Private Wealth, Relationship Management Associate
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Before you apply
Salary$115k – $125k
LocationNew York City, NY
Work modeon-site
Typefull-time
SeniorityMid
Experience2+ yrs
DepartmentPrivate Wealth
Company size1,001–5,000 people
PostedAug 7, 2026 · 3mo ago
Verified live3d ago
At a glanceSummarised by Seekless from the posting.
Bachelor's degree
2+ years of experience in the financial services industry/sales related position
FINRA Series 7 license required, or ability to obtain upon hire
FINRA Series 63 or 66 license required, or ability to obtain upon hire
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
Leverage AI as a tool to drive efficiency
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
Alternative sales experience preferred
Skills
CRM
About the company
Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®.
With over $319 billion in assets under management as of June 30, 2026, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. 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 1,380 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, maintaining a high level of service and representing themselves as a subject matter expert for our investment offerings.
Primary Responsibilities
•
Partner with Market Team: Senior Market Leader (SML), Market Leader (ML) and Sales Service Analyst (SSA) to develop and execute a territory business plan while utilizing data to optimize client engagement.
•
Actively position Senior Market Leader and/or senior resources in market for client meetings and events.
•
Develop, maintain, and deepen relationships with new and existing financial advisors.
•
Cross sell and position the full Blue Owl platform for applicable clients.
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Provide superior client service and responds to technical, product and competitive positioning inquiries as needed.
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Actively progresses the market team’s pipeline and effectively tracks new opportunities.
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Coordinates team utilization and efficiency within the CRM, including but not limited to, client & firm data, lead generation and territory dashboards.
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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.
•
Opportunistically travel in 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, or ability to obtain upon hire.
•
FINRA Series 63 or 66 license required, or ability to obtain upon hire.
Skills & Attributes
•
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.
•
Leverage AI as a tool to drive efficiency
•
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.
Legal
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.
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