Private Wealth, Relationship Management Associate
$115k - $125kBlue Owl Capital Holdings LLC
Overview Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With over $315 billion in assets under management as of March31,2026, 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 1,390 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit This role is in office Monday to Friday. 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 to, 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). Qualifications Bachelor's degree with 2+ years of experience in the financial services industry/sales related position, alternative sales experience preferred. FINRA Series7 license required, or ability to obtain upon hire. FINRA Series63 or 66 license required, or ability to obtain upon hire. 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. 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. Compensation It is expected that the base annual salary range for this NewYork 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 Employment Opportunity 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. #J-18808-Ljbffr Blue Owl Capital Holdings LLC
$115k - $125k
...Relationship Management Associate Blue Owl is a leading asset manager that is redefining alternatives.... ...capital base, we provide businesses with private capital solutions to drive long-term... ...is an essential part of our Private Wealth team and tasked with accelerating...PrivatePermanent employmentWork at officeMonday to Friday- ...A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across... ...classes and regions and building meaningful relationships with your clients. Working in a... ...full spectrum of alternatives including private equity, growth equity, private credit,...Private
- ...value proposition of our new strategic Unified Managed Account platform for the Global Private Bank and US Wealth Management, which consists of the Chase Wealth... ...benefits to promote client acquisition/deepen client relationships Trusted partner to advisors on new features &...PrivateFlexible hours
$80k - $86k
Bernstein Private Wealth Management in New York seeks an Associate to support Financial Advisors and enhance client relationships. The role includes a comprehensive training program and opportunities for advancement within the firm. Strong analytical and communication skills...Private$85k - $160k
...Goldman Sachs Group is seeking a Business Development Professional in New York, New York, to support Private Wealth Advisors. This role focuses on client relationship management, portfolio analysis, and new client acquisition. Candidates should have a Bachelor's degree and...Private- Asset & Wealth Management, Private Credit, Structured Corporate Credit, Associate, New York GOLDMAN SACHS ALTERNATIVES Goldman Sachs Asset Management is one of the... ...independent judgments Ability to interact and build relationships with a wide variety of people #J-18808-...PrivateFlexible hours
$109.12k - $163.68k
The Associate Banker SAFE Act LO is a seasoned professional... ...firms. Cultivate relationships with firm employees; source... ..., Credit, Cash Management, and Financial Planning... ...suite of banking and wealth‑management solutions to... ...experience. Job Family Group Private Client Coverage Job...PrivateFull time- Asset & Wealth Management, Private Credit, Structured Corporate Credit, Associate, New York New York, NY, United States Job Description Asset & Wealth Management,... ...independent judgments Ability to interact and build relationships with a wide variety of people Job Info Job...PrivateFull timeWork at officeFlexible hours
$85k - $160k
Asset & Wealth Management, Private Wealth Management, Equity Structuring, Associate - New York location_on New York, New York, United States YOUR IMPACT Equity Structuring... ...services. As client needs evolve, this close relationship allows the team to offer complementary...PrivateFull timeTemporary workPart timeWork at office$100k - $170k
...Description A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients... ...asset classes and building meaningful relationships with our clients. Working in a culture... ..., across leading hedge fund managers, private credit funds, private equity funds,...PrivateFull timeTemporary workPart time$100k - $160k
...States Job Description Asset & Wealth Management Divisional Overview A... ...regions and building meaningful relationships with your clients. Working... ...strategies, including private equity, private credit, and... .... Job Info Job Category Associate Posting Date 12/09/2025, 0...PrivateFull timeTemporary workPart timeWork at office$68k - $120k
POSITION SUMMARY Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As... ...in this role build trusted relationships. Leading with a client first mindset...PrivateTemporary workWork experience placementLocal area$80k - $86k
Position Overview Bernstein Private Wealth Management is a premier investment management firm advising... ...prospect meeting preparation Build relationships with clients and prospective clients... ...Comprehensive Development Program Associates will participate in a robust...PrivateTemporary work$150k - $225k
