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Blue Owl Capital · 9 hours ago

Sales Service, Private Wealth, Associate

New York, NY

Full-time

Onsite

Entry Level

$80K/yr - $95K/yr

1+ years exp

Blue Owl Capital is a leading asset manager redefining alternatives with over $295 billion in assets under management. The Sales Service Associate role is crucial for maintaining operational efficiency within the Private Wealth team, supporting sales initiatives, and enhancing client service through effective collaboration and reporting.

BankingConsumer LendingFinanceFinancial ServicesLending

Responsibilities

Partner with Market Team: Sr. Market Leader, Market Leader, and Relationship Management Associate (RMA) to support sales initiatives and investor service requests

Facilitate escalated operational requests for investor accounts (account updates, rep changes, capital call notices, investor portal log in requests, tax documents, business processing redemption requests)

Liaison between operations and sales team streamlining an efficient and best-in-class client experience

Develop operational and business processing expertise across our selling syndicate to assist Financial Advisors through white glove service

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

Demonstrates competence in our core, perpetual strategies, and high-level understanding of campaign funds to assist with fundraising

Coordinate investor information to help sales teams maximize product impact

Generate ad hoc reports for sales team

Maintain data integrity in CRM database

Qualification

CRM managementMicrosoft ExcelMicrosoft WordMicrosoft PowerPointFINRA licensesDiplomacyProactiveEntrepreneurial mindsetAccountabilityInterpersonal skillsWritten communicationDetail orientedTime managementOrganizational skillsTeamworkInnovative