Private Wealth Regional and Independent - Market Leader, Vice President/Principal

Blue Owl Capital Holdings•Chicago, IL

10d

About The Position

Blue Owl is hiring a Market Leader for its Private Wealth division to lead capital raising and client relationship efforts across the Midwest, covering Illinois, Wisconsin, Minnesota, Iowa, Nebraska, South Dakota, and North Dakota, with particular focus on the Regional & Independent Broker Dealer channel. The role serves advisors and high-net-worth investors and promotes Blue Owl’s full suite of investment products to investors across the region. The Market Leader will manage the full lifecycle of client relationships, from prospecting and onboarding to maintaining relationships with existing and new clients. The successful candidate will build awareness of Blue Owl, develop relationships, raise and retain assets, and help strengthen the firm's brand among wealth and broader audiences. The position requires experience in the Regional & Independent channel, awareness of relevant regulatory considerations, and the ability to work effectively with internal and external stakeholders. Frequent travel to clients is expected.

Requirements

At least 10 years of total experience.
Strong, demonstrated experience raising capital from Regional & Independent Broker Dealers.
Experience with alternative investment products.
Knowledge of regulatory environments across the United States and ability to navigate jurisdictions from sales and regulatory perspectives.
Ability to work with a dynamic, continually growing and evolving product set.
Exceptional written and verbal communication skills, internally and externally.
Exceptional ability to manage time, priorities, and internal expectations.
Exceptional work ethic and desire to succeed.
Ability to travel frequently to clients.
FINRA Series 7 and Series 63 or 66 licenses, and a clean U4.

Responsibilities

Conduct proactive sales calls, meetings, and campaigns to promote Blue Owl products to existing and prospective private wealth investors.
Raise and retain assets under management within the geographic territory through proactive calls and individual and group appointments.
Develop and implement a business plan and sales strategy.
Maintain a comprehensive understanding of market, advisor, and investor trends.
Work closely with and actively support other Market Team members.
Build awareness of Blue Owl, develop client relationships, and raise assets across the firm's investment products.
Manage client relationships throughout prospecting, onboarding, and ongoing engagement.