Private Wealth Relationship Manager Associate

Blue Owl Capital Holdings LLC

United States

On-site

USD 115,000 - 125,000

Full time

14 days+
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Job summary

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.

Responsibilities

  • 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.

Skills

Relationship building
Sales
Communication
Time management
Organizational skills
AI in workflow
Presentation
Team collaboration
Entrepreneurial mindset
Adaptability

Education

Bachelor's degree

Tools

CRM software

Job description

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

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