Private Wealth, Relationship Management Associate

Blue Owl Capital Holdings LLC; United States; Sur place; USD 115 000 - 125 000; Plein temps

Résumé du poste

Blue Owl Capital Holdings LLC is seeking a Relationship Management Associate for its Private Wealth team in New York City. The role focuses on accelerating adoption of Blue Owl investment solutions by partnering with the Market Team to cultivate relationships with financial advisors and provide expert knowledge on our offerings.

The Associate will support senior leaders, manage client engagements, and help grow the firm’s advisory network while delivering exceptional service and leveraging AI

Qualifications

• Bachelor's degree with 2+ years in financial services or sales.
• Alternative sales experience preferred.
• Strong interpersonal and communication skills.

Responsabilités

• Develop and execute territory business plans with the Market Team.
• Actively engage financial advisors and deepen client relationships.
• Cross-sell and position the full Blue Owl platform for clients.
• Maintain CRM data, pipelines, and territory dashboards.
• Travel within the territory for client meetings and industry conferences.

Connaissances

Relationship building

Sales

Communication

Time management

Organizational skills

AI in workflow

Presentation

Team collaboration

Entrepreneurial mindset

Adaptability

Formation

Bachelor's degree

Outils

CRM software

Description du poste

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 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.

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.

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