Private Wealth, RIA Strategic Accounts, Vice President / Principal
About The Position
Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With over $284 billion in assets under management as of June 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 1,300 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com Location: New York, Boston or Remote The Role: The RIA Strategic Accounts Team works collaboratively across Blue Owl’s platform to deliver the highest level of business development and engagement to wealth management clients. The successful candidate will play a key role in both fundraising and relationship management, supporting partner engagement across top client accounts within the RIA channel. This individual requires a strong understanding of Blue Owl’s investment strategies and solutions, The role will require travel and direct communication with strategic relationships.
Requirements
- Minimum of 7 years of experience in investment management. Candidates may have alternative experience; however, it is essential that they have covered custodians.
- Proven ability to communicate and present effectively with internal and external stakeholders.
- Strong understanding of Blue Owl’s investment strategy, differentiators, and competitive positioning.
- Highly motivated, with the ability to work independently, prioritize tasks, and meet deadlines and fundraising goals.
- Collaborative mindset with experience working in a team-oriented sales environment.
- Willingness to travel as needed.
- Bachelor’s degree or equivalent education required.
- Series 7 and 66 (or equivalent).
Responsibilities
- Cultivate and manage strategic relationships with private wealth platforms, specially with custodians, and digital investment platforms, while proactively building new connections across multiple organizational levels.
- Lead onboarding of new products, selling agreements, and platform documentation to ensure seamless integration and compliance.
- 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 financial and structural aspects.
- Educate advisory teams and key stakeholders on Blue Owl’s alternative investment offerings, ensuring clarity and alignment with client objectives.
- Drive strategic marketing initiatives by contributing to plan development, identifying growth opportunities, and tracking measurable outcomes.
- Serve as the primary internal liaison for cross-functional coordination among Sales, Product, Legal, and Operations teams.
- Monitor platform developments and industry dynamics, communicating actionable insights to internal stakeholders.
- Represent Blue Owl at partner meetings and industry events to reinforce the firm’s presence and thought leadership.
- Travel as needed to support platform relationships and enhance firm visibility.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1,001-5,000 employees
