What are the responsibilities and job description for the Relationship Management (Internal Wholesaler), Private Wealth, Associate position at Blue Owl Capital Holdings LLC?
Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®.
With $235 billion in assets under management as of September 30, 2024, 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 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 1,050 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com.
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 years of experience in the financial services industry/sales related position, alternative sales experience preferred.
- FINRA Series 7 license required, or ability to obtain upon hire.
- FINRA Series 63 or 66 license required, 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.
Salary : $115,000 - $125,000
