Principal, Private Wealth Solutions Sales

Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation.

The Opportunity:

We are looking for a driven and energetic salesperson to become a member of our highly skilled sales team.  Your primary responsibility will be driving sales across intermediary private wealth channels. You’ll work daily to help provide valuable market insight, portfolio construction guidance, and investment product solutions to Financial Advisors and their clients by representing Hamilton Lane and our products. 
 

Your responsibilities will be to:

• Manage and grow a sales territory, including:
  • Managing the sales process for new prospects uncovered in the region through prospecting efforts
  • A high expected level of sales activity, through face-to-face meetings, video conferences and direct telephone conversations.
  • Interfacing with senior team members in the coordination of internal and external prospect meetings.
  • Leveraging existing relationships and network to ensure immediate production

• Demonstrate a mastery of skills such as:
  • Outstanding consultative sales and communication
  • Active listening
  • Advanced customer service
  • Ability to represent multiple product offerings
  • Depth of investment, portfolio, and product knowledge
  • Ability to uncover and qualify new opportunities
  • Commitment to constant self-improvement and exhibit a competitive drive
  • Extremely resourceful, organized, and ability to prioritize multiple priorities
  • A high aptitude to learn new things quickly and adapt to new situations
  • The ability to quickly build trust and relationships
  • The ability to “break down” barriers to entry
     

Your background will include:

• 5+ years of financial services sales with strong relationships in RIA, Wirehouses, and Independent Broker Dealers.
• Private markets experience is a plus
• Entrepreneurial spirit and drive
• Bachelor’s Degree with an area of concentration in Finance, Business, Management, or Communication
• Series 6 or 7 and 63 required with a clean U4
• Strong communication skills; in-person, over the phone, and in writing
• Excellent priority management

Salary for this position is $125000-$175000 per year. Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. Your total compensation may vary based on role, location, and firm, department and individual performance.

We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts.

Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law.

If you need a reasonable accommodation to complete your application, please contact Human Resources at [email protected].

Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.