Private Wealth, Relationship Management Associate

Blue Owl Capital Inc.

New York (NY)

On-site

USD 115,000 - 125,000

Full time

14 days+

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Benefits offered by this job

Discretionary bonus
In-office in NYC

Job summary

Blue Owl Capital Inc. in New York City seeks a Relationship Management Associate for our Private Wealth team. You will partner with the Market Team to cultivate relationships with financial advisors, manage a robust pipeline, and position the Blue Owl platform for clients.

The role requires a Bachelor's degree and 2+ years in financial services, plus FINRA Series 7 and Series 63/66 (or ability to obtain). A strong, proactive, team-oriented mindset and excellent communication are essential.

Qualifications

  • Bachelor's degree and 2+ years in financial services or sales-related role.
  • FINRA Series 7 license required or ability to obtain upon hire.
  • FINRA Series 63 or 66 license required or ability to obtain upon hire.
  • Strong time management and organizational skills; ability to manage multiple priorities.
  • Excellent communication and presentation skills; collaborative in team settings.

Responsibilities

  • Partner with Market Team to develop and execute a territory business plan and optimize client engagement.
  • Actively position senior resources in market for client meetings and events.
  • Develop, maintain and deepen relationships with financial advisors.
  • Cross-sell and position the full Blue Owl platform for applicable clients.
  • Provide superior client service and respond to technical, product and competitive inquiries.
  • Progress the market team’s pipeline and maintain territory dashboards and CRM data.

Skills

Relationship building
Time management
Communication
Proactive/self-starter
Team collaboration
Adaptability
Sales experience
Presentation skills

Education

Bachelor's degree

Job description

## Private Wealth, Relationship Management AssociateApplylocations: New York City, NYtime type: Full timeposted on: Posted 30+ Days Agojob requisition id: R-101917Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives.With over $315 billion in assets under management as of March 31, 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 1,390 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.comThis role is in office Monday to Friday.**The Role**The Relationship Management Associate (**RMA**) role is an essential part of our Private Wealth team and tasked with accelerating the adoption of Blue Owl investment solutions. The Associate will partner with the Market Team to cultivate relationships with financial advisors within a designated channel and territory, maintaining a high level of service and representing themselves as a subject matter expert for our investment offerings.**Primary Responsibilities*** Partner with Market Team: Senior Market Leader (SML), Market Leader (ML) and Sales Service Analyst (SSA) to develop and execute a territory business plan while utilizing data to optimize client engagement.* Actively position Senior Market Leader and/or senior resources in market for client meetings and events.* Develop, maintain, and deepen relationships with new and existing financial advisors.* Cross sell and position the full Blue Owl platform for applicable clients.* Provide superior client service and responds to technical, product and competitive positioning inquiries as needed.* Actively progresses the market team’s pipeline and effectively tracks new opportunities.* Coordinates team utilization and efficiency within the CRM, including but not limited to, client & firm data, lead generation and territory dashboards.* Develop and manage relationships with Centers of Influence (COI) at our partner firms.* Become a knowledgeable resource on private market strategies, competitors, and products available in the alternative industry.* Opportunistically travel in territory for client engagement or industry conferences (if applicable).**Qualifications*** Bachelor's degree with 2+ years of experience in the financial services industry/sales related position, alternative sales experience preferred.* FINRA Series 7 license required, or ability to obtain upon hire.* FINRA Series 63 or 66 license required, or ability to obtain upon hire.**Skills & Attributes*** Strong time management and organizational skills.* Easily adaptable – must be able to process large volume of information and manage competing priorities.* Record of success in a sales focused environment.* Strong interpersonal skills with proven ability to build effective relationships.* Proactive and innovative self-starter.* Excellent communication and presentation skills.* Collaborative in nature and willing to thrive in a team focused environment.* Entrepreneurial mindset with a high level of accountability.It is expected that the base annual salary range for this New York City-based position will be $115,000 to $125,000. 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.
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