Private Wealth, Regional Senior Market Leader - Principal
Core
Drive capital-raising and client relationship efforts for Blue Owl's Private Wealth division across the Northeast US market, focusing on alternative investments for high net worth investors and financial advisors.
Role type
Senior Market Leader (Sales)
Builds
Alternative investment products and capital for private wealth clients
Domain
Asset Management / Private Wealth / Alternatives
Deliverable
client delivery
Required skills
proactive sales execution, capital raising from financial advisors, business plan development, market trend analysis, regulatory navigation, time management, travel management, AI tool utilization
Preferred skills
experience with National broker dealers/wirehouses, product experience in alternatives and private market strategies
Technologies
AI tools
Responsibilities
Perform proactive sales calls and campaigns to promote investment products; raise and retain assets under management within a geographic territory; develop and implement a business plan and sales strategy; maintain understanding of market and investor trends; lead and support efforts of other Market Team members
Seniority
Senior, hands-on IC