Private Wealth, Tax Advantaged Strategy – Principal

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:

Within our Global Private Wealth business, we are seeking a dynamic and highly commercial Tax Advantaged Strategy Leader to join the Global Portfolio Solutions & Strategy (GPSS) team, based in New York, to drive the growth of our private tax advantaged portfolio with many of the largest private banks and wealth management firms. The primary focus will be on Blue Owl’s tax advantaged products, inclusive of 1031 RE Exchange, Insurance Dedicated Funds, and other compelling products and structures built for US-tax-sensitive investors. The successful candidate will develop and drive the Tax Advantaged narrative while also leading a high performing team of product specialists. The candidate will also serve as a commercial partner to the US private wealth sales and marketing teams representing the Tax Advantaged platform across Private Wealth Wires, Regionals & Independents, and RIA. Key attributes include the ability to articulate the compelling value proposition of Tax Advantaged investing, develop and cultivate Blue Owl thought-leadership across the category and curriculum for a Tax Advantaged educational program, and manage a team of Tax Advantaged product specialists. 

Blue Owl seeks an individual with high integrity, energy, and ambition to impact the firm's global business. This is a key role within the Private Wealth business.  Success will rely on the individual’s ability to build, organize and scale a Tax Advantaged Solutions platform. The successful candidate must be able to organize and build a platform, manage a team, influence clients, author compelling product narratives, and demonstrate enthusiasm around joining a collaborative and collegial team. The individual must have the presence to represent the firm in various internal and external forums as a premier, global alternative asset manager.

Responsibilities:

• Tax Advantaged Platform Development: Leverage Marketing and Sales organization to scale knowledge of our portfolio of tax-advantaged products, their features, functionalities, and benefits.

• Tax Advantaged Expertise: Stay up-to-date with industry trends, regulatory shifts and market changes, and key positioning/themes.

• Tax Advantaged “Institute”: Publish white papers and thought pieces. Develop FA-facing and influencer (accountant/legal) educational and CE curriculum.

• Serve as a client-facing subject matter expert (SME) to platform adoption.

• Product Leadership: Lead/manage/hire a growing team of product specialists, partner with Marketing to create and deliver Tax Advantaged narrative through a generalist sales team.

• Monitor competitive landscape by continuous analysis of our competitors and draft competitive positioning points for sales team.

• Present at client meetings, roadshows, sales and due diligence calls, industry conferences, internal and external video content.

• Partner with Private Wealth Marketing team to develop and execute educational content, including market commentary, platform positioning, competitive landscape, and case studies.

• Partner with Strategic Accounts team to deliver Tax Advantaged curriculum and thought leadership on partner platforms.

• Partner with product development on the evaluation of new investment strategies, sizing new market opportunities, and identifying enhancements to our product offering

• Tax efficient Investment and markets acumen, ideally with a depth of experience across 1031 and Insurance

• Demonstrated ability to write effectively and strong communication and presentation skills

• Leadership and managerial experience of a tax advantaged product specialist team

• Ability to develop rapport and trust with internal stakeholders and external clients

• Proven track record in working with cross-functional teams, e.g., partnering with sales, marketing, investments, product strategy, and compliance at all levels

• Results driven with a high level of attention to detail and commitment to excellence

• Willingness to work in a team environment, across multiple geographies

• Self-motivated with a high level of integrity and ethics 

• Strong organizational skills: ability to multi-task, prioritize and collaborate across geographically disperse teams in a fast-paced environment

• Energetic communicator with the ability to create excitement and sense of urgency to act

Qualifications:

• 10+ years professional experience in asset management (tax advantaged products preferred)

• BA/BS degree required with strong quantitative skills; CFA/CAIA/MBA a plus

• Familiarity with markets, securities, investment strategies and the relevant tax and regulatory framework

• This position is based in New York

• Expect approximately occasional domestic travel

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.