Private Wealth, Sales Desk Manager – Vice President

Posted 3 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
170K-200K Annually
Senior level
Fintech • Payments • Financial Services
The Role
Leads and develops a team of Relationship Management Associates supporting private wealth sales. The role establishes KPIs, executes sales strategies, coaches team members, oversees recruiting and onboarding, improves sales enablement through Salesforce and Outreach, and partners cross-functionally with sales, marketing, operations, and portfolio strategy teams. It also requires expertise in alternative investments, fund structures, client segmentation, and macroeconomic trends.
Summary Generated by Built In

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


With over $319 billion in assets under management as of June 30, 2026, 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 over 1,380 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com


This role is in office Monday to Friday.

 

The Role

 

The Sales Desk Manager will lead a team of Relationship Management Associates (RMAs). This role is responsible for day-to-day team management, setting and executing strategy, and driving performance through clear KPIs. The Sales Desk Manager will collaborate closely with leaders across Sales, Marketing, Operations, and Global Portfolio Strategy & Solutions to ensure alignment and deliver results. The ideal candidate brings proven sales experience, a passion for coaching and talent development, and the ability to create a high-performing, metrics-driven culture.


Responsibilities

  • Provide leadership, coaching, and mentorship to a team of Relationship Management Associates (Internal Wholesalers) within the Private Wealth organization, fostering a culture of excellence and accountability.
  • Design and implement career development frameworks and leadership plans, including structured 1:1 mentoring focused on time management, objection handling, and advanced communication skills.
  • Redefine and optimize KPI structures to drive consistent outperformance and elevate team effectiveness.
  • Develop and execute innovative sales strategies that accelerate revenue growth and strengthen Blue Owl’s position in the Private Wealth market.
  • Partner with National Sales Managers, Regional Sales Managers, and Senior Market Leaders to align internal and external sales efforts, ensuring seamless collaboration and enhanced performance.
  • Maintain deep expertise in Blue Owl’s investment strategies and articulate macroeconomic trends to inform strategic decision-making and client engagement.
  • Collaborate with Operations to identify and lead initiatives that enhance client service delivery and operational efficiency across the business.
  • Champion sales enablement projects that maximize the value of technology platforms (Salesforce, Outreach) and leverage data-driven insights for pipeline optimization.
  • Oversee recruiting, hiring, and onboarding processes for internal sales roles, ensuring top-tier talent acquisition and integration.
  • Drive cross-functional alignment with Marketing, Portfolio Strategy & Solutions, and Strategic Accounts to execute firm-wide initiatives and achieve organizational goals.

Qualifications

  • Bachelor’s degree with 7+ years of experience in the financial services industry; alternative investment
  • sales experience preferred.
  • 2+ years of experience managing a team of analyst/associate-level professionals.
  • Proven track record of motivating and leading high-performing sales teams.
  • Strong interpersonal skills with the ability to manage and develop a diverse team.
  • Excellent communication, project management, and business reporting skills.
  • Experience developing subject matter expertise in sales processes, including knowledge of the alternatives industry, fund structures, and client segmentation needs.
  • Passion for talent development and coaching.
  • Strong leadership capabilities with the ability to build and maintain collaborative relationships.
  • Highly motivated, proactive, and able to work independently while prioritizing multiple tasks and deadlines.
  • Skilled in problem-solving and continuous improvement techniques.
  • Proficient in Microsoft Office Suite and Salesforce.
  • FINRA Series 7, 63, and 24 licenses required.

It is expected that the base annual salary range for this New York City-based position will be $170,000 to $200,000. 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.


Benefits for this role include Health, Dental and 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, and Leave of Absences. All such benefits are subject to the terms/conditions of the Company’s benefits plans and policies.

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. 

Skills Required

  • Bachelor's degree
  • 7+ years of experience in the financial services industry
  • Alternative investment sales experience
  • 2+ years of experience managing analyst- or associate-level professionals
  • Track record of motivating and leading high-performing sales teams
  • Strong interpersonal skills and ability to manage and develop a diverse team
  • Excellent communication, project management, and business reporting skills
  • Knowledge of sales processes, alternatives, fund structures, and client segmentation
  • Talent development and coaching experience or capability
  • Strong leadership and collaborative relationship-building capabilities
  • Ability to work independently and prioritize multiple tasks and deadlines
  • Problem-solving and continuous improvement skills
  • Proficiency in Microsoft Office Suite and Salesforce
  • FINRA Series 7, 63, and 24 licenses

Blue Owl Capital Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Blue Owl Capital and has not been reviewed or approved by Blue Owl Capital.

  • Leave & Time Off Breadth — Unlimited vacation, Flexible Fridays, and a fully remote August are explicitly offered, providing unusually broad time-off options for the industry. Generous PTO and paid sick time are also part of the stated package.
  • Healthcare Strength — Company-provided medical, dental, and vision coverage is included as a core benefit. Some plan options are described as low cost, reinforcing the strength of the healthcare offering.
  • Parental & Family Support — Parental leave and fertility/family‑planning benefits are explicitly included. Family support is highlighted as a meaningful component of the overall package.

Blue Owl Capital Insights

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
HQ: 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

MetLife Logo MetLife

Group Benefits Sales - Bentech Relationship Manager

Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Remote or Hybrid
United States
43000 Employees
75K-75K Annually

MetLife Logo MetLife

Consultant

Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Remote or Hybrid
United States
43000 Employees
100K-130K Annually

PwC Logo PwC

Earnix Configuration Lead, Manager

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Hybrid
24 Locations
370000 Employees
99K-232K Annually

PwC Logo PwC

Managed Services - Private Asr - Family Office / Addepar Manager

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Hybrid
5 Locations
370000 Employees
99K-297K Annually

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account