Vice President / Principal managing private wealth relationships at Blue Owl, focusing on RIA strategic accounts and fundraising initiatives. Leading communication and engagement with key client stakeholders across investment platforms.
Responsibilities
Cultivate and manage strategic relationships with private wealth platforms, specially with custodians, and digital investment platforms, while proactively building new connections across multiple organizational levels
Lead onboarding of new products, selling agreements, and platform documentation to ensure seamless integration and compliance
Maintain deep expertise in partner platforms, manager evaluation processes, firm initiatives, and emerging investment trends
Develop a comprehensive understanding of Blue Owl’s investment strategies and solutions, including financial and structural aspects
Educate advisory teams and key stakeholders on Blue Owl’s alternative investment offerings, ensuring clarity and alignment with client objectives
Drive strategic marketing initiatives by contributing to plan development, identifying growth opportunities, and tracking measurable outcomes
Serve as the primary internal liaison for cross-functional coordination among Sales, Product, Legal, and Operations teams
Monitor platform developments and industry dynamics, communicating actionable insights to internal stakeholders
Represent Blue Owl at partner meetings and industry events to reinforce the firm’s presence and thought leadership
Travel as needed to support platform relationships and enhance firm visibility
Requirements
Minimum of 7 years of experience in investment management
Candidates may have alternative experience; however, it is essential that they have covered custodians
Proven ability to communicate and present effectively with internal and external stakeholders
Strong understanding of Blue Owl’s investment strategy, differentiators, and competitive positioning
Highly motivated, with the ability to work independently, prioritize tasks, and meet deadlines and fundraising goals
Collaborative mindset with experience working in a team-oriented sales environment
Willingness to travel as needed
Bachelor’s degree or equivalent education required
Series 7 and 66 (or equivalent)
Benefits
Discretionary bonus based on individual and team performance
Vice President leading Integrated Solutions Delivery for significant energy projects. Ensuring delivery excellence, client satisfaction, and successful project execution in the commercial construction sector.
Vice President overseeing development of new services and market expansion at PAM Health. Engaging in financial analysis and acquisition processes for healthcare services in various locations.
Data Management Lead in Life Sciences consulting, driving strategic client engagement and technology solutions at EXL. Overseeing proposals, account management, and team development for growth.
Vice President leading R&D initiatives combining biology and technology for vision care solutions. Innovating products across surgical platforms and enhancing clinical outcomes.
Vice President of R&D responsible for innovation strategy in capital equipment and software solutions. Leading multidisciplinary teams at Johnson & Johnson to enhance vision treatments.
SVP role managing Private Equity data and reporting at H.I.G. Capital. Overseeing a new team to streamline data collection across multiple strategies and ensure compliance.
Commodities Document Negotiator within Fixed Income focusing on negotiating master agreements at Morgan Stanley. Collaborate with internal and external teams to ensure effective agreement terms.
VP, Senior Incident Response Lead enhancing Synchrony’s incident response capabilities for cybersecurity operations. Leading technical strategies and initiatives while mentoring less - experienced team members.
Senior Vice President at BBVA responsible for defining sales strategies and maximizing client profitability. Collaborating with multidisciplinary teams to expand market share and achieve sales objectives.
VP Partner Management responsible for overall partner ecosystem strategy and execution. Collaborating with executive teams and driving revenue through strategic partnerships.