...Goldman Sachs Asset & Wealth Management A career with Goldman Sachs... ...regions and building meaningful relationships with your clients. Working... ...$17.0bn of commitments in private fund commitments.... ...Identification 164315 Job Category Associate Locations New York, NY,...PrivateFull timeTemporary workPart time$100k - $170k
...with Goldman Sachs Asset & Wealth Management is an opportunity to help clients... ...and building meaningful relationships with our clients. Working... ...hedge fund managers, private credit funds, private equity... ...Identification 170693 Job Category Associate Posting Date 05/18/2026, 0...PrivateFull timeTemporary workPart timeWork at office$33.28k - $90k
Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions... ...or other duties directed by local management Administrative Support Answering...PrivateTemporary workWork at officeLocal area$85k - $160k
...Associate Role Are you an exceptional Associate ready... ...dedicated to driving Wealth's future success and... ...institution. Across Wealth Management, Goldman Sachs helps... ...Management Teams, Private Wealth Advisors, and... ...action plans Effective relationship building skills and...PrivateFull timeTemporary workPart timeShift work$100k - $160k
Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans... ...and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities...PrivateFull timeTemporary workPart time$250k
...communities we serve. About Citi Wealth Citi Wealth is focused on serving... ...tailored offerings across the Citigold, Citi Private Client, International Private Bank and... ...Bank brands . The Senior Wealth Management Relationship Manager is responsible for...PrivateFull time- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the Role The Company is seeking... ...excellent communication and relationship-building skills, strong...Private
$119k - $160k
Job Duties Associate, Non‑Self‑Sustaining Advisor with Goldman Sachs... ...York. Create comprehensive wealth management plans, asset allocation,... ...management and further relationships with ultra‑high net worth individuals... ...philanthropic planning and private banking and lending...Private- ...Portfolio Management Group The Portfolio Management Group (PMG)... ...the implementation engine for Private Banking's discretionary... ...and strategy deviation · Relationship management with internal clients... ...services industry with Private Wealth Management experience...PrivateWork experience placementShift work
- ...About Titan Titan is an award-winning wealth manager with a mission to increase our... .... Ambitious Vision: When we put private wealth management in every pocket, we'll... ...status quo. Our goal is to tech-enable the relationship between client and investment manager,...PrivateWork at office
- Coda Search is partnering with an asset management firm that is seeking an Investor Relations Associate to support its family office/private wealth channel. This is a dynamic fund that... ...responsibilities from fundraising, relationship management, and capital markets, working...PrivateWork at office
- ...requirement intake calls with hiring managers and offer guidance on the... ...ability to build relationships and deliver a first class candidate... ...Team J.P. Morgan Asset & Wealth Management delivers industry-... ...leading investment management and private banking solutions. Asset...Private
$115k - $180k
Asset & Wealth Management - Quantitative Strategist - Associate - New York New York, New York, United States Job Description... ..., and building meaningful relationships with your clients. Working in a... ...spectrum of alternatives including private equity, growth equity, private...PrivateFull timeTemporary workPart timeWork at office$175k - $225k
...executives of leading private equity firms and... ...industry knowledge and relationships, timely market intelligence... ...is seeking Associates to join our rapidly growing... ...information memoranda and management presentations... ...Services, FIG, Asset & Wealth Management M&A preferred...PrivateFull timeCurrently hiringWork at officeRemote workWork visaMonday to ThursdayShift work- A leading financial services company is seeking a Wealth Management Associate in New York, NY. This entry-level position involves building client relationships, educating clients on financial products, and managing financial plans. Candidates should have a 4-year degree...
$34.5k
A leading financial services company is seeking a Wealth Management Associate in New York, NY. The role focuses on building client relationships, developing personalized financial strategies, and presenting tailored financial products. Candidates should have a Bachelor...$90k - $160k
...As a Managed Solutions Associate within the Managed Solutions Specialist Team, you will collaborate with... ...timely investment opportunities for private bank clients. This role will allow... ...and channel (in Private Bank and U.S. Wealth Management) to understand respective...PrivateWorldwide
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