Private Wealth Regional Market Leader – Senior Market Leader

This is a fully remote position, open to applicants in California.

📋 Description

• Conduct proactive sales calls, meetings, and sales initiatives to promote Blue Owl's product offerings to both existing and prospective private wealth investors.

• Increase and maintain assets under management within a specific geographic area through proactive outreach via phone calls and both one-on-one and group meetings.

• Formulate and execute a comprehensive business plan and sales strategy.

• Maintain an in-depth understanding of market trends, advisor dynamics, and investor behaviors.

• Collaborate closely with and provide active support to other members of the Market Team.

• Raise awareness, cultivate relationships, and attract assets across Blue Owl’s complete range of investment products.

• Oversee the entire lifecycle of client relationships, from initial prospecting to onboarding and ongoing maintenance.

• Enhance Blue Owl’s brand recognition among wealth management and broader audiences within the region.

⛳️ Requirements

• Possession of FINRA Series 7, 63 or 66, with a clean U4.

• A minimum of 10 years of overall experience.

• Proven and significant experience in raising capital from Wirehouse Broker Dealers.

• Experience with alternative investment products.

• Familiarity with regulatory environments throughout the United States.

• Capability to navigate US jurisdictions from both a sales and regulatory standpoint.

• Ability to work with a dynamic, continually evolving range of products.

• Outstanding written and verbal communication skills.

• Exceptional skills in time management, prioritization, and meeting internal expectations.

• Strong work ethic and a commitment to achieving success.

• Willingness to travel frequently to meet with clients.

🏝️ Benefits

• Employees may qualify for a discretionary bonus based on both individual and team performance.