Private Wealth, Relationship Management Associate

blueowl; New York (NY); On-site; USD 115,000 - 125,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Time management

Organizational skills

Adaptability

Sales track record

Interpersonal skills

Self-starter

AI usage

Communication

Presentation skills

Team player

Entrepreneurial mindset

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

This 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 product 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.

• Leverage AI as a tool to drive efficiency

• 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.