Vice President / Principal managing private wealth relationships at Blue Owl, focusing on RIA strategic accounts and fundraising initiatives. Leading communication and engagement with key client stakeholders across investment platforms.
Responsibilities
Cultivate and manage strategic relationships with private wealth platforms, specially with custodians, and digital investment platforms, while proactively building new connections across multiple organizational levels
Lead onboarding of new products, selling agreements, and platform documentation to ensure seamless integration and compliance
Maintain deep expertise in partner platforms, manager evaluation processes, firm initiatives, and emerging investment trends
Develop a comprehensive understanding of Blue Owl’s investment strategies and solutions, including financial and structural aspects
Educate advisory teams and key stakeholders on Blue Owl’s alternative investment offerings, ensuring clarity and alignment with client objectives
Drive strategic marketing initiatives by contributing to plan development, identifying growth opportunities, and tracking measurable outcomes
Serve as the primary internal liaison for cross-functional coordination among Sales, Product, Legal, and Operations teams
Monitor platform developments and industry dynamics, communicating actionable insights to internal stakeholders
Represent Blue Owl at partner meetings and industry events to reinforce the firm’s presence and thought leadership
Travel as needed to support platform relationships and enhance firm visibility
Requirements
Minimum of 7 years of experience in investment management
Candidates may have alternative experience; however, it is essential that they have covered custodians
Proven ability to communicate and present effectively with internal and external stakeholders
Strong understanding of Blue Owl’s investment strategy, differentiators, and competitive positioning
Highly motivated, with the ability to work independently, prioritize tasks, and meet deadlines and fundraising goals
Collaborative mindset with experience working in a team-oriented sales environment
Willingness to travel as needed
Bachelor’s degree or equivalent education required
Series 7 and 66 (or equivalent)
Benefits
Discretionary bonus based on individual and team performance
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