Private Wealth, Market Leader – Vice President

Blue Owl Capital

Market Leader responsible for driving adoption and growth of Blue Owl’s investment solutions. Engaging with financial advisors and managing territory sales results and client relationships.

Posted 6/5/2026full-timeSan Francisco • California, Colorado • 🇺🇸 United StatesSenior💰 $100,000 - $125,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

sales growthrelationship managementportfolio reviewsdata driven business planningsales goalsKPI achievementclient servicecompetitive analysisalternative investmentsprivate markets

Soft Skills

proactive outreachcommunicationpresentation skillsindependencestrategic thinkingcollaborationaccountabilityprofessionalismclient engagementproblem solving

Certifications & Qualifications

Bachelor's degreeFINRA Series 7FINRA Series 63

Industry Keywords

financial servicesprivate wealth distributionsales territory managementcommercial outcomesadvisor adoptioninvestment resourcesclient inquiriesSan FranciscoDenveradvisor conferences

About the role

Key responsibilities & impact

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 1–2x monthly.
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, with a focus on generating new producers and expanding wallet share among existing relationships.
Provide exceptional client service, addressing product, technical, and competitive inquiries with a high degree of 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

What you’ll need

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 sales territory and deliver strong commercial outcomes.
Ability to work in San Francisco, CA or Denver, CO territory.

Benefits

Comp & perks

Health, Dental and Vision insurance
401(k)
Healthcare and Dependent Care Flexible Spending Account
Short Term Disability insurance
Long Term Disability Insurance
Family Planning Support
Paid Time Off
Leave of Absences