Private Wealth, Market Leader - Senior Associate

Blue Owl Capital Holdings LLC; United States; Hybrid; USD 125,000 - 135,000; Full time

Job summary

Blue Owl is seeking a Market Leader in New York City to accelerate adoption of investment solutions within our Private Wealth sales team. The Senior Associate will partner with the Market Team to cultivate relationships with financial advisors and represent investment offerings with subject-matter expertise.

Hybrid role with 1-2 visits per month to the territory. Responsibilities include driving sales, proactive outreach, scheduling advisor meetings, coordinating with senior resources, and

Qualifications

• Bachelor's degree with 4 to 6+ years of experience in financial services.
• FINRA Series 7, 63 licensed.
• Hybrid sales experience preferred but not required.
• Leverage AI as a tool to drive efficiency.

Responsibilities

• Proactively develop and deepen relationships with financial advisors.
• Provide high-level proactive sales outreach via phone, email, and virtual engagement.
• Schedule and hold advisor meetings and group presentations with travel 1–2x per month.
• Coordinate with the Market Team to position resources for clients.
• Attend partner firm/advisor conferences and drive sales growth across territory.
• Respond to inquiries about private market strategies and products.

Skills

Financial services experience

Sales expertise

Macroeconomics knowledge

Asset allocation

Fixed income

Equity markets

Alternative markets

Communication skills

Presentation skills

Time management

Organizational skills

Interpersonal skills

Proactive self-starter

Education

Bachelor's degree

Job description

Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. With over $319 billion in assets under management as of June 30, 2026, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. 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 1,380 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com

The Role

The Market Leader role is an essential part of our Private Wealth sales team and tasked with accelerating the adoption of Blue Owl investment solutions. The Senior Associate will partner with a Market Team to cultivate relationships with financial advisors within a designated channel and territory, maintaining a high level of proactive sales outreach and representing themselves as a subject matter expert for our investment offerings. The role is a hybrid sales role and expected to be in territory 1-2x a month.

Primary Responsibilities

• Proactively drive sales by developing, maintaining, and deepening relationships with new and existing financial advisors.
• Provide a high level of proactive sales outreach via phone, email and virtual engagement.
• Independently schedule and hold one-on-on Advisor meetings and/or group presentations, with anticipated travel into territory 1-2x a month.
• Schedule and position the team’s senior sales and investment resources in territory for appropriate clients.
• Attend and participate in partner firm/advisor conferences.
• Accountable to the sales growth across the territory, with a focus on growing new producers and cross selling/up selling existing clientele.
• Provides superior client service and responds to technical, product and competitive positioning inquiries as needed.
• Act as an expert resource on the private market strategies, competitors, and products available in the alternative industry.
• Actively partner with Market Team: Regional Market Leader, Relationship Management Associate (RMA) and Sales Service Associate (SSA) to develop and execute a territory business plan while utilizing data to optimize client engagement.
• Meet or exceed designated sales goals/KPIs established for the role and territory.

Qualifications

• Bachelor's degree with 4 to 6+ years of experience in the financial services industry, alternative sales experience preferred.
• FINRA Series 7, 63 licensed.
• Previous experience in a hybrid sales capacity preferred but not mandated.
• Leverage AI as a tool to drive efficiency.

Skills & Attributes

• Collaborative in nature and willing to thrive in a team focused environment.
• Entrepreneurial mindset with a high level of accountability.
• Record of success in a consultative, sales focused environment.
• Strong knowledge of macroeconomics, assets allocation, fixed income, equity and alternative markets.
• Excellent communication and presentation skills.
• Strong time management and organizational skills.
• Interpersonal skills with proven ability to build effective relationships.
• Proactive and innovative self-starter.

It is expected that the base annual salary range for this New York City-based position will be $125,000 to $135,000, eligible for bonus. 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 (NYSE: OWL) is a leading asset manager that is redefining alternatives. With over $319 billion in assets under management as of June 30, 2026, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. 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 1,380 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com