Private Wealth, Field Engagement - Associate

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New York, NY, USA
In-Office
115K Annually
Fintech • Payments • Financial Services
The Role

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

With over $250 billion in assets under management as of December 31, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Assets. 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 1,100 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com.

The Role:

Blue Owl Private Wealth is establishing a Field Engagement team to focus on centers of influence and field leadership across Blue Owl Private Wealth’s US distribution channel.  The individuals that make up this team will act as regional ambassadors for Blue Owl within their respective regions, working closely with both the Strategic Accounts and Regional Market Teams to partner with field leadership, centers of influence and other high value, advisor-facing partner resources. 

The successful candidate will have a broad understanding of financial services, the organizational and distribution structures at the biggest financial services firms, and the ability to work in a consultative manner with regional leaders in the business.   Moreover, as the regional ambassador to Blue Owl, the successful candidate will be able to present and represent all Blue Owl to regional stakeholders, with a focus on the firm’s investment capabilities, practice management expertise, and commitment to our partners in wealth.   

Responsibilities:

  • Collaborate with and support the regional ambassadors for Blue Owl in relevant markets.

  • Assist in developing and executing plans to partner with field leaders and other centers of influence to support education, engagement, and awareness for advisors and allocators.

  • Help build and maintain relationships with field leadership, advisor-facing partner resources, and other centers of influence in the region.

  • Maintain a working knowledge of partner firms’ field leadership structure, advisor-facing sales teams, and resources.

  • Assist in identifying opportunities for deeper engagement with financial advisors and decision-makers.

  • Develop a solid understanding of Blue Owl’s products.

  • Keep sales leadership informed of needs, news, and trends across covered channels and markets.

Qualifications:

  • 3-6 years of experience in alternative investment relationship management and/or sales, ideally across multiple product lines such as private debt, real estate, or private equity.

  • Strong communication, presentation, and interpersonal skills.

  • Ability to quickly understand and articulate Blue Owl’s investment strategy and competitive advantages.

  • Highly motivated with the ability to work independently, set priorities, multitask, and meet deadlines.

  • Ability to work collaboratively in a team-oriented sales environment.

  • Bachelor’s degree or equivalent education required.

  • Series 7 and 66 or equivalent required.

It is expected that the base annual salary range for this New York City-based position will be $115,000 to 150,000. 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. 

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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

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