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Strategic Client Engagement Director

1 month ago

Sydney, New South Wales, Australia OakTree Full time
About Oaktree

Oaktree is a leading global investment manager specializing in alternative investments, with a significant presence in 23 cities worldwide. The firm's asset base stands at $192 billion as of the latest reporting period.

Job Description

We are seeking a highly skilled Strategic Client Engagement Director to join our Client Relations Department. This key role will be responsible for delivering exceptional service and communications to clients globally, both current and prospective, internal and external.

Scope and Responsibilities
  • Partner with Marketing representatives to manage client relationships, acting as the primary point of contact for servicing large institutional relationships.
  • Monitor client engagement and proactively identify ways to ensure optimal client satisfaction.
  • Develop strong working relationships with operating and investment functions at investor organizations, gaining an understanding of their investment objectives to better serve them.
  • Responsible for responding to inquiries and determining proactive ways to increase client engagement.
  • Serve as the point of escalation for client issues.
  • Organize and lead client review and diligence meetings.
  • Oversee client onboarding activities, ensuring seamless transitions through document submissions, mutual understanding of reporting requirements, welcome notes, and portal access.
Experience Required
  • 5-9 years of relevant experience managing client relationships and providing exceptional service.
  • A solid foundation in investment finance concepts and ability to acquire thorough knowledge of legal, accounting, compliance, and operational aspects of investment products offered by Oaktree.
  • Superior communication skills, both written and verbal.
  • Proven ability to prioritize and execute multiple workstreams while maintaining high-quality standards.
Salary Range

The estimated annual salary for this position is $120,000 - $180,000, based on industry standards and market conditions.