Private Wealth Relationship Associate (In-Office)

blueowl; New York (NY); Presencial; USD 115 000 - 125 000; Tempo integral

Resumo da oferta

Blue Owl is seeking a Relationship Management Associate for its Private Wealth team in New York. You will accelerate adoption of investment solutions by partnering with the Market Team to engage financial advisors and present our investment offerings as a subject matter expert.

You will develop client relationships, manage a robust pipeline, and coordinate CRM data while collaborating with Senior Market Leaders and MLs. Occasional travel to client events is expected.

Qualificações

• Bachelor's degree and 2+ years in financial services or sales.
• FINRA Series 7 and Series 63 or 66 licenses or ability to obtain on hire.
• Strong time management, multitasking, and client engagement skills.

Responsabilidades

• Partner with Market Team to develop a territory business plan using data.
• Position senior resources in client meetings and events.
• Develop and deepen relationships with financial advisors.
• Cross-sell and position the Blue Owl platform.
• Provide superior client service and respond to inquiries.
• Progress the market team’s pipeline and track opportunities.
• Coordinate CRM data and territory dashboards.
• Develop relationships with Centers of Influence at partner firms.
• Become a knowledgeable resource on private market strategies.
• Travel in territory for client engagement or conferences.

Conhecimentos

Time management

Organizational skills

Adaptability

Sales track record

Interpersonal skills

Self-starter

AI usage

Communication

Presentation skills

Team player

Entrepreneurial mindset

Formação académica

Bachelor's degree

Descrição da oferta de emprego

Blue Owl is seeking a Relationship Management Associate for its Private Wealth team in New York. You will accelerate adoption of investment solutions by partnering with the Market Team to engage financial advisors and present our investment offerings as a subject matter expert.

You will develop client relationships, manage a robust pipeline, and coordinate CRM data while collaborating with Senior Market Leaders and MLs. Occasional travel to client events is expected.