Private Wealth, Relationship Management Associate
- Pay
- $115,000 – $125,000 per year
- Location
- New York City, NY · On-site
- Job type
- Full-time
- Level
- Entry level
- Experience
- 2+ years
- Education
- Bachelor's degree
- Listed
- 30 days ago
Skills & highlights for this role
- FINRA Series 7
- FINRA Series 63 or 66
- financial advisor relationship management
- CRM
- territory business planning
- cross-selling
Also useful
- alternative sales experience
About the role
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. 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.
- 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.
- Coordinates team utilization and efficiency within the CRM, including but not limited, 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.
- Opportunistically travel in territory for client engagement or industry conferences (if applicable).
Pay and benefits
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.
Equal opportunity and legal notices
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.
From Blue Owl's careers page, first listed on Rolev.ai on October 11, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
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Common questions
What is the salary for the Private Wealth, Relationship Management Associate role at Blue Owl?
The Private Wealth, Relationship Management Associate posting at Blue Owl states compensation of $115,000 – $125,000 per year. It is listed as a full-time position. Final pay may depend on location, experience, and interview evaluation on Blue Owl's official career site.
Where is the Private Wealth, Relationship Management Associate job at Blue Owl located?
This Private Wealth, Relationship Management Associate position at Blue Owl is located in New York City, NY (On-site). Always check Blue Owl's application page for specific state eligibility or relocation policies.
What qualifications are required for Private Wealth, Relationship Management Associate at Blue Owl?
For the Private Wealth, Relationship Management Associate role, Blue Owl highlights 2+ years of relevant experience; a bachelor's degree; experience with financial advisor relationship management, CRM, territory business planning, cross-selling. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Private Wealth, Relationship Management Associate position at Blue Owl?
This listing links directly to Blue Owl's Workday application page. You can apply directly on Blue Owl's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.