What are the responsibilities and job description for the Private Wealth, Advisor Engagement & Activation, Vice President position at Blue Owl Capital Holdings LLC?
Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®.
With over $250 billion in assets under management as of December 31, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Assets. Anchored by a
strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies
differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.
Together with over 1,100 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com.
This role is in office Monday to Friday.
The Role
Global Private Wealth Marketing is responsible for driving awareness of the Blue Owl brand and product offerings with financial advisors and high-net worth clients, generating leads for sales to deepen market share and grow adoption of Blue Owl strategies, and supporting fundraising initiatives globally. We are seeking a dynamic and strategic Advisor Engagement & Activation Lead to develop and execute a compelling content strategy for Blue Owl Private Wealth events globally across major industry events, distribution partner conferences, and Blue Owl-hosted proprietary events. The ideal candidate will have a deep understanding of the private wealth channel, strong project management skills, and the ability to bring key strategic priorities to life with compelling event programming.
Responsibilities
Strategy Development:
Develop and execute a comprehensive events strategy that aligns with Blue Owl Private Wealth's business objectives and enhances advisor engagement.
Identify key industry events, partner conferences, and opportunities for proprietary events to maximize brand visibility and engagement.
Project Management:
Lead end-to-end project management for all private wealth events, ensuring seamless execution from planning to post-event follow-up.
Develop detailed project plans and timelines for each event and ensure adherence to these plans.
Agenda Design and Content Preparation:
Collaborate with internal stakeholders to design event agendas that are engaging, informative, and aligned with business goals.
Oversee the creation of high-quality content for events, including presentations, panel discussions, and workshops.
Stakeholder Collaboration:
Work closely with marketing, sales, and product teams to ensure alignment and support for event initiatives.
Build and maintain strong relationships with external partners, vendors, and industry associations.
Speaker Management:
Identify and secure high-caliber speakers for events, including firm executives, investment professionals, and portfolio strategists.
Manage speaker logistics, including calendar coordination and pre-event preparation.
On-Site Coordination and Activation:
Oversee on-site event activation, including venue setup, audio-visual requirements, and attendee lead capture.
Ensure a seamless and engaging experience for all event participants, including speakers and attendees.
Post-Event Follow-Up:
Conduct post-event evaluations to assess the effectiveness of events and identify areas for improvement.
Manage post-event communications, including thank-you notes, feedback surveys, and follow-up meetings.
Qualifications
Minimum of 7-10 years of event marketing experience within financial services required, with a focus on investment products or alternative asset classes preferred
Strong knowledge of the private wealth channel and the needs of high-net-worth clients.
Proven track record of successfully managing large-scale event activation from concept to completion.
Exceptional organizational and project management skills, with the ability to manage multiple projects simultaneously.
Strong interpersonal and communication skills, with the ability to build relationships and influence stakeholders at all levels.
Creative and strategic thinker with the ability to develop innovative event concepts and solutions.
Proficiency in project management software and tools.
Ability to work effectively under pressure and meet tight deadlines.
Strong attention to detail and commitment to delivering high-quality work.
Bachelor's degree in Marketing, Communications, or a related field.
It is expected that the base annual salary range for this New York City-based position will be $150,000 to $200,000. 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.
Salary : $150,000 - $200,000
