Acolyte Executive Search

Acolyte Executive Search is recruiting for a Financial Advisor to manage and service a book of 120 clients worth a total of $100m AUM. These are high-net worth and aspiring clients who have a range of financial needs. The remit is to manage and nurture the book of high-net-worth individuals. The ideal candidate will possess exceptional financial acumen, a strong commitment to client service, and the ability to build lasting relationships with affluent clients. This role involves providing comprehensive financial planning and advisory services, ensuring a high level of client satisfaction, and contributing to the overall growth and success of the firm (Sydney CBD based). Required to have experience delivering tailored financial strategies and exceptional service. This role requires a deep understanding of sophisticated financial products and investment strategies, as well as a proven ability to build and maintain strong client relationships. Key Responsibilities: Client Relationship Management: Develop and maintain strong relationships with high net worth clients, understanding their financial goals, risk tolerance, and investment preferences. Provide personalized advice and recommendations to help clients achieve their financial objectives. Portfolio Management: Oversee and manage client investment portfolios, ensuring alignment with clients’ financial goals and risk profiles. Monitor portfolio performance and make adjustments as needed to optimize returns. Financial Planning: Conduct comprehensive financial planning, including retirement planning, estate planning, tax planning, and investment management. Develop and present detailed financial plans and investment strategies. Client Acquisition and Retention: Proactively identify opportunities to expand the client base through referrals and networking. Maintain high client satisfaction to ensure retention and long-term client relationships. Market Analysis: Stay abreast of market trends, economic developments, and regulatory changes. Provide clients with timely and relevant information to support their investment decisions. Compliance and Documentation: Ensure all financial activities and client interactions comply with regulatory requirements and internal policies. Maintain accurate and up-to-date client records and documentation. Collaboration: Work closely with other team members, including portfolio managers, tax professionals, and estate planners, to deliver comprehensive wealth management solutions. Interested? Apply directly or contact James O'Callaghan via [email protected] or on 0413 133 524

Acolyte Executive Search is retained to hire Senior Investment Advisors for Pacific Private Asset Management across Sydney & Melbourne.    Pacific Private Asset Management’s founder Ben Grodski is revolutionising the private wealth industry providing advisors with an industry-first pay structure & already established infrastructure (office, wealth platform agreements, equity research, administration, self-licence).     This opportunity is suitable for advisors in the industry who work with wholesale (HNW, uhnw, family office, nfp and/or philanthropic clients) across investment advisory themes.   Acolyte Executive Search is assisting Pacific Private Asset Management (PPAM) in building out the newly established which will seek to hire 5 partners in Sydney and 4 partners in Melbourne. He partner will be an advisor who will own their own clients outright, which each advisor ultilising the same ‘HeadCo’ of PPAM including an external: CIO, advisory board and investment committee. Each partner will have full autonomy to hire staff to support their business growth. Each will have the ability to work in an environment which is both entrepreneurial and also collaborative, collegiate. The offices in Sydney and Melbourne are ready to be occupied, there is an established afsl, own licence and platforms established, including global networks to leverage with Bank of Singapore, Mercer, SaxoBank and Citibank as well as other high conviction managers providing research and flexibility to invest across various asset classes.    This model would suit advisors who want to work with more high quality relationships rather than high quantity. A small portion of advisor revenue goes towards paying centralised costs.   If you want to be your own business owner but continue to have a sharing of ideas, assistance in scaling a business, and being part of a bigger team, more robust & larger brand.   Advisors to control their own individual businesses while utilising larger operating services. Advisors utilise & share a best-in-market investment & back-office services. An ‘eco hub’ to share investment ideas with the other 9 partners- get new investment funds onto their APL if relevant. Allowing for the best private access to your wholesale clients. The investment committee can quickly do due-diligence to get new funds approved.    Own 100% of your own clients - which you can sell if you chose in the future to external party or to other partners.    Share in the cost of external parties to help service wholesale clients on key investment ideas - office, platforms, marketing agency, research, AFSL, external CIO, investment committee and advisory board. Its formulaic percentage of revenue that goes to “headco” to cover ongoing costs. Wholesale only. https://ppam.com.au/  

