Private Wealth, RIA Strategic Accounts, Vice President / Principal jobs in United States
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Blue Owl Capital · 1 day ago

Private Wealth, RIA Strategic Accounts, Vice President / Principal

positionBoston, MA
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$200K/yr - $225K/yr
date7+ years exp

Blue Owl Capital is a leading asset manager that is redefining alternatives, with over $295 billion in assets under management. The RIA Strategic Accounts Team is seeking a Vice President / Principal to manage fundraising and relationship management with wealth management clients, requiring strong investment strategy knowledge and effective communication skills.

BankingConsumer LendingFinanceFinancial ServicesLending

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

Qualification

Investment managementCustodian experienceSeries 7Communication skillsTeam collaboration

Required

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)

Benefits

Discretionary bonus

Company

Blue Owl Capital

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Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®.
dateFounded in 2021
location
New York, New York, USA
people-size1001-5000 employees
web-link
https://www.blueowl.com

Funding

Current Stage
Public Company
Total Funding
$3.65B
Key Investors
Societe Generale
2025-07-01Post Ipo Debt· $147.72M
2024-12-13Post Ipo Debt· $600M
2024-05-30Post Ipo Debt· $250M

Leadership Team

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Marc Lipschultz
Co-CEO
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Alan Kirshenbaum
Chief Financial Officer
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Recent News

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2026-01-18
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PR Newswire
Macrophage Activation Syndrome Market in the 6MM to Witness Upsurge in Growth at a CAGR of 24.7% During the Forecast Period (2025-2034) | DelveInsight
2026-01-16
Company data provided by crunchbase