Private Wealth, Relationship Management Associate
About The Position
Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With over $295 billion in assets under management as of September 30, 2025, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. Together with approximately 1,365 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com This role is in office Monday to Friday. The Relationship Management Associate (RMA) role is an essential part of our Private Wealth team and tasked with accelerating the adoption of Blue Owl investment solutions. The Associate will partner with the Market Team to cultivate relationships with financial advisors within a designated channel and territory, maintaining a high level of service and representing themselves as a subject matter expert for our investment offerings.
Requirements
- Bachelor's degree with 2+ years of experience in the financial services industry/sales related position, alternative sales experience preferred.
- FINRA Series 7 license required, or ability to obtain upon hire.
- FINRA Series 63 or 66 license required, or ability to obtain upon hire.
- Strong time management and organizational skills.
- Easily adaptable – must be able to process large volume of information and manage competing priorities.
- Record of success in a sales focused environment.
- Strong interpersonal skills with proven ability to build effective relationships.
- Proactive and innovative self-starter.
- Excellent communication and presentation skills.
- Collaborative in nature and willing to thrive in a team focused environment.
- Entrepreneurial mindset with a high level of accountability.
Responsibilities
- Partner with Market Team: Senior Market Leader (SML), Market Leader (ML) and Sales Service Analyst (SSA) to develop and execute a territory business plan while utilizing data to optimize client engagement.
- Actively position Senior Market Leader and/or senior resources in market for client meetings and events.
- Develop, maintain, and deepen relationships with new and existing financial advisors.
- Cross sell and position the full Blue Owl platform for applicable clients.
- Provide superior client service and responds to technical, product and competitive positioning inquiries as needed.
- Actively progresses the market team’s pipeline and effectively tracks new opportunities.
- Coordinates team utilization and efficiency within the CRM, including but not limited to, client & firm data, lead generation and territory dashboards.
- Develop and manage relationships with Centers of Influence (COI) at our partner firms.
- Become a knowledgeable resource on private market strategies, competitors, and products available in the alternative industry.
- Opportunistically travel in territory for client engagement or industry conferences (if applicable).
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
Mid Level
