Private Wealth Sales & Client Operations Associate

blueowl

New York (NY)

On-site

USD 80,000 - 95,000

Full time

9 days ago

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Job summary

Blue Owl is seeking a Sales Service Associate to join our Private Wealth team in New York City. The role focuses on preserving operational efficiency, partnering with the Market Team to support sales initiatives and investor service requests, and maintaining CRM data integrity.

The position requires strong interpersonal skills, proficiency with Microsoft Office, and the ability to work both independently and in a team.

Qualifications

Bachelor's degree with 1-3 years of related experience preferred.
Leverage AI as a tool to drive efficiency.
FINRA licenses (SIE, Series 7, and Series 63) encouraged.

Responsibilities

Partner with Market Team to support sales initiatives and investor service requests.
Facilitate escalated operational requests for investor accounts (updates, rep changes, tax documents, etc.).
Liaison between operations and sales to ensure a best-in-class client experience.
Develop operational knowledge to assist Financial Advisors through white-glove service.
Become a knowledgeable resource on private market strategies and products.
Coordinate investor information to help sales maximize product impact.
Generate ad hoc reports for the sales team.
Maintain data integrity in CRM database.