Vice President or Senior Vice President, Taft Hartley Sales

Our Company

Oaktree is a leader among global investment managers specializing in alternative investments, with $205 billion in assets under management as of September 30, 2024. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities.  The firm has over 1200 employees and offices in 23 cities worldwide.

We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture.

For additional information please visit our website at www.oaktreecapital.com.

Responsibilities

We are seeking a seasoned Sales and Relationship Management Professional to lead our efforts in the Taft-Hartley market. In this role, you will be responsible for cultivating and maintaining strong relationships with labor union staff and trustees, as well as their investment consultants.

• Assume responsibility for a diverse portfolio of labor clients located throughout the United States, representing various trades.

• Serve as the primary point of contact for all investment-related inquiries for this client base, collaborating closely with the Oaktree Client Service team to address client requests.

• Enhance client relationships through effective management of investment reviews and active participation in industry conferences and events.

• Drive business development initiatives with existing clients and prospect for new opportunities within labor unions in collaboration with the Oaktree Consultant Relations team.

• Promote investment strategies tailored to client needs, including:

  • Real Estate: core plus, opportunistic, and real estate debt

  • Direct Lending: senior direct lending (sponsor and non-sponsor backed), life science lending, mezzanine lending, and European direct lending

  • Opportunistic Credit and Special Situations

  • Private Equity: Power Opportunities

  • Liquid Credit: multi-asset credit, high yield, senior loans, and short-duration investment grade

  • Hedge Funds: distressed-oriented strategies

  • Public Equity: emerging markets

• Collaborate effectively within a successful marketing team, leveraging partnerships across the organization.

• Identify new business opportunities and utilize all available resources to secure institutional mandates.

• Travel as needed for sales meetings, networking events, and conferences.

• Prepare and maintain reports to keep management informed of progress and developments.

Qualifications

• Proven experience in the Taft-Hartley market with a commitment to serving this underserved sector through alternative investments.

• Versatile and knowledgeable in marketing a range of products within a multi-faceted investment firm.

• 8-12 years of experience in marketing and relationship management

• Possession of Series 7 and 63 licenses or a willingness to obtain these designations as a condition of employment.

Education

Bachelor’s degree required.

Base Salary Range

$225,000-$275,000

In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement.  The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education.

Equal Opportunity Employment Policy

Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.

For positions based in Los Angeles

For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.