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Private Wealth, Sales Service Associate

Job in New York, New York County, New York, 10261, USA
Listing for: Blue Owl Capital
Full Time position
Listed on 2026-02-05
Job specializations:
  • Business
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 80000 - 95000 USD Yearly USD 80000.00 95000.00 YEAR
Job Description & How to Apply Below
Location: New York

Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With over $295 billion in assets under management as of September 30, 2025, we invest across three multi-strategy platforms:
Credit, Real Assets and GP Strategic Capital. 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 approximately 1,365 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional.

To learn more, visit  This role is in office Monday to Friday.

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
  • Partner with Market Team:
    Sr. Market Leader, Market Leader, and Relationship Management Associate (RMA) to support sales initiatives and investor service requests.
  • Facilitate escalated operational requests for investor accounts (account updates, rep changes, capital call notices, investor portal log in requests, documents, business processing redemption requests).
  • Liaison between operations and sales team streamlining an efficient and best-in-class client experience.
  • Develop operational and business processing expertise across our selling syndicate to assist Financial Advisors through white glove service.
  • Become a knowledgeable resource on private market strategies, competitors, and products available in the alternative industry.
  • Demonstrates competence in our core, perpetual strategies, and high-level understanding of campaign funds to assist with fundraising.
  • Coordinate investor information to help sales teams maximize product impact.
  • Generate ad hoc reports for sales team.
  • Maintain data integrity in CRM database.
Qualifications
  • Bachelor's degree with 1-3 years of related experience preferred.
  • FINRA licenses (SIE, Series 7, and Series 63) not required but encouraged.
Skills & Attributes
  • 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.

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Position Requirements
10+ Years work experience
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