Private Wealth, R&I Strategic Partnerships, Principal

Posted 5 Days Ago
Be an Early Applicant
New York, NY
250K Annually
Senior level
Fintech • Payments • Financial Services
The Role
The role involves managing relationships with private wealth platforms, developing a deep understanding of the firm's products, and executing strategic marketing plans. Responsibilities include educating advisory teams, responding to client requests, and collaborating with a team to meet fundraising goals.
Summary Generated by Built In

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 individuals that make up the Strategic Partnership Team work in a collaborative manner to ensure delivery of the highest level of service to wealth management clients. The successful candidate will work closely with the team, in both a fundraising and relationship management capacity, and will have lead partner management responsibility activating in multiple top client accounts within the regional and independent broker/dealer channel. The role requires the candidate to develop a full understanding of Blue Owl’s investment strategy and products and requires regular travel and communication with strategic relationships. 

Responsibilities:

  • Manage relationships with private wealth platforms and continually develop relationships at the management, research team and advisory team levels.

  • Understand and maintain a working knowledge of firms’ platforms, manager evaluation process, firm initiatives, and investment trends.

  • Develop a thorough financial and structural understanding of the Blue Owl’s products.

  • Actively educate advisory teams and stakeholders on Blue Owl’s growing offering of alternative investment strategies and products.

  • Develop and execute on strategic marketing plans including the identification of opportunities, determination of an effective sales strategy for each target and measurement of results.

  • Respond to internal and external requests with a client service mind-set and a strong sense of urgency.

Qualifications:

  • Alternative investment management experience ideally focused on credit products including private debt and / or private equity.

  • At least 15 years of client facing experience and strong relationships.

  • Excellent communication, presentation, and interpersonal skills.

  • Ability to quickly understand and articulate Blue Owl’s investment strategy, differentiating factors and competitive advantage.

  • Highly motivated with the ability to work independently, set priorities, multitask, and meet deadlines and fundraising goals.

  • Ability to work in a team-oriented sales environment in which sharing information and collaboration is essential for success.

  • Strong presence, perspective and competence that engenders trust and confidence within the institutional investor community.

  • Ability to travel.

  • Bachelor’s degree or equivalent education required

  • Series 7 and 66 or equivalent required

It is expected that the base annual salary range for this New York City-based position will be 225,000 to $250,000. 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.

Blue Owl is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. 

The Company
New York, NY
1,162 Employees
On-site Workplace
Year Founded: 2021

What We Do

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

With $235 billion in assets under management as of September 30, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate. 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 1,050 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com.

Social Media Disclaimers
https://www.blueowl.com/social-media-disclaimers

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