Private Wealth VP: Regional Advisor Growth Lead

Blue Owl

New York (NY)

On-site

USD 130,000 - 145,000

Full time

2 days ago
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Job summary

Blue Owl is seeking a Market Leader (Vice President) to grow its Private Wealth distribution in a defined New York City–based territory. This in-office role requires 1–2x monthly travel and a strong track record in financial services.

The candidate will lead advisor engagement, schedule meetings, and deploy senior resources to high-impact discussions, while delivering measurable sales results and ownership over territory performance.

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.
  • Hybrid/internal & external sales experience with increasing responsibility.
  • Proven ability to independently manage a sales territory and deliver strong commercial outcomes.
  • Leverage AI as a tool to drive efficiency.

Responsibilities

  • Drive sales growth by developing and managing relationships with financial advisors in the assigned territory.
  • Execute proactive outreach via phone, email, virtual meetings, and in-person engagements.
  • Independently schedule and lead advisor meetings and portfolio reviews.
  • Deploy senior sales resources for high-impact meetings within the territory.
  • Represent Blue Owl at partner-firm and advisor conferences as a senior contact.
  • Maintain accountability for territory sales results and wallet share growth.
  • Provide exceptional client service and address product, technical, and competitive inquiries.
  • Be a senior expert on private markets and the competitive landscape.
  • Collaborate to develop a data-driven territory business plan.

Skills

Consultative sales
Macro/asset allocation
Communication skills
Time management

Education

Bachelor's degree

Tools

FINRA Series 7 & 63

Job description

Blue Owl is seeking a Market Leader (Vice President) to grow its Private Wealth distribution in a defined New York City–based territory. This in-office role requires 1–2x monthly travel and a strong track record in financial services.

The candidate will lead advisor engagement, schedule meetings, and deploy senior resources to high-impact discussions, while delivering measurable sales results and ownership over territory performance.

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