Director or Manager, Shareholder Advisory

About Sodali & Co

Sodali & Co is a globally recognised firm specializing in capital markets stakeholder advisory, serving over 2,000 clients across more than 65 countries. The company supports some of the largest multinational corporations and emerged from the merger of several top-tier consultancies in capital markets engagement. With headquarters in New York, London, and Sydney and 12 regional offices worldwide, Sodali offers extensive shareholder, sustainability, and strategic communication advisory services. These comprehensive services provide clients with tailored insights and strategies to navigate complex challenges, seize strategic opportunities, and achieve successful outcomes.

Practice Group Overview

The Shareholder Advisory team offers a range of services including M&A advisory, activism preparation and defense, board governance, corporate governance advisory, proxy solicitation, capital markets intelligence, global debt and bondholder services, and stakeholder research.

Position Overview

The Sydney office is seeking a Director or Manager to join and support the increasing client base while maintaining market leadership.

Key Responsibilities

• Provide outstanding client management and ensure thorough execution of shareholder campaigns such as M&A, AGM, EGM, and ECM for Australian clients.
• Build and maintain strong client relationships to facilitate mandate renewals and expand engagement by promoting additional Sodali services.
• Engage frequently with referral partners to support business development.
• Prepare, review, and distribute campaign updates to clients, clearly communicating key findings during group discussions.
• Create insightful and effective scripts for telephone-based shareholder engagement efforts.
• Deliver efficient support to management and collaborate with other departments as needed.

Required Skills and Experience

• At least 5 years of client relationship experience, or a minimum of 3 years for Manager level, preferably within capital markets consulting or advisory roles.
• A bachelor’s degree in commerce, marketing, communications, or a related field.
• Solid understanding of Australian capital markets.
• Strategic thinker with a commercial mindset and a strong focus on execution.
• Excellent communication and presentation abilities.
• Self-motivated with a proactive, results-driven approach.
• Ability to manage daily client work efficiently while prioritizing and organizing tasks effectively.
• High attention to detail and accuracy.
• Proficiency with Microsoft Office applications and familiarity with AI tools.
• Strong ambition to advance career and professional connections within Sodali & Co.

Equal Opportunity Employer Statement

Sodali & Co is committed to fostering a diverse and inclusive workplace. We welcome candidates from all backgrounds regardless of race, ethnicity, religion, gender identity, sexual orientation, age, disability, or veteran status. Reasonable accommodations are available for candidates requiring support during the hiring process.