Private Wealth, Relationship Management Associate

About 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.

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.
• Provide superior client service and responds to technical, product and competitive positioning inquiries as needed.
• Actively progresses the market team’s pipeline and effectively tracks new opportunities.
• Coincides team utilization and efficiency within the CRM, including but not limited to, client & firm data, lead generation and territory dashboards.
• 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.
• Opportunistic 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.
• 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.

Pay

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.

Schedule

The Role is in office Monday to Friday.