Private Wealth, Market Leader - Senior Associate
Core
Senior sales associate cultivating relationships with financial advisors to drive adoption of Blue Owl's private market investment solutions.
Role type
Senior Associate, Private Wealth Sales
Builds
Private capital solutions and alternative investment opportunities for financial advisors, individual investors, and insurance companies
Domain
Asset Management / Private Wealth / Alternative Investments
Deliverable
client delivery
Required skills
consultative sales, relationship building, financial advisor management, sales goal achievement, technical product knowledge, market strategy expertise
Preferred skills
alternative sales experience, hybrid sales capacity, macroeconomics knowledge, assets allocation, fixed income, equity markets
Technologies
CRM systems, virtual engagement platforms, sales data analytics tools
Responsibilities
Develop and maintain relationships with new and existing financial advisors; conduct proactive sales outreach via phone, email, and virtual meetings; schedule and lead one-on-one advisor meetings and group presentations; partner with senior sales and investment resources for territory coverage; attend partner firm and advisor conferences; execute territory business plans using data to optimize engagement; meet or exceed designated sales goals and KPIs; provide expert resources on private market strategies and competitive positioning
Seniority
Mid-level Individual Contributor