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Blue Owl Capital

Credit-focused alternative asset manager

Private Wealth Senior Associate - Market Leader

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

About the Job

Requirements

  • A bachelor's degree and 4 to 6+ years of experience in the financial services industry are required.
  • FINRA Series 7 and Series 63 licenses are required.
  • Ability to use artificial intelligence as a tool to drive efficiency.
  • A record of success in a consultative, sales-focused environment.
  • Strong knowledge of macroeconomics, asset allocation, fixed income, equity, and alternative markets.
  • Strong time management and organizational skills.
  • Ability to build effective relationships.

Responsibilities

  • Proactively drive sales by developing, maintaining, and deepening relationships with new and existing financial advisors.
  • Provide proactive sales outreach through phone, email, and virtual engagement.
  • Independently schedule and conduct individual advisor meetings and group presentations, including anticipated travel into the territory one to two times a month.
  • Schedule and position the team’s senior sales and investment resources in the territory for appropriate clients.
  • Attend and participate in partner firm and advisor conferences.
  • Drive sales growth across the territory, focusing on growing new producers and cross-selling and upselling existing clientele.
  • Provide client service and respond to technical, product, and competitive-positioning inquiries as needed.
  • Act as an expert resource on private-market strategies, competitors, and products available in the alternative industry.
  • Partner with the Market Team, including the Regional Market Leader, Relationship Management Associate, and Sales Service Associate, to develop and execute a territory business plan using data to optimize client engagement.
  • Meet or exceed designated sales goals and key performance indicators for the role and territory.

Desired Qualifications

  • Alternative sales experience is preferred.
  • Previous experience in a hybrid sales capacity is preferred but not required.

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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