Private Wealth, Market Leader - Vice President
About The Position
The Vice President Market Leader is a key member of Blue Owl’s Private Wealth sales organization. The role drives adoption and growth of Blue Owl’s investment solutions across a defined territory and channel, partnering with the Regional Market Leader and broader Market Team to lead advisor engagement, advance distribution initiatives, and serve as a senior subject-matter expert in private markets. The position is based in New York City and is in office Monday through Friday, with expected travel within the territory one to two times per month. The role develops and manages financial advisor relationships, leads meetings and presentations, supports territory sales results, and delivers client service and expertise on private markets and alternative investments. The Market Leader works with the Market Team to create and execute a data-driven territory business plan and is expected to meet or exceed sales goals and KPIs. The stated base annual salary range is $130,000 to $145,000, with eligibility for a discretionary bonus based on individual and team performance.
Requirements
- Bachelor’s degree.
- 6–10+ years of financial services experience; alternative investments or private wealth distribution experience is ideal.
- FINRA Series 7 and Series 63 licenses required.
- Demonstrated success in a hybrid internal/external sales capacity with increasing responsibility.
- Proven ability to independently manage a sales territory and deliver strong commercial outcomes.
- Ability to leverage AI as a tool to drive efficiency.
- Strong consultative sales track record and ability to influence sophisticated financial advisor audiences.
- Deep understanding of macroeconomics, asset allocation, fixed income, equities, and alternative investment strategies.
- Exceptional communication, presentation, and relationship-building skills.
- Excellent time-management, prioritization, and organizational capabilities.
Nice To Haves
- Experience within alternative investments or private wealth distribution.
Responsibilities
- Develop, deepen, and manage relationships with new and existing financial advisors across the assigned territory to drive sales growth.
- Conduct proactive outreach by phone, email, virtual meetings, and in-person engagement to expand advisor adoption of Blue Owl solutions.
- Schedule and lead advisor meetings, portfolio reviews, and group presentations, including through in-territory travel one to two times monthly.
- Strategically deploy senior sales and investment resources for high-impact territory meetings.
- Represent Blue Owl at partner-firm and advisor conferences as a senior point of contact for clients and prospects.
- Maintain accountability for territory sales results, generating new producers and expanding wallet share with existing relationships.
- Provide client service and respond to product, technical, and competitive inquiries with precision and professionalism.
- Serve as a senior expert on private markets, competitor positioning, and the broader alternative investment landscape.
- Partner with the Regional Market Leader, Relationship Management Associate, and Sales Service Associate to develop and execute a data-driven territory business plan.
- Meet or exceed sales goals and KPIs established for the role and territory.
Benefits
- Eligible for a discretionary bonus based on individual and team performance.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
