Private Wealth, Relationship Management Associate
Core
Accelerate adoption of Blue Owl investment solutions by cultivating relationships with financial advisors and positioning senior market leaders for client engagements.
Role type
Private Wealth Relationship Management Associate
Builds
Private capital solutions for businesses and alternative investment opportunities for institutional and individual investors
Domain
Asset Management / Private Wealth
Deliverable
client delivery
Required skills
FINRA Series 7 license, FINRA Series 63 or 66 license, sales experience, territory business planning, CRM management, pipeline tracking, Centers of Influence relationship management
Preferred skills
alternative sales experience, knowledge of private market strategies
Technologies
CRM systems
Responsibilities
Partner with Market Team to develop and execute territory business plans, develop and maintain relationships with financial advisors, cross-sell the full Blue Owl platform, provide technical and competitive positioning support, coordinate team utilization and efficiency within CRM, progress market team pipeline, manage relationships with Centers of Influence
Seniority
Associate, entry-level individual contributor