Private Wealth Strategy Senior Lead

Posted 5 Days Ago
Be an Early Applicant
New York, NY
225K-250K Annually
Senior level
Fintech • Payments • Financial Services
The Role
The Private Wealth Strategy Senior Lead will drive the strategic direction of the Private Wealth division by enhancing market presence through strategic partnerships, innovative product solutions, and market expansions. Responsibilities include identifying high-impact partnerships, developing strategies for integrating products with partners, and ensuring internal capabilities align with market demand.
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 Private Wealth Strategy Senior Lead for Blue Owl’s Private Wealth division will be a pivotal force in defining and driving the strategic direction of our Private Wealth division. This leader will spearhead initiatives to significantly enhance Blue Owl’s market presence through innovative partnerships, cutting-edge product solutions, and strategic geographic and channel expansions. By leveraging deep market insights, advanced data analytics, and competitive intelligence, this leader will ensure Blue Owl remains at the forefront of industry trends and client expectations.

Responsibilities:

  • Identify and secure high-impact strategic partnerships to expand Blue Owl’s capabilities, enhance its strategic positioning, and penetrate new market segments.

  • Develop creative strategies to integrate Blue Owl’s products and capabilities with partners, and, where relevant, collaborate on co-developing innovative investment solutions for wealth management advisors and clients.

  • Expand Blue Owl’s reach across diverse client segments and geographical regions, while proactively assessing risks, analyzing competitor activities, and identifying opportunities in new markets.

  • Design business plan (short and longer term) to assess opportunities where private wealth can expand across regions, channels, and product structures

  • Ensure Blue Owl’s internal capabilities—such as distribution channels, product development, and operational processes—are developed in line with industry best practices and evolving market demand.

  • Collaborate closely with Private Wealth leadership to share and implement industry best practices, ensuring that the organization’s internal capabilities remain competitive, efficient, and market leading.

Qualifications:

  • 10+ years in consulting or strategy roles within wealth management, asset management, or private markets.

  • Proven ability to strategically convert high-value opportunities into tangible business outcomes. Skilled in influencing and negotiating with senior stakeholders, with a demonstrated track record of successfully closing complex deals that foster long-term partnerships and drive revenue growth.

  • Expertise of alternative investment strategies, with experience collaborating with product teams to develop new product solutions.   A strong knowledge and network within the alternative investments or asset management space is also essential.

  • Demonstrated ability to lead cross-functional teams, influence senior stakeholders, and drive large-scale strategic initiatives to completion.  Ability to tackle complex problems with an entrepreneurial and creative mindset.

  • Exceptional ability to understand client needs and deliver tailored solutions that exceed expectations for private wealth clients.

  • Possesses a well-established network of senior leaders in private wealth, asset management, and related sectors, enabling quick access to opportunities and accelerating market penetration.  Demonstrated excellence in delivering compelling presentations to diverse audiences, including senior executives and key stakeholders.

  • Proficiency in Microsoft Office Suite

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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