Sales Service, Private Wealth, Associate

Blue Owl is a leading asset manager that is redefining alternatives. The Sales Service Associate (SSA) role is an essential part of our Private Wealth team, tasked with preserving the operational efficiency of our organization.

Requirements

• 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.
• Liaison between operations and sales team to streamline 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.
• Maintain data integrity in CRM database.
• Generate ad hoc reports for sales team.
• Coordinate investor information to help sales teams maximize product impact.

Benefits

• Discretionary bonus based on individual and team performance
• Equal Opportunity Employer