Private Wealth, Market Leader – Vice President

Responsibilities

• Drive sales growth by independently developing, deepening, and managing relationships with new and existing financial advisors across the assigned territory.
• Execute a high level of proactive outreach through phone, email, virtual meetings, and in-person engagement to expand advisor adoption of Blue Owl solutions.
• Independently schedule and lead advisor meetings, portfolio reviews, and group presentations, leveraging in-territory travel 1–2x monthly.
• Strategically deploy senior sales and investment resources for high-impact meetings within the territory.
• Represent Blue Owl at partner firm and advisor conferences, acting as a senior point of contact for clients and prospects.
• Maintain accountability for territory sales results, with a focus on generating new producers and expanding wallet share among existing relationships.
• Provide exceptional client service, addressing product, technical, and competitive inquiries with a high degree of precision and professionalism.
• Serve as a senior expert on private markets, competitor positioning, and the broader alternative investment landscape.
• Partner closely with the Market Team—including the Regional Market Leader, Relationship Management Associate (RMA), and Sales Service Associate (SSA)—to develop and execute a data-driven territory business plan.
• Consistently meet or exceed sales goals and KPIs established for the role and territory.

Qualifications

• Bachelor’s degree with 6–10+ years of financial services experience, ideally within alternative investments or private wealth distribution.
• FINRA Series 7 and 63 required.
• Demonstrated success in a hybrid internal/external sales capacity with increasing responsibility.
• Proven ability to independently manage sales territory and deliver strong commercial outcomes.
• Ability to work in San Francisco, CA or Denver, CO territory.

Pay

The base annual salary range for this San Francisco-based position and Denver-based position will be $100,000 to $125,000. Actual salary offered will be based on the candidate’s skill, experience, and qualification for the role.

Schedule

The Role is in office Monday to Friday.