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Just Posted
Relationship Management Associate, Private Wealth
Blue Owl New York, NY
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$99k-129k (estimate)
Full Time 1 Week Ago
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Blue Owl is Hiring a Relationship Management Associate, Private Wealth Near New York, NY

Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives.
With $157 billion in assets under management*, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional and individual investors differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.
Together with over 650 experienced professionals across 10 offices globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com.
*As of September 30, 2023
The Role
The Relationship Management Associate ( RMA ) role is an essential part of our Private Wealth team and tasked with accelerating the adoption of Blue Owl investment solutions. The Associate will partner with the Market Team to cultivate relationships with financial advisors within a designated channel and territory, maintaining a high level of service and representing themselves as a subject matter expert for our investment offerings.
Primary Responsibilities
  • Partner with Market Team: Regional Market Leader, Business Development Associate (BDA) and Sales Service Analyst (SSA) to develop and execute a territory business plan while utilizing data to optimize client engagement.
  • Actively position Regional 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).
Qualifications
  • Bachelor's degree with 2 to 4 years of experience in the financial services industry/sales related position, alternative sales experience preferred.
  • FINRA Series 7, 63 licenses or ability to obtain upon hire.
Skills & Attributes
  • Strong time management and organizational skills.
  • Easily adaptable - must be able to process large volume of information and manage competing priorities.
  • Record of success in a sales focused environment.
  • Strong interpersonal skills with proven ability to build effective relationships.
  • Proactive and innovative self-starter.
  • Excellent communication and presentation skills.
  • Collaborative in nature and willing to thrive in a team focused environment.
  • Entrepreneurial mindset with a high level of accountability.
It is expected that the base annual salary range for this New York City-based position will be $115,000 to $125,000. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
Blue Owl is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.

Job Summary

JOB TYPE

Full Time

SALARY

$99k-129k (estimate)

POST DATE

05/02/2024

EXPIRATION DATE

05/15/2024

WEBSITE

theblueowl.com

HEADQUARTERS

FESTUS, MO

SIZE

50 - 100

FOUNDED

1985

CEO

MARY HOSTETTER

REVENUE

$5M - $10M

INDUSTRY

Retail

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About Blue Owl

With the love, and support of my wonderful family, friends, neighbors, "From the Kitchen of Mary" was established in August of 1983. Creating a flavorful assortment of homemade pastries, cookies, cakes, cheesecakes, pies, and candies became a daily challenge. Found at local craft shows, festivals, and fairs in the St. Louis area, the demand for quality, homemade bakery production continued to grow. It was a warm day in June 1985, when I first set eyes on The Blue Owl Restaurant. Mrs. Lucianna Ross, the matriarch of Kimmswick, met me there to discuss the possibility of my combining an already s...uccessful home baking business with a country tearoom. The dream is now a reality... and more! We are committed to providing quality, fresh food, a warm atmosphere and an extraordinary dining experience to every customer. I realize that my prayers are being answered each and every day as we continue to grow in knowledge, experience, size, and popularity. Our deepest thanks to all of our wonderful friends and customers who come from near and far, hoping to share the experience of a wonderful meal in a setting just like home. Mary Hostetter P.S. And yes... dreams really do come true More
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