Private Wealth, Sales Service Associate

Blue Owl Capital Inc.; New York (NY); On-site; USD 80,000 - 95,000; Full time

Job summary

Blue Owl Capital Inc. in New York City is seeking a Private Wealth Sales Service Associate to partner with the Market Team and serve investors with high‑quality administrative support.

The role emphasizes CRM reporting, account updates, and coordination between operations and sales. A bachelor’s degree and 1–3 years of related experience are preferred; FINRA licenses are encouraged but not required.

Qualifications

• Bachelor's degree with 1–3 years related experience.
• FINRA licenses (SIE, Series 7, Series 63) encouraged but not required.
• Strong Excel/Word/PowerPoint and client service focus.
• Excellent communication, detail orientation, and time management.

Responsibilities

• Support sales initiatives and investor service requests with the Market Team.
• Facilitate investor account updates, capital call notices, and tax documents.
• Bridge operations and sales to ensure a best‑in‑class client experience.
• Develop operational knowledge to assist Financial Advisors with fundraising.
• Generate ad hoc CRM reports and maintain data integrity.

Skills

Interpersonal skills

CRM management

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

## Private Wealth, Sales Service AssociateApplylocations: New York City, NYtime type: Full timeposted on: Posted 30+ Days Agojob requisition id: R-101918Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives.With over $315 billion in assets under management as of March 31, 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 1,390 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.comThis role is in office Monday to Friday.**The Role** The Sales Service Associate (**SSA**) role is an essential part of our Private Wealth team and tasked with preserving the operational efficiency of our organization. The Associate will partner with the Market Team to maintain a high level of service, facilitate the needs of our clients, and optimize the Market Team’s effectiveness with reporting and CRM management. **Primary Responsibilities*** Partner with Market Team: Sr. Market Leader, Market Leader, and Relationship Management Associate (RMA) to support sales initiatives and investor service requests.* Facilitate escalated operational requests for investor accounts (account updates, rep changes, capital call notices, investor portal log in requests, tax documents, business processing redemption requests).* Liaison between operations and sales team streamlining an efficient and best-in-class client experience.* Develop operational and business processing expertise across our selling syndicate to assist Financial Advisors through white glove service.* Become a knowledgeable resource on private market strategies, competitors, and products available in the alternative industry.* Demonstrates competence in our core, perpetual strategies, and high-level understanding of campaign funds to assist with fundraising* Coordinate investor information to help sales teams maximize product impact.* Generate ad hoc reports for sales team.* Maintain data integrity in CRM database.**Qualifications*** Bachelor's degree with 1-3 years of related experience preferred.* FINRA licenses (SIE, Series 7, and Series 63) not required but encouraged.**Skills & Attributes*** Strong interpersonal skills with proven ability to build effective relationships.* High proficiency in Microsoft Excel, Word and PowerPoint.* Excellent interpersonal and written communication.* Detail oriented.* Strong time management and organizational skills.* Diplomacy in client interactions.* Work independently and in a team environment.* Proactive and innovative self-starter.* 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 $80,000 to $95,000. 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.