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 that is committed to offering the best services and opportunities to both our clients and our team, you will also have access to the following benefits:
* 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 Wealthis 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 the alternative investments space, including private equity, real estate, and private credit.
* Build and manage strong relationships with high-net-worth individuals, family offices, and referral networks.
* Collaborate with Partners and the marketing team to deliver targeted campaigns, events, and thought leadership initiatives.
* Present to small groups of investors on alternative investment opportunities
* Present tailored investment proposals and materials, ensuring compliance with regulatory standards.
* Work with accounting partners and their clients to deliver wholesale investment opportunities to their clients
* Monitor pipeline activity, deliver reporting, and contribute to strategic growth planning.
* Represent Kelly+Partners at client events and networking 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 high-net-worth client needs.
* Strong communication, presentation and relationship management skills.
* Tertiary qualifications in Business, Finance, or a related field (RG146 desirable).
* Self-driven, results-oriented, and thrives in a professional services environment.
* Well presented and ability to build and maintain client relationships
* Comfortable with travel as required to attend client meetings, events, and Kelly+Partners offices across various regions.
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