What are the responsibilities and job description for the Private Wealth Regional and Independent - Market Leader, Principal position at Blue Owl Capital?
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.
Role can be based in Boston, MA, Hartford, CT or Providence, RI.
The Role
Private Wealth serves advisors and high net worth investors globally across the Americas, EMEA & APAC. The Private Wealth division focuses on growing alternative investments with advisors across Banks, National Broker Dealers, RIAs and Regional & Independent Broker Dealers, expanding our product set on key platforms and deepening relationships, and growing adoption of alternatives and the Blue Owl brand in the markets we operate. Blue Owl will be hiring a Market Leader to drive the firm’s Private Wealth capital-raising and ongoing client relationship efforts across the Northeast. This person will engage in the full lifecycle of client relationship activities, from initial prospecting to onboarding new relationships, and maintaining relationships with current and new clients. The successful candidate will be asked to create awareness, develop relationships, and raise assets across Blue Owl’s full suite of investment products. They will be focusing on the full suite of investors across the region. This hire will need to be someone who has strong experience raising capital across the Regional & Independent channel. They should have a good understanding, at least at a high level, of relevant regulatory factors and differences within the territory and needs to be someone who can be highly effective from both an internal and external perspective. They will play a key role in continuing to develop and build the firm’s brand among the wealth and broader audience within the NE region.
Responsibilities
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.
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.
Role can be based in Boston, MA, Hartford, CT or Providence, RI.
The Role
Private Wealth serves advisors and high net worth investors globally across the Americas, EMEA & APAC. The Private Wealth division focuses on growing alternative investments with advisors across Banks, National Broker Dealers, RIAs and Regional & Independent Broker Dealers, expanding our product set on key platforms and deepening relationships, and growing adoption of alternatives and the Blue Owl brand in the markets we operate. Blue Owl will be hiring a Market Leader to drive the firm’s Private Wealth capital-raising and ongoing client relationship efforts across the Northeast. This person will engage in the full lifecycle of client relationship activities, from initial prospecting to onboarding new relationships, and maintaining relationships with current and new clients. The successful candidate will be asked to create awareness, develop relationships, and raise assets across Blue Owl’s full suite of investment products. They will be focusing on the full suite of investors across the region. This hire will need to be someone who has strong experience raising capital across the Regional & Independent channel. They should have a good understanding, at least at a high level, of relevant regulatory factors and differences within the territory and needs to be someone who can be highly effective from both an internal and external perspective. They will play a key role in continuing to develop and build the firm’s brand among the wealth and broader audience within the NE region.
Responsibilities
- Perform pro-active sales calls, meetings, and sales campaigns to promote Blue Owl product offerings to existing and new private wealth investors.
- Raise and retain assets under management within a geographic territory by conducting proactive phone calls, and one-on-one and group appointments.
- Develop and implement a business plan and sales strategy.
- Maintain a comprehensive understanding of market, advisor, and investor trends.
- Work closely with and actively support efforts of other Market Team members.
- FINRA Series 7, 63 or 66, clean U4.
- 10 years of total experience.
- Strong and demonstrated experience raising capital from Regional & Independent Broker Dealers
- Product experience in alternatives.
- Knowledge of regulatory environments across the US. Ability to navigate these jurisdictions from a sales and regulatory perspective.
- Ability to work with a dynamic (i.e. continually growing and evolving) product set.
- Exceptional written and verbal communication abilities. This is important from an internal (within Blue Owl) as well as external perspective.
- Exceptional ability to manage time, priorities, and internal expectations.
- Exceptional work ethic and a desire to succeed. Blue Owl’s expectation is the candidate will grow in tandem with Blue Owl’s growth as a firm.
- Ability to travel to clients frequently.
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 : $225,000 - $250,000