Acolyte Executive Search is recruiting for a Director of Distribution in Melbourne to join an established Australian Investment Manager focused on providing global equity (mainly long-only) to wholesale investors. The firm has over $5bn in AUM, they have an in-house distribution team with established relationships with some of Australia’s leading advisory firms, UHNWs and Family Offices. They want better coverage of Melbourne/VIC as opposed to how they are currently covering the market via a fly-in fly-out basis. On advisor distribution they have a handful of leading IFAs (boutique, wholesale only) firms that utilise their investment funds and also some of the leading players including Koda, Crestone and Morgan Stanley. A suitable hire would: Be someone with 6-10+ years experience. Someone with greater depth and breath of relationships relative to a standard distribution professional. This would be a Q3 hire so the Head of Distribution and CEO are ideally someone who is willing to move within the next 1-3 months. Someone who is experienced and very credible in front of some of the Australia’s leading investment advisors, and large VIC based family offices (and UHNWs) also someone who is a great ambassador for their brand Someone who has a network within this market space along with leading IFAs that would be relevant to their wholesale investment offering. Company Relationships / Exisiting Presence The firm has a long standing track record in achieving great results for UHNWs and Family Offices across Australia. They are a highly credible brand with extremely well-known key executives within the forefront of Investment (Asset) Management. Very well known and established within these affluent circles. The history of the firm has been doing this directly - however moving forward they would like someone to take on these relationships. Investment Overview Global Equities - mainly long-only. Allocate capital from global equities. Massively outperformed MSCI-world benchmarks. They go up and down the market cap spectrum. Meaning drivers (stocks) attributed from small and large firms. $5bn + AUM, they are confident in owning smaller stocks that can drive outperformance (not cookie-cutter, Megatech) Additional Notes $250k-$300k plus super + bonus (STI & LTI, depending performance) Wealth platforms are not a focus for this role. Someone else within the distribution team will focus on driving key relationships on those markets. Interested in learning more? Either apply directly or contact James O'Callaghan on [email protected] or on 0413 133 524

I’m #hiring. Acolyte Executive Search is recruiting for a Director of Distribution in Melbourne to join an established Australian Investment Manager focused on providing global equity (mainly long-only) to wholesale investors. The firm has over $5bn in AUM, they have an in-house distribution team with established relationships with some of Australia’s leading advisory firms, UHNWs and Family Offices. They want better coverage of Melbourne/VIC as opposed to how they are currently covering the market via a fly-in fly-out basis. On advisor distribution they have a handful of leading IFAs (boutique, wholesale only) firms that utilise their investment funds and also some of the leading players including Koda, Crestone and Morgan Stanley. A suitable hire would: Be someone with 6-10+ years experience. Someone with greater depth and breath of relationships relative to a standard distribution professional.  This would be a Q3 hire so the Head of Distribution and CEO are ideally someone who is willing to move within the next 1-3 months.  Someone who is experienced and very credible in front of some of the Australia’s leading investment advisors, and large VIC based family offices (and UHNWs) also someone who is a great ambassador for their brand Someone who has a network within this market space along with leading IFAs that would be relevant to their wholesale investment offering. Company Relationships / Exisiting Presence The firm has a long standing track record in achieving great results for UHNWs and Family Offices across Australia. They are a highly credible brand with extremely well-known key executives within the forefront of Investment (Asset) Management. Very well known and established within these affluent circles. The history of the firm has been doing this directly - however moving forward they would like someone to take on these relationships. Investment Overview Global Equities - mainly long-only. Allocate capital from global equities.  Massively outperformed MSCI-world benchmarks.  They go up and down the market cap spectrum. Meaning drivers (stocks) attributed from small and large firms. $5bn + AUM, they are confident in owning smaller stocks that can drive outperformance (not cookie-cutter, Megatech) Additional Notes $250k-$300k plus super + bonus (STI & LTI, depending performance) Wealth platforms are not a focus for this role. Someone else within the distribution team will focus on driving key relationships on those markets. Interested in learning more? Apply directly or contact James O'Callaghan on [email protected] or on 0413 133 524

One of Acolyte Executive Search's prestigious wealth management clients has a new opening as an Associate Advisor within their specialist advisory business. They are seeking someone who is interested in working for an elite wealth manager and someone who is happy to be responsible for assisting with the implementation of investment advice to UHNW and Family Office clients. This firm has 3 different arms (client segments) of their business - retail advice, wholesale advice and family office clients. The role sits within their family office team and focuses assisting in the delivery of bespoke investment solutions to some of Victoria's esteemed family offices whilst supporting other team departments. The suitable candidate will not only enjoy the nature of the remit but also the people and culture of the firm. The successful candidate will have a strong passion for the industry and will be willing to go above and beyond for clients. This opportunity is a great opportunity to work with complex - informal or formal single and multi-family offices including some of Victoria’s leading UHNW names. You will support the advisors on the day-to-day will report to the family office directors (advisors) and be: The primary point of contact and project manager for all active client tasks and projects within your client group (with support of adviser, investment committee & administration team); Attend all client meetings within your client group (new and existing clientele); Proactively complete meticulous meeting preparation and follow up; Formulate long term client financial models, liquidity forecasting, asset allocation frameworks, and client reporting; Prepare (with support of adviser & administration team) client ready strategic advice presentations; Liaise directly with clients and other professional advisers to collaboratively oversee all client projects and tasks; Manage client administrative tasks such as investment applications, client reporting, account setups and ongoing matters Requirement Bachelors degree; Have started/completed or wanting to commence further studies or qualifications and professional year; Minimum two years experience in a wealth advisory firm; Be tech savvy, with meticulous attention to detail, an outcome driven work ethic and strong organizational skills Benefits Competitive salary, free weekly lunches, incredible social and networking events and a brand new office Receive mentoring and coaching from industry leaders and plenty of opportunities for growth and promotion; Learning and development including internal and external training programs to build your career skills; An inclusive and diverse workplace culture centered on health, well-being, giving back and fun Interested in learning more? Apply directly or contact James O'Callaghan via either phone (0413 133 524) or email ([email protected])

