Private Wealth, Market Leader - Senior Associate

Blue Owl Capital Holdings•New York City, NY

3d•Onsite

About The Position

Blue Owl is hiring a Senior Associate for its Private Wealth sales team. The Market Leader role focuses on accelerating adoption of Blue Owl investment solutions by cultivating relationships with financial advisors in a designated channel and territory. The Senior Associate partners with a Market Team, conducts proactive sales outreach, and serves as a subject matter expert on the firm’s investment offerings. This is an in-office role Monday through Friday, with anticipated travel into the territory one to two times per month. The position is accountable for territory sales growth, including developing new producers and cross-selling or upselling existing clients. The role works closely with the Regional Market Leader, Relationship Management Associate, and Sales Service Associate to develop and execute a territory business plan, using data to optimize client engagement. The stated base annual salary range for this New York City-based position is $125,000 to $135,000, and the role is eligible for a discretionary bonus.

Requirements

Bachelor's degree.
Four to six or more years of experience in the financial services industry.
FINRA Series 7 and Series 63 licenses.
Collaborative approach and ability to thrive in a team-focused environment.
Entrepreneurial mindset and high level of accountability.
Record of success in a consultative, sales-focused environment.
Strong knowledge of macroeconomics, asset allocation, fixed income, equity, and alternative markets.
Excellent communication and presentation skills.
Strong time-management and organizational skills.
Interpersonal skills and demonstrated ability to build effective relationships.
Proactive, innovative self-starter.

Nice To Haves

Alternative sales experience preferred.
Previous experience in a hybrid sales capacity preferred, but not required.

Responsibilities

Develop, maintain, and deepen relationships with new and existing financial advisors to drive sales.
Conduct proactive sales outreach by phone, email, and virtual engagement.
Schedule and lead individual advisor meetings and group presentations, including travel into the territory one to two times per month.
Schedule and position senior sales and investment resources for appropriate clients in the territory.
Attend and participate in partner firm and advisor conferences.
Drive territory sales growth, with a focus on developing new producers and cross-selling or upselling existing clientele.
Provide client service and respond to technical, product, and competitive-positioning inquiries.
Serve as an expert resource on private market strategies, competitors, and alternative-industry products.
Partner with the Regional Market Leader, Relationship Management Associate, and Sales Service Associate to develop and execute a territory business plan, using data to optimize client engagement.
Meet or exceed sales goals and KPIs established for the role and territory.
Leverage AI as a tool to drive efficiency.