Private Wealth, Relationship Management (Internal Wholesaler), Associate - Canada

Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. 
 

With over $250 billion in assets under management as of December 31, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Assets. Anchored by a
strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies
​differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.

Together with over 1,100 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com.

This role is in office Monday to Friday.

The Role:

The Relationship Management Associate (RMA) role is an essential part of our Private Wealth team and tasked with accelerating the adoption of Blue Owl investment solutions. The Associate will partner with the Market Team to cultivate relationships with financial advisors within a designated channel and territory in Canada, maintaining a high level of service and representing themselves as a subject matter expert for our investment offerings.

Responsibilities:

• Partner with Market Team: Regional Market Leader, and Sales Service Analyst (SSA) to develop and execute a territory business plan while utilizing data to optimize client engagement in Canada.
• Actively position Regional Market Leader and/or senior resources in market for client meetings and events in Canada.
• Develop, maintain, and deepen relationships with new and existing financial advisors in the region.
• Cross sell and position the full Blue Owl platform for applicable clients.
• Provide superior client service and respond to technical, product, and competitive positioning inquiries as needed for Canadian clients.
• Actively progress the market team’s pipeline and effectively track new opportunities.
• Coordinate team utilization and efficiency within the CRM, including but not limited to, client & firm data, lead generation, and territory dashboards.
• Develop and manage relationships with Centers of Influence (COI) at our partner firms.
• Become a knowledgeable resource on private market strategies, competitors, and products available in the alternative industry for the Canadian market.
• Opportunistically travel within the Canadian territory for client engagement or industry conferences (if applicable).

Qualifications:

• Bachelor's degree with 2+ years of experience in the financial services industry/sales related position, alternative sales experience preferred.
• FINRA Series 7 license required
• FINRA Series 63 or 66 license required
• Strong time management and organizational skills.
• Easily adaptable – must be able to process large volume of information and manage competing priorities.
• Record of success in a sales-focused environment.
• Strong interpersonal skills with proven ability to build effective relationships.
• Proactive and innovative self-starter.
• Excellent communication and presentation skills.
• Collaborative in nature and willing to thrive in a team-focused environment.
• Entrepreneurial mindset with a high level of accountability.

It is expected that the base annual salary range for this New York City-based position will be $115,000 to $125,000. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.