Private Wealth, Data & Operations Manager – Vice President

Blue Owl Capital•New York, NY

44d•$175,000 - $200,000•Onsite

About The Position

The Distribution Strategy and Analytics team (DS&A) is responsible for equipping Blue Owl Private Wealth’s sales and marketing teams with the proper tools, analytics, and processes to drive growth and deliver exemplary client service. As a Vice President of Data & Analytics, you will play a pivotal role in shaping Blue Owl Private Wealth’s data strategy by implementing key operational frameworks and ensuring the consistent availability and integrity of core data assets and CRM systems. This role is critical in driving operational excellence, enabling data-driven decision making, and building partnerships with cross-functional teams to support and scale Blue Owl’s Private Wealth business.

Requirements

Bachelor’s degree in a quantitative field (e.g., Finance, Mathematics, Engineering, Computer Science) required
7+ years of experience in a global data and analytics or sales operations role, preferably in alternative investment management or financial services.
Process-oriented with strong organizational and project management skills; adept at communicating effectively with both technical and non-technical audiences, including senior business leaders.
Proven hands-on experience maintaining Salesforce, HubSpot, and Snowflake data integrity through robust governance practices and ensuring consistency and accuracy and information.
Strong analytical skills with proficiency in SQL, Python, Tableau, or AI tools, and ability to translate complex data into clear, actionable insight.
Results-driven with exceptional attention to detail and a commitment to excellence; consistently executes initiatives while proactively going beyond expectations.

Nice To Haves

Experience with SS&C SalesConnect is a plus

Responsibilities

Leverage third-party data sources and fine-tune system integrations to ensure accuracy of contact and account related data reflected in Salesforce; design leads or notification workflows to inform sales and accounts teams of key client or prospect movements.
Work with Technology teams to onboard and integrate competitive or demographic data offerings globally to enhance segmentation, market share, and sales attribution models and inform decision making.
Coordinate with Investor Operations teams to maintain and update territory models to improve accuracy of sales transactions and financial advisor, RIA firm, and account coverage.
Leverage data at the distribution channel or territory level to measure opportunity sets and areas for growth.
Assist in design and build-out of a systematized sales reconciliation platform to establish a centralized source of truth across business units.
Establish and enforce data governance and reconciliation standards across Salesforce, Hubspot, Tableau, Azure SQL, and Snowflake to ensure consistency of reporting, dashboards, and information across technical stack.
Partner with cross-functional stakeholders to gather business requirements and create clear and detailed process documentation, ensuring alignment with key timelines for effective project execution and efficient maintenance of new and existing processes.
Build and foster vendor relationships and stay informed on emerging business and technical trends, products, and features to drive strategic alignment and innovation.
Challenge existing processes and identify opportunities for improvement; recommend innovative solutions to enhance efficiency and drive organizational effectiveness.
Be a go-to technical expert for data tools and systems; mentor, and train team members on technologies and best practices.