Relationship Management Associate, Private Wealth

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

With $150 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 600 experienced professionals across 10 offices globally, Blue Owl brings the vision and discipline to create the exceptional.

*As of June 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

• Opportunistically travel in territory for client engagement or industry conferences (if applicable).
• Provide superior client service and responds to technical, product and competitive positioning inquiries as needed.
• Develop and manage relationships with Centers of Influence (COI) at our partner firms.
• Actively progresses the market team’s pipeline and effectively tracks new opportunities.
• Actively position Regional Market Leader and/or senior resources in market for client meetings and events.
• Cross sell and position the full Blue Owl platform for applicable clients.
• Become a knowledgeable resource on private market strategies, competitors, and products available in the alternative industry.
• 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.
• Develop, maintain, and deepen relationships with new and existing financial advisors.
• Coordinates team utilization and efficiency within the CRM, including but not limited to, client & firm data, lead generation and territory dashboards.

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

• Collaborative in nature and willing to thrive in a team focused environment.
• Proactive and innovative self-starter.
• Entrepreneurial mindset with a high level of accountability.
• Excellent communication and presentation skills.
• Record of success in a sales focused environment.
• Strong interpersonal skills with proven ability to build effective relationships.
• Easily adaptable – must be able to process large volume of information and manage competing priorities.
• Strong time management and organizational skills.

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.

Blue Owl considers the health and safety of our staff (e.g., employees, contingent workers, and consultants) their families, and our clients to be our utmost priority. To safeguard everyone’s health and safety we have adopted a mandatory COVID-19 vaccination policy, including a first round of vaccines and one booster for anyone who is eligible. To enforce this policy, we require all staff to self-certify that they are compliant with this policy or to request a COVID- vaccination exemption under applicable law.