#hiring Acolyte Executive Search has been recently mandated to hire a Head of Wholesale Distribution for a private markets manager focused on high-yield (11-20%) property debt SPVs. Head of Australian Wholesale Distribution - Private Markets Manager - Melbourne The investor type is HNW, UHNW (individuals and families) and Family Office, they are a prestigious Melbourne based manager. Their approach to managing money is as an opportunistic and value-add manager. Most of what they do have some form of development element to it - building something from scratch or refurbishment value-add. The firm has just shy of 10 years of tenure - they have delivered exceptional results to investors across the client types mentioned, along with other global institutional investors offshore (sovereign wealth funds, family offices and pension funds). At any moment in time they have a mix of small-large SPVs for clients to invest into. Key specialisation in mezzanine debt, hybrid debt and pref equity. Some of their recent projects have been in social impact sectors, allied hire, aged care, childcare or NDIS projects. More complex, less competition for them, they have a good understanding of these markets and are able to get good pricing. Remit entails organising EDMs, roadshows, investor outreach campaigns. Work closely with other senior executives and founders to build and further develop the firm’s capital raising strategy for Australia. The successful candidate will have some of their own relationships to bring to the business, want ownership of capital sources and have a strong understanding of private markets. Outside of their live SPVs there are a few key upcoming fund raisers, including; Creating a Circa $50m equity social impact fund (NDIS, child care, aged care). Open-ended with liquidity. They have a few NDIS assets that they have first-right of refusal over. Their funds are typically 3 year funds, decent liquidity. Special situation fund #2 is launching soon. Both 1st and 2nd mortgage style debt. Continue to do more deal by deal debt investments (SPVs), able to flex to clients preferences. For example, LVRs 65% at 14% returns or 70% LVRs at 16%, these deals are repeatable within a fund, duration can range typically between 12-24months. Other materials on the manager listed below: Area of Debt expertise…2 key areas of their debt book. More performing credit (originating good vanilla senior or mezzanine deals); Special situations (distressed, opportunistic debt), by providing more capital they can solve a problem for someone. Typically, these are instances whereby the underlying asset is very high quality but the owner or borrower has some issue (ie partnership breakup or development has stalled due to an issue with the builder). Competitors - CVS, MaxCap, Pallas Capital, Qualitas, Monark, Wingate, Payton. Interested? Feel free to reach out to James O’Callaghan on 0413 133 524 or via email at [email protected]

#hiring Acolyte Executive Search is hiring for an Investment Director for a leading Melbourne Based Private Wealth firm to focus purely on serviceability of their Family Office division. They overall business focuses on individual and family HNW/UHNW investing and intergeneration wealth transfer. They have become highly recognised and accomplished within the past 2-3 years, with their commitment to excellence, integrity and innovation, earning them a strong reputation within the private wealth market in Australia. Our client are seeking a dynamic and experienced Investment Director to join their team. Position Overview: As an Investment Director, you will play a crucial role in the selection and management of investment portfolios for their family office clients. You will work collaborate closely with the CIO to develop and implement investment strategies that align with their existing Family Office clients. Your core focus will be on a range of alternative investments, including Private Equity, Venture Capital, Unlisted Infrastructure, Long/Short Hedge Funds, Property (Syndication funds, Debt and Equity), Private Debt and other additional bespoke private market SPVs. Maximising growth opportunities for clients (capital growth or investment yields, or both). This medium sized private investment advisory firm sources and gets access to these investments via their existing network across - private market managers (Australian and Global), Investment Committee members, family offices, and originators who create feeder funds to access interesting deal flow. Suitable candidates will be sent materials and examples of these investment structures. Key Responsibilities: Lead the investment team in researching, analyzing, and selecting investment opportunities across various asset classes, with for suitable for Single and Multi-Family Offices with a focus on alternative investments. Conduct due diligence on potential investment opportunities, including financial analysis, risk assessment, and market research. Cultivate and maintain relationships with external investment managers, fund sponsors, and other industry professionals to source new investment opportunities and stay abreast of market trends. Liaise with these external parties to analyse and assess relevant deal flow (SPVs, close-ended and open-ended funds) Key Requirements Excellent communication and interpersonal skills, with the ability to effectively engage with clients, colleagues, and external partners. Proven track record of success in investment management, with a focus on alternative investments, within a family office or wealth management firm. Interested? Apply directly here or contact James O’Callaghan on 0413 133 524 or via [email protected]

We’re #hiring a Head of Institutional Distribution for a leading private Markets- Agri Manager- Melbourne Based, extensive details attached.