Blue Owl

Private Wealth, Market Leader - Vice President

Blue Owl$100K — $125K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree with 6-10+ years in financial services, preferably in alternative investments or private wealth distribution.
  • FINRA Series 7 and 63 certifications required.
  • Proven success in hybrid internal/external sales roles with rising responsibilities.
  • Strong capability to manage a sales territory independently and achieve commercial success.
  • Willingness to work within the San Francisco, CA or Denver, CO regions.

Responsibilities

  • Drive sales growth by cultivating relationships with financial advisors in the assigned territory.
  • Engage advisors through proactive outreach via phone, email, and in-person meetings to promote Blue Owl solutions.
  • Lead advisor meetings, portfolio reviews, and presentations, leveraging travel within the territory monthly.
  • Utilize senior sales and investment resources effectively for impactful meetings in the territory.
  • Act as a primary representative for Blue Owl at industry conferences and client engagements.
  • Maintain accountability for achieving sales results and expanding existing advisor relationships.
  • Deliver exceptional service by addressing client inquiries with precision and professionalism.
  • Provide expert insights on private markets and competitive positioning, shaping strategic discussions.

Benefits

  • Health, dental, and vision insurance.
  • 401(k) with potential employer contributions.
  • Flexible Spending Accounts for healthcare and dependent care.
  • Short and long-term disability insurance.
  • Family planning support assistance.
  • Paid time off and leave of absence provisions.
Full Job Description
This role is in office Monday to Friday.

The Role

The Market Leader (Vice President) role is a critical member of the Private Wealth sales organization, responsible for driving the adoption and growth of Blue Owl's investment solutions across a defined territory and channel. As a VP, this individual will serve as a strategic partner to the Regional Market Leader and broader Market Team, leading high-impact advisor engagement, advancing key distribution initiatives, and representing Blue Owl as a senior subject-matter expert in private markets.

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 1-2x 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.


Qualifications
  • 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.


The base annual salary range for this San Francisco-based position and Denver-based position will be $100,000 to $125,000. Actual salary offered will be based on the candidate's skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.

Benefits for this role include 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, and Leave of Absences. All such benefits are subject to the terms/conditions of the Company's benefits plans and policies.

#LI-REMOTE

About Blue Owl

Blue Owl is an insurance company that uses data and technology to provide personalized insurance products to its customers. The company offers auto, home, and renters insurance, and uses artificial intelligence to determine the best coverage options for each customer. Blue Owl was founded in 2020 and is headquartered in San Francisco, California.
Learn more about Blue Owl
Size
1,000 employees
Industry
Founded
2020
5 Year Trend
+50%
Revenue
$50 million
NASDAQ

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