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Private Wealth, Market Leader - Vice President

Jobtailor

Responsibilities Drive sales growth by independently developing, deepening, and managing relationships with new and existing financial advisors across the assigned territory. Execute a high level of proactive outreach through phone, email, virtual meetings, and in‑person engagement to expand advisor adoption of Blue Owl solutions. Independently schedule and lead advisor meetings, portfolio reviews, and group presentations, leveraging in‑territory travel 1–2 times per month. Strategically deploy senior sales and investment resources for high‑impact meetings within the territory. Represent Blue Owl at partner firm and advisor conferences, acting as a senior point of contact for clients and prospects. Maintain accountability for territory sales results, focusing on generating new producers and expanding wallet share among existing relationships. Provide exceptional client service, addressing product, technical, and competitive inquiries with precision and professionalism. Serve as a senior expert on private markets, competitor positioning, and the broader alternative investment landscape. Partner closely with the Market Team—including the Regional Market Leader, Relationship Management Associate (RMA), and Sales Service Associate (SSA)—to develop and execute a data‑driven territory business plan. Consistently meet or exceed sales goals and KPIs established for the role and territory. Requirements Bachelor’s degree with 6–10+ years of financial services experience, ideally within alternative investments or private wealth distribution. FINRA Series 7 and 63 required. Demonstrated success in a hybrid internal/external sales capacity with increasing responsibility. Proven ability to independently manage a sales territory and deliver strong commercial outcomes. Ability to work in San Francisco, CA or Denver, CO territory. #J-18808-Ljbffr Jobtailor

Vacancy posted 1 day ago
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