Private Wealth, Market Leader - Vice President

InforCapital, partnership; United States; On-site; USD 150,000 - 230,000; Full time

Job summary

Blue Owl is seeking a Market Leader (Vice President) to drive adoption of investment solutions across a defined territory within a hybrid sales framework. You will lead advisor engagement, develop a data-driven territory plan, and partner with senior team members to meet and exceed sales KPIs.

Travel is expected 1–2x per month as needed. The role requires 6–10+ years in financial services, a Bachelor’s degree, and FINRA Series 7 and 63 licenses.

Qualifications

• Bachelor’s degree with 6–10+ years in financial services or private wealth.
• FINRA Series 7 and 63 licenses required.
• Proven success in advisor engagement and sales within financial services.

Responsibilities

• Drive sales growth by independently developing and managing relationships with financial advisors across the territory.
• Schedule and lead advisor meetings, portfolio reviews, and group presentations, including in-person and virtual engagements.
• Represent Blue Owl at partner-firm and advisor conferences and act as a senior SME on private markets.

Skills

FINRA Series 7 & 63

Financial services experience

Advisor relationship management

Education

Bachelor’s degree

Job description

LocationUnited States## About This RoleBlue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives(R). With over $307 billion in assets under management as of December 31, 2025, 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 approximately 1,365 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 (Vice President) role is a critical member of the Private Wealth sales organization, responsible for driving the adoption and growth of Blue Owl’s investment solutions across a defined territory and channel. As a VP, this individual will serve as a strategic partner to the Regional Market Leader and broader Market Team, leading high‐impact advisor engagement, advancing key distribution initiatives, and representing Blue Owl as a senior subject‐matter expert in private markets. This is a hybrid sales role with expected in‐territory travel 1–2x per month. Primary Responsibilities Drive sales growth by independently developing, deepening, and managing relationships with new and existing financial advisors across the assigned territory. Execute a high level of proactive outreach through phone, email, virtual meetings, and in‐person engagement to expand advisor adoption of Blue Owl solutions. Independently schedule and lead advisor meetings, portfolio reviews, and group presentations, leveraging in‐territory travel 1–2x monthly. Strategically deploy senior sales and investment resources for high‐impact meetings within the territory. Represent Blue Owl at partner‐firm and advisor conferences, acting as a senior point of contact for clients and prospects. Maintain accountability for territory sales results, with a focus on generating new producers and expanding wallet share among existing relationships. Provide exceptional client service, addressing product, technical, and competitive inquiries with a high degree of precision and professionalism. Serve as a senior expert on private markets, competitor positioning, and the broader alternative investment landscape. Partner closely with the Market Team—including the Regional Market Leader, Relationship Management Associate (RMA), and Sales Service Associate (SSA)—to develop and execute a data‐driven territory business plan. Consistently meet or exceed sales goals and KPIs established for the role and territory. Qualifications Bachelor’s degree with 6–10+ years of financial services experience, ideally within alternative investments or private wealth distribution. FINRA Series 7 and 63 required. Demonstrated success in a ...