Investment Director - Alternative Investments

Investment Director - Alternative InvestmentsJoin to apply for the Investment Director - Alternative Investments role at Kelly+Partners AccountantsInvestment Director - Alternative InvestmentsJoin to apply for the Investment Director - Alternative Investments role at Kelly+Partners AccountantsGet AI-powered advice on this job and more exclusive features.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+PartnersTop 20 accounting firm in AustraliaCertified Great Place to Work 3 years runningWinner of the Australian Business Awards for Employer of Choice 2022Awarded one of Australias Best Workplaces for Women 2023Established in 2006 and growing at over 30% per annumWhy Join Us?BenefitsIn 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 FirmDiverse range of clients to grow your skillsInterstate retreats and company eventsModern, bright workplaces with state-of-the-art technologyAwards and bonuses for top performersWFH and flexible work arrangementsCA and postgraduate study supportEmployee Assistance ProgramPaid Community Service LeaveThe OpportunityKelly+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 ResponsibilitiesGrow Funds under Management (FUM) for the Alternative Investment product suiteIdentify 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 opportunitiesPresent tailored investment proposals and materials, ensuring compliance with regulatory standards.Work with accounting partners and their clients to deliver wholesale investment opportunities to their clientsMonitor 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 You8+ 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 relationshipsComfortable with travel as required to attend client meetings, events, and Kelly+Partners offices across various regions.Seniority levelSeniority levelDirectorEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesIndustriesAccountingReferrals increase your chances of interviewing at Kelly+Partners Accountants by 2xGet notified about new Investment Director jobs in Sydney, New South Wales, Australia.Executive Director, Industry & InvestmentSydney, New South Wales, Australia 2 days agoSydney, New South Wales, Australia 2 months agoSydney, New South Wales, Australia 1 month agoDirector Private Equity InfrastructureSydney, New South Wales, Australia 2 days agoSydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, AustraliaA$130,000.00-A$160,000.002 weeks agoDirector Private Equity Carve-outs & IntegrationSydney, New South Wales, Australia 2 days agoSydney, New South Wales, Australia 2 days agoSydney, New South Wales, Australia 2 days agoSydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 5 days agoSydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 1 month agoSydney, New South Wales, Australia 4 weeks agoAssociate Director, FP&A (Bangkok based, relocation provided)Sydney, New South Wales, Australia 2 days agoSydney, New South Wales, Australia 5 days agoClient Director - Financial Institutions/Professions (FI &P)Director of Performance, Remuneration and RewardNorth Sydney, New South Wales, Australia 2 days agoManaging Director, APAC Payments MarketSydney, New South Wales, Australia 3 weeks agoSydney, New South Wales, Australia 4 days agoDirector/Associate Director, Credit OversightSydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia A$145,378 - A$168,130 5 days agoDirector, Treasury Sales, Financial Institutions Group, Global Payment Solutions, AustraliaSydney, New South Wales, Australia 3 weeks agoSydney, New South Wales, Australia 2 weeks agoDirector / Executive Director, Head of Pacific Sales, Private Markets SolutionsMillers Point, New South Wales, Australia 1 week agoAssociate Director | Operational Risk - Equity Derivatives TradingSydney, New South Wales, Australia 5 days agoWere unlocking community knowledge in a new way. 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Created: 2025-07-03