Market Leader, Private Wealth, Senior Associate

Reposted 20 Days Ago
Be an Early Applicant
New York, NY
In-Office
115K-125K Annually
Mid level
Fintech • Payments • Financial Services
The Role
The Market Leader will drive sales by maintaining relationships with financial advisors, perform outreach, and manage a territory. Responsibilities include client meetings, executing a business plan, and achieving sales goals.
Summary Generated by Built In

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

The Role

The Market Leader role is an essential part of our Private Wealth sales team and tasked with accelerating the adoption of Blue Owl investment solutions. The Senior Associate will partner with a Market Team to cultivate relationships with financial advisors within a designated channel and territory, maintaining a high level of proactive sales outreach and representing themselves as a subject matter expert for our investment offerings. The role is a hybrid sales role and expected to be in territory 1-2x a month.  

Primary Responsibilities

  • Proactively drive sales by developing, maintaining, and deepening relationships with new and existing financial advisors.

  • Provide a high level of proactive sales outreach via phone, email and virtual engagement.

  • Independently schedule and hold one-on-on Advisor meetings and/or group presentations, with anticipated travel into territory 1-2x a month.

  • Schedule and position the team’s senior sales and investment resources in territory for appropriate clients.

  • Attend and participate in partner firm/advisor conferences.

  • Accountable to the sales growth across the territory, with a focus on growing new producers and cross selling/up selling existing clientele.

  • Provides superior client service and responds to technical, product and competitive positioning inquiries as needed.

  • Act as an expert resource on the private market strategies, competitors, and products available in the alternative industry.

  • Actively partner with Market Team: Regional Market Leader, Relationship Management Associate (RMA) and Sales Service Associate (SSA) to develop and execute a territory business plan while utilizing data to optimize client engagement.

  • Meet or exceed designated sales goals/KPIs established for the role and territory.

Qualifications

  • Bachelor's degree with 4 to 6+ years of experience in the financial services industry, alternative sales experience preferred.

  • FINRA Series 7, 63 licensed

  • Previous experience in a hybrid sales capacity preferred but not mandated

Skills & Attributes

  • Collaborative in nature and willing to thrive in a team focused environment.

  • Entrepreneurial mindset with a high level of accountability.

  • Record of success in a consultative, sales focused environment.

  • Strong knowledge of macroeconomics, assets allocation, fixed income, equity and alternative markets

  • Excellent communication and presentation skills.

  • Strong time management and organizational skills.

  • Interpersonal skills with proven ability to build effective relationships.

  • Proactive and innovative self-starter.

It is expected that the base annual salary range for this New York City-based position will be $115,000 to $125,000, eligible for bonus. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.

Blue Owl is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. 

Top Skills

Finra Series 63
Finra Series 7
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
New York, NY
1,162 Employees
Year Founded: 2021

What We Do

Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®.

With $235 billion in assets under management as of September 30, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate. 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 over 1,050 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com.

Social Media Disclaimers
https://www.blueowl.com/social-media-disclaimers

Similar Jobs

Capital One Logo Capital One

Artificial Intelligence Engineer

Fintech • Machine Learning • Payments • Software • Financial Services
Hybrid
5 Locations
55000 Employees
193K-241K Annually

Spectrum Logo Spectrum

Senior Account Executive

Information Technology • Internet of Things • Mobile • On-Demand • Software
In-Office
Rochester, NY, USA
100000 Employees
53K-87K Annually

Spectrum Logo Spectrum

Account Executive

Information Technology • Internet of Things • Mobile • On-Demand • Software
In-Office
Buffalo, NY, USA
100000 Employees
40K-66K Annually

Spectrum Logo Spectrum

Sales Representative

Information Technology • Internet of Things • Mobile • On-Demand • Software
In-Office
New York, NY, USA
100000 Employees
33K-65K Annually

Similar Companies Hiring

Camber Thumbnail
Social Impact • Healthtech • Fintech
New York, NY
53 Employees
Rain Thumbnail
Web3 • Payments • Infrastructure as a Service (IaaS) • Fintech • Financial Services • Cryptocurrency • Blockchain
New York, NY
40 Employees
Scotch Thumbnail
Software • Retail • Payments • Fintech • eCommerce • Artificial Intelligence • Analytics
US
25 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account