Private Wealth, Sales Desk Manager – Vice President
Core
Lead a team of Relationship Management Associates (Internal Wholesalers) within the Private Wealth organization to drive sales performance and revenue growth.
Role type
Senior IC sales desk manager (team leadership)
Builds
Internal sales team performance and revenue growth for private wealth clients
Domain
Financial services / Private Wealth / Alternative Investments
Required skills
Team leadership, sales strategy, KPI management, talent development, client engagement, cross-functional collaboration, recruiting, Salesforce proficiency
Preferred skills
Alternative investment sales experience, coaching expertise, macroeconomic analysis
Technologies
Salesforce, Microsoft Office Suite
Responsibilities
Provide leadership, coaching, and mentorship to a team of Relationship Management Associates; Design and implement career development frameworks and leadership plans; Redefine and optimize KPI structures to drive consistent outperformance; Develop and execute innovative sales strategies that accelerate revenue growth; Partner with National Sales Managers, Regional Sales Managers, and Senior Market Leaders to align internal and external sales efforts; Maintain deep expertise in Blue Owl's investment strategies and articulate macroeconomic trends to inform strategic decision-making and client engagement; Collaborate with Operations to identify and lead initiatives that enhance client service delivery and operational efficiency across the business; Champion sales enablement projects that maximize the value of technology platforms (Salesforce, Outreach) and leverage data-driven insights for pipeline optimization; Oversee recruiting, hiring, and onboarding processes for internal sales roles; Drive cross-functional alignment with Marketing, Portfolio Strategy & Solutions, and Strategic Accounts to execute firm-wide initiatives and achieve organizational goals.
Seniority
Senior, hands-on IC
