• Consistent growth of 30% per annum
• ASX-listed Top 20 Accounting Firm
• Located in Martin Place, Sydney
  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
• Postgraduate study support
• Employee Assistance Program
• Paid Community Service Leave

THE OPPORTUNITY

Kelly+Partners Private Wealth is seeking a driven Business Development Manager (Alternative Investments & Private Markets). This is a key role within our expanding wealth advisory business, ideal for someone with strong business development skills, sound investment product knowledge and a passion for building relationships.

• Lead initiatives to grow Funds under Management (FUM) across diversified investment strategies and product lines, with a focus on Alternative Investments and Private Market Opportunities.
• Drive business development strategies with a strong focus on expanding professional networks and generating qualified leads.
• Identify new business opportunities in the Private Markets investments space, including private equity, real estate, and private credit.
• Support capital raising activities by engaging with prospective investors and preparing pitch materials.
• 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

• Minimum 10 years’ experience in business development, wealth advisory, capital raising or financial services.
• Proactive and relationship-driven professional with demonstrated success in business development, networking, and capital raising.
• Strong communication, presentation and relationship management skills.
• Comprehensive Knowledge across private markets and alternative investments.
• Tertiary qualifications in Business, Finance, or a related field (RG146 required).
• 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.
• Self-driven and want to be part of building and owning a business
• Long Term Commitment is a must.

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