Blue Owl

Private Wealth, Market Leader - Vice President

Blue Owl$100K — $125K *
US-Anywhere
+ 2 other locationsRemote
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree with 6-10+ years of financial services experience in alternative investments or private wealth distribution.
  • FINRA Series 7 and 63 required.
  • Proven track record in hybrid internal/external sales roles with increasing responsibilities.
  • Strong ability to independently manage a sales territory and achieve commercial outcomes.
  • Willingness to work in either San Francisco, CA or Denver, CO territory.

Responsibilities

  • Drive sales growth by developing and managing relationships with financial advisors in the territory.
  • Execute proactive outreach through various communication channels to drive adoption of investment solutions.
  • Independently schedule and conduct advisor meetings, portfolio reviews, and presentations, with periodic travel.
  • Strategically leverage senior sales and investment resources for impactful meetings within the territory.
  • Act as a primary contact at conferences for clients and prospects, representing Blue Owl.

Benefits

  • Health, Dental and Vision insurance.
  • 401(k) plan.
  • Flexible Spending Accounts for Healthcare and Dependent Care.
  • Short and Long Term Disability insurance.
  • Family Planning Support and Paid Time Off.
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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