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Blue Owl Capital

Credit-focused alternative asset manager

Private Wealth Relationship Management Associate

Sales & TradingConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • A bachelor's degree and at least 2 years of experience in financial services or a sales-related position are required.
  • A FINRA Series 7 license is required, or the ability to obtain it upon hire.
  • A FINRA Series 63 or Series 66 license is required, or the ability to obtain one upon hire.
  • Strong time-management and organizational skills are required.
  • The candidate must be adaptable, able to process a large volume of information, and able to manage competing priorities.
  • A record of success in a sales-focused environment is required.
  • Strong interpersonal skills and the ability to build effective relationships are required.
  • The candidate should be proactive and innovative, with a self-starter approach.
  • The candidate should leverage artificial intelligence as a tool to drive efficiency.
  • Excellent communication and presentation skills are required.
  • The candidate should collaborate effectively and thrive in a team-focused environment.
  • An entrepreneurial mindset and a high level of accountability are required.

Responsibilities

  • Partner with the Senior Market Leader, Market Leader, and Sales Service Analyst to develop and execute a territory business plan, using data to optimize client engagement.
  • Actively position the Senior Market Leader or other senior resources for client meetings and events in the market.
  • 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 respond to technical, product, and competitive-positioning inquiries as needed.
  • Advance the market team's pipeline and track new opportunities effectively.
  • Coordinate team utilization and efficiency within the customer relationship management system, including client and firm data, lead generation, and territory dashboards.
  • Develop and manage relationships with Centers of Influence at partner firms.
  • Become a knowledgeable resource on private-market strategies, competitors, and products available in the alternative investment industry.
  • Travel within the territory for client engagement or industry conferences when applicable.

Desired Qualifications

  • Alternative sales experience is preferred.

About the Company

Blue Owl Capital

Credit-focused alternative asset manager

Blue Owl Capital operates as a leading alternative asset manager focused on credit markets. It offers credit-focused investment strategies managed by a team of investment professionals with diverse underwriting expertise across many industries. The product works by pooling investors’ capital into credit funds or customized accounts, where the investment team evaluates borrowers and structures, applies risk controls, and buys loans, bonds, and other credit instruments to build diversified portfolios that aim to generate returns. The company differentiates itself from competitors through a multi-perspective investment approach: each partner contributes a unique view on credit risk, creating a holistic assessment of opportunities and threats. Its goal is to deliver attractive risk-adjusted returns by actively managing credit portfolios across different market cycles.

Company size
1,001-5,000
Company stage
IPO
Headquarters
New York City, New York
Founded
2021

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