Private Wealth, Sales Service Associate - On-site

Usi Insurance; New York, Northern (NY, KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Blue Owl is seeking a Sales Service Associate to join our Private Wealth team in an in-office capacity. The role supports the Market Team to uphold service levels, respond to investor requests, and optimize reporting and CRM workflows.

The successful candidate will collaborate with senior market leaders, manage investor documentation, and generate reports while maintaining data integrity in CRM systems. A bachelor’s degree with 1–3 years of related experience is preferred.

Qualifications

• Bachelor's degree with 1-3 years of related experience preferred.
• FINRA licenses (SIE, Series 7, and Series 63) not required but encouraged.
• Leverage AI as a tool to drive efficiency.

Responsibilities

• Partner with Market Team to support sales initiatives and investor service requests.
• Facilitate escalated operational requests for investor accounts and tax documents.
• Liaison between operations and sales to streamline client experience.
• Develop operational expertise to assist Financial Advisors with white glove service.
• Coordinate investor information to maximize product impact and generate ad hoc reports.
• Maintain data integrity in CRM database.

Skills

Interpersonal skills

Written communication

Time management

Teamwork

Education

Bachelor's degree with 1-3 years of related experience

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

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, visitwww.blueowl.com

This 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.

Job 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.
• Leverage AI as a tool to drive efficiency.

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.