Private Wealth Regional Market Leader – Senior Market Leader

🔥 3 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $200k - $225k / year

⏰ Full Time

🟠 Senior

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Blue Owl Capital

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2021

💸 Finance

🏠 Real Estate

🏢 Enterprise

Finance • Real Estate • Enterprise

Blue Owl Capital is a leading investment firm specializing in private markets. The company offers a wide range of investment platforms, including credit, GP strategic capital, and real estate solutions. Blue Owl Capital serves alternative asset managers, financial advisors, growth tech companies, institutional investors, and insurance companies, providing them with tailored capital solutions. With a focus on innovation and strategic partnerships, Blue Owl Capital helps businesses achieve their financial goals and drive growth in private equity and real estate markets.

📋 Description

• Perform proactive sales calls, meetings, and sales campaigns to promote Blue Owl product offerings to existing and new private wealth investors • Raise and retain assets under management within a geographic territory through proactive phone calls and one-on-one and group appointments • Develop and implement a business plan and sales strategy • Maintain a comprehensive understanding of market, advisor, and investor trends • Work closely with and actively support other Market Team members • Create awareness, develop relationships, and raise assets across Blue Owl’s full suite of investment products • Manage the full lifecycle of client relationships, from initial prospecting through onboarding and ongoing relationship maintenance • Develop and build Blue Owl’s brand among wealth and broader audiences within the region

🎯 Requirements

• FINRA Series 7, 63 or 66, clean U4 • 10+ years of total experience • Strong and demonstrated experience raising capital from Wirehouse Broker Dealers • Product experience in alternatives • Knowledge of regulatory environments across the US • Ability to navigate US jurisdictions from a sales and regulatory perspective • Ability to work with a dynamic, continually growing and evolving product set • Exceptional written and verbal communication abilities • Exceptional ability to manage time, priorities, and internal expectations • Exceptional work ethic and a desire to succeed • Ability to travel to clients frequently

🏖️ Benefits

• Employees may be eligible for a discretionary bonus based on individual and team performance

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