Private Wealth, Senior Market Leader (RIA Midwest)
About The Position
Blue Owl is hiring a Senior Market Leader to drive Private Wealth capital-raising and ongoing client relationship efforts across Registered Investment Advisors (RIAs) in the Midwest market, covering WI, MI, IL, IN, OH, MN, IA, ND, SD, NE, and KY. The role spans the full client relationship lifecycle, from prospecting and onboarding new relationships to maintaining relationships with current and new clients. The successful candidate will create awareness, develop relationships, and raise assets across Blue Owl’s full suite of investment products, serving investors throughout the region. Private Wealth serves advisors and high-net-worth investors globally across the Americas, EMEA, and APAC. The division focuses on growing alternative investments with advisors across banks, national broker-dealers, RIAs, and regional and independent broker-dealers; expanding the product set on key platforms and deepening relationships; and growing adoption of alternatives and the Blue Owl brand in its markets.
Requirements
- FINRA Series 7 and Series 63 or 66 licenses, with a clean U4.
- At least 10 years of total experience.
- Strong, demonstrated experience raising capital from financial advisors at Registered Investment Advisors, including independent RIAs and RIA aggregators.
- Experience with alternative investments and private market strategies.
- Knowledge of regulatory environments across the United States and ability to navigate them from a sales and regulatory perspective.
- Ability to work with a dynamic, continually growing and evolving product set.
- Exceptional written and verbal communication skills for internal and external interactions.
- Exceptional ability to manage time, priorities, and internal expectations.
- Exceptional work ethic and a desire to succeed, with the expectation of growing alongside Blue Owl.
- Ability to travel frequently to clients.
- Ability to leverage AI as a tool to drive efficiency.
Responsibilities
- Conduct proactive sales calls, meetings, and sales campaigns to promote Blue Owl product offerings to existing and prospective private wealth investors.
- Raise and retain assets under management within a geographic territory through proactive phone calls and one-on-one and group appointments.
- Develop and implement a business plan and sales strategy.
- Maintain deep expertise in partner platforms, manager evaluation processes, firm initiatives, and emerging investment trends.
- Develop a comprehensive understanding of Blue Owl’s investment strategies and solutions, including their financial and structural aspects.
- Educate advisory teams and key stakeholders on Blue Owl’s alternative investment offerings, ensuring clarity and alignment with client objectives.
- Lead and actively support the efforts of other Market Team members, including Hybrid, Internal, and Sales Service members.
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- 401(k)
- Healthcare and Dependent Care Flexible Spending Accounts
- Short-term disability insurance
- Long-term disability insurance
- Family planning support
- Paid time off
- Leave of absences
- Potential eligibility for a discretionary bonus based on factors such as individual and team performance
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
