Private Wealth Client Services & Sales Associate

Blue Owl Capital Inc.; New York (NY); On-site; USD 80,000 - 95,000; Full time

Job summary

Blue Owl Capital Inc. in New York City is seeking a Private Wealth Sales Service Associate to partner with the Market Team and serve investors with high‑quality administrative support.

The role emphasizes CRM reporting, account updates, and coordination between operations and sales. A bachelor’s degree and 1–3 years of related experience are preferred; FINRA licenses are encouraged but not required.

Qualifications

• Bachelor's degree with 1–3 years related experience.
• FINRA licenses (SIE, Series 7, Series 63) encouraged but not required.
• Strong Excel/Word/PowerPoint and client service focus.
• Excellent communication, detail orientation, and time management.

Responsibilities

• Support sales initiatives and investor service requests with the Market Team.
• Facilitate investor account updates, capital call notices, and tax documents.
• Bridge operations and sales to ensure a best‑in‑class client experience.
• Develop operational knowledge to assist Financial Advisors with fundraising.
• Generate ad hoc CRM reports and maintain data integrity.

Skills

Interpersonal skills

CRM management

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Blue Owl Capital Inc. in New York City is seeking a Private Wealth Sales Service Associate to partner with the Market Team and serve investors with high‑quality administrative support.

The role emphasizes CRM reporting, account updates, and coordination between operations and sales. A bachelor’s degree and 1–3 years of related experience are preferred; FINRA licenses are encouraged but not required.