Private Wealth, Sales Enablement Analyst jobs in United States
cer-icon
Apply on Employer Site
company-logo

Blue Owl Capital · 1 day ago

Private Wealth, Sales Enablement Analyst

Blue Owl Capital is a leading asset manager redefining alternatives, with significant assets under management. The Sales Enablement Analyst will support the Global Private Wealth business by managing Salesforce CRM projects and optimizing client interactions to achieve business goals.

BankingConsumer LendingFinanceFinancial ServicesLending
check
H1B Sponsor Likelynote

Responsibilities

Reconcile data from disparate data sources
Manage and optimize our Salesforce CRM system to track client interactions and service activities
Handle multiple Salesforce CRM projects in a fast-paced business environment, prioritizing work efforts to ensure projects stay on track to hit deadlines
Requires excellent communication skills, problem-solving abilities, and the desire to learn Salesforce and other enablement tools
Create training guides and document processes
Working cross-functionally with other teams (i.e. marketing, sales, etc.,) to help achieve business goals and ensure stakeholder needs are met

Qualification

Salesforce CRMData analysisExcelSQLCommunication skillsProject managementTeam collaborationProblem-solving

Required

Bachelor's degree or equivalent required in Business Administration, Finance, Marketing, Information Systems, or a related field
1-3 years of experience of working with data and or CRMs (Salesforce preferably)
Exceptional work ethic, positive attitude and collaborative team-oriented disposition
Strong verbal and written communication skills with the ability to grasp and distill complex concepts
Self-driven individual who thrives in a fast-paced environment where multi-tasking is required
Organization and project management skills to track follow up and ensure progress is made
Intermediate Excel experience required

Preferred

Financial services experience preferred but not required
Familiarity with alternative investments and/or wealth management a plus
SQL preferred

Benefits

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

Company

Blue Owl Capital

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

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

leader-logo
Marc Lipschultz
Co-CEO
linkedin
leader-logo
Alan Kirshenbaum
Chief Financial Officer
linkedin
Company data provided by crunchbase