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Blue Owl Capital · 2 months ago

Relationship Management (Internal Wholesaler), Private Wealth, Associate

New York, NY

Full-time

Onsite

Entry Level

$115K/yr - $125K/yr

2+ years exp

Blue Owl Capital is a leading asset manager redefining alternatives with over $295 billion in assets under management. The Relationship Management Associate will work with the Private Wealth team to foster relationships with financial advisors and enhance the adoption of Blue Owl's investment solutions.

BankingConsumer LendingFinanceFinancial ServicesLending

Responsibilities

Partner with Market Team: Senior Market Leader (SML), Market Leader (ML) and Sales Service Analyst (SSA) to develop and execute a territory business plan while utilizing data to optimize client engagement

Actively position Senior Market Leader and/or senior resources in market for client meetings and events

Develop, maintain, and deepen relationships with new and existing financial advisors

Cross sell and position the full Blue Owl platform for applicable clients

Provide superior client service and responds to technical, product and competitive positioning inquiries as needed

Actively progresses the market team’s pipeline and effectively tracks new opportunities

Coordinates team utilization and efficiency within the CRM, including but not limited to, client & firm data, lead generation and territory dashboards

Develop and manage relationships with Centers of Influence (COI) at our partner firms

Become a knowledgeable resource on private market strategies, competitors, and products available in the alternative industry

Opportunistically travel in territory for client engagement or industry conferences (if applicable)

Qualification

FINRA Series 7 licenseFINRA Series 6366 licenseFinancial services experienceSales experienceEntrepreneurial mindsetTime managementOrganizational skillsInterpersonal skillsCommunication skillsPresentation skillsTeam collaboration