Sales Service, Private Wealth, Associate
4 weeks ago
Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®.
With $235 billion in assets under management as of September 30, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate. 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 1,050 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com.
The Role
The Sales Service Associate (SSA) role is an essential part of our Private Wealth team and tasked with preserving the operational efficiency of our organization. The Associate will partner with the Market Team to maintain a high level of service, facilitate the needs of our clients, and optimize the Market Team's effectiveness with reporting and CRM management.
Primary Responsibilities
- Assist the Market Team: Regional Market Leader, Business Development Associate (BDA) and Relationship Management Associate (RMA) with administrative support of sales initiatives and investor requests.
- Facilitate escalated operational requests for investor accounts (account updates, rep changes, capital call notices, investor portal log in requests, tax documents, business processing redemption requests).
- Generate ad hoc reports for sales team.
- Maintain data integrity in CRM database.
- Liaison between operations and sales team to introduce an efficient client experience.
- Coordinate investor information to help sales teams maximize product impact.
- Bachelor's degree with 1-3 years of related experience preferred.
- FINRA licenses not required but encouraged.
- Strong interpersonal skills with proven ability to build effective relationships.
- High proficiency in Microsoft Excel, Word and PowerPoint.
- Excellent interpersonal and written communication.
- Detail oriented.
- Strong time management and organizational skills.
- Diplomacy in client interactions.
- Work independently and in a team environment.
- Proactive and innovative self-starter.
- 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 $80,000 to $95,000. 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.
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.
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.
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