Private Wealth, Data & Operations Manager – Vice President jobs in United States
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Blue Owl Capital · 5 hours ago

Private Wealth, Data & Operations Manager – Vice President

positionNew York, NY
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$175K/yr - $200K/yr
date7+ years exp

Blue Owl Capital is a leading asset manager that is redefining alternatives and managing over $295 billion in assets. The Vice President of Data & Operations will shape the data strategy for Blue Owl Private Wealth, ensuring the integrity of core data assets and CRM systems while driving operational excellence and supporting growth through data-driven decision making.

BankingConsumer LendingFinanceFinancial ServicesLending
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H1B Sponsor Likelynote

Responsibilities

Leverage third-party data sources and fine-tune system integrations to ensure accuracy of contact and account related data reflected in Salesforce; design leads or notification workflows to inform sales and accounts teams of key client or prospect movements
Work with Technology teams to onboard and integrate competitive or demographic data offerings globally to enhance segmentation, market share, and sales attribution models and inform decision making
Coordinate with Investor Operations teams to maintain and update territory models to improve accuracy of sales transactions and financial advisor, RIA firm, and account coverage. Leverage data at the distribution channel or territory level to measure opportunity sets and areas for growth
Assist in design and build-out of a systematized sales reconciliation platform to establish a centralized source of truth across business units
Establish and enforce data governance and reconciliation standards across Salesforce, Hubspot, Tableau, Azure SQL, and Snowflake to ensure consistency of reporting, dashboards, and information across technical stack
Partner with cross-functional stakeholders to gather business requirements and create clear and detailed process documentation, ensuring alignment with key timelines for effective project execution and efficient maintenance of new and existing processes
Build and foster vendor relationships and stay informed on emerging business and technical trends, products, and features to drive strategic alignment and innovation
Challenge existing processes and identify opportunities for improvement; recommend innovative solutions to enhance efficiency and drive organizational effectiveness
Be a go-to technical expert for data tools and systems; mentor, and train team members on technologies and best practices

Qualification

SalesforceSQLPythonTableauData governanceAnalytical skillsProject managementHubSpotSnowflakeSS&C SalesConnectCommunication skillsAttention to detail

Required

Bachelor's degree in a quantitative field (e.g., Finance, Mathematics, Engineering, Computer Science) required
7+ years of experience in a global data and analytics or sales operations role, preferably in alternative investment management or financial services
Process-oriented with strong organizational and project management skills; adept at communicating effectively with both technical and non-technical audiences, including senior business leaders
Proven hands-on experience maintaining Salesforce, HubSpot, and Snowflake data integrity through robust governance practices and ensuring consistency and accuracy and information
Strong analytical skills with proficiency in SQL, Python, Tableau, or AI tools, and ability to translate complex data into clear, actionable insight
Results-driven with exceptional attention to detail and a commitment to excellence; consistently executes initiatives while proactively going beyond expectations

Preferred

Experience with SS&C SalesConnect is a plus

Benefits

Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.

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

H1B Sponsorship

Blue Owl Capital has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (5)
2023 (2)

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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