Private Wealth, Senior Market Leader (RIA Midwest)

Blue Owl Capital Holdings • Chicago, IL

7d

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, covering Wisconsin, Michigan, Illinois, Indiana, Ohio, Minnesota, Iowa, North Dakota, South Dakota, Nebraska, and Kentucky. The role spans the full client relationship lifecycle, from prospecting and onboarding 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 and investors in the region.

Private Wealth serves advisors and high-net-worth investors globally, focusing on growing alternative investments with advisors across Banks, National Broker Dealers, RIAs, and Regional & Independent Broker Dealers. The division also expands its product set on key platforms, deepens relationships, and grows adoption of alternatives and the Blue Owl brand.

Requirements

• FINRA Series 7 and Series 63 or 66, with a clean U4.
• 10+ years of total experience.
• Strong, demonstrated experience raising capital from financial advisors within Registered Investment Advisors, including independent RIAs and RIA aggregators.
• Product experience in alternatives and private market strategies.
• Knowledge of regulatory environments across the United States and ability to navigate these jurisdictions from a sales and regulatory perspective.
• Ability to work with a dynamic, continually growing and evolving product set.
• Exceptional written and verbal communication abilities, internally and externally.
• Exceptional ability to manage time, priorities, and internal expectations.
• Exceptional work ethic and desire to succeed.
• Ability to travel to clients frequently.

Nice To Haves

• Ability to leverage AI as a tool to drive efficiency.

Responsibilities

• Perform proactive sales calls, meetings, and sales campaigns to promote Blue Owl product offerings to existing and new 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 teams.
• Travel frequently to clients.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• 401(k)
• Healthcare and Dependent Care Flexible Spending Account
• Short-term disability insurance
• Long-term disability insurance
• Family planning support
• Paid time off
• Leave of absences
• Potential discretionary bonus based on factors such as individual and team performance

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed