Private Wealth, RIA Strategic Accounts, Vice President / Principal

Posted 14 Days Ago
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2 Locations
In-Office
200K-225K Annually
Senior level
Fintech • Payments • Financial Services
The Role
The individual will manage strategic relationships, lead onboarding, educate clients on investment strategies, and drive marketing initiatives while working collaboratively across teams.
Summary Generated by Built In

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

With over $295 billion in assets under management as of September 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 1,365 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.

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.

Qualifications:

  • 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).

It is expected that the base annual salary range for this New York City-based position will be $200,000 to $225,000. 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. 

Top Skills

Compliance Documentation
Financial Analysis
Investment Management
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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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