM) for the Alternative Investment product suite
Identify new business opportunities in private equity, real estate, and private credit
Build and manage relationships with high-net-worth individuals, family offices, and referral networks
Collaborate with Partners and marketing to deliver campaigns, events, and thought leadership
Present to investors on alternative investment opportunities
Prepare tailored investment proposals, ensuring regulatory compliance
Work with accounting partners to deliver wholesale investment opportunities
Monitor pipeline activity, report, and contribute to growth strategies
Represent Kelly+Partners at client events and forums
Cross-sell other business lines including insurance, finance, tax, and accounting
About You
8+ years’ experience in business development, wealth advisory, or financial services
Solid understanding of alternative investment products and client needs
Strong communication, presentation, and relationship skills
Tertiary qualifications in Business, Finance, or related field (RG146 desirable)
Self-driven, results-oriented, professional demeanor
Ability to build and maintain client relationships
Willingness to travel for meetings and events
About the company
We help you manage all your business accounting and financial needs. Our team of business accountants in Sydney and Melbourne are ready to assist.
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