Private Wealth, Market Leader - Senior Associate
Core
Senior Associate in Private Wealth sales team accelerating adoption of Blue Owl investment solutions by cultivating relationships with financial advisors.
Role type
Senior Associate, hybrid sales
Builds
Private capital solutions and alternative investment opportunities for businesses, institutional investors, and individual investors
Domain
Asset Management / Private Wealth / Alternative Investments
Deliverable
product features
Required skills
Financial services sales experience, FINRA Series 7 & 63 licensing, consultative sales approach, knowledge of macroeconomics and asset allocation, client relationship management, territory business planning
Preferred skills
Alternative sales experience, hybrid sales capacity experience
Technologies
CRM tools, virtual engagement platforms, data analytics tools
Responsibilities
Develop and maintain relationships with financial advisors, conduct proactive sales outreach via phone/email/virtual meetings, schedule and lead advisor meetings and group presentations, partner with senior sales resources in territory, attend advisor conferences, execute territory business plan, meet sales goals/KPIs, provide expert resource on private market strategies and products
Seniority
Mid-level, hands-on IC