Private Wealth RM Associate: Client Advisory & Growth

Blue Owl Capital Inc.; New York (NY); On-site; USD 115,000 - 125,000; Full time

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

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.