Private Wealth VP, Advisor Growth & Territory Strategy

Blue Owl Capital Holdings LLC; United States; Sur place; USD 130 000 - 145 000; Plein temps

Avantages offerts par ce poste

Bonus eligibility

Résumé du poste

Blue Owl Capital Holdings LLC is seeking a Market Leader (Vice President) to drive adoption and growth of investment solutions across a defined territory in a hybrid, NYC-based sales role with in-territory travel 1–2x per month. The position emphasizes strategic advisor engagement, cross‑functional collaboration, and leadership within the private wealth channel.

Requires 6–10+ years in financial services, FINRA Series 7 and 63, and a proven track record in territory management.

Qualifications

• Bachelor’s degree with 6–10+ years of financial services experience, ideally within alternative investments or private wealth distribution.
• FINRA Series 7 and 63 required.
• Demonstrated success in a hybrid internal/external sales capacity with increasing responsibility.
• Proven ability to independently manage a sales territory and deliver strong commercial outcomes.

Responsabilités

• Drive sales growth by independently developing, deepening, and managing relationships with financial advisors across the assigned territory.
• Execute proactive outreach through phone, email, virtual meetings, and in‑person engagement to expand advisor adoption of Blue Owl solutions.
• Independently schedule and lead advisor meetings, portfolio reviews, and group presentations, leveraging in‑territory travel 1–2x monthly.
• Represent Blue Owl at partner‑firm and advisor conferences, acting as a senior point of contact for clients and prospects.
• Maintain accountability for territory sales results, with a focus on generating new producers and expanding wallet share among existing relationships.

Connaissances

Financial services sales

Advisor engagement

Territory management

AI tools

Relationship building

Presentation skills

Formation

Bachelor's degree

Description du poste

Blue Owl Capital Holdings LLC is seeking a Market Leader (Vice President) to drive adoption and growth of investment solutions across a defined territory in a hybrid, NYC-based sales role with in-territory travel 1–2x per month. The position emphasizes strategic advisor engagement, cross‑functional collaboration, and leadership within the private wealth channel.

Requires 6–10+ years in financial services, FINRA Series 7 and 63, and a proven track record in territory management.