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Private Wealth Strategy, Senior Associate

Private Wealth Strategy, Senior Associate

Blue OwlNew York, NY, US
30+ days ago
Job type
  • Permanent
Job description

Senior Associate

Blue Owl (NYSE : OWL) is a leading asset manager that is redefining alternatives.

With $273 billion in assets under management as of March 31, 2025, we invest across three multi-strategy platforms : Credit, GP Strategic Capital, and Real Assets. 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 over 1,200 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional.

The Role :

The Senior Associate will report to the Strategy Lead for Blue Owl's Private Wealth division and play a key role in shaping the strategic direction of the business. The team is focused on driving AUM growth by unlocking new partnerships, targeting untapped capital pools, developing innovative product solutions, and expanding geographically and across channels. This role offers significant exposure to senior leaders within Private Wealth and across the broader organization.

Responsibilities :

  • Contribute to the development and evaluation of new strategic initiatives to drive growth.
  • Coordinate and project manage multiple cross-functional workstreams to ensure successful execution of key priorities.
  • Prepare status updates and presentation materials to support decision-making and communication with senior leadership.
  • Leverage market intelligence, data analytics, and industry insights to ensure Blue Owl's offerings remain differentiated and aligned with client needs.
  • Partner with the Strategy Lead and other senior leaders to craft creative growth strategies, assess risks, monitor competitive dynamics, and identify expansion opportunities.
  • Support ad hoc strategic initiatives on behalf of the Private Wealth Strategy Lead, Global Private Wealth COO, and Head of Global Private Wealth.

Qualifications & Attributes :

  • Education : Bachelor's degree in finance, economics, business administration or a related field. An advanced degree or relevant certifications (e.g., CFA) are a plus.
  • Experience : 57 years of experience in financial services, asset management, consulting, or corporate strategy.
  • Skills :
  • Strong analytical and problem-solving abilities.

  • Excellent project management skills, comfort with tight deadlines and ability to manage multiple projects simultaneously.
  • Effective collaborator with the ability to work independently or as part of a team across all levels of the organization.
  • Highly proficient in Microsoft Office, particularly PowerPoint and Excel.
  • Knowledge of financial markets and alternative investment products.
  • Familiarity with the private wealth landscape and evolving client needs across different channels and geographies.
  • Strong communication, interpersonal and presentation skills.
  • Attributes :
  • Highly organized and detail-oriented.

  • Strong judgment, discretion, and commitment to high ethical standards
  • Self-motivated and resourceful with a proactive approach to work.
  • It is expected that the base annual salary range for this New York City-based position will be $125,000 - $155,000. 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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    Wealth Associate • New York, NY, US